26th Annual Building Blocks Planned Giving Conference – Topics

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

For more details about this event, please visit
Speakers’ Profiles  |    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.

Bryan Clontz – Charitable Solutions, LLC

  • Top 10 Charitable Trends in 2021

These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

Robert Hofmann – University of Minnesota Duluth

  • Strategies to Avoid Litigation Due to Dementia

Don’t risk litigation, loss of institutional reputation, and upset donors because you were not prepared for increased incidents of dementia among donors! Participate in a session that walks you through case studies and lessons learned that helped a community foundation, frontline fundraisers, and professional advisors become aware and prepared.

Scott Colbert – The Commerce Trust Company

  • The Year End Outlook for the US Economy

Scott will discuss the transition from a stimulus driven – vaccine oriented reopening towards a more moderate self-sustainable long tailed expansion.

Katie Lord & Marissa Todd –  Proof and The Nelson-Atkins Museum of Art

  • From Prospect to Pitch:  Using Your Data for Planned Giving Success

Did you know that all the information you need for planned giving success is already right at your fingertips? Whether you need to identify, target, or segment your planned giving prospects, this session is for you. Marissa Todd and Katie Lord will share their tips, tricks, and best practices for using the data you already have to not only create a portfolio of ideal prospects, but also the next steps for effective communications to help you secure the gift

Andy Morrison, Kristin Shore & Malcolm Jackson – KU Endowment

  •  Best Practice of Using Life Income Gifts

This presentation will take attendees on a journey through the qualification, cultivation and solicitation of real life donors who have funded life income gifts.  Focus will be on a Charitable Gift Annuity, Deferred Charitable Gift Annuity, Charitable Remainder Trust and a Flip-Charitable Remainder Trust at KU Endowment.  The presentation will provide attendees with strategies and scenarios that can be applied when securing life income gifts within their organization, as well as provide education on how these gift types work.

Lauren Hoopes – Jewish Community Foundation of Greater Kansas City

  • From Generation to Generation: Understanding Family Dynamics in Planned Giving for Effective Communication

Today’s idea of planned giving reaches far beyond wills, trusts, and gift annuities. It now comprises a broad spectrum of gift arrangements and dynamic giving platforms, all of which function at the intersection of fundraising, law, and family dynamics.  This session will look at how generational perspectives, values, and life cycle stage influence planned giving, and how money messages communicated in families can be important drivers in planned giving fundraising. Participants will also learn about the difference between intergenerational planned giving and multigenerational planned giving vehicles.

   Register Today

CLE/ MO Credits = 5.0, CLE/KS Pending.  CFRE  6.0