Mid-America Planned Giving Council

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CURRENT NEWS

A Publication of the Mid-America Planned Giving Council
April 2010

UPCOMING EVENTS


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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FUTURE EVENTS

July - December

July 2 – Brown Bag Chat, facilitated by Bill Moran, The Moran Company

July 14 – Virtual Seminar – 12-1:30 p.m. at Rockhurst, Conway Hall 103
“Elder Law: A Primer for Gift Planners” by Kate White,  Elder Law of Michigan

September 15 – Virtual Seminar – 12-1:30 p.m. at Rockhurst, Conway Hall 103
Topic TBA

September 17 – Breakfast meeting  – 7:30- 9 a.m. at Rockhurst, Conway Hall 103
“Upgrading Your Bequest Program” by Bill Bergosh, John Knox Village Foundation

October 2010 – 15th Annual Building Blocks of Planned Giving - date/time/location TBA

October 1 - Brown Bag Chat, facilitated by Bill Moran, The Moran Company

November 17 – Virtual Seminar – 12-1:30 p.m. at Rockhurst, Conway 103
Topic TBA

November  19 -  Breakfast meeting  – 7:30- 9 a.m. at Rockhurst, Conway Hall 103
“Making the ‘Ask’”

December 3 - Brown Bag Chat, facilitated by Bill Moran, The Moran Company

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Mid-America Planned Giving Council Presents: CAP Training in Kansas City

Syverson & Company, LLC will be facilitating three 12-week training sessions via webinar in order to review the material and prepare to pass the exams. The first set of sessions is rapidly approaching: May 6th – June 24th. Details:

The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients reach their philanthropic goals, while also meeting their non-charitable estate planning and wealth management needs.

The credential helps to:
• Boost your confidence in charitable planning.
• Add credibility when working with clients and other professional advisors.
• Add value to the services you provide to your clients.

These are graduate-level courses, and you can earn credit toward a Master of Science in Financial Services degree.
The CAP® program is delivered through convenient, self-study courses, which include a comprehensive range of practical case studies and relevant coursework to help you become more effective in your advisory role when working with nonprofit organizations and donors.

Is the CAP® Program Right for You?
The CAP® program is designed to assist anyone who advises clients about long-term planning for financial assets, including:
• Attorneys
• CPAs
• Trust officers
• Planned giving officers
• Financial planners/Wealth advisors
• Insurance professionals

Course Delivery that is Designed for You
Self-study format lets you earn your CAP® designation your way. Your course tuition includes a study guide with a sample exam and access to special online study tools. The study guide is used in conjunction with one or more course textbooks. Each course concludes with a two-hour exam, administered at more than 4,000 exam centers around the country.

CAP® Curriculum Required Courses (3):
Get course descriptions

GS 839 Planning for Philanthropic Impact: May and June 2010
May 6th to June 24th on Thursdays from 3pm to 5pm CST
Servant Christian Community Foundation
706 N. Lindenwood, Suite 100, Olathe, KS 66062

GS 849 Charitable Giving Applications and Planning: September and October 2010
GS 859 Gift Planning in a Nonprofit Context: January and February 2011

Tuition and Fees
Your tuition includes the study guide, text, access to convenient online learning tools, and your examination.
Admission Fee (one-time, non-refundable fee for new enrollees at The College): $130.00
Course Tuition: $1,100.00 (per course)
Shipping and Handling: $25.00 (per course)

Three Easy Ways to Register
1. Online Create your user account and register for your course
2. Mail or Fax Download the Course Registration (pdf) form
and return via mail or fax.
3. Phone/Email Matt Syverson at 913-317-6000 or matt@syversonco.com

 


Welcome New Members

Our ranks continue to grow!! MAPGC welcomes:

Gary Schneider
President, Gary Schneider & Associates
garygenerosity@gmail.com
920.819.6735

Martin Ahrens
Advancement and Planned Giving Officer
Washburn Endowment Association
mahrens@wea.org
785.670.2781

Jonathan Klem
Vice President
Country Club Trust Company
jklem@countryclubtrust.com
816.751.1461


Important Links

Partnership for Philanthropic Planning - http://www.pppnet.org

Mid America Planned Giving Council - www.mapgc.org

LEAVE A LEGACY® Kansas City - www.leavealegacykc.org.or


MEMBERS IN THE NEWS

Congratulations to Kate Allen, who was one of three athletes inducted into the Inaugural Class of the Raider Hall of Fame at Shawnee Mission South High School. She was recognized for her outstanding career accomplishments in volleyball and basketball.


Help Us Out
Send Your Announcements

If you have any announcements for the MAPGC eNewsletter: Please email Ed_Roberts. We want information for events of Planned interest and news about people on the move in the Planned Giving community so we can keep in touch.

 

15th Annual
BUILDING BLOCKS OF
PLANNED GIVING

October 2010