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January Chapter Meeting & Luncheon
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Monday, January 9, 2017
11:30am - 1:00pm
The Fort Worth Club
12th Floor
306 West Seventh Street
Fort Worth, TX 76102
Program Title:
"The 2016 U.S. Trust Study of High Net Worth Philanthropy"
Presenter:
Ramsay H. Slugg is managing director and a national wealth planning strategist at U.S. Trust, Bank of America Private Wealth Management. In this role, Ramsay keeps abreast of changes in the law and planning strategies that may affect U.S. Trust
clients, and assists in the preparation of materials on various estate and tax planning ideas that are used by our associates and their clients including financial, tax and estate planning solutions for our ultra-high net worth clients and their families. Ramsay has been instrumental in building financial, retirement and tax plans and crafting creative plans that deal with complex tax, financial and family issues for select ultra-high net worth clients
. He is also the author of the 2014
Handbook of Practical Planning for Art Collectors and Their Advisors
, published by the American Bar Association and serves as the
n
ational
lead for art planning within U.S. Trust's Art Services offering for collectors and institutions.
Register early to save some money...
At-the-door registration has gone up to $30!
*Online Registration Will Close Friday, January 8 at 4:00pm*
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Members Benefit Reminder
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Don't forget that one of the benefits of being a member of our chapter is that each month you have the opportunity to attend a fantastic educational session with a great lunch for only $25.
Our chapter underwrites the luncheons so you don't pay the full cost.
If you are not a member or you have let your membership lapse the price is $50. If you bring a guest (and we hope you do!) their price is also $50.
If yo
u need to renew your membership, it's quick and easy to do online at
www.afpnet.org
: Go to "Join AFP" on the left side and under that you will see "Renew Membership".
You can also find helpful information
here.
If you have any questions about AFP or your members benefits, you can reach Kristie Gibson, Director of Retention, at (817)922-7714 or by
email.
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| Katherine Curtis, CFRE |
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President's Message
January 2017
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Happy New Year!
I am thrilled to continue to serve as your president for 2017. Our chapter continues to encourage, educate and support fundraisers throughout the greater Fort Worth Chapter. As we embark on finalizing our strategic plan for the next three years, your membership and involvement is instrumental to the success of our chapter.
New this year is an opportunity for members to pay for all 10 meetings in advance at a discount when paying via check. For $225 (when paying by check) you can pre-register for the entire year in advance. Simply have your check to us no later than January 31, 2017. Questions? - feel free to email
afpfw@yahoo.com
Our membership team is hard at work already planning another year of amazing educational sessions.
I look forward to seeing you each in person for our first meeting of the year on Monday, January 9, at the Fort Worth Club.
Katherine Curtis, CFRE
Girl Scouts of Texas Oklahoma Plains
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Special Recognition
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In recognition of valued participation in the AFP Fort Worth Metro Chapter, we are grateful to the following for their membership and longstanding commitment to a tradition of giving and sharing that is primary to the quality of life.
40 Years
~ ~ ~
Barbara Clark-Galupi, CFRM
10 Years
~ ~ ~
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One of the great benefits of membership in AFP it the opportunity to learn from experienced professionals through the Mentor-Mentee Program.
These personal matches help form relationships that are lasting.
For those interested in being matched with an AFP Mentor, please c
lick on
this link
and complete the mentoring form, and email it back to AFP Office. Matches will be made as soon as possible depending on need and availability.
If you're an experienced professional and would like to become a mentor, please let
Lauren Harris
know and she'll get you matched!
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Welcome To Our New Members
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So glad you have joined us! Let us know what we can do for you - that's why we're here!!!
Lyn Scott, MBA
Guardianship Services
~ ~ ~
ACH Child and Family Services
~ ~ ~
Amanda Sullins
Arlington ISD Education Foundation
~ ~ ~
Ann Cremo, MBA
University of Texas at Arlington
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2017 AFP Web/Audio Conferences
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PPP 2016-2017 Speaker Series
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