Skip Main Navigation
Page Content

Save This Event

Event Saved

Funding Your Charitable Giving from Unexpected Sources

Mid-America Planned Giving Council

Friday, April 21, 2017 from 7:30 AM to 9:00 AM (CDT)

Funding Your Charitable Giving from Unexpected Sources

Ticket Information

Ticket Type Sales End Price Fee Quantity
MAPGC members
For those who are current members of MAPGC
Apr 21, 2017 Free $0.00
Non-Member - 2017 first time registration   more info Apr 21, 2017 Free $0.00
Non-Member - with past 2017 registration   more info Apr 21, 2017 $25.00 $2.24

Share Funding Your Charitable Giving from Unexpected Sources

Event Details

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

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

Presenters:
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.

Have questions about Funding Your Charitable Giving from Unexpected Sources? Contact Mid-America Planned Giving Council
Attendee List Sort by: Date | First Name | Last Name
Show More

Save This Event

Event Saved

When & Where


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

Friday, April 21, 2017 from 7:30 AM to 9:00 AM (CDT)


  Add to my calendar

Organizer

Mid-America Planned Giving Council

The Mid-America Planned Giving Council (MAPGC) helps local fund development and estate planning professionals improve and maintain their charitable gift planning skills while providing a unique environment to get to know the people and issues that impact planned giving in the Greater Kansas City area.  See why MAPGC would be beneficial to your career.

  Contact the Organizer
Funding Your Charitable Giving from Unexpected Sources
Things to do in Kansas City, MO Class Charity & Causes

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.