Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

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

Presenter: RONALD D. PHILGREEN, CLU, CHFC

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

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