Mid-America Planned Giving Council

Helping You Make a Difference


Funding Your Charitable Giving from Unexpected Sources with Nathan Daley

About this session:  Charitable donations of complex assets—such as private equity, restricted stock, limited partnership interests, real estate, and other non-publicly traded assets—can be the most tax-efficient way to support charitable causes.

Join us as we evaluate this often under-utilized approach to charitable giving and identify unexpected ways to help your clients fund their giving.

Learning Objectives:

  •     Discover why complex assets can be the most tax-efficient way to give
  •     Learn tips and tricks to identify the right assets to donate
  •     Uncover which of your clients fit the profile of a potential complex asset donor
  •     Understand how you can help your clients through the charitable giving process

Who should attend? NPO Development and Executive Directors, Advisors, Trust Officers, CPAs, and Attorneys

7:30 – 7:50 Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program

Our presenters are from Fidelity Charitable®, an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants since its inception in 1991.The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

Nathan DaleyNathan Daley, Director of the Complex Asset Group at Fidelity Charitable – In his role since 2014, Nathan Daley.has worked directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non‐publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact. Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX.

Mark RicketsonMark Ricketson, Vice President and Charitable Planning Consultant – Mark has been working at Fidelity Charitable since 2004 where he began as a Charitable Planning associate. Prior to joining Fidelity Charitable, Mark was an investment representative with Quick and Reilly/Fleet Bank, a regional marketing associate with Putnam Investments and owner/operator of his own firm, Allied Irrigation.

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