Friday September 30, 2022
CFRE Credits
Schedule
8:00 | Welcome | ||||
8:15 | Russell James New results from 360 years of national data on charitable bequest gifts | ||||
9:55 | Break Sponsored by University of Central Missouri | ||||
10:10 | Alexander Oftelie Demystifying Analytics: How to become a better consumer of data to support planned giving | ||||
11:10 | Matt Syverson Redisover the donor advised fund | ||||
11:35 | Russell James – Top 10 Charitable Planning Strategies for Financial Advisors Under the New Tax Law and the SECURE Act | ||||
12:35 | Lunch Break | ||||
1:05 | Panel – How Nonprofits are Adapting to the New COVID-19 Reality
Moderator – Councilwoman Ryana Parks-Shaw, 5th District at Large Harvesters – Kim Gasper |
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1:55 | Break – Planned Giving Bingo | ||||
2:10 | Breakout Sessions | ||||
Kevin Bauman Digital Fundraising – Engaging Top Prospects Beyond the Planned Giving Website |
Alex Shapiro & Tim Dodge Eight Lessons Building a Gift Planning Program from the Bottom Up |
Andy Morrison & Monte Soukup Real Estate Gifting Options for Charitable Organizations: Land Can Be a Possession of Untold Value |
Russell James Words that Work in Major and Planned Gifts Fundraising: Statistical Analysis of the Words and Phrases that Encourage Planned Giving |
Viken Mikaelian Trust-Based Marketing: Fundraising vs. Friendraising, It’s Not About CRUTs, CRATs, CALCs and CRAPs |
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3:00 | Closing |
- Early Bird Registration ends August 21, 2020
- Regular Registration ends September 11, 2020
- There will be a $25 processing fee for those requesting a refund
- No cancellations with refunds allowed after September 11, 2020