Welcome From Our 2021 President

There is an old saying that goes “hindsight is 20/20“.  As Mid America Charitable Gift Planners moves into 2021, we should be proud of our agility and ability to adapt to a world that was quite unimaginable one year ago.  The strength of this organization was put to the test in 2020 and we persevered.  We are not surprised by this outcome; it was aided only by the commitment of each member to pursue the value of our organization.  Mid-America Charitable Gift Planners was built by a legion of professionals who led the way in our industry and have navigated an ever-changing environment, developed relationships across professions to help each donor put together their best philanthropic plan.

Though 2021 may still look a little different we hope to begin meeting in person when it is safe to do so.  None-the-less, we have proven that our work can be done virtually. We still benefit from the support of each other whether it be through a Zoom meeting or in person.

I want to extend a special thank you to our generous sponsors. Your financial support brings quality programming and incredible networking opportunities to our members.  To our Board of Directors, thank you, for continuing to volunteer your time and resources to this organization, your dedication is unparalleled.  Lastly, to each member: you are the heart of this organization, and truly what makes MACGP great.  Please, share this experience with your colleagues, invite a friend and make 2021 the best year for you and our organization yet.

Sincerely,

Kristin M. Shore

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Upcoming Events

October 15 – The Corporate Trustee – The Unsung Member of your Charitable Giving Team  Please Note Change of Date
Speaker: Donna C. Watson, JD
Register today

November 11 – 5:30 pm to 7:00 pm – National Philanthropy Day Event in conjunction with AFP Greater Kansas City
Information and Registration here

Save these Dates

November 12  – Are You Secure in Your IRA Knowledge: Estate Planning for IRA’s After the SECURE Act 
Speaker:  Kevin Conley

December 15  5:30 pm to 8:30 pm – Holiday Social hosted by KC Symphony

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The Corporate Trustee – The Unsung Member of your Charitable Giving Team

October 15 8a.m. – 9 a.m. via Zoom
Everyone is welcome to attend – registration required
Details and Registration

Find out about the important role a corporate trustee plays as part of your estate planning team.

When individuals have a donative intent, they seek qualified professionals for advice and guidance. The services of an esteemed estate planning attorney, certified financial planner, financial advisor, and charitable gift planner are often used. As part of the charitable giving plan, the individual may make lifetime contributions to a charity or foundation or post death transfers, either outright or pursuant to the dispositive provisions in a trust. The Corporate Trustee can serve as an objective member of the overall estate planning team.

Our Presenter: Donna C. Watson, JD

Donna C. Watson is an Assistant Vice President with Country Club Trust Company. Donna works with various types of accounts including trusts, estates, and investment management clients.

Prior to joining Country Club Trust Company, Donna worked as an estate-planning attorney with Woods & Evans in Chicago, Illinois and Steele Financial Services in Oklahoma City, Oklahoma. Her law practice included probate and estate administration. Donna also has a strong background in income taxation with over 12 years in public accounting including Big 4 experience.

Agenda:
7:45 – 7:55 AM Login
7:55 – 8:00 AM Welcome and Introductions
8:00 AM – Program Begins

Registration is required and those registering will be sent reminder e-mails one week prior to the event.

Attendees will receive a Zoom Link prior to the event.

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