Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

What Statistics Say about Promoting Bequests

Mike2Speaker: Michael P. Romero, Vice President, Trust Counsel, The Baptist foundation of Oklahoma

Eventbrite - What Statistics Say about Promoting Bequests

Managers at every charitable organization – large or small – want to be sure they are good stewards of the donor dollars used to accomplish the mission and sustain the organization.  How can you know an investment in planned giving is paying off when the fruits of a fundraiser’s labor are often revocable or deferred?

Michael has been tracking the estate planning process within his organization and others to find the sweet spots – the right time to make the ask.  He will present a framework of essential metrics to help you understand what’s in the pipeline and how to establish reasonable goals for current work to produce future gift income—who to target, when to target them, what to track and what your outcomes could look like.

He will also discuss particular data points to understand the effectiveness of your gift planning efforts. Finally, he will look at practical ways to begin incorporating gift language into everything that goes out the door.

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

Schedule:
7:30 am – Registration, continental breakfast, networking
8:00 am – Presentation, including Q&A

About Michael:  Michael P. Romero is vice president, trust counsel for The Baptist Foundation of Oklahoma. He came to the Foundation in 2001 from the tax and estate planning practice group of the Oklahoma City law firm of McAfee & Taft. While at McAfee, he primarily assisted high net worth individuals with their estate planning and business succession needs.

Mike received his Bachelor of Business Administration degree, from Oklahoma Baptist University in 1992, with a dual emphasis in management and banking & finance. He is also a graduate of the University of Oklahoma College of Law and was admitted to the Oklahoma Bar in September 1998.

Mike is an adjunct professor in the Finance Department teaching the Estate Planning & Administration Course.

Mike serves on the board of directors for the Partnership for Philanthropic Planning. He also serves as the Vice-President of the Board of the Oklahoma Planned Giving Council.


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.


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