Mid-America Planned Giving Council

Helping You Make a Difference


Let's Work Together! with Ron Philgreen

Ron PhilgreenRon will share some actual case histories of how a few cases came together with many key advisors working together.

Every major donor has a multiplicity of advisors (i.e. – attorney, CPA, financial planner, Registered Investment Advisor, Life Insurance Agent, Registered Representative, Realtor, Banker, Trust Officer from the profit and business world AND CEOs, Presidents, Directors of Development from one or two  or thirty non-profit organizations that he/she is supporting) many of whom have their own agendas and priorities which can not only conflict with all the other advisors, but more importantly with the goals and objectives of the donor.  Can We Work Together?  And How Are We Going To Do That?

What you will learn:

  • How to recognize the potential conflict between the donor’s many advisors
  • How to get all the advisors facing the donor and saying “how can we help you?”
  • Some actual case histories that demonstrate some successful team work with advisors

Who should attend?  Nonprofits and Advisors


Ron Is…
The Founder & Director of The Charitable Planning Institute, Inc.* “Where Involuntary Philanthropy Converts To Voluntary Philanthropy™”

A Charitable Tax Planning Specialist…
Having specialized in Charitable Tax Planning since 1968, Ron has produced over 1,900 charitable planning cases, and in the process, raised several hundred million for charity.

Who is Nationally Known…
He is a nationally known lecturer on Charitable Tax Planning with over 1,500 seminars conducted from coast to coast, including eighteen appearances as the prestigious Million Dollar Round Table’s (MDRT) Annual Meeting and one appearance at the MDRT Top Of The Table.

For His Innovative “Charitable Bucket™” Software…
Ron is the author and publisher of an innovative “Charitable Bucket™” Software Tutorial Presentation , which has received wide acceptance and utilization throughout the financial services industry as an effective marketing and communication tool. Using the visual analogy of a “Charitable Bucket™,” he tells the story of Charitable Tax Planning, and “sells the sizzle”in one-on-one presentations and the group seminar format as well.

For His Creative Charitable Tax Planning Strategies…
Ron has in inventory twenty-three major Charitable Tax Planning Strategies which provide powerful solutions to critical estate, tax and financial planning problems in nine major areas. These strategies are designed to avoid long term capital gains taxes, reduce current income taxes, and eliminate federal estate taxes by converting “Involuntary Philanthropy Into Voluntary Philanthropy™”

For His Commitment To Excellence…
Ron is founder and owner of The Charitable Planning Institute, Inc.* of Leawood, KS, a Charitable Tax Planning Consulting Firm through which he custom designs charitable tax planning strategies for clients on a fee basis.   As a 44 year life member of the esteemed Million Dollar Round Table (MDRT), Ron is past Chairman Of the MDRT’s Charitable Giving Task Force, a past MDRT Divisional Vice-President, and Past Chairman of the MDRT Foundation’s Global Gift Fund Committee.   He is President Emeritus of The National Association Of Philanthropic Planners (NAPP), which is now merged with The International Association Of Advisors in Philanthropy (AiP).   Ron was a contributing author of numerous trade journal articles and a member of The Editorial Board of CCH’s Journal Of Practical Estate Planning Magazine for a number of years.  In his 56 years in the business, Ron has had a major influence in raising the consciousness level and the commitment to excellence in the charitable tax planning arena within the financial services industry.

Member Quotes

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

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.

JT Cattle Director of Development, Avila University