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
Title: CGP Advocacy Update
Date: November 16, 2023
Time: 1:00 p.m. ET
Title: The Sunsetting Gift and Estate Tax Exemption
Date: September 21, 2023
Time: 1:00 p.m. ET
Title: CGP Advocacy Update
Date: July 20, 2023
The July Advocacy Update included the latest information on requested IRS form revisions, new successes in timely charitable beneficiary distributions and an update on the efforts to increase the above-the-line charitable deduction.
Presenters:
Phil Purcell, Director of Planned Giving, The Salvation Army
Title: CGP Advocacy Update
Date: May 18, 2023
Time: 1:00 p.m. ET
