25th Annual Building Blocks Planned Giving Conference – Schedule

 

 

 

 

 

 

Friday September 18, 2020

Virtual Seminar

5 CFRE Credits

Schedule

9:00 Welcome
9:15 Russell James – Raising Major Gifts of Assets in the Aftermath of COVID-19: New Strategies for a New World
10:15  Break
10:30 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
11:25 Break
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
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