AFP MO, Mid-America Chapter: Collaboration - Weaving Charitable Planning into Financial and Estate Planning for the Benefit of Clients and DonorsMay 16, 2014
Please join your fellow AFP Mid-America Chapter Members, Mid America Planned Giving Council members,
and other local development professionals as well as practitioners in estate and tax planning, financial planning, trust services, and other allied fields for a breakfast event with Cynthia W. Krause, JD.
May 16, 2014
7:30am - 9:00am
Holiday Inn on the Plaza
About the Program
When donors make planned gifts, there is often a professional advisor in the room as the decision is made.
This may be an estate planning attorney, a CPA or financial planner.
Cynthia Krause, a nationally recognized speaker and author on planned giving,
has conducted a survey of both development officers and professional advisors to address the following:
• How should development officers partner with professional advisors?
• How can we encourage professional advisors to raise the “charitable giving question” with their clients?
• What do professional advisors want from development officers?
In this session, Cynthia will share her results and insights with you.
You'll leave this session armed with the tools you need in your planned giving work with donors.
About the Presenter
Cynthia W. Krause, JD, has worked in the field of charitable gift planning with nonprofit organizations,
individuals, families and family foundations for 25 years. She currently serves as Vice President of Gift Planning
for Baylor Health Foundation. She previously served as president and primary consultant
for Wilson & Krause, a philanthropic and family advisory services firm and practiced law
with the firm of Manning & Miller, LLP.
About AFP Forums
AFP Forums are the AFP Mid-America Chapter's professional series! At each AFP Forum, we will enjoy networking, updates from AFP and a great topic covered by a local expert. Each edition of the AFP Forum series is $10 (breakfast) or $15 (lunch) for AFP Members; $25 for nonmembers. Join us at the Holiday Inn on the Plaza, One East 45th Street, KCMO 64111. AFP Forums will be offered both at breakfast and at lunch times throughout the year, to suit every schedule. The May edition is a joint breakfast event with the Mid America Planned Giving Council.
Registration cancellation and refund deadline is Monday, May 12.
No refunds issued for cancellations after this date, and no-shows will be billed.
Each AFP Forum offers 1.5 CFRE CEUs.
This program also qualifies for 1.2 hours of Missouri CLE credit and 1.0 hours of Kansas CLE credit.
Want to hear more? Sign up today!