Events

  • Feb 21, 2019 - 08:30 -11:00 AM
    AFP Fundraising Focus on Fundraising with Penelope Burk – a member benefit

    Midamerica CGP members recieve AFP member pricing

     



  • Feb 26, 2019 - 12:00 -01:00 PM
    Webinar for members only: Accepting Complex Gifts of Real Estate: A Builder's Guide


  • Mar 8, 2019 - 07:30 -09:00 AM
    Charitable Remainder Trusts and Charitable Gift Annuities

    For many donors, charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) are attractive estate planning tools that provide an income stream for the donor and facilitate the donor’s planned giving and tax objectives. With interest rates continuing to rise, now may the right time for a donor to utilize one of these techniques. This presentation will explore the differences between CRTs and CGAs, and provide planning tips and strategies.

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

    Presenters:
    Joseph D. Growney
    Joe concentrates his practice in all areas of estate planning, including the preparation of basic and complex estate planning documents, and the implementation of sophisticated planning techniques. He also assists high net worth individuals and closely-held businesses with business succession planning and tax planning, including the formation of corporations, partnerships and limited liability companies, and structuring of corporate reorganizations and recapitalizations. Mr. Growney regularly assists clients with life insurance planning, charitable planning and estate planning with retirement benefits.

    Courtney M. Conrad
    Courtney leads Lathrop Gage’s Wealth Strategies group, comprising 30 attorneys and paralegals who offer comprehensive estate and wealth planning strategies. Courtney has extensive experience providing counsel to high-net worth clients, closely held businesses and their owners and charitable organizations. With a primary focus in the area of estates and trust law, Courtney provides her clients up-to-the-minute knowledge of the changing tax laws and the most sophisticated estate planning techniques.



  • 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.

    Take-aways:

    • 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.

    Panelists

    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

    Agenda:

    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.