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CCCCD Foundation, Inc. Hosts Smart Choices An Educational Symposium



CCCCD Foundation, Inc. Hosts Smart Choices An Educational Symposium

January 30, 2004 - Collin County Community College District Foundation, Inc. presents "Smart Choices," an educational symposium on planned giving, 8:15 - 11:45 a.m., Wednesday, Feb. 18, in F108 at the Spring Creek Campus, 2800 E. Spring Creek Parkway, Plano. This unique symposium will demystify the rules and regulations surrounding philanthropic giving. Professional CPAs, attorneys, estate planners, non-profit board members and individuals interested in making the most of their planned giving efforts should attend.

Workshops will include "Giving Through Taxes" by Ira Richardson. Richardson, a retired US Army Major and two-time cancer survivor, addresses how you can structure your assets and liabilities to pay zero taxes. His session provides six courses of action and illustrates how to effectively give tax dollars to favorites charities. Richardson holds a bachelor's of science in finance from Louisiana State University.

"Earning the Public's Trust" is Wayne Morris', CIMA, important message. Morris is vice president and director of institutional consulting at Salomon Smith Barney. He will review the federally mandated investment rules that apply to all charitable organizations, highlighting key steps to a prudent, but profitable business plan.

Philip M. Lindquist, attorney and counselor at law, will present, "Make It Happen: From Conception to Perpetuity." Having practiced as an attorney, board certified in estate planning and probate law, Lindquist will stress the importance of the team approach when designing a charitable plan. Communication between professionals, donors and non-profit representatives will be examined. Lindquist holds a bachelor's of science accounting and a juris doctorate from the University of Texas. He is also a fellow in the American College of Trust and Estate Counsel.

Registration is only $40 per individual and $50 for two! For more information, please call the CCCCD Foundation at 972-881-5611. Registration deadline is Feb. 11. A certificate of completion will be given to those seeking continuing education credits.