Welcome From Our President 2024
Welcome to MACGP. What an honor it is for me to serve this important and impactful organization this year as President. Now in my 30th year of my career, I still feel I have so much to learn and I’m looking forward to a year full of learning through MACGP – with you! My promise to you as 2024 President, is the MACGP Board of Directors will work together to bring you a year of creation, collaboration, and connection.
– Creating legacies – No matter your job title, MACGP is here to support your learning and understanding of planned giving so you can create legacies for your clients and donors that will truly live on in perpetuity.
– Collaboration – I invite you to join a MACGP Committee this year and lend your time and talents. MACGP is well-known for our educational programs and events. We can’t fulfill that mission without your involvement on a committee. Plus, committee work is often where lasting friendships are made!
– Connection – I believe we are all seeking connection in our lives. I encourage you to connect with your fellow MACGP members at monthly breakfast meetings, educational programs, and through our summer and winter socials. For me, life is so much richer because of the people I meet along the journey.
Founded 36 years ago, MACGP is even more relevant today as it was then. I want to take a moment to thank our MACGP sponsors, Board Members, Committee Members, Past Presidents, and Members. You and your efforts are what make MACGP the special organization it is.
With a Grateful Heart,
Robin Rowland
2024 President, MACGP
Upcoming Events
REGISTRATION OPEN:
Monday, May 5, 11:30am to 1pm – Industry Panel – How Allied Professionals and Fundraisers Can Work Together
DETAILS | REGISTER TODAY
Tuesday, June 10, 7:39am – 12:15pm – Gift Planning 101 Conference
DETAILS | REGISTER TODAY
Tuesday, July 15, 5 – 7pm Mid-America Charitable Gift Planners Summer Social
REGISTER TODAY
SAVE THE DATE:
September 12 – Building Blocks Annual Conference
Industry Panel – How Allied Professionals and Fundraisers Can Work Together
Monday, May 5
11:30am – 1pm CDT
How can fundraisers & allied pros work better together? Join MACGP for a panel on collaboration across finance, law & trusts
MACGP welcomes Mercedes Givens with Creating Planning, Matthew Hoy with Stevens & Brand, and Elizabeth Hughes with Commerce Trust to have an open conversation about how Allied Professionals and Fundraisers can work together – moderated by Stacey Winkelbauer, with Commerce Trust and former MACGP president. We will learn from the prospective of a financial planner, an estate attorney, and trusts on their communication with their clients and the best way for an open relationship with one another.
Agenda
11:30 AM – Registration, Lunch & Networking
12:00 PM – Announcements and Introductions
12:05 PM – Program Begins
Our Panelists:
Matthew Hoy is a partner with Stevens & Brand, LLP. Matt received his B.S. and MBA from the University of Kansas and Juris Doctor from the University of Kansas School of Law. He is a fellow in the American College of Trust and Estate Counsel. Matt is a member of the Kansas Bar Association (Real Estate, Probate and Trust Law Section), and the Missouri Bar. Matt is the author of “Planning for Real Property, Including the Residence” for the treatise Advising the Elderly Client published by Thomson-Reuters, as well as the Kansas Bar Association’s Annual Probate Law Update and “Powerful Powers Under the Kansas Power of Attorney Act” published in the Journal of the Kansas Bar Association. Matt is a frequent continuing legal education presenter and is listed in Best Lawyers of America and Super Lawyers.
Elizabeth Hughes is a relationship manager for Commerce Family Office at Commerce Trust, focusing on family foundation services, family administration and CFO services. She serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Elizabeth facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. Elizabeth received her Bachelor of Science in business administration and master’s degree in accounting from St. Louis University. She then received her Juris Doctorate and Master of Laws in taxation from University of Missouri-Kansas City. Elizabeth is a Rising Star in Missouri and Kansas for business law. She is also a member of the Estate Planning Society of Kansas City and serves as secretary and trustee of the Wildermuth Family Foundation.
Mercedes Givens is a Partner / Private Wealth Manager at Creative Planning, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Location: Kauffman Foundation Conference Center | 4801 Rockhill Road Kansas City, MO 64110
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