26th Annual Building Blocks Planned Giving Conference – Speakers

Friday September 17, 2021    |     8:00 AM – 4:00 PM
Kauffman Foundation Conference Center and Live Streaming (Virtual)

CFRE -6.0 credits   CLE – 5.0 Missouri  CLE – Kansas Pending

For more details about this event, please visit
Speakers’ Topics    |    Register Today

MACGP and the Kauffman Foundation Conference Center are following Jackson County, Missouri directives regarding COVID-19, which could affect the in-person offering of the Building Blocks conference. We will notify all attendees of any such changes, if such changes occur, as soon as we are able. Your flexibility is sincerely appreciated.

Keynote & Featured Speakers

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® – Founder and President at Charitable Solutions, LLC

Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, AZ.

Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust – two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.

In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s degree in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation)

He has earned the following designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner, Retirement Income Certified Professional, Certified Bitcoin Professional and Chartered Special Needs Consultant.

From 2000-2005 he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000 current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation (2003-2010) and Research Committee (2003-current) and the National Association of Charitable Gift Planners Board, formerly NCPG (2007-2009). He also was a partner in a NAPFA-registered fee-only financial planning firm, Tombs Moody & Clontz from 1995-2003.

He has given more than 2,000 presentations on charitable gift planning and community foundation topics (including the National Committee on Planned Giving Conferences, American Council on Gift Annuities and more than 50 speeches at national community foundation conferences – COF, ADNET, FAOG); been published in an international insurance textbook; and authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. Bryan chaired the inaugural statewide Leave a Legacy Georgia! Campaign involving more than 400 charities. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.

He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.

 

Robert Hoffman-Senior Development Officer at University of Minnesota

Robert Hofmann is a native of the Twin Cities. For the past fourteen years, he has worked at the University of Minnesota Duluth (UMD) as a Senior Development Officer. At UMD he has helped to raise more than $21M for student scholarships and programs.

For more than seven years, Mr. Hofmann has co-led a cohort of professional fundraisers and researchers who strive to address the ethical and moral dilemma fundraisers face with an increase of dementia among faithful donors. Before coming to UMD, Mr. Hofmann was involved in tall ships maritime education from 1997 through 2006 as executive director of the Providence Maritime Heritage Foundation that operated the tall ship Continental Sloop Providence which appeared in two of the Pirates of the Caribbean films! . Earlier in his career, he worked in Boston, NYC, Minneapolis and elsewhere as a professional actor appearing on stage and screen. He remains a proud member of Actors Equity Association and the Screen Actors Guild.

He earned his master’s degree in theatre and business communications from Rhode Island College and his undergraduate degree in theatre from Saint John’s University of Collegeville, MN. He lives with his wife of 38 years Kathleen and their Blue Heeler dog, Laura, in Hermantown, Minnesota.

 

Katie LordVice President of Development at Proof

Katie Lord is Vice President of Nonprofit Development at Proof and brings extensive background in nonprofit development and marketing.  She has spent her entire career working in the social sector, first in fundraising and development with three national nonprofit organizations: American Cancer Society, Leukemia & Lymphoma Society and Make A Wish Missouri.

Katie then transferred her skills to nonprofit consulting with Byrne Pelofsky + Associates where she served as a Vice President and Consultant. There she worked with clients from the Greater Kansas City Metro Area, the States of Kansas and Missouri, and nationally.  During her tenure, Katie worked with clients to raise millions of dollars towards their capital goals through expanding donor relationships and implementing best practices with her client partners.  Katie’s strength and passion is working with nonprofit organizations to increase their fundraising and development success through strategic, donor-based long term planning.

Katie is a BoardSource Certified Consultant in board governance, as well as a speaker and trainer in the nonprofit sector.  She serves on the Kansas City AFP Chapters Program Committee and is member of the Charitable Gift Planners of Mid-America.  Katie is a graduate of the University of Kansas with a B.A. in Psychology and a Concentration in Communications. She enjoys traveling, reading and staying active with her husband, daughter and two dogs.

Marissa Todd – Development Director, Operations at The Nelson-Atkins Museum of Art

Marissa has been working in non-profit and higher education fundraising for over fifteen years. She began her career in planned giving, and worked in major gifts, campaigns, annual giving and alumni relations. She spent the last few years in prospect development and operations.

Marissa has focused on developing and growing small shops, first in higher education and now at The Nelson-Atkins Museum of Art. She is very involved with Apra, serving on the Apra International board, Apra Foundation Board, and is immediate past-president of the Missouri-Kansas Chapter. She has also presented at several conferences and loves to share her passion for fundraising with anyone who will listen.

