| The Building Blocks of a Planned Giving Program
This half-day program is designed to present
information useful to those wanting to know
more about planned giving. Past attendees include
one person not-for-profit development
officers looking to add planned giving to their
program, estate planning attorneys who want
to improve their knowledge of charitable giving
vehicles, and community volunteers who want
to better assist with their organization’s
planned giving efforts.
The speakers, recognized both locally and nationally
as experts, bring many years of
planned giving experience to share in this program.
Large general sessions coupled with
smaller breakout sessions will allow you to
choose your path during the conference and ask
direct questions of presenters. In addition, you
will meet and develop relationships with other
planned giving professionals and volunteers in
this community and beyond.
Finally, this hands-on conference will give you
creative strategies and fresh ideas on planned
giving that you can begin implementing the
very same day! We hope that you will consider
joining Mid-America Planned Giving Council
for our 13th Annual Building Blocks of a
Planned Giving Program! |
| Who Should Attend
- Newcomers to Planned Giving
- Development Officers
- Executive Directors
- Planned Giving Professionals
- Board Members
- Not-for-Profit Volunteers
- Estate Planners
- Religious Stewards
- Certified Public Accountants
- Financial Planners
- Those interested in making a Planned Gift
|
Cost
Mid-America
Planned Giving members
$40.00
Non Mid-America Planned Giving members
$65.00
Your investment includes registration, all conference
materials and continental breakfast!
For further information, call MAPGC Administrator,
Lin Dunlap at: 816-468-0791.
|
Directions
Avila University is located at 119th & Wornall Road, south of Interstate 435. Enter the Avila Campus after passing the large Avila University sign. Turn right on the campus road immediately after entering the campus. A parking lot and academic buildings are on the left. Continue to Whitfield Center on the left, which is across the road from Mabee Fieldhouse.
Free parking is available in any of the
campus parking locations.
|
| Steering Committee:
Mary Zahner Bauer
P.G. & Major Gifts Specialist
K. C. Hospice & Palliative Care |
M. Suzanne Hall
V. P. & Corporate Counsel
Country Club Trust Company |
Trish O'Donnell
Gift Planning Advisor
The Salvation Army |
Jack Schwartz
Director of Gift Planning
KU Endowment |
Whitney Stephens
Planned Giving Manager
Children's Mercy Hospitals and Clinics |
|
|
| SCHEDULE OF THE DAY
October 17, 2008
7:30 a.m.—12:00 noon
| 7:30 a.m. |
Registration and Continental Breakfast |
| 7:45-7:50 a.m. |
Opening Remarks
Suzy Hall
Country Club Trust Company |
7:50-8:00 a.m. |
Welcoming Remarks
Evie Curtis
MAPGC President
Country Club Trust Company |
8:00-8:10 a.m. |
LEAVE A LEGACY® “Infomercial”
Philip Watson
University of Missouri—Kansas City |
8:10-8:50 a.m. |
Update on Giving in Kansas City
Laura McKnight
Greater Kansas City Community Foundation |
8:50-9:00 a.m. |
Break |
Break-Out Sessions (Choose 2 out of 5) |
9:00-9:50 a.m. |
Break-Out Session #1
Select option 1, 2, 3, 4, or 5 |
9:50-10:00 a.m. |
Break |
10:00-10:50 a.m. |
Break-Out Session #2
Select option 1, 2, 3 or 4 |
10:50-11:00 a.m. |
Break |
Closing General Session |
11:00-11:50 a.m. |
Closing General Session |
| 11:50 – 12 |
Closing Remarks |
|
|
Option #1: Basics of Estate Planning
(1 MO CLE)
The nuts and bolts of a basic estate plan, including a
discussion of wills, trusts, durable powers of
attorney, health care directives, and other basic
techniques.
- Molly Nail, Chinnery, Evans & Nail
|
|
Option #2: Marketing Your Program and
Cultivating Relationships
Effective marketing is essential and cultivation is
key. Learn how to get the conversation started and
sell your program to potential donors and how to
build relationships with current givers.
- Ed Roberts, The Salvation Army
- J. Christopher Curry, American Bible Society
|
|
Option #3: Mining for Gold—Tools for
Uncovering & Rating Your Prospects
This session will provide an overview of must-have tools and resources available to research and rate your prospects. The discussion will also cover methods used to identify loyal donors and the creation of a planned gift strategy for these hidden gems.
- Christopher Clark, Children’s Mercy Hospital
|
|
Option #4: A Day in the Life of a Director of
Planned Giving
This presentation will walk you through a typical
day as a Director of Planned Giving and will discuss
professional organizations and other tools to help
enhance your career.
- Lauren Hoopes, Jewish Community Foundation of GKC
|
|
Option #5: Hot Topics for the Experienced
Advisors (1 MO CLE)
Attend this session for a discussion of advanced
planning ideas and/or an update on any current
developments in the tax laws affecting charitable gift
planning. This will be a practical approach designed
to provide you with information of immediate
usefulness for those who work in the more
sophisticated areas of charitable gift planning.
-
Scott Blakesley, Husch Blackwell Sanders
|
11:00-11:50 a.m. Females in Philanthropy—Q & A
With Donors
Kate and Jarene will share their thoughts on what
influences them to make their charitable decisions,
with time afterwards to answer your questions.
- Kate Ferrell Banks, Community Volunteer
Rose Brooks Center Board, Women’s
Employment Network
-
Jarene Stanford, Community Volunteer Kansas City Hospice Foundation Board, Truman Medical Center Board
|
11:50-12:00 noon Closing Remarks
- Suzy Hall, Country Club Trust Company
|
