Events

  • Oct 31, 2018 - 12:00 -01:00 PM
    Live Webinar: Creating a Data-driven Gift Planning Program

    Bring your lunch and your questions. You will have a chance to pose questions to speaker and discuss with local attendees after the presentation.

    Parking: Across the street at the Cherry Street garage, 50th & Oak for $1.25 per hour.

    U.S. News and World Report rates Arizona State University at the top of its list of Most Innovative National Universities. How does a culture of innovation impact the development program, and especially the effort raise planned gifts? Brian Nielson shares the ASU Foundation for a New American University’s progress using data to drive decisions about hiring staff, identifying prospects and messaging about planned gifts to a relatively young constituency. You’ll discover how national data establishes norms, and how your own data suggests what’s really normal for your gift planning program.

    Speaker: Brian Nielson, Executive Director, Estate & Gift Planning at the ASU Foundation for a New American University

    After law school, Brian practiced law in estate, business, & asset protection planning. During that time he was also a consultant on creating paperless offices and taught for the Academy of Multidisciplinary Practice, specifically helping financial advisers understand the value and use of life insurance in estate planning. Brian transitioned to development as the Associate Director of Planned Giving for the University of Cincinnati Foundation, joining just prior to the public phase of a $1B campaign. Transitioning to The College of Wooster, Brian worked with 50th reunion classes and as Director of Planned Giving, reestablished a comprehensive planned giving operation for The College, helping to raise $40M for a new building before the blue prints were complete, and helping exceed the campaign goal just months after taking the campaign public. Brian is now the Executive Director, Estate and Gift Planning for the ASU Foundation for a New American University. When the university is proud of its innovative nature, the fundraising needs to be just as innovative. In addition, Brian works to train youth in servant leadership at all levels, loves cooking outdoors, and spending time with his wife and six children.



  • Nov 9, 2018 - 07:30 -09:00 AM
    Ethics Expert Panel

    Mark Twain said “Always do right. This will gratify some people and astonish the rest.”

    Our Ethics Expert Panel:

    • A Chief Development Officer
    • An Attorney
    • A Financial Advisor

    Every person and organization have their goals and objectives. Doing what’s right can be challenging in situations that entail diminished mental capacity, potential family relationships conflicts, meanwhile meeting the nonprofits financial challenges.

    Join us in a lively discussion about ethics with these 3 experts.

    Outcomes:

    1. What do you do when you suspect a donor with slightly diminished mental capacity?
    2. How do you help the donor carry out their wishes, meanwhile in-sure there’s peace within the family?
    3. The pros and cons of gift planning individually with the donor or a coordinated team of advisors?

    Agenda:

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

    Presenters

    Bill Eckert, CAP® – moderator

    Bill Eckert is a financial educator, speaker, and advisor in Kansas City.  He has developed a specialty in teaching retirees and those about to retire how to help protect their principal and help ensure that their money lasts.

    P. Glen Smith
    Glen is the owner of Smith Elder & Business Law, LLC. He is a graduate of the Cecil C. Humphreys School of Law at the University of Memphis with 35 years of experience in asset protection, estate and financial planning and business. He is a member of the National Academy of Elder Law Attorneys, and its Missouri chapter, the Northland Professionals in Aging and serves with The Missouri Bar on the Estate Planning and Probate Administration.
    Tony Lee MBA, CFRE
    Tony is the Chief Development Officer with the Christian Children’s Fund. As part of his role, Tony works closely with individual donors who decided to donate through their wills, to ensure their philanthropic dreams are realized. Tony arrived at fundraising through a very circuitous career path that has included engineering, journalism, as well as sales and marketing. He has worked at a number of recognized non-profits, including World Vision, Habitat for Humanity and the Canadian Cancer Society.
    Matt Syverson, CFP®, CAP®
    Matt is a Chartered Advisor in Philanthropy® and Certified Finanical Planner™ Practitioner that has been helping clients with strategic generosity since 2000. He enjoys weaving charitable discussions and implementation into each client’s situation.


  • Nov 28, 2018 - 12:00 -01:00 AM
    Live Webinar — Planned Gift Data Crunching Workshop

    Bring your lunch and your questions. You will have a chance to pose questions to speaker and discuss with local attendees after the presentation.

    Parking: Across the street at the Cherry Street garage, 50th & Oak for $1.25 per hour.

    Spend an hour playing with data! Attendees will receive instructions for querying their own database to create a sample spreadsheet of donor information. During the webinar, Brian Nielson will demonstrate how to turn that raw data into information you can use to guide decisions about contacts with planned gift prospects. We’ll use Excel during this webinar, but the concepts you’ll learn can be applied to data analysis, no matter what software you use. Voice lines will be open during the webinar, so you can ask questions and interact with Brian and other attendees.

    Speaker: Brian Nielson, Executive Director, Estate & Gift Planning at the ASU Foundation for a New American University

    After law school, Brian practiced law in estate, business, & asset protection planning. During that time he was also a consultant on creating paperless offices and taught for the Academy of Multidisciplinary Practice, specifically helping financial advisers understand the value and use of life insurance in estate planning. Brian transitioned to development as the Associate Director of Planned Giving for the University of Cincinnati Foundation, joining just prior to the public phase of a $1B campaign. Transitioning to The College of Wooster, Brian worked with 50th reunion classes and as Director of Planned Giving, reestablished a comprehensive planned giving operation for The College, helping to raise $40M for a new building before the blue prints were complete, and helping exceed the campaign goal just months after taking the campaign public. Brian is now the Executive Director, Estate and Gift Planning for the ASU Foundation for a New American University. When the university is proud of its innovative nature, the fundraising needs to be just as innovative. In addition, Brian works to train youth in servant leadership at all levels, loves cooking outdoors, and spending time with his wife and six children.



  • Dec 7, 2018 - 08:00 -09:30 AM
    Holiday Event at the KC Ballet for Members

    Even if you are not a balletomane (a ballet enthusiast) you will definitely enjoy joining fellow members for some fun networking and a tour of our very own Kansas City Ballet. We may even get to see a danseur (a male dancer) or glimpse some sugar plum faeries.

    Agenda:
    8 am Breakfast/Social
    9:00 am Brief Tour

    Parking:
    Adjacent to the building