Marissa earned her BA and JD from the University of Missouri and her MBA from Stephens College. In her free time, Marissa likes to experiment with cooking and wine, devour books, and cheer on her favorite sports teams. She also likes to plan adventures with her husband, Michael, and snuggle up on the couch with their cats, Artie and Faurot.

Scott Colbert, CFA® – Executive Vice President, Chief Economist and Director of Fixed Income Management at The Commerce Trust Company

Scott directly manages the Commerce Short-Term Government and the flagship Commerce Bond strategies. He joined Commerce in 1993 and has investment responsibilities for over 28 billion in fixed income assets.

Prior to joining Commerce Bank, Scott worked for The Cincinnati Gas and Electric Company, Fifth Third Bank, and ARMCO Inc. Scott received his bachelor of science degree in nuclear engineering from the University of Cincinnati in 1986 and received his master of business administration from Xavier University in 1988. He has been both a director and president of the Chartered Financial Analyst Society of St. Louis.

Lauren Mattleman Hoopes – Executive Director at Jewish Community Foundation of Greater Kansas City

Lauren is a seasoned nonprofit leader and resource development, strategic planning, grant-making and nonprofit management consultant. She has worked for more than 29 years in the nonprofit sector, serving for almost 18 years as the chief executive of the Jewish Community Foundation of Greater Kansas City – the 2019 recipient of Nonprofit Connect’s Excellence in Impact Award.

Prior to joining the Foundation, she worked for over a decade at the Kansas University Endowment Association in a variety of capacities, including Associate Director of Gift Planning, and Development Director for the Schools of Law and Fine Arts and for the Lied Center and University Museums.  Earlier in her career, she was in the private practice of law in Boston at the firm of Ropes & Gray and in Kansas City with Stinson Leonard Street.

Lauren has presented on numerous topics to both professional, donor and volunteer audiences and has taught courses related to nonprofit management and philanthropy at the Helzberg School of Business at Rockhurst University and in the Honors Program and the University of Kansas.  She currently serves on the Boards of the Association of Nonprofit Professionals-Kansas City and the Friends of the Department of Religious Studies at the University of Kansas.A graduate of Yale College, Lauren also holds a Juris Doctor degree from New York University Law School.  She is a 21/64 Certified Philanthropic Advisor, qualified to facilitate a wide-range of group processes related to nonprofits and family philanthropy.

Kristin M. Shore – Development Director for Gift Planning at Kansas University Endowment Association

Kristin joined Kansas University Endowment Association in 2016. Prior to her role at KU Endowment, Kristin spent nearly five years as a Financial Advisor with Edward Jones, was series 7, 66 and health and life insurance licensed. Prior to her work as an advisor, Kristin worked for the Kansas Department of Health and Environment as a program consultant and managed users of the state’s immunization registry.

In addition to working with donor and prospective donors on their charitable gift plans, Kristin is the 2021 President of Mid America Charitable Gift Planners. Kristin received her bachelor’s degree from the University of Kansas Medical Center in Kansas City, KS with a degree in Health Information Management. Kristin is a native of NE Kansas and a 3rd generation Jayhawk.

Andy Morrison – Vice President for Gift Planning at Kansas University Endowment Association                                       

Andy joined the Kansas University Endowment Association in 2012. Prior to his role at KU Endowment, he was the Gift Planning Director for Saint Luke’s Hospital Foundation in Kansas City, Missouri for 15 years, where he also served as President of Saint Luke’s Foundation’s real estate subsidiary. Andy served as a Personal Trust Officer for Mercantile Bank (now US Bank) for 6 years prior to joining Saint Luke’s Foundation. He holds bachelor degrees in English Literature and Education from the University of Kansas and a JD from Washburn University in Topeka, Kansas.

Andy has served on numerous organization’s boards and planned giving committees and has served as President of MACGP, The Shawnee Mission Education Foundation, The Mercury Club of Kansas City and The Shawnee Mission East Fund, and the House Corporation Board of the Pi Deuteron Chapter of the Phi Gamma Delta Fraternity at the University of Kansas.

Malcolm K. Jackson – Associate Development Director for Gift Planning at Kansas University Endowment Association

Malcolm joined the Gift Planning team at KU Endowment in 2019. He has been in higher education fundraising since 2017, spending his first two years solely with responsible for KU Law. Prior to his role at KU Endowment, Malcolm spent seven years in Commercial Insurance. During that time, he worked as a licensed commercial insurance broker in New York City, and as an underwriter in Kansas.

Malcolm was born in Pittsburgh, PA, but grew up in Washington D.C. He received his B.A. from Hobart College in Geneva, NY with degrees in Political Science and American Studies. He received his J.D. from the University of Kansas School of Law.

 Register Today

CFRE -6.0 credits   CLE – 5.0 Missouri  CLE – Kansas Pending