24th Annual Building Blocks Planned Giving Conference – Schedule

Friday September 20, 2019
Kauffman Foundation Conference Center


8:00 Registration, Breakfast, Networking
8:35 Opening
8:45 Dana Holt
Donor Advised Funds = Your $110B Best Friend
9:45 Break
10:00 Kansas
Paseo Brush Creek
(please note change)
Dana Holt
Cows and Pigs
and Chickens,
OH MY! (Gifts of Agricultural Assets)
Pat Smithson + Stuart Hoffman
A Dynamic Donor Process Sure to take Beginners to the Next Level
Monica Tiffany
+ Merritt Neil

Storytelling for Planned Giving Success
Casey Connealy
Special Needs Trusts + The BIG 6 Docs Everyone Needs
10:50 Break
11:00 Kansas
Paseo Brush Creek
(please note change)
Jeff Comfort IRAs: The Queen on Our Chessboard Matt Syverson
Helping Business Owners Give Strategically with 199A Deduction/ State Tax Credits
Jeffrey Byrne
Lisa Pelofsky

Integrated Planned Giving Success
Phil Watson
Eat Alphabet Soup with Split-Interest Gifts
11:50 Lunch and Table Topics
12:45 Carey Wilkerson Looney
Money Can’t Buy Change:  Henry Bloch’s Philanthropic Legacy
1:15 Break
1:30 Jeff Comfort
Life Lessons in Gift Planning
2:50 Closing
  • Early Bird Registration ends August 24, 2019
  • Regular Registration ends September 16, 2019
  • Premium Registration ends September 20, 2019
  • Walk-in registrants will be accepted based on seating availability
  • There will be a $25 processing fee for those requesting a refund
  • No cancellations with refunds allowed after September 13, 2019