Thank you, Rockhurst University, for hosting our 2009 programs at Conway Hall, Room 103. Our programs are from 7:30am to 9:00am unless otherwise noted.
January 15, 2010 – Characteristics of Different Business Entities – Part 1
Mr. Scott Blakesley, Spencer Fane Britt & Browne, LLP
Our two part series begins with a primer on types of business entities, the differences between those entities, and the liability status associated with each type. All businesses have “requirements” to establish and run the business. and it is helpful to have a general understanding of these requirements. Have you wondered who really owns a business? This session will focus on a basic understanding of terminology that will be helpful in the next session.
We will elect our 2010 slate of officers and new Board members at the beginning of our meeting.
January 20, 2010 – Virtual Seminar – 12:00-1:30pm
Recession-Proof Philanthropy: What’s Ahead in Gift Planning for 2010?
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.
Neal P. Myerberg, attorney, Myerberg Shain & Associates (M/S/A)
February 19, 2010 – Gifting Business Interests – Part 2
Mr. Scott Blakesley, Spencer Fane Britt & Browne, LLP
Is it better to ask for a gift from a business or from the business owner? How can a charitable lead trust or charitable remainder trust help transfer a business to the second generation? Why would a charity want to accept a gift of an interest in a closely held business? What can the charity expect when receiving a gift of a business interest as a beneficiary of an estate or trust? Do appraisals really matter? This will be a meaty session for non-profit and for-profit planned giving professionals.
March 2, 2010 – Brown Bag – NEW format-members only
Mr. Bill Moran, President, The Moran Company
The original idea for this program was to allow members to mentor each other. The new format will be facilitated by Bill Moran, a senior planned giving professional. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Bill will be there 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.
March 17, 2010 – Virtual Seminar – 12:00-1:30pm
Bequest Boot Camp—Ten Exercises to Strengthen Your Bequest Program
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. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests, the foundation of gift planning.
Karen Gallardo serves as senior director of gift planning and major gifts for the AARP Foundation
March 19, 2010 – Making Beneficiary Designations Work
We work hard to help our clients and donors complete their estate plan. But that does not 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 for our donors to complete. We need to know how to help our clients and donors make the best gift possible.
April 16, 2010 – Tax Update
David Watkins, Slagle, Bernard & Gorman, PC
What does the future hold? What legislation is pending or signed into law for 2010? If Congress has taken no action, what will happen? Join us for this unpredictable session.
May 12, 2010 – Virtual Seminar – 12:00-1:30pm
Charitable Gift Annuity Reinsurance: What It Is, What It Isn’t, When It Works and When It Doesn’t
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.
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, serves as the president and co-founder of Charitable Solutions, LLC
May 21, 2010 – Update on Giving in Kansas City
Laura McKnight, Greater Kansas City Community Foundation
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 18, 2010 – Women, Wealth and Giving – Luncheon
(Guests: $15; MAPGC members no cost)
Margaret May Damen, president and founder of the Institute for Women and Wealth, Lake Worth, Florida. Her thirty-year career in finance, fundraising and public relations began as a vice-president for development and fundraising for the Boston University School of Fine and Applied Arts. She also served as public relations director for the New England Conservatory of Music, executive director of Arts/Boston, and manager of the Handel and Haydn Society. She had a successful 18-year career as a senior financial advisor specializing in estate and philanthropic planning with American Express Financial Advisors. She received her Bachelor and Masters degrees from Boston University. Damen is a member of the Treasure Coast Planned Giving Council where she is past president. She has presented at several NCPG Conferences on Planned Giving. Damen has just published Women, Wealth and Giving: The Virtuous Legacy of the Boom Generation. The book will be available for purchase at the luncheon.
July 2, 2010 – Brown Bag Chat – NEW format-members only
Mr. Bill Moran, The Moran Company
This new format will be facilitated by Bill Moran, a senior planned giving professional. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Bill will be there at subsequent sessions to review results, reinforce new practices and share ideas. Your membership is the cost of this quality mentoring.
July 14, 2010 – Virtual Seminar – 12:00-1:30pm
Elder Law: A Primer for Gift Planners
Philanthropic planners are among the trusted advisors who can help to ensure that older Americans are safe, informed, fairly treated and economically secure as they age. This program provides a background in the key components of elder law that may affect charitable planning, including:
- Medicaid eligibility
- Long term care insurance
- Trusts used primarily for estate planning
- Donations of real estate, personal property and other items
Kate White is executive director of Elder Law of Michigan
September 15, 2010 – Virtual Seminar – 12:00-1:30pm
To be announced
September 17, 2010 – Upgrading Your Bequest Program
Mr. Bill Bergosh, Executive Director John Knox Village Foundation
The most basic planned giving program includes bequests. Maybe you’ve been doing that for a few years – you’ve seen results – but now you are ready for the next step. What can be expected from your efforts? Our speaker will share his ideas and how you can take those next steps. Even the most experienced advisor may glean some new ideas.
October, 2010 – 15th Annual Building Blocks of Planned Giving
This half day program is designed to present information useful to those wanting to know more about planned giving. The speakers bring many years of planned giving experience to share in this program. This hands-on conference will give you creative strategies and fresh ideas on planned giving that you can begin implementing immediately.
Date, time, location to be announced.
October 1, 2010 – Brown Bag Chat – NEW format-members only
Mr. Bill Moran, The Moran Company
This new format will be facilitated by Bill Moran, a senior planned giving professional. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Bill will be there at subsequent sessions to review results, reinforce new practices and share ideas. Your membership is the cost of this quality mentoring.
November 17, 2010 – Virtual Seminar – 12:00-1:30pm
To be announced
November 19, 2010 – Making the “Ask”
You know your charity. You have your stories ready. You feel the mission, vision, and passion for your organization, as an employee, as a board member, or as a willing volunteer. It’s time to close the “sale” and make the “ask.” If you feel like the air has been sucked out of your lungs, join us for some tips on overcoming that last, most important step.
December 3, 2010 – Brown Bag Chat – NEW format-members only
Mr. Bill Moran, The Moran Company
This new format will be facilitated by Bill Moran, a senior planned giving professional. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Bill will be there at subsequent sessions to review results, reinforce new practices and share ideas. Your membership is the cost of this quality mentoring.
The Charted Advisor in Philanthropy® (CAP®) Course is coming to Kansas City in 2010!
MAPGC is proud to host training sessions for those interested working toward the Chartered Advisor in Philanthropy® designation.
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.
- Add credibility when working with clients and other professional advisors.
- Add value to the services you provide to your clients.
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 non-profit 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
- Development 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.
Feel free to visit hwww.theamericancollege.edu/subpage.php?pageId=251 for more information about this course.
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. Call Matt Syverson at 913-317-6000, or email him at matt@syversonco.com , if you are interested in signing up as a student.
Thank you, Rockhurst University, for hosting our 2009 programs at Conway Hall, Room 103. Most of our programs are from 7:30am to 9:00am unless otherwise noted. Virtual Seminars hosted by the National Committee on Planned Giving will be announced when scheduled.
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