Exploratory • Values-Based Philanthropy • Documenting Your Charitable Legacy
Creating Your Philanthropic Vision
Set your intentions on how you would like to share your time, talent, treasure and ties.
During our Exploring Personal Values session, you may have found common threads between your values and your giving.
So, what’s the next step? How can you plan your giving in alignment with your values and philanthropic goals?
Join us for an intimate, highly interactive and virtual session that will help you clarify your goals and construct a plan for your philanthropic journey. We will explore the gifts of time, talent, treasure and ties while creating a vision and timeline that begins now, and extends to your philanthropic legacy.
To allow for meaningful participation, the session will be limited to 10 attendees each. Please register as soon as possible, so we can coordinate delivery of the session materials prior to the session.
The sessions are limited to 10 attendees. We ask that attendees first attend our Exploring Personal Values session and be associated with a charitable fund at the Community Foundation (ex., fund founders, spouses, adult children, significant others associated with your philanthropic journey).
Monday, May 23
10 to 11:30 a.m. Central on Zoom
Please indicate your preferred session date using the form below and include any additional guests you'd like to join you. If you are interested, but not able to attend, please still indicate your interest below, and include another month that might better align with your schedule.
Since spaces are limited, we will notify you when your registration is confirmed.
Questions? Contact Sidney Peterson at firstname.lastname@example.org or 816.627.3414.
Fund Name or Fund ID
Additional Attendee Name(s)
Sessions are recommended for adults.
May 23 or another month in the year. Please indicate what month is best for you.
We strive to host inclusive, accessible convenings that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please contact Sidney Peterson at email@example.com or 816.627.3414.
Gwen is a Senior Philanthropic Advisor for the Greater Kansas City Community Foundation, where she helps develop custom giving solutions for multigenerational families and works with private family foundations to facilitate their strategic grantmaking. She has completed 21/64 training and has walked alongside donors carrying out their philanthropic missions for over 25 years. Gwen earned a Bachelor of Arts in English with a concentration in communications at St. Olaf College in Northfield, Minn. She currently serves on the board of directors of the Henry E. Wurst Family Foundation.
Whitney Hosty, CAP®
Whitney is a Senior Philanthropic Advisor for the Greater Kansas City Community Foundation, where she oversees donor education programs and works closely with families and private foundations to focus and guide their philanthropic investments. She has earned the Chartered Advisor in Philanthropy® certification and has completed 21/64 training to better serve the donors she works with. Whitney earned a Bachelor of Arts in French studies and a concentration in leadership studies from Williams College in Williamstown, Mass. She currently serves on the Board of Trustees at St. Paul’s Episcopal Day School and is president of the Williams College Regional Alumni Association.
Kelli is a Philanthropic Advisor for the Greater Kansas City Community Foundation, where she works with individuals, families and private foundations to support their charitable giving. She has completed 21/64 training and has over 10 years of consulting experience. Kelli earned a Bachelor of Arts in Psychological and Brain Sciences from Dartmouth College and a Master of Science in Education from Baylor University. She currently serves on the boards of the Modern Family Alliance KC and the Berkley Child and Family Development Center - Family Involvement Program.
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