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Closely Held Stock As a Gifting Tool
What Nonprofits and Donors Need to Know: A Panel Discussion

Friday, September 9, 2016 | Noon – 1:30pm
Madden Arts Center | 125 North Water Street, 3rd Floor, Decatur, IL 62523
Speakers: Gary G. Genenbacher, CPA;  Susan W. Jones, J.D., CFP; and Troy A. Lindsey, CPA

What does it mean to donate closely held stock to a charity? What are the challenges for the donor? What are the questions the charity should ask? What role do advisors play in facilitating the gift? Learn all this and more in this interactive exchange with experts in the field.

Host: Louise F. (Wegi) Stewart, President, Community Foundation of Macon County
Wegi truly loves and is dedicated to her community. After leaving the area for her education, she returned to Decatur to raise her family and later begin her career. Philanthropy and community leadership are values she has held since early adulthood, when she immersed herself in the volunteer arena to support her church, children’s nursery school, grade schools, and education for women.

Now, as a leader of The Community Foundation, Wegi gets great satisfaction in helping others meet their charitable intentions by leading efforts to make Macon County a better place to raise a family, work, learn and play. Wegi holds a bachelor’s degree from Georgetown University.

Co-Host: Marise Robbins-Forbes, Director of Development, UIUC College of ACES
Marise has worked at the University of Illinois in Advancement for more than 7 years.  Most recently she has been leading a multi-million dollar building renovation initiative for the  College of Agriculture, Consumer and Environmental Sciences while raising major gifts for scholarships, fellowships and study abroad.   Through these efforts Marise is often involved in cultivating and receiving appreciated securities to fund these priorities.  She is a long time AFP member and was Vice President of AFP East Central Illinois in 2012 and President of AFP ECI in 2013.  While President, she and her board initiated the “AFP on the Road” events to Danville, Decatur, Mattoon/Effingham ensure all segments of the East Central Illinois area are being served by our chapter.  She thanks Wegi Steward and the Community Foundation of Macon County for co-hosting and providing such excellent facilities for this year’s Decatur event.

About the Speakers:
Gary G. Genenbacher, CPA
Gary specializes in providing family-owned businesses with tax solutions and corporations with strategic tax planning, including Subchapter S conversions, retirement planning strategies, accounting methods and tax credit opportunities.

He has more than 20 years of experience in public accounting in taxation issues related to the financial services, manufacturing and distribution and service industries. This includes personal income planning issues facing executives.

Gary is a member of the American Institute of CPAs, Illinois CPA Society, Community Bankers Association of Illinois (CBAI) and Illinois Bankers Association. A frequent speaker for CBAI, he has presented topics including Subchapter S elections.

He is active in the Decatur community and has served as treasurer of the Lincoln Square Theatre, Early Bird Kiwanis and Holy Family Athletic Association. A past member of the St. Teresa High School Finance Committee, Gary currently serves as the school’s treasurer.

Gary is a 1987 graduate of Truman State University, Kirksville, Missouri, with a B.S. degree in accounting and finance and a 1988 graduate with an M.Acc. degree.

Susan W. Jones, J.D., CFP
Susan has more than 10 years of experience in individual and fiduciary tax compliance, fiduciary accounting, income, gift and estate tax planning, executive compensation planning, family business succession planning and tax research.

Prior to joining BKD, she provided tax consulting services at an international accounting firm and practiced law in areas related the tax and estate planning at an international law firm.

She is a member of The Bar Association of Metropolitan St. Louis, American Bar Association Section of Taxation and Section of Real Property, Trust and Estate Law and Estate Planning Council of St. Louis. She is a CERTIFIED FINANCIAL PLANNER.

Susan is a member of The Magic House, St. Louis Children’s Museum, Board of Directors and Development Committee, acts as a mentor in the Washington University in St. Louis Olin Business School Women’s Mentor Program and serves on the Washington University Professional Accounting Advisory Council. She is active in the Lafayette Square neighborhood and serves on the Lafayette Square Restoration Committee Board. She also has been a volunteer grant writer for several St. Louis area not-for-profit organizations.

Susan is a summa cum laude graduate of Saint Louis University, Missouri, with a B.S.B.A degree in finance, and a graduate of Washington University School of Law, St. Louis, Missouri.

Troy A. Lindsey, CPA
As a member of BKD National Financial Services Group, Troy has more than 10 years of experience providing tax and consulting services to financial institutions and their management executives.

His experience includes advising clients on mergers and acquisitions, business reorganizations, choice of business entity, year-end planning, financial projections and succession and estate tax planning. Focus areas include extensive experience working with issues specific to S corporation banks, such as built-in gain tax and its impact on shareholders’ personal taxes, multistate tax planning and ASC 740 (formerly FAS 109) reporting. Troy regularly represents his clients when dealing with the IRS and similar state jurisdiction examinations.

Troy is a member of the American Institute of CPAs, Missouri Society of Certified Public Accountants, Missouri Bankers Association, Missouri Independent Bankers Association and Community Bankers Association of Illinois.

He is a 2003 graduate of Mississippi State University with a bachelor’s degree in accounting and a master’s degree in taxation.


Brown Bag Lunch
Soft drinks and sweet treats will be provided by the Community Foundation of Macon County.
AFP Members: $15; Non-AFP Members: $25
RSVP by Thursday, September 8, 2016


~ Deadline Extended to October 31, 2016! ~  | Apply online

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