Often the optimum way to learn about planned giving is to engage in conversation with fellow professionals. We have to understand a donor’s desire to give, and also how to present options depending on the types of assets the donor wishes to give. Come have a roundtable conversation with your peers as we look at donor case studies, review donor stories, discuss options, and determine outcomes.
Kirby and Kevin have a combined number of 68 years’ experience working in the field of fundraising and planned giving and will present a variety of case studies—from the simple to the complex.
Agenda:
7:45 – 8:00 am Registration
8:00 – 9:00 am Program
Our Presenters:
Kirby Gould is vice president Christian Church Foundation, since October 1997. She assists Christian Church (Disciples of Christ) churches in the areas of endowments, permanent funds, investments, planned gifts, and bequests. Kirby holds the certificates of ChFC, CASL, CFRE, and CAP. She served as president of the Mid-America Planned Giving Council in Kansas City during 2011, and is also a member and past treasurer of the Association of Fundraising Professionals. She served as a member of the national PPP board from 2013-2015.
Kevin Kirby is a Senior Gift Planning Officer with the American Red Cross. Kevin is responsible for gift planning in Western Missouri and Arkansas Region. He has been a member of the National Gift Planning Unit for seven years of his 25 year career with the American Red Cross. Kevin received his CFRE certification in 2000. He serves on the Advancement and Personal Development Committee for the American Red Cross Gift Planning Unit.
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