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AFP Houston August 2022 Education Session - Financial Strategies for Increasing Donor Impact
Friday, August 19, 2022, 11:30 AM - 1:00 PM CDT
Category: Events

Financial Strategies for Increasing Donor Impact
Friday, August 19, 2022

11:30 a.m. - 12:00 p.m. - Networking
12:00 p.m. - 1:00 p.m. - Program

United Way of Greater Houston 
50 Waugh Drive
Houston, TX 77007

Member | $20
Non-Member | $35 

This session has been approved for 1 point of CFRE credit. 

Online registration for this event has closed. 

Today’s donors have become increasingly sophisticated when it comes to their philanthropic decisions.  It is essential that fundraisers be able to discuss giving options thoroughly and address related tax implications.  This session features important insights from the perspectives of investment advisor and nonprofit financial professional.  Attendees will learn:

  • Kind of general information fundraisers should be able to share with potential donors
  • Differences among annual/ongoing giving, legacy/estate giving, non-cash gifts
  • Strategies for tailoring giving options to individual donor circumstances
  • Potential tax implications associated with a particular type of giving
  • Red flags for proposed gifts

Kay Walther, CPA, Partner, Blazek & Vetterling LLP
Kay Walther leads the Audit & Assurance Services practice for Blazek & Vetterling LLC, a Houston-based provider of audit and tax services to nonprofit organizations.  She has served nonprofit organizations for more than 25 years and serves a broad range of nonprofit clients in Houston and nationally. She has been a faculty member at the Rice University Leadership Institute for Nonprofit Executives since its founding in 2007.  She has been a nonprofit instructor for numerous conferences and has served a number of nonprofit boards in Houston.  She is a senior fellow with the American Leadership Forum and is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Houston Chapter of Texas Society of CPAs.  Ms. Walther holds a BBA from Texas A&M University.

Becky Rush, Senior Vice President, Wealth Management Advisor, Merrill Lynch Wealth Management, Bank of America
Becky Rush is a Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management at the Bank of America and was recently appointed to the board of trustees for United Way of Greater Houston. She has over 40 years of experience in sales management, marketing, healthcare management and organizational development. She is a Certified Financial Planner, a Chartered Financial Consultant and serves on the Advisory Council for the University of Houston’s Friends of Women Studies.  Ms. Rush received her BA from Luther College and her MBA from Houston Baptist University.  

Register Here