Events

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.