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

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Upcoming Events

REGISTRATION OPEN:

February 14 – “After They’ve Put You in a Will – Now What? Stewardship That Moves Towards Larger Legacy and Lifetime Gifts” with Russell James – VIRTUAL   REGISTER TODAY

March 14 – National Conference Presentation – Kauffman Foundation Conference Center
REGISTER TODAY

SAVE THE DATE:

Friday, April 11 – Join MACGP for an exclusive presentation on the National Association of Charitable Gift Planners’ 2025 strategic plan, advocacy efforts, and community impact

 

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Now What? Stewardship That Moves Towards Larger Legacy and Lifetime Gifts

Friday, February 14

After They’ve Put You in a Will
Now What? Stewardship That Moves Towards Larger Legacy and Lifetime Gifts

with Russell James

Details and registration

Getting new legacy pledgers or legacy society members is great. But the data show that a “count it and forget it” approach won’t work. So, what comes next? In this session, we’ll look at practical strategies that help to keep the gift plans in place. Next, we’ll see how to make the gifts dramatically larger. Finally, we’ll explore how to convert these legacy plans into lifetime gifts. Experimental research results and real-world practice point the way to a new source of fundraising success.

Agenda

7:50 AM – Log on to Zoom link
7:55 AM – Announcements and Introductions
8:05 AM – Program Begins

Our Presenter: Russell James, J.D., Ph.D., CFP® is a chaired professor in the School of Financial Planning at Texas Tech University

Russell James, J.D., Ph.D., CFP® is a chaired professor in the School of Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.

Dr. James has published research in more than 80 peer-reviewed scientific journal and law review articles and he has authored several books on philanthropy. He has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

His teaching awards include the Texas Tech University Instructor of the Year (department level and school level), University of Georgia Outstanding Teacher of the Year (department level and college level), and the CASE “Stellar Speaker” designation. He is a member of the National Association of Charitable Gift Planners “Hall of Fame.”

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