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Charitable Remainder Trusts and Charitable Gift Annuities

Mid-America Charitable Gift Planners

Friday, March 8, 2019 from 7:30 AM to 9:00 AM (CST)

Charitable Remainder Trusts and Charitable Gift Annuiti...

Ticket Information

Ticket Type Sales End Price Fee Quantity
MACGP members
For those who are current members of Mid-America Charitable Gift Planners
Feb 8, 2019 Free $0.00
Non-Member - 1st time in 2019 Feb 8, 2019 Free $0.00
Non-Member - >2nd time in 2019 Feb 8, 2019 $25.00 $2.28

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Event Details

For many donors, charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) are attractive estate planning tools that provide an income stream for the donor and facilitate the donor’s planned giving and tax objectives.  With interest rates continuing to rise, now may the right time for a donor to utilize one of these techniques.  This presentation will explore the differences between CRTs and CGAs, and provide planning tips and strategies.


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


Joseph D. Growney
Joe concentrates his practice in all areas of estate planning, including the preparation of basic and complex estate planning documents, and the implementation of sophisticated planning techniques. He also assists high net worth individuals and closely-held businesses with business succession planning and tax planning, including the formation of corporations, partnerships and limited liability companies, and structuring of corporate reorganizations and recapitalizations. Mr. Growney regularly assists clients with life insurance planning, charitable planning and estate planning with retirement benefits.

Courtney M. Conrad
Courtney leads Lathrop Gage’s Wealth Strategies group, comprising 30 attorneys and paralegals who offer comprehensive estate and wealth planning strategies. Courtney has extensive experience providing counsel to high-net worth clients, closely held businesses and their owners and charitable organizations. With a primary focus in the area of estates and trust law, Courtney provides her clients up-to-the-minute knowledge of the changing tax laws and the most sophisticated estate planning techniques.

Have questions about Charitable Remainder Trusts and Charitable Gift Annuities? Contact Mid-America Charitable Gift Planners
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When & Where

Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Friday, March 8, 2019 from 7:30 AM to 9:00 AM (CST)

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Mid-America Charitable Gift Planners

MACGP encourages dialogue among donors, professional advisors, and charity representatives. In addition to monthly programs, we also sponsor the Annual Building Blocks of a Planned Giving Conference, a half-day program is designed to present information useful to those wanting to know more about planned giving. The Council also sponsors virtual seminars and other programs for fundraising and allied professionals with related organizations throughout the area.

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