Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

Virtual Seminar – “Start and Grow your Planned Giving Program” from Crescendo

Wednesday, May 14
1:00 – 2:00 pm
No charge

Are you just getting started in planned giving? Would you like to restart your planned giving program? Join us to learn the fundamentals of cultivating planned giving donors and closing planned gifts. You will learn the basics of bequests, gift annuities and charitable remainder trusts, and how to handle major gifts of appreciated property. This webinar also includes valuable information on planned gifts marketing, gift acceptance and administration.

Location:  The Plaza Room on the 2nd Floor of the Conference Center at the UMKC Administrative Building – 5115 Oak.  Elevators are available in the center part of the building.

Parking:  Parking is directly across the street between Oak Street and Brookside.  Enter from Oak Street in front of the Administrative Building.  This is a large surface lot that includes both faculty/staff permit parking and visitor metered parking.  Visitor metered parking is clearly marked with parking space numbers.  A central pay station sits on the east edge of the parking lot and accepts coins, cash and credit cards.  The rate is $1.00 per hour.

Lunch:  Please bring a lunch.  Several restaurants are available just NORTH of the parking lot.  Vending machines are also available in a small “break room” just left/east of the 2nd floor elevator.  Coffee and water will be available.

Reserve your space: Please enter your RSVP for this free event. If you are bringing guests, please include their name & organization. We look forward to seeing you on May 14!


Member Quotes

Friday, May 11, 7:30 – 9:00 a.m.

Rockhurst University, Conway Hall, Room 103


Tom Cullinan
, JD – Editor, Planned Giving Today;  President, Schola Donum, Inc., Omaha, NE

 TODAY’S GATEWAY GIFTS

Donors face uncertainties due to investment volatility and scheduled changes in the federal tax rates, making planning even harder than it was two years ago. At the same time, among life income gifts CRTs and PIFs have become an endangered species, and even the charitable deduction is under attack. How can charities adjust their marketing and communications plans in the face of all this? How can advisers counsel their clients? We’ll look at gifts that actually work in today’s economy.

PPP Tracks:  Marketing – Tools and techniques for identifying donors and inspiring them to make charitable gifts; Gift Design Essentials – Best practices for structuring gifts that benefit both donors and charitable organizations.

Tom Cullinan is an Executive Consultant with O’Meara, Ferguson, Whelan, and Conway in its Mission Advancement Services division. The firm delivers strategic financial development counsel, stewardship education, capital financing, and investment management services to Catholic dioceses, religious institutes, schools, and universities. Previously, he was an independent charitable gift planner with offices in Omaha, Neb. and Corpus Christi, Texas, providing counsel to not-for-profit organizations and generous donors. As a consultant and front-line higher education development manager, he has facilitated gifts having a cumulative value exceeding $950 million.

Cullinan is also editor of Planned Giving Today®, a monthly publication serving the charitable gift-planning community. As editor, he is responsible for content that helps gift-planners enable others to give generously and prudently.

He was named to the Partnership of Philanthropic Planning’s Leadership Institute in 2011, one of the first 31 charitable gift planners in the 10,000-member international association selected through a peer review process. He was director of the College of William & Mary National Planned Giving Institute for four years and a member of its faculty for 11 years. He served a three-year term on the board of the Partnership for Philanthropic Planning and has been active in its local affiliates in Baltimore, Houston, Nebraska, and Washington D.C. He earned degrees in business and law from the University of Nebraska-Lincoln.

 


JT Cattle Director of Development, Avila University