April Luncheon - Estate Planning Solutions Using Philanthropic Tools
Please join us for a pizza lunch followed by a presenation by Joe Carter, CAP® who is the Vice President of Philanthropy on "Estate Planning Solutions Using Philanthropic Tools."
Networking at 11:30, presenation starts at 12:00.
Joe has over 30 years of experience in higher education and nonprofit fundraising for organizations in the areas of major gifts and planned giving. Joe joined Gulf Coast Community Foundation as the Vice President of Philanthropy in June 2024 after working with the Oklahoma City Community Foundation for twenty plus years, the last sixteen spent in the role of assisting donors and organizations with planned giving.
He is a current board member of the Advancement Network, member of the OKC Estate Planning Council, and member and past president of the Oklahoma Association of Charitable Gift Planners. He is a graduate of the American College’s Chartered Advisor in Philanthropy (CAP®) program and currently serves as the moderator for the OKC CAP cohorts. Prior to Gulf Coast, he held positions as the Chief Development Officer for Children’s Hospital Foundation, Associate Director of Development for St. Gregory’s University, Director of Admissions for St. Gregory’s University and Associate Athletic Director at Oklahoma City University. Joe received his undergraduate degrees in Finance, Marketing and Economics from Oklahoma City University where he attended on a baseball scholarship. He and his wife, Lori, have an eighteen-year-old son, Jaxon who will be attending CO School of Mines in the fall.
Hope to see everyone there. No cost to attend, but please RSVP if you want pizza so we know how much to order.
For any questions or issues contact Samuel Kiburz at 239-464-2971.
