Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

19th Annual Building Blocks half-day conference

Eventbrite - 19th Annual Building Blocks Conference
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19th Annual Building Blocks Program
August 15th, 2014
7:30 a.m. – 12:30 p.m.
at Rockhurst University – Conway Hall

This half-day conference is designed to present 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.

The speakers bring many years of planned giving experience and knowledge. Large general sessions coupled with smaller breakout sessions will allow you to choose your path during the conference and ask direct questions of presenters. In addition, you will meet and develop relationships with other planned giving professionals and volunteers in this community and beyond.

Featured Speakers include:

  • Steve Roling, Former President of Health Care Foundation of Greater Kansas City
  • Viken Mikaelian, Planned Giving.com
  • Tyler Bacon, Crescendo Interactive

Timely Breakouts on:

  • How to Advance Your Donor Conversations
  • Evaluating Your Planned Giving Program
  • Working with Trust Departments, IRAs, and Charitable Gift Annuities
  • and MORE!

RECOMMENDED FOR

  • Nonprofit Staffs
  • Boards of Directors
  • Volunteers
  • Consultants
  • Attorneys
  • CPAs
  • Financial Planners
  • Other Allied Professionals

CLE & CFRE credit approved

 

Tickets: $50
Prior to August 1st:  MAPGC & PPP members save $10 JOIN MAPGC


Member Quotes

Friday, February 14, 7:30 – 9:00 a.m.

 Evie Curtis, Senior Vice President, Country Club Trust Company

Samantha Shepherd, Founding Attorney, Shepherd Elder Law Group, LLC

 

NOT JUST SWEET TALK: COMMUNICATING EFFECTIVELY WITH OLDER ADULTS & THOSE WITH SPECIAL NEEDS

 PPP Tracks:  Marketing – Tools/techniques for identifying donors and inspiring them to make charitable gifts; Core CompetenciesEssential knowledge or skills from disciplines related to the field of philanthropic planning.

Evie Curtis’ responsibilities include sales and business development for Country Club Trust Company.  Evie has over 30 years of banking and trust experience beginning her trust career in Atlanta, Georgia.  She is an accomplished speaker and has spoken to many groups on various estate and trust planning issues.  Her broad background includes working with clients with both retail banking and commercial banking needs.   Evie received her Bachelor of Arts degree from Georgia State University and holds an M.B.A. degree from Baker University.  She is extremely active in the community serving as Board Treasurer of the Statewide Independent Living Council and Kingswood Foundation.  In addition, Evie is a Board member of Kansas Advocates for Better Care and the Kansas City Partnership for Caregivers.  Other positions include Toastmasters International District 22 Audit Chair, Kansas City Hospice Planned Giving Advisory Council, and Children’s Mercy Planned Giving Council.

Samantha Shepherd is the founding attorney of the Shepherd Elder Law Group.  Her practice areas encompass elder law, estate planning, long term care planning and asset protection, Medicaid planning, Missouri Medicaid applications (MOHealthnet) and appeals, probate and trust administration, guardianships and Special Needs Trusts.  Samantha has a strong calling to assist the elderly and individuals with special needs. Initially a corporate lawyer by training, she found her desire to serve and to give back to the community drew her to the Elder Law profession. Under the tutelage of Attorney Craig Reaves, the former President of the Missouri Chapter of Elder Law Attorneys and the the National Academy of Elder Law Attorneys, Samantha embarked on a rewarding career helping the elderly, those with disabilities and their families.

Samantha is a 1994 graduate of Boston College Law School, where she received her juris doctorate.  She received her LLM in Estate Planning from the University of Missouri in Kansas City.  She is licensed to practice in Kansas, Missouri, Massachusetts, and Maine.  She is a member of the National Academy of Elder Law Attorneys (NAELA) and the Missouri Chapter of NAELA.   Samantha has been appointed as a Vice-Chair of the Elder Law Committee for the Missouri Bar and is also a member of the Missouri Bar’s Legislative Review Subcommittee for Elder Law. She is an officer on the Board of the Missouri Chapter of NAELA and the 2012 Co-chair of the National Meeting for NAELA. Samantha currently serves as a Director on the Board of Directors for Missouri NAELA and is the Chair of the Membership Committee. She is also on the committee for the Missouri Seniors’ Legal Helpline and a member of the Special Needs Section of NAELA. Samantha is also a member of the Kansas Bar.


JT Cattle Director of Development, Avila University