Title: Final Destination: Estate Administration

Panelists: Matthew Clark, Executive Director of Planned Giving at West Virginia University Foundation
Jane Heuser, Associate Director of Trusts and Estates at Duke University
Anne Kathryn Zamkovsky, Senior Director of Gift and Estate Planning at Baylor College of Medicine

Moderator: Lisa Chmiola, Founder and Chief Fablanthropist at Fablanthropy

Date: Wednesday, June 7, 2023

Time: 12:00 p.m. - 1:00 p.m. ET

Cost: $15 CGP members/$35 non-members

Description:
In gift planning, much focus is placed on acquiring the deferred gift commitments. After the donor passes away and the process to receive these gifts begins, how should you handle the estate administration for your organization? In this webinar, we’ll discuss best practices for dealing with realized bequests, beneficiary designations, annuities and trusts. A panel will discuss how these situations have played out in their organizations and offer tips on how to navigate the process.

About the Presenters:
Matthew Clark, J.D. AEP® is the Executive Director of Planned Giving at the West Virginia University Foundation (WVUF), where he oversees all aspects of estate and gift planning for the WVU system. He has nearly 20 years of experience in the field and has secured over $128 million in planned gifts across the university.

Before joining WVUF in 2016, Matthew was a vice president at PNC Institutional Investments, where he administered perpetual charitable trusts and advised institutions on planned giving strategies. He is a board member and the President-Elect of the Pittsburgh Planned Giving Council, and an active member of two other estate planning councils in West Virginia and Pennsylvania.

Matthew holds a Juris Doctorate from the University of Pittsburgh School of Law, an MBA from Pennsylvania State University, and a BBA in Economics from Mississippi State University. He is a licensed attorney in Pennsylvania and an Accredited Estate Planner®.

Matthew enjoys traveling with his family, playing tennis, and volunteering in his community. 

Jane Heuser is a current Board member of the North Carolina Planned Giving Council. A graduate of the University of Illinois, she joined Duke University’s Office of Gift Planning in 2012. As the Associate Director of Trusts and Estates, Jane manages the day-to-day administration of Duke’s 130 charitable trusts and 400 gift annuity accounts.  She also collaborates with gift officers and works with donors in developing their charitable plans.

Prior to joining Duke, Jane managed trusts and estates at a Durham law firm and served as a Relationship Manager and Vice President with the Northern Trust Company in Chicago. Jane loves to travel, is an avid baker and keeps busy with her family and volunteer work.

Anne Kathryn Zamkovsky, J.D., is the Senior Director of Gift and Estate Planning at Baylor College of Medicine. She focuses on helping Baylor College of Medicine alumni, staff, and friends support the institution’s mission through legacy and long-term gifts. A graduate of LSU Law School, she moved to Houston in 2017 where she practiced law at a regional law firm before beginning her planned giving career at BCM. She is a licensed attorney in both Louisiana and Texas and she and her husband, George, have twin boys.

About the CGP Emerging Professionals

Entering gift planning, whether as an early career professional or after time in another field, can be challenging without the right support system. CGP’s Emerging Professionals Initiative aims to ease entry into gift planning for those with five or fewer years in the field. Offerings include a series of virtual events covering topics key to your development as a gift planner, and an annual social at CGP conference.
 

Following the webinar, the Emerging Professionals Committee will host a free (optional) meet-up for further discussion on the topic.