Building Blocks Schedule
8:00 | Breakfast, Welcome & Morning Announcements
BREAKFAST SPONSORED BY COMMERCE TRUST
8:25 – 9:30 | Opening Keynote: Trusted Before Proven – Cherian Koshy
The science of why clients decide who to believe long before they decide what to do.
9:30 | Break
BREAK SPONSORED BY UMB & UMKC FOUNDATION
9:50 – 10:50 | A Legacy Giving Framework for Enduring Philanthropy – Michael Geis
Michael Geis presents a practical framework for building legacy giving programs designed to endure.
10:50 | Break
BREAK SPONSORED BY STARLIGHT & CRESCENDO INTERACTIVE
11:10 – 12:15 | Panel — The Trust Equation: How Relationships Shape Generosity and Legacy
A discussion about how trust is built, maintained, and sometimes lost in philanthropic and legacy planning relationships — from the perspectives of nonprofit leaders, advisors, attorneys, and donors/families. Moderated by Brian Ellison-Host and Senior News Analyst, KCUR and featuring Elizabeth Keever-Chief Resource Officer at Harvesters—The Community Food Network, Molly Nail-Partner & Estate Planning Attorney, Chinnery Evans & Nail, P.C., Jonathan Klem-D, Senior Vice President, Trust Officer, Midwest Trust, and Dr. Daniel Maitland-Associate Professor of Clinical Psychology, UMKC
12:15 | Lunch
LUNCH SPONSORED BY MIDWEST TRUST & WASHBURN UNIVERSITY FOUNDATION
1:15 – 2:15 | Concurrent Breakout Sessions
- Next Level Charitable Gift Annuities: Uncommon Applications – Focus on the Donor! – Chris McGurn, PNC
- Learning Ethics From the Unethical: What attorneys can learn from cases advising charities on issues from the unauthorized practice of law to the use of AI. – Kevin Conley, Baker University
- Top 10 Estate Planning Myths, Misconceptions, and Mistakes to Avoid – Joe Growney, Lathrop GPM LLP
2:15 | Break
BREAK SPONSORED BY KANSAS CITY REPERTORY THEATRE
2:40 – 3:30 | Closing Session: The Gift You Give the Giver – Cherian Koshy
Why the ask isn't a burden you place on people, it's one of the most generous things you'll ever do for them.
3:30 | Closing Remarks
