How Complex Assets Can Fuel Philanthropic Goals 

When setting aside money for philanthropic giving, your clients can consider their full financial portfolio, including appreciated assets. Sometimes, grassroots or smaller charities aren't equipped to receive gifts of privately held business interests or real estate, which makes donor-advised funds the perfect vehicle for complex charitable gifts.

Join us to learn about outside-of-the-box ways to approach tax savings and philanthropic impact using donor-advised funds. We will cover: 

- An overview of the gifting process
- Understanding the tax advantages of donating appreciated assets 
- How giving complex assets can further philanthropic impact 

Tuesday, April 30 
12 to 1 p.m. - lunch provided! 

Our Office 
1055 Broadway Blvd., Suite 130
Kansas City, Missouri 

Who should attend this session?
Wealth managers, financial planners, accountants, attorneys and other advisors who serve charitable clients.

Questions? Contact or 816.842.9126.


Meet the Presenters: 

Corey Ziegler
Chief Legal Officer 
Beyond day-to-day legal responsibilities, Corey leads our complex asset team, which is nationally recognized for its expertise and ability to accept contributions of private businesses, real estate and other hard-to-value assets for charitable purposes. Corey has worked for our team since 2005. With her background in estate planning and decades of experience in philanthropy, Corey has built a nationwide network of attorneys, accountants and financial advisors who trust Corey with their clients’ most unique and challenging philanthropic goals.

Katie Gray 
Chief Financial Officer 
Katie oversees all financial operations, including investment oversight, technology and accounting. Katie oversees our investment program, which offers each donor the opportunity to customize the investments held in their fund by working with a trusted financial advisor of their choice. In 2017, Katie was named CFO of the Year by the Kansas City Business Journal. Prior to joining our team in 2004, Katie worked in various roles, giving her public accounting and private sector experience.

We also provide philanthropic services under our national entity, Greater Horizons. Unable to attend the in-person session? Let us know, and we can provide you information about a virtual session. 

We strive to host include, accessible convenings that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please contact Sarah Navran at or 816.842.9126.