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Upcoming Events

Oct

Thu

12:00 pm October 14, 2021: Stories from t... @ Zoom Only

October 14, 2021: Stories from t... @ Zoom Only

Oct 14 @ 12:00 pm – 1:00 pm

Kent Weimer – CAP, Director of Trusts, Estates and Gift Planning with Parkland Foundation About the program: Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible[...]

Nov

Thu

12:00 pm 10 Principles for Gift Planning ...

10 Principles for Gift Planning ...

Nov 11 @ 12:00 pm – 1:00 pm

10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success About the presentation: The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we examine ten principles that will ensure gift[...]

Dec

Mon

12:00 pm A Potpourri of Charitable Planni... @ Missouri Athletic Club

A Potpourri of Charitable Planni... @ Missouri Athletic Club

Dec 13 @ 12:00 pm – 1:00 pm

This event is in person and ZOOM Larry will discuss a variety of charitable giving tricks and traps including: Why charitable gifts during lifetime are better than bequests…and how to take take advantage of that. Gift strategies for early termination of qualified charitable remainder trusts – and continuing confusion about qualified appraisal requirements Inclusion of[...]

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