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2020 Newsletters

August 2020
September 2020
October 2020
November 2020
December 2020

Upcoming Events

Oct
14
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
October 14, 2021: Stories from the Trenches @ Zoom Only
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
11
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
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
13
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
A Potpourri of Charitable Planning Tricks and Traps - Joint Meeting with Estate Planning Council @ Missouri Athletic Club
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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