April - June
April 16 Breakfast Meeting
Topic: Tax Update”
Speaker: David Watkins, Slagle, Bernard & Gorman, PC
Date: Friday, April 16, 2010
Time: 7:30 – 9:00 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
What does the future hold? Seldom have estate and gift planners and their clients been in such a mode of uncertainty over tax legislation. What is pending or expected to be signed into law in yet this year? If Congress has taken no action, what will happen? Join us for this timely session about the unpredictability we face right now
May 12 – Virtual Seminar
Topic: “Charitable Gift Annuity Reinsurance: What It Is, What It Isn’t, When It Works and When It Doesn’t”
Speaker: Bryan Clontz, president and co-founder of Charitable Solutions, LLC
Date: Wednesday, May 12th
Time: 12:00 – 1:30 p.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
Gift annuity reinsurance has long been a misunderstood topic. Life insurance companies suggest reinsuring everything. Investment managers suggest reinsuring nothing. Like most things in life, there is a prudent middle-ground. Charities have never been so concerned about gift annuity pools and are exploring every possible option for risk management. This session will help attendees better understand what reinsurance can and can’t do to mitigate risk. Case studies will be used to answer most of the frequently asked reinsurance questions.
Future Dates: July 14, September 15, November 17
May 21 Breakfast Meeting
Topic: “Update on Giving in Kansas City”
Speaker: Laura McKnight, President and CEO, Greater Kansas City Community Foundation
Date: Friday, May 21
Time: 7:30 – 9:00 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
Kansas City is a very charitable community. The economic events of 2008 and 2009 have affected our charitable community and not all non-profits survived. Come hear how charitable giving was affected, current trends in the charitable community, and how to position your business or organization for a changing community of donors.
June 18th – Lunch Program
Topic: “Women, Wealth and Giving”
Speaker: Margaret May Damen, Founder and President, The Institute for Women and Wealth
Date: Friday, June 18th
Time: be watching for e-mail announcement
Cost: Guests $15; no cost for MAPGC members
July 2 – Brown Bag Discussion
NEW format – members only
The new format continues with facilitation 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. Your membership is the cost of this quality mentoring. Future dates: October 1, December 3.
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