24th Annual Building Blocks Planned Giving Conference – Schedule

Friday September 20, 2019

Speakers  |  Registration

Schedule

8:00 Registration, Breakfast, Networking
8:35 Opening
8:45 Dana Holt
Donor Advised Funds (DAFs): Your $108 Billion Best Friend
9:45 Break
10:00 Kansas
City
Paseo Volker
Park
Troost
Dana Holt
Cows and Pigs
and Chickens,
OH MY! (Gifts of Agricultural Assets)
Pat Smithson + Stuart Hoffman
Leading to a
Best gift: Keeping your Donation Process Dynamic and Focused
Monica Tiffany
+ Merritt Neil

Storytelling for Planned Giving Success
Casey Connealy
Special Needs Trusts & The Essential Six Documents Everyone Needs
10:50 Break
11:00 Kansas
City
Paseo Volker
Park
Troost
Jeff Comfort IRAs: The Queen on Our Chessboard Matt Syverson
The Biggest Gift of the New Tax Law
TBD Phil Watson
Are You Avoiding “Split-Interest” Gifts? Maybe You Should Just Eat Your Alphabet Soup!
11:50 Break
12:00 Lunch and Table Topics
12:45 Carey Wilkerson Looney
Creating a Lasting Kansas City Legacy: The Marion and Henry Bloch Gift Plan
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