PLANNED GIVING ADVISORY COUNCIL

Professionals who work with bequests and planned giving have long partnered with the Archdiocese of Kansas City in Kansas and CFNEK to facilitate the charitable desires of their clients.  This can be as simple as providing the appropriate bequest language for a parish, Catholic school or ministry.  It can also be utilizing the resources of CFNEK to provide valuable services, like donor advised funds, gift annuities, memorial funds, scholarships, and endowments to meet the charitable needs of their clients.

CLE is offered through the CFNEK St. Thomas More Continuing Legal Education Seminar.  This event provided much needed continuing education credits while providing an important resource for issues that pertain to Catholics across the archdiocese.

Collaboration with professionals in planned giving can also be done through educational seminars and workshops at the local and parish level.  These events focus on planned giving. 

A monthly eNewsletter provides timely and relevant information on activities and legislation pertaining to planned giving.  If you are not receiving this email correspondence then you are not on our list of planned giving professionals.  For more information on how to partner with CFNEK by becoming a member of the Planned Giving Advisory Council contact us today.

 

Planned Giving Advisory Council
Questions that require an answer are marked with  *
   
1 * Name (first and last)
   
   
2 Email address
   
   
3 * Business name or employer
   
   
4 * Professional designation(s) and other certifications
   


   
5 * States where you are licensed
   

   
6 * Do you help clients with planned charitable gifts or beneficiary designations?
   
   
7 * Have you ever contacted the Catholic Foundation of Northeast Kansas or the Archdiocese of Kansas City in Kansas concerning a bequest or planned gift for yourself or a client.
   
   
8 * Would you consider attending a continuing education event sponsored by CFNEK on estate planning, charitable giving and how Catholic values impact professional decisions?