Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community
Co-Sponsored by:
The Oklahoma Bar Association
The Oklahoma Bar Foundation
WatersEdge Advisors
The Oklahoma Association of Charitable Gift Planners
Oklahoma Estate Planning Council
11:15 a.m. Registration and Lunch Buffet
11:30 a.m. Beyond Fundraising: Leaving Ethical Legacies through Charitable Estate Planning
Julie Stanley, Emily Collins, and Steve Kaestner
12:50 p.m. Break
1:00 p.m. Advancing Oklahoma Universities through Planned Gifts and How the Advisor Community can Help
James Corey and Jay Kahn
1:50 p.m. Break
2:00 p.m. Fueling the Future: Endowment Essentials
Ben Stewart and David Depuy
2:50 p.m. Break
3:00 p.m. How Funders and Foundations Leverage Today’s Gifts for Tomorrow’s Impact
Renee Demoss, Sue Ann Arnall and Ginny Bass Carl
3:50 p.m. Closing Remarks
4:00 p.m. Adjournment
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.
ATTENDANCE DETAILS
Location
Oklahoma Bar Center - Emerson Hall
1901 N. Lincoln Boulevard
Emerson Hall
Oklahoma City, OK 73105
Phone: 405-416-7000
Fax: 405-416-7001
Date and Time
Tuesday, December 17, 2024
Time: 11:00 AM CT
Duration: 270 min.
Registration Closes
Tuesday, December 17, 2024