Demystifying Foundations

From family, health conversion, public, and private foundations, you will learn out the typical structures, priorities, and how foundations may – or may not – change over time.

Agenda

7:30 AM - Breakfast and Networking

7:55 AM - Announcements and Introductions

8:05 AM - Program Begins

Our Presenter: Carrie Stewart, Assistant Director and Program Officer at Charitable Trusts & Foundations at Commerce Bank

Carrie grew up in Kansas City, and graduated from Oak Park High school. After received her Bachelor of Sciences in Business Administration degree at Truman State University, she began a 20 year career (and counting!) at Commerce Bank. She was a senior advisor and relationship manager in the Commerce Trust Company, providing fiduciary and trust administrative services to foundations and endowments. In 2014, Carrie joined the Charitable Trusts & Foundations group, where she serves as the assistant director and a program officer. In this role, she builds relationships with local nonprofits to assist with discretionary grant making for several private foundations and charitable trusts.

Recommended for:

• Allied Professionals
• Attorneys
• Boards of Directors
• CPAs
• Consultants
• Estate planning professionals
• Financial Planners
• Nonprofit Staffs
• Trust Officers
• Volunteers

Host or Publisher Mid-America Charitable Gift Planners