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Live Webinar -- Planned Gift Data Crunching Workshop - Members Only

Mid-America Charitable Gift Planners

Wednesday, November 28, 2018 from 12:00 PM to 1:00 PM (CST)

Ticket Information

Type End Quantity
MACGP members
Only for those who are current members of Mid-America Charitable Gift Planners
Nov 28, 2018 Free  

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Event Details

Bring your lunch and your questions. You will have a chance to pose questions to speaker and discuss with local attendees after the presentation. 

Parking: Across the street at the Cherry Street garage, 50th & Oak for $1.25 per hour.

Spend an hour playing with data! Attendees will receive instructions for querying their own database to create a sample spreadsheet of donor information. During the webinar, Brian Nielson will demonstrate how to turn that raw data into information you can use to guide decisions about contacts with planned gift prospects. We’ll use Excel during this webinar, but the concepts you’ll learn can be applied to data analysis, no matter what software you use. Voice lines will be open during the webinar, so you can ask questions and interact with Brian and other attendees. 

Speaker: Brian Nielson, Executive Director, Estate & Gift Planning at the ASU Foundation for a New American University

After law school, Brian practiced law in estate, business, & asset protection planning. During that time he was also a consultant on creating paperless offices and taught for the Academy of Multidisciplinary Practice, specifically helping financial advisers understand the value and use of life insurance in estate planning. Brian transitioned to development as the Associate Director of Planned Giving for the University of Cincinnati Foundation, joining just prior to the public phase of a $1B campaign. Transitioning to The College of Wooster, Brian worked with 50th reunion classes and as Director of Planned Giving, reestablished a comprehensive planned giving operation for The College, helping to raise $40M for a new building before the blue prints were complete, and helping exceed the campaign goal just months after taking the campaign public. Brian is now the Executive Director, Estate and Gift Planning for the ASU Foundation for a New American University. When the university is proud of its innovative nature, the fundraising needs to be just as innovative. In addition, Brian works to train youth in servant leadership at all levels, loves cooking outdoors, and spending time with his wife and six children.

Have questions about Live Webinar -- Planned Gift Data Crunching Workshop - Members Only? Contact Mid-America Charitable Gift Planners
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When & Where

UMKC Administrative Center
5115 Oak Street
Plaza Room
Kansas City, MO 64112

Wednesday, November 28, 2018 from 12:00 PM to 1:00 PM (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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