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March 2018 Meeting
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Save the date for our March Board Meetings in Irving, Texas.

 Export to Your Calendar 3/1/2018 to 3/2/2018
When: March 1-2, 2018
8:00 AM
Where: Map this event »
Four Seasons at Las Colinas
4150 N MacArthur Blvd
Irving, Texas  75038
United States
Contact: Bree Angelo
312-265-2996


Online registration is available until: 3/1/2018
« Go to Upcoming Event List  

Registration Fees

Category
Fee
GI Member
Complimentary
Dinner Event
$140


Schedule

Thursday, March 1, 2018

8:00 - 9:30am
Joint Executive Committee
Room: Brazos River
9:30 - 10:00am
Coffee Break & Registration
Room: Carpenter
10:00 - 11:30am
3 Philanthropists, 3 Stories
Room: Carpenter

Presenters:
  1. Howard Tellepsen, Jr.
    Chairman, Tellepsen Corporation Houston, Texas

  2. Kelly Compton
    Executive Director, The Hoglund Foundation, Dallas, Texas

  3. Ken Hersh
    President and Chief Executive Officer,
    George W. Bush Presidential Center, Dallas, Texas 
11:30am - 12:30pm
Lunch with Table Discussions
Room: Carpenter
1:00 - 2:30pm
Live Webcast: The Data on Donor-Advised Funds: New Insights You Need to Know
Room: Carpenter

Presenters:
  1. Mike Geary
  2.  Attorney at Law, LLC, at Geary, Porter & Donovan, P.C.
  3.  
  4. Pam Norley
  5. President of Fidelity Charitable
  6.  
  7. Una Osili
    Professor of Economics and Associate Dean for Research and International Programs, Indiana University, Lilly Family School of Philanthropy

  8. Dave Scullin
    CEO of the Communities Foundation of Texas

Moderator:
  1. W. Keith Curtis
    Founder & President of The Curtis Group

Online Moderator:
  1. Rachel Hutchisson
    VP, Corporate Citizenship & Philanthropy, Blackbaud, Inc.
3:00 - 4:00pm
Membership Committee
Room: Brazos River
Program & Education Committee
Room: Breakout B
4:00 - 5:00pm
Resource Development Committee
Room: Brazos River
Marketing Committee
Room: Breakout B
5:00 - 6:00pm
National Commission Working Group
Room: Brazos River
Summer Symposium Committee
Room: Breakout B
6:30 - 9:00pm
Dinner at LAW Restaurant, Four Seasons Dallas at Las Colinas 


Friday, March 2, 2018

8:00 - 8:30am
Breakfast
Room: Carpenter
8:30 - 9:30am
Giving USA Foundation Board Meeting
Room: Carpenter
9:30 - 10:30am
Giving Institute Board Meeting
Room: Carpenter
10:30am
Meeting Adjourns


Donor-Advised Funds Special Report & Webcast

LIVE WEBCAST: “The Data on Donor-Advised Funds: New Insights You Need to Know”

Thursday, March 1
1:00-2:30pm Central
Register for the live webcast

 
Donor-advised funds are among today’s hottest topics with both donors and nonprofits, but until now there has been little aggregate information available about the granting side of the donor-advised fund equation. How much do donor-advised funds give to nonprofits annually? Which types of nonprofits do donor-advised funds support, and which types receive the most and the least from donor-advised fund grants? How have these trends changed over time?

Join The Giving Institute and Giving USA Foundation on Thursday, March 1, when expert panelists will discuss the new Giving USA Special Report: “The Data on Donor-Advised Funds: New Insights You Need to Know”. The Special Report fills in gaps in data and understanding about these important giving vehicles and takes a rigorous, new, in-depth look at where the money goes. During our live webcast, expect to have your most pressing questions about donor-advised funds and how to incorporate this giving vehicle into your fundraising plans answered.

Upcoming Events

2018 Summer Symposium: July 12-14, 2018 Mills House Hotel, Charleston, SC
2018 Fall Board Meeting: TBD
2019 Summer Symposium: July 11-13, 2019 Kimpton Hotel Monaco, Seattle, WA

Hotel Information

The March Board Meeting will take place at the Four Seasons Resort and Club Dallas at Las Colinas. Reservations should be made no later than Friday, February 9, 2018.

The Giving Institute has provided for a group rate of $260/night plus tax. All reservations must be before the reservations due date, Friday, February 9, 2018. Book online here or by calling (972)-717-2499 and referencing The Giving Institute. 

Policies

Refunds, minus a $25 administrative fee for all events for which a fee was charged, will be issued on written cancellations received on or before Thursday, February 15. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification to and verification of receipt by the The Giving Institute 2018 March Meetings. Refunds will be processed 2-3 weeks after the meeting. 

Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, The Giving Institute is not responsible for nor will provide refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.

The Giving Institute registration fees are not tax-deductible as a charitable contribution, but may be deductible as a business expense. Consult your tax advisor.

Registration and attendance at or participation in the GI March Meetings constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproduction and audiotapes of such events activities.

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