NEW ORLEANS ESTATE PLANNING COUNCIL

Beth Turner, Executive Director of Legal Affairs and Philanthropic Advisor,  Tulane University; Alice Parkerson, Vice President of  Development, Greater New Orleans Foundation; and Carol Wise will discuss gift planning from three perspectives – that of a donor, a community foundation that administers donor advised funds, and a charitable organization.

• Carol Wise, philanthropist and local donor will discuss her personal experience donating art as well the taxwise ways that she has used to create charitable gifts.
• Alice Parkerson will talk about donor advised funds and what community foundations can do to assist professional advisors who are helping charitably inclined clients, and
• Beth Turner will moderate and will discuss some practical aspects of gift planning from the charity’s perspective, such as including a representative of the charity as part of the team of advisors, talking to clients about endowments, and resources charities can provide to advisors.

     
Alice Parkerson, VP of Development
Greater New Orleans Foundation                   

 Carol Wise, local donor and philanthropist