2021 Charitable Planning Session a success!
In partnership with The Community Foundation of the Rappahannock River Region and Mason Investment Advisory Services, The Northern Piedmont Community Foundation hosted a complimentary three-part continuing education session presented by Laura Hansen Dean.
Professional advisors were invited to participate in this complimentary session with modules that addressed: How to Talk with Clients about Death and Taxes, Charitable Planning Process in the Time of the Coronavirus Epidemic, and Ethical Considerations in Talking with Clients about Charitable Giving Options.
We hope to offer more virtual programs for Charitable Planning in 2022. Stay tuned to this page for events.
In 2017 Laura Hansen Dean, Attorney at Law (Indiana, Texas) returned to Indiana and the charitable gift planning and consulting firm she founded in 1991, Laura Hansen Dean and Associates. Her clients include The University of Texas at Austin for whom she serves as Senior Director of Gift Design and Documentation. During the years away from Indiana, she served as Associate Vice President of Development at The University of Texas Medical Branch at Galveston, as Assistant Vice President of Development for the University of Colorado System, and for 7 years as the Executive Director of Gift Planning at The University of Texas at Austin during the $3 billion fund raising campaign that concluded successfully in September 2014. She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country. For over thirty years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning.
Her association with community foundations started in 1994 when she began serving as the gift planning consultant to Giving Indiana Funds for Tomorrow (GIFT), the technical assistance program of The Lilly Endowment. That same year she began working The Indianapolis Foundation (IF) which started a 23 year association with IF, the Central Indiana Community Foundation, and the Legacy Fund of Hamilton County. She served as the CEO of the Community Foundation of Southern Indiana, and on the board of directors of the Chisholm Trail Communities Foundation, serving Georgetown, Texas.
About Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. (Mason) was founded in 1982. Mason provides investment management services to institutions (nonprofit and for-profit entities) and investment management and financial planning to individuals nationwide. Mason manages over $9B in assets which includes over $2.4B for more than 45 community foundations.
Mason has been listed or featured in Barron’s, CNBC, Financial Advisor, Financial Times, Forbes, Fortune, and the Wall Street Journal. In April of 2021, Mason was listed at number 22 on Barron’s Top Institutional Investment Consulting Teams list. Mason is based in Reston, Virginia and has over 70 employees. For more information about Mason, please visit: www.masoncompanies.com or email Will Thorpe, Chief Marketing and Development Officer.
For more information click here or contact staff at 540-349-0631 or email programs@npcf.org