Event Speaker:
Allison Peck Lankford, J.D.
Event Cost:
FREE but space is limited
$10 box lunch is optional
CLE Credit:
3.25 hours of CLE, including 1 hour of Ethics for Kentucky
3.25 hours of CPE
AGENDA
9:30 a.m. REGISTRATION
10:00 a.m. Welcome and Announcements
10:15 a.m. The Charitable Giving Landscape
10:40 a.m. Kentucky Transfer of Wealth Study and Endow Kentucky Tax Credit
11:20 a.m. Community Foundations and Endowment Funds
11:40 a.m. A Charitable Fund as a Strategic Complement to a Private Foundation or a Tax Effective Alternative
12:00 p.m. LUNCH BREAK
12:30 p.m. Ethics of Advising Clients On Charitable Planning and How a Community Foundation Can Help
1:30 p.m. Examples from the Field – Community Foundation Panel Discussion
2:00 p.m. SESSION CONCLUDES
About Allison Peck Lankford
Allison Peck Lankford serves as the vice president and general counsel at Blue Grass Community Foundation, where she oversees donor services, affiliate and nonprofit services, development and advisor outreach, and legal affairs. Allison works directly with donors and their advisors to help them develop customized philanthropic plans to meet their charitable giving goals. Prior to joining the Foundation in 2007, Allison was an attorney at Wyatt, Tarrant & Combs, LLP in Louisville, KY and McBrayer, McGinnis, Leslie & Kirkland in Lexington, KY. She also served as an adjunct professor at Jefferson Community College, teaching nonprofit law. Allison received her bachelor’s degree in Sociology and Political Science from Furman University and her law degree from the University of Kentucky College of Law.