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9th ANNUAL
The Building Blocks of a Planned Giving Program
This half-day program is designed to present information useful for
every not-for-profit organization. Whether your organization has a
designated development officer for planned giving or your organization
has a single development officer who must assist in the development of
planned gifts in their spare time, or your organization wants to use
board members in planned giving efforts, this program can help.
The speakers, recognized both locally and nationally as experts, bring
many years of planned giving experience to share in this program
combining break-out sessions, lectures, and dialogue presentations. You
will meet and develop relationships with experienced planned giving
professionals. Learn from Board members how their contribution to
planned giving can be a big part of your planned giving program.
Armed with new ideas and new tools, this program will help you reach
new donors and to further develop those donors you have already
identified.
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Who Should Attend
* New Development Officers
* Development
Officers
* Executive Directors
* Planned Giving Officers
* Officers with
Development Responsibilities
* Not-For-Profit
Board Members
* Private Industry
Estate Planners who work in Planned Giving
* Church Stewards
* Professional
Advisors to Non-Profits - Attorneys, CPA's, etc.
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Cost
Mid-America Planned Giving members
$40.00
Non Mid-America Planned Giving members
$50.00
Why not join Mid-America Planned Giving Council today and save
$10.00 on your registration fee!
Registration fee includes a continental breakfast and snacks!
For further information, call MAPGC Administrator, Lin Dunlap
at: 816-468-0791.
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Our Sponsors
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Directions
FROM THE NORTH:
Travel on I-35 South to US 71/Bruce R. Watkins Drive South. Merge onto
US 71/Bruce R. Watkins Drive South. Exit onto Emmanuel Cleaver II Blvd.
Turn right (west) onto Emmanuel Cleaver II Blvd. to Troost. Turn left
(south) onto Troost to 54th Street. Turn left (east) onto 54th Street.
Enter the parking lot.
FROM THE SOUTH:
Travel on US 71/Bruce R. Watkins Drive North. Exit onto Swope Parkway.
Turn left (west) onto Swope Parkway to Troost. Turn left (south) onto
Troost to 54th Street. Turn left (east) onto 54th Street. Enter the
parking lot.
FROM THE EAST:
Travel on I-70 West to The Paseo exit. Turn left (south) onto The Paseo
to Truman Road. Turn right (west) onto Truman Road to US 71/Bruce R.
Watkins Drive South. Turn left (south) onto US 71/Bruce R. Watkins
Drive to Emmanuel Clever II Blvd. Turn right (west) onto Emmanuel
Cleaver II Blvd. to Troost. Turn left (south) onto Troost to 54th
Street. Turn left (east) onto 54th Street. Enter the parking lot.
FROM THE WEST:
Travel on I-70 East to US 71/Bruce R. Watkins Drive South. Merge onto
US 71/Bruce R. Watkins Drive South to Emmanuel Cleaver II Blvd. Turn
right (west) on Emmanuel Cleaver II Blvd. to Troost. Turn left (south)
onto Troost to 54th Street. Turn left (east) onto 54th Street. Enter
the parking lot.
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Steering Committee:
Kate Allen J.D.
Evie Curtis
Manager of Planned Giving
Senior Vice President
Children's Mercy Hospital
Bank of America,
Private Bank
Bill Moran, J.D.
Andy Morrison
President
Planned
Giving Director
The Moran Company
Saint
Luke's Hospital Fndn.
Matt Syverson, CFP
Greg
Vranicar, Chair
President
Associate
Director
Syverson & Co., LLC
Diocese of Kansas City - St.
Joseph
Mindy Ward
Attorney
Van, Osdol Magruder, Erickson
& Redmond, PC
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SCHEDULE OF THE DAY
7:15
- 8:00 a.m. Registration/Networking
with Continental
Breakfast
8:00 - 8:05 a.m. Welcome & Logistics
Lauren Hoopes,
President, MAPGC
Jewish Community Foundation of GKC
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General Sessions
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8:05
- 8:55 a.m. - Planned Giving When It Is Not All You Do.
Are you like most development professionals who just don’t have enough
time or energy to get to planned giving? You know it is important and
you know you might be successful, but where do you start? How do you
find the necessary time and manage your other tasks?
Jane Lampo, Children’s
Mercy Hospital Foundation (representing a large shop with a complete
planned giving staff);
Diane Marty, Starlight Theatre (representing a small shop with two
full-time staff)
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8:55 - 9:10
a.m. - LEAVE A LEGACY® - How It Can Help, Whether
You Are Large Or Small
Kansas City's nationally
award-winning LEAVE A LEGACY® program has set an example for other
programs around the United States. Right here at home, it can boost
your image and knowledge through its web site, access to brochures,
speakers' bureau, and networking opportunities. Hear about the essence
of the program from its Co-Chair.
Jim Cole, Chairman and
CEO of Country Club Trust Company, NA
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9:15 - 10:05 - Planned Giving Marketing: The Salvation
Army Way.
The Salvation Army is renowned for its effective marketing and tracking
of planned giving prospects and donors. Learn how it is done, with
ideas for soliciting, tracking and following up with planned giving
donors.
Bill Moran, Moran
Company, Moderator;
Ed Roberts, Chris Curry and David Alexander, The Salvation
Army, Kansas and Western Missouri Division.
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10:05 -
10:20 a.m. -
--Break--
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Break-Out Sessions
(Choose any two of the four)
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10:25 -
11:15 a.m. - Break-Out Session #1
11:20 a.m. - 12:10 p.m. - Break-Out Session #2
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1. Basic Charitable Giving Vehicles
Learn the differences and similarities of Charitable Remainder Trusts,
Charitable Lead Trusts, Private Foundations, Donor Advised Funds, Gift
Annuities, who benefits the most from each and how they might fit your
donors.
Susan B. Teson, Senior
Vice President, UMB Bank n.a., Trust and Wealth Management
This 50
minute session qualifies for 1.0 MO CLE
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2. Long-term Care Insurance
Prospective donors are often reluctant to “tie up” assets in planned
gifts because they might outlive their wealth through nursing home and
other expenses. Find out how this form of insurance can help you answer
these donors’ concerns and increase your planned giving.
Jerry Cooke, CLU
This 50
minute session qualifies for 1.0 MO CLE
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3. Setting and Evaluating Your
Planned Giving Goals
Two of the top local directors of planned giving programs explain how
they set goals and evaluate their progress toward them. A repeat
program that got high marks the first time—useful for any planned
giving director or board member.
Andy Morrison, St. Luke’s
Hospital Foundation;
Thomas J. Audley,
Rockhurst University
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4. Building Bridges to Professional
Advisors
Every planned giving program can benefit from good relationships with
professional advisors in the community. This session will address three
key questions: What are the needs, motivations and desires of the
donor-client? What is your role in the charitable gift planning
process? How do you build an effective team of advisors that will
facilitate gift implementation?
John Schmidt, Esq.,
Shughart, Thomson & Kilroy Law Firm;
Matt Syverson, CFP®,
Syverson & Company Fee-Only Financial Planning;
Brad Douglas, Vice President of Development, Greater Kansas City
Community Foundation
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12:10 -
12:15 p.m. - Turn in evaluation as you leave
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