*******URGENT: VENUE CHANGE********
New location: O.Henry Hotel, Caldwell Room, 624 Green Valley Rd, Greensboro, NC 27408
Starmount Forest Country Club is still without power after Hurricane Michael. Even if they had power restored on Monday morning, there is too much clean up to be done to host our meeting there.
In this course, we’ll explore the past and present intersections of charitable planning, private foundations, and community foundations. You’ll leave knowing more about the history of community foundations, how and why they differ from private foundations, when they are a good resource for your clients, and why they are a good philanthropic resource for you. You will also understand more about the whys of charitable deductions and the intricacies of inter vivos and testamentary charitable planning. We will review case studies on what types of charitable trusts work best in different cycles of the financial markets.
Speakers:
Louise Maultsby Bristol, Senior Trust Officer, JD
Piedmont Trust Company
The Senior Trust Officer of Piedmont Trust Company, a family
office and private trust company founded in 1928. She joined Piedmont in 2007 and brought
nearly 15 years of legal experience to Piedmont. Louise first interacted with Richardson family
clients in the early 1990s while she was in the private practice of law at two Greensboro
firms. She works closely with clients analyzing estate, financial education, charitable and
succession planning and administration opportunities.
As a member of Piedmont’s senior leadership team, Louise contributes to the strategic
discussions regarding the controlled growth and direction of the firm.
A Certified Specialist in North Carolina Estate Planning and Probate Law and a Series 65 license
holder, Louise earned both a B.A. with Honors in Economics and a J.D. from the University of
North Carolina at Chapel Hill. Louise is married and the mother of three children: Katherine,
Mac and Perrin.
D. Phelps Sprinkle, Vice President for Development and Donor Services
The Community Foundation of Greater Greensboro
As Vice President, Development & Donor Services, Sprinkle is responsible for fund development, philanthropic services, and special initiatives to expand permanent assets for the benefit of our community. He is particularly engaged in helping donors fulfill their charitable objectives and legacies.
Prior to joining the Community Foundation, Sprinkle was Director of Business Development for Peacehaven Community Farm and before that, Executive Vice President of Strategic Engagement for Easter Seals UCP. In 1995, he co-founded Topics Education Group — a strategic communications company based in Charlotte, North Carolina — and served as Chief Executive Officer of the company for 17 years.
Sprinkle, a Greensboro native, graduated from Walter Hines Page High School in 1989 and Davidson College in 1993. He, his wife Kate, and their three children live in Greensboro where he serves on the boards of Greensboro United Soccer Association, Peacehaven Community Farm, and Gateway Education Center’s PTA. Due to his level of service to his alma mater and the communities in which he has lived, Sprinkle received the Davidson College Alumni Service Award in 2013.
2 hrs CE
0715 Breakfast and fellowship
0745 Foundation & scholarship presentation
0755 Chapter business
0810 Class begins