• Mar 26, 2019 - 12:00 -01:00 PM
    Webinar for members only: The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor Base

    Education Program:  The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor Base

    Presenter: Marcia Inger Navrátil

    Date: March 26, 2019

    Time: 12:00 p.m. to 1:00 p.m.

    The number of Americans age 65 and older is projected to more than double over the next four decades, from 48 million today to 98 million by 2060. For charities, the demographics of our aging population are reflected in a similarly aging donor base. In order for charitable gift planners and other fundraisers to maintain the highest ethical standards, we need to recognize the signs that indicate a donor may lack the required mental capacity to make a gift. Using case studies and both presenter and attendee examples, this webinar will explore indicators of a potential lack of donor mental capacity, discuss the critical role professional advisors can play in avoiding allegations of undue influence, and prepare you to respond when family members challenge a donor’s intent after the donor is no longer capable of providing input.

    Learning Objectives:

    • Recognize the characteristics that indicate a donor may lack mental capacity, as well as the signs of aging that are not relevant to legal capacity.
    • Create collaborative relationships with professional advisors and development colleagues to prevent issues of undue influence and legal capacity from arising.
    • Develop stewardship plans to work with donors and their families in case where incapacity arises AFTER the planned gift is already in place.


    Speaker: Marcia Inger Navrátil – Director of Gift Planning Series, The University of Texas System

    Marcia Inger Navratil has served as the Director of Gift Planning Services for University of Texas System since November 2015. In her current role, Marcia collaborates with, advises, and trains advancement and development colleagues across the 14 University of Texas academic and health institutions, in their work with donors and professional advisors on planned and complex gifts.

    Marcia brings nearly 20 years of development experience to her current role. She previously held development positions at University of Virginia and Virginia Opera. She is a member of the National Association of Charitable Gift Planners and serves on the board of the Austin and Central Texas chapter. She has presented on topics related to charitable and estate planning at many organizations including the NACGP National Conference, NACGP chapters across the country, the Association of Fundraising Professionals, the CASE District IV Conference, and the Big XII Development Conference, and has been a contributor to publications on philanthropy. Marcia earned both her law degree and her bachelor’s degree in Art History from the University of Virginia. She lives in Austin with her husband Paul, and when not working can be found running on trails in the woods with her two rescue dogs.

  • Apr 12, 2019 - 07:30 -09:15 AM
    The Winning Team of Philanthropy

    High net-worth donors often have a team of professional advisors counseling them and their families.  This panel will explore the issues that can arise in establishing great working relationships between fundraisers and professional advisors, and what it takes to work as a team. It will present an actual case study involving the panel members: the donor; the nonprofit professional; the estate attorney; and the accountant.


    • Working as a team
    • How nonprofits and professional advisors can work together
    • Learn how to protect donors’ interests and maximize philanthropy

    Agenda: (please note change of time)

    7:30 – 8:05 am Registration/Breakfast
    8:05 – 8:15 am Announcements
    8:15 – 9:15 am Program

    The Nonprofit Moderator: Lauren Mattleman Hoopes

    Lauren Mattleman Hoopes has served as Executive Director of the Jewish Community Foundation of Greater Kansas since 2003. Prior to joining the Foundation, Lauren held a variety of positions with the Kansas University Endowment Association including Development Director for the Schools of Law and Fine Arts and Associate Director of Gift Planning. Prior to that, she practiced law in Kansas City at Stinson, Leonard Street and in Boston at Ropes & Gray.

    Currently, Lauren is also a Lecturer in the University of Kansas Honors Program, teaching a class in Philanthropy and the Nonprofit Sector. She previously taught Nonprofit Administration to upper class undergraduates and graduate students in the Helzberg School of Management at Rockhurst University.

    She is a graduate of Yale College and NYU Law School and is a former President of the Mid-America Charitable Gift Planners.


    The Donor – Sandi White Fried – Mrs. Fried serves on the Board of Directors for the Jewish Community Foundation, she has personally supported through her philanthropy many organizations throughout Kansas City, including: Jewish Family Services, Jewish Federation of Greater Kansas City and its Women’s Philanthropy, Hyman Brand Hebrew Academy and CASA of Johnson and Wyandotte Counties.
    She will share her journey as a philanthropist, working with her advisors and her charities to set up meaningful long term gifts.

    The Attorney – Lori Gregory –  Ms. Gregory is the Chairperson of the business, tax, and estate planning department at the Lewis Rice Kansas City office. She has devoted her practice to planning and administering estates and trusts; estate and income taxation; elder law (Medicaid and VA Benefit planning, special needs trusts, guardianships/conservatorships, and nursing home rights); estate and trust litigation; prenuptial agreements; and adoption. She represents family businesses as well as closely held businesses. Lori routinely designs, plans, and implements sophisticated estate tax-saving vehicles such as family partnerships, insurance trusts, charitable trusts, children’s/ grandchildren’s gifting trusts, sales to intentionally defective grantor trusts, and qualified personal residence trusts. Lori is a member of the National Academy of Elder Law Attorneys (NAELA) and has previously served as President of the Kansas Chapter of NAELA and on the Board of Directors of the Missouri Chapter of NAELA.

    The Accountant – William (Dave) Judy – Mr. Judy is the managing owner of Howe & Company, CPA, PC and has been a Certified Public Accountant for 43 years.  He specializes in the taxation of small businesses, high net-worth individuals and families, and tax planning, and has special expertise in the taxation of partnerships owning real estate.

  • May 10, 2019 - 07:30 -09:00 AM
    Generational Cohorts in Philanthropy

    The charitable habits of generational cohorts differ. What are these differences? How do we navigate the differences as fundraisers, advisors, and leaders of non-profits? Using scholarly research and best practice from the philanthropic sector, this presentation defines generational cohorts and offers suggestions for connecting with their philanthropy.

    • Defining generational cohorts
    • Learning philanthropic characteristics of each cohort
    • Techniques for navigating cohort differences related to their philanthropy


    7:30 – 7:50 am Registration/Breakfast
    7:50 – 8:00 am Announcements
    8:00 – 9:00 am Program

    Presenter:  Michael Kateman, PhD, Assistant Vice Chancellor for Advancement – University of Missouri-Columbia
    Dr. Michael Kateman has more than thirty years of advancement, fundraising, and communication experience with the University of Missouri and Columbia College. He joined the MACGP in 1991. He served as the NACGP education chair from 2000 until 2002, was elected to its national board of directors in 2008, serving until 2013. He chaired the 2009 National Conference on Gift Planning and served as national board chair in 2012.

  • Sep 20, 2019 - 00:00 -11:59 PM
    Building Blocks Planned Giving Conference

    Save the date for the 24th Annual Building Block Planned Giving Conference on September 20, 2019.

    This conference presents current and practical information regarding a wide range of planned giving topics. Our program offers a variety of topics, from basic, intermediate to specialized – all designed to offer practical ideas and techniques you can apply immediately to your fundraising efforts. The Conference has wide appeal; from one-person nonprofit development officers and large-shop major gift/planned giving teams to estate planning attorneys, CPAs, and other allied professionals. Community volunteers will also want to attend to assist with their organizations’ overall gift planning efforts.

    Watch for details in our newsletter.

  • Oct 2, 2019 - 00:00 -11:59 PM
    The National Association of Charitable Gift Planners Annual Conference

    Join us in New Orleans for a lineup of fantastic speakers, breakout sessions, pre-conference workshops and specialized education tracks.