FPA of Greater Kansas City May Meeting

Wednesday, May 18, 2022

2:30 P.M.-5:00 P.M. CST
Two hours of programming followed by a reception
Embassy Suites, Olathe

This meeting sponsored by:

Converting Complex Assets to Charitable Dollars

Cash gifts to charities are easy to make and universally accepted, but individuals may realize added tax benefits by making gifts of appreciated assets that they have held longer than a year. Charities that are equipped to accept not only publicly traded securities but also more "complex" assets like interests in closely-held businesses or real estate can significantly broaden their contribution base. In addition to discussing the growing trend in gifts of closely-held business interests in particular, this presentation will cover other popular "complex" assets that can be donated to charity, and some key issues that individuals and charities should be aware of in handling those gifts.

About Chris Rigsby:

Chris Rigsby is a relationship manager at the Greater Kansas City Community Foundation, one of the most well-respected, knowledgeable leaders on charitable giving in the nation. Chris joined the Community Foundation in 2018 and collaborates with financial advisors, wealth managers, accountants, attorneys and other professional advisors to help them make the most of their clients’ charitable dollars.

The Community Foundation was founded on the idea that charitable giving should be the responsibility of many, not just a select few, and invites everyone to become organized and effective philanthropists through charitable giving accounts. With an asset base of more than $5 billion, the Community Foundation ranks among the top 1 percent of community foundations in the country, a position it has held since 1999.

Chris earned a Bachelor of Arts degree in Spanish and World Business from the University of Tennessee and a Master of Business Administration degree from Baker University. With over a decade of experience in the mutual fund industry, most recently working at Ivy Investments as a Regional Sales Specialist, Chris is an expert at creating relationships with professional advisors and encouraging them to incorporate charitable giving into their financial and estate planning strategies. In 2019, Chris earned the Chartered Advisor Philanthropy designation to better serve professional advisors and their charitable clients.

Chris and his wife, Jessica, have three young children, enjoy traveling internationally and spending time with family and friends.

About Corey Ziegler:

Corey Ziegler is general counsel for the Greater Kansas City Community Foundation, a leading provider of charitable giving services. The Community Foundation was founded on the idea that charitable giving should be the responsibility of many, not just a select few, and invites everyone to become organized and effective philanthropists through charitable giving accounts, also known as donor-advised funds. With an asset base of more than $5 billion, the Community Foundation ranks among the top 1 percent of community foundations in the country, a position it has held since 1999. In 2004, the Community Foundation created Greater Horizons to serve those who wish to use the Community Foundation’s products and services with the flexibility of a non-geographic name.

As general counsel, Corey manages the legal duties and responsibilities of the Community Foundation. Corey also facilitates complex development and business transactions on behalf of the Community Foundation and supports strategic efforts to build and strengthen relationships with the professional advisor community of attorneys, accountants and financial advisors. Corey strengthens donor relationships through ongoing personal contact with donors.

Corey earned her undergraduate degrees in business administration and psychology and her law degree from the University of Kansas. Corey has been on staff at the Community Foundation since 2005. Prior to joining the Community Foundation, Corey was an estate planning attorney for seven years with Blackwell Sanders Peper Martin LLP (now Husch Blackwell).

Corey invests time in the community beyond her role at the Community Foundation. She serves on the Board of Directors of the National Museum of Toys and Miniatures, Kansas City Estate Planning Symposium and Shawnee Mission South Foundation as well as the planned giving council of Children’s Mercy Hospital. Corey enjoys spending her free time with her husband, Joe, and their two children, Dylan and Graham.

Financial Purpose Drives Legacy

Latasha Wilson, CPA
Executive Director
Pathway Financial Education

Latasha Wilson, CPA, will give an overview of Pathway Financial Education. Their mission: providing free comprehensive financial education & training to small business owners and individuals in under-resourced communities with equity and access to highly credentialed professionals having expertise in financial planning, tax services, law, business management and more. 

Latasha is the new Executive Director for Pathway Financial Education and is co-founder of CornerStone Enterprise, Ltd.  She is a licensed CPA with a B.S. degree in Accounting from University of Maryland, UC. Latasha has over 25 years of leadership experience in finance and accounting at Fortune 500 companies like Sprint and Humana-Kindred at Home, federal government expertise at the U.S. Department of Agriculture, and the private sector at Hallmark. In addition, she has owned and operated her own tax business. Through-out her career, serving has been at the center. She has been on the board of Spofford Home serving as Treasurer, Vice Chairman, and Chairman as well as the Cornerstones of Care Foundation board and Investment committee. 

Continuing Education:

CFP® - one hour approved, one hour pending
Kansas Insurance - one hour approved, one hour pending