Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

Case Study Discussions on How to Communicate Gift Strategies Effectively With Prospects

Kirby GouldSpeaker: Kirby Hughes Gould, Vice-President, Christian Church Foundation

Kirby will lead the group through four donor case studies, where we will interact with each other to answer the following questions:
1. What is unique and distinctive about the donor’s situation?
2.  What solutions can be offered to the donor both personally and financially, and to benefit the charity?
3.  What additional resources need to be secured to assist the donor and the planned giving professional?

Eventbrite - Case Study Discussions on Gift Strategies

PPP Tracks:

  • Core Competencies – Essential knowledge or skills from disciplines related to the field of philanthropic planning.
  • Charitable Estate Planning – Approaches to gifts integrating current or deferred components
  • Gift Design Essentials – Best practices for structuring gifts that benefit both donors and charitable organizations

Schedule:
7:30 am – Registration, continental breakfast, networking
8:00 am – Kirby’s presentation, including Q&A

About Kirby: Kirby Gould has been vice president for the North Central Zone of the Christian Church Foundation since October 1997. The Foundation assists Disciples of Christ churches in the areas of endowments, permanent funds, planned gifts, and bequests.  She serves the regions of Greater Kansas City, Mid America, Upper Midwest, Kansas and Nebraska.  She is also a board member of Partnership For Philanthropic Planning.

Before joining the Foundation, she worked for the National Benevolent Association, primarily as director of Development for the Oklahoma Christian Home in Edmond, OK for 13 years.

Kirby is a native of McPherson, KS, and a graduate of Phillips University in Enid, OK with a bachelor’s degree in music education/music therapy. After graduation she served as Church Admissions Director for the college. In 1999 she was named Outstanding Young Alum by Phillips University.

Kirby is a licensed minister of the Christian Church (Disciples of Christ), a Certified Fund Raising Executive (CFRE) and has received the designation of ChFC (Chartered Financial Consultant), CASL (Certified Advisor for Senior Living), and CAP (Chartered Advisor in Philanthropy). She belongs to the Association of Fundraising Professionals (AFP) and the Partners in Philanthropic Planning (PPP) where she served as President of the local chapter in 2011, and serves on the national board of PPP.


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