25th Annual Building Blocks Planned Giving Conference – Schedule


Friday September 30, 2022

CFRE Credits


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

ModeratorCouncilwoman Ryana Parks-Shaw, 5th District at Large

Harvesters – Kim Gasper
Samuel U. Rogers Health Center – Faisal Khan
KU Endowment – Andy Morrison
KC Symphony – Alex Shapiro

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
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