January - March
January 15 Breakfast Meeting
and Annual Meeting
Topic: “Characteristics of Different Business Entities – Part 1”
Speaker: Mr. Scott Blakesley, Spencer Fane Britt & Browne, LLP
Date: Friday, January 15, 2010
Time: 7:30 – 9:00 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
Much of the wealth in the U.S. rests with business owners. Scott Blakesley will share his expertise in understanding how businesses are structured and how gifts from businesses can be structured. Scott has served on the national board of PPP (then National Committee on Planned Giving) and was the 2001 national president.
In part 1, Scott will give a primer on types of business entities, the differences in those entities, and the liabilities associated with each type. All businesses have “requirements” to establish and run the business. Have you wondered who really owns a business? This session gives you a basic understanding of terminology used in the Part 2 in February.
We will elect our 2010 slate of officers and new Board members at the beginning of our meeting on January 15.
January 20 – Virtual Seminar
Topic: “Recession-Proof Philanthropy: What’s Ahead in Gift Planning for 2010?”
Speaker: Neal P. Myerberg, attorney, Myerberg Shain & Associates
Date: Wednesday, January 20th
Time: 12:00 – 1:30 p.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
The economic recession has had a profound effect on philanthropic gift planning. New gift planning strategies have arisen to fulfill the needs of donors and charitable organizations in a difficult economic environment. This session will review various gift plans that have been implemented by individuals and organizations in 2009, using case examples for illustration, and will anticipate the plans that may be implemented in the early part of 2010, particularly in light of tax law provisions and some predicted economic recovery.
Future Dates: March 17, May 12, July 14, September 15, November 17
February 19 Breakfast Meeting
Topic: “Gifting Business Interests – Part 2”
Speaker: Mr. Scott Blakesley, Spencer Fane Britt & Browne, LLP
Date: Friday, February 19
Time: 7:30 – 9:00 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
Is it better to ask for a gift from a business or the business owner? How can a charitable lead trust help transfer a business to the second generation? Do you want a gift of interest in a closely held business? What can you expect when receiving a gift of business interest through an estate? Do appraisals really matter? This will be a meaty session for non-profit and for profit planned giving professionals.
March 2 – Brown Bag Discussion
NEW format – members only
The original idea for Brown Bag gatherings was to all members to mentor each other. The new format will be facilitated by Bill Moran, a senior planned giving professional with The Moran Company. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Bill will be present at subsequent sessions to review results, reinforce new practices and share ideas. Your membership is the cost of this quality mentoring. Location and time for all Brown Bag sessions will be announced soon. Future dates: July 2, October 1, December 3.
March 17 – Virtual Seminar
Topic: “Bequest Boot Camp – Ten Exercises to Strengthen your Bequest Program”
Speaker: Karen Gallardo, AARP Foundation
Date: Wednesday, March 17
Time: 12:00 – 1:30 p.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
Like a boot camp fitness class, this session is based upon the principles of discipline, motivation, and teamwork. We’ll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Learn new tips to ensure your organization maximizes the revenue from bequests, the foundation of gift planning.
March 19 Breakfast Meeting
Topic: “Making Beneficiary Designations Work”
Speaker: TBA
Date: Friday, March 19
Time: 7:30 – 9:00 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
We work hard to help our clients and donors complete their estate plan. But that does no mean the gift put in place through an estate plan will ever happen. Correct titling of assets and completion of beneficiary designations are critical to a successful estate plan. Gifting through beneficiary designations is simple, may have a tax advantage, and is easy to complete. We need to know how to help our clients and donors make the best gift possible.
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