August 2024 Newsletter
Charitable Giving Strategies
Donating appreciated stock to fund a Donor Advised Fund offers a powerful way to maximize your charitable impact while optimizing your tax benefits. By giving appreciated stock, you avoid paying capital gains tax on the increased value, allowing you to contribute more to your favorite charities. Additionally, you can claim a charitable deduction for the full market value of the stock, reducing your taxable income. This approach not only enhances your philanthropic efforts but also supports more strategic financial planning. Learn more at www.cfnek.org/stock-gift.
The Catholic Foundation of Northeast Kansas (CFNEK) extends its heartfelt thanks to Fr. Barry Clayton for graciously inviting us to present an educational workshop on Wills & Trusts on August 14, 2024. Held at Sacred Heart Catholic Church following the Vigil Mass for the Feast of the Assumption, the workshop was a success, attracting 18 parishioners from Sacred Heart, Our Lady of Lourdes, and St. Philip Neri parishes.
The workshop was led by Jon Stanfield, a partner with the law firm of Rees, Kincaid & Stanfield. With his expertise in estate planning and trust administration, Jon provided valuable guidance, helping attendees plan for the future with confidence and peace of mind. CFNEK is committed to collaborating with professional advisors like Mr. Stanfield to bring educational opportunities to parishes and parishioners throughout the Archdiocese.
CFNEK serves as a vital resource for education, support, and training, ensuring the continued mission of parishes and organizations across the Archdiocese of Kansas City in Kansas. By partnering with pastors, parishes, and professional advisors, CFNEK hosts workshops on estate planning, smarter charitable giving strategies, and other important topics. These initiatives empower parishioners to maximize their giving while reducing tax burdens, ultimately strengthening the parishes, schools, and ministries across our Archdiocese.
For more information on how CFNEK can assist you in supporting your parish, school, or ministry while mitigating taxes, please visit cfnek.org or contact us at 913-647-3062. You can also check on upcoming educational workshops in your area at cfnek.org.
In July, the Catholic Foundation of Northeast Kansas hosted a Quarterly Investment Webinar for the first time. The webinar gave fund holders a review of our investment portfolios. Fund holders were also given the opportunity to ask questions of our investment managers. We will continue to host these webinars once a quarter. Details on registering for next quarter’s webinar will be shared soon!
Giving Tuesday 2024: #iGiveCatholic
Registration for this year's Giving Tuesday initiative is now OPEN! Visit kansascity.igivecatholic.org to register your parish, school, or ministry today!
As a participant in #iGiveCatholic 2024, your parish, school, or ministry will receive:
A week-by-week plan of action leading up to Giving Tuesday to boost your donor support & engagement
Responsive & quick website support to help you develop your online donation page
Customizable communications help (like pew cards & social media posts) to spread the word of Giving Tuesday
Timelines and Key Dates
Registration Opens: Monday, August 19, 2024
Registration Closes: Friday, November 1, 2024
Advance Giving Phase: Monday, November 18 – Monday, December 2, 2024
Giving Day: Tuesday, December 3, 2024
Close of Offline Giving: Tuesday, December 10, 2024
If you have any questions regarding Giving Tuesday, please email mwade@archkck.org.
Staff Member Highlight
Mitch Nolan is a Gift Planning Consultant for the Catholic Foundation of Northeast Kansas, having joined our staff in October 2023. He is a native of Shawnee, KS and proud 2017 graduate of the University of Kansas School of Business. After graduation, Mitch went to work for the International Headquarters of Theta Chi Fraternity in Carmel, IN. During his time with the fraternity, he served in multiple roles, most recently as a Major Gifts Officer for their Foundation. After over six years in Indiana, Mitch made the move back home to Kansas City to work for CFNEK.
In his role with the Catholic Foundation, Mitch supports a portfolio of parishes, schools, and ministries by working with professional advisors and stewarding donors to grow endowments and solicit planned gifts. At this time, he supports the Catholic organizations primarily in the Lawrence, Topeka, Nemaha-Marshall, and Southern Deaneries.
Mitch is a parishioner of St. Joseph Catholic Church in Shawnee and enjoys attending events with their young adults group. He also volunteers on the Snowflake Committee for Catholic Charities and is the Chapter Advisor for Theta Chi Fraternity at KU. During his free time, you can find Mitch working out, relaxing poolside, experimenting with gourmet cooking, or spending time with family and friends. He is also an avid traveler and has been to 48 states and counting.
Event: Tax Reducing Strategies Workshop
Date: September 4th, 2024 | 5:30 PM - 7:00 PM
Location: Church of the Ascension, Overland Park, KS
Topic: Tax Reducing Strategies for Pre-and Post-Retirees
Speaker: Bill Eckert
Registration: Click Here, Free
Event: Smarter Ways to Give
Date: September 10th, 2024 | 11:30 AM - 1:00 PM
Location: Prince of Peace Catholic School, Olathe, KS
Topic: Smarter Ways to Give to Minimize Taxes
Speaker: Bill Maloney and Greg Alejos
Registration: Click Here, Free
Event: Blood Drive
Date: September 16th, 2024 | 12:00 PM - 4:00 PM
Location: Savior Pastoral Center- Dining Hall, Kansas City, KS
Registration: Click Here, Free
Event: Estate Planning 101
Date: September 18th, 2024 | 8:15 AM - 10:30 AM
Location: St. Ann Parish Hall, Prairie Village, KS
Topic: Everything You Always Wanted to Know About Wills, Trusts, and Avoiding Probate but Didn’t Know Who to Ask
Speaker: Casey Connealy
Registration: Click Here, Free
Event: Wills and Trusts Workshop
Date: September 24th, 2024 | 6:00 PM - 7:30 PM
Location: Queen of the Holy Rosary- Fiat Center, Overland Park, KS
Speaker: Karla Shepard
Registration: Click Here, Free
Event: Stewardship and Development Symposium
Date: September 25th, 2024 | 11:30 AM - 1:00 PM
Location: Queen of the Holy Rosary- Fiat Center, Overland Park, KS
Topic: Finish Strong: 10 Proven Strategies for Year-End Fundraising Success
Speakers: Lisa McKelvey and Bill Maloney
Registration: Click Here, Free
Event: Wills and Trusts Workshop
Date: October 2nd, 2024 | 6:00 PM - 7:00 PM
Location: St. Joseph Parish- McDevitt Hall, Shawnee, KS
Topic: Creating Your Legacy
Speaker: Casey Connealy
Registration: Click Here, Free
Event: Wills and Trusts Workshop
Date: October 9th, 2024 | 5:30 PM - 7:00 PM
Location: Church of the Holy Cross, Overland Park, KS
Topic: Creating Your Legacy
Speaker: Casey Connealy
Registration: Click Here, Free
Event: Tax Reducing Strategies for Pre-and Post-Retirees
Date: October 17th, 2024 | 12:00 PM - 1:30 PM
Location: Sacred Heart Catholic Church, Emporia, KS
Speaker: Bill Eckert
Registration: Click Here, Free
Event: Catholic Advisors Network- Kansas City
Date: October 23rd, 2024 | 11:30 AM - 1:00 PM
Location: Church of the Nativity, Leawood, KS
Topic: Trust Litigation
Speaker: Justin W. Whitney
Registration: Click Here, Free
Event: Tax Reducing Strategies for Pre-and Post-Retirees
Date: October 30th, 2024 | 5:30 PM - 7:00 PM
Location: Sacred Heart-St. Casimir Parish (Sacred Heart Church Hall), Leavenworth, KS
Speaker: Bill Eckert
Registration: Click Here, Free