Learn About the CAP® Program and Research Findings Concerning Bequests 

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

View our calendar of events!

Click here for a campus map to the Hickman Center.

SCHEDULE OF EVENTS TUESDAY OCTOBER 18, 2022
11:30 AM to 12 PM Registration & Networking
12-1 PM Introductions & Luncheon Program

REGISTRATION
Members $35
Non-Members $50
Annual Subscription Still Available

ABOUT OUR LUNCHEON PROGRAM: Dr. Jennifer Lehman will give an overview of the CAP® program and summarize her research findings about bequests. Specifically, she will discuss her research comparing Caucasians and African Americans on their self-rated importance of leaving a bequest to family, charity, and religion, possible reasons for the bequest gap, and what opportunities this presents for education and service to a community. She will wrap up with her study that explores whether lifetime donors to different types of charities also differ in the importance they place on leaving a charitable bequest. As a whole, individuals give more during life, through annual and major gifts, than they do at death. Many of these donors are an untapped resource for planned gifts, some more than others, and this data about which donor types are most likely to be interested in a charitable bequest could inform our conversations about philanthropy.

ABOUT OUR SPEAKER: Jennifer Lehman earned her PhD in personal financial planning from Texas Tech University, where Russell James was her dissertation chair. She also earned law and MPA degrees from UNC-Chapel Hill, a Bachelor of Science from TCU, and CFP® credentials. Dr. Lehman has published research in several different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources. She is the new CAP® Program Director and Assistant Professor of Philanthropy at The American College of Financial Services, which has helped financial services professionals realize their career goals through rigorous and practical education.

Register Now!

ANNUAL SUBSCRIPTION REGISTRATION AVAILABLE: Save time by registering for five online meetings at once! Not sure if you'll be attend? If you can't make it, notify the office, lonestarcouncilcgp@gmail.com, and send someone in your place. (October 18, 2022, November 8, 2022 (please note second Tuesday of the month), January 17, 2023, February 21, 2023, and April 18, 2023).

Click "Register Now" and select Subscription Rates for 2022-2023
$175 Members/$250 Non-Members for remaining five meetings.