Three sessions with both Dr. Russell James and Karen Osborne along with breakouts featuring Viken Mikaelian and Bill Eckert & Randy Huston
For details about this event, please visit
Speakers | Registration
Friday September 28, 2018
Registration opens June 6, 2018
Kauffman Foundation Conference Center
Schedule
8:45 | Registration, Coffee and Tea | |||
9:20 | Opening | |||
9:30 | Karen Osborne sponsored by Commerce Bank Getting to a Joyful, Inspired, Generous “Yes” to Your Blended Solicitation (Part 1) |
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10:40 | Break / Networking (15 minutes) | |||
10:55 | Karen Osborne Getting to a Joyful, Inspired, Generous “Yes” to Your Blended Solicitation (Part 2) |
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12:05 | Lunch Buffet sponsored by Midwest Trust Table Topics |
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1:00 | Dr. Russell James sponsored by PlannedGiving.com Natural Philanthropy: How the Origins of Donor Motivations Drive Powerful Fundraising |
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1:55 | Break / Networking (15 minutes) | |||
2:10 | Kansas City | Troost | Brush Creek | Paseo |
Dr. Russell James Top Ten Charitable Planning Strategies for Financial Advisors: Helping Your Clients and Your Business with Charitable Planning |
Karen Osborne Managing Your Work, Time, Energy, and Still Having a Life |
Viken Mikaelian You Don’t Need to Learn Another Language to Get Planned Giving |
Bill Eckert & Randy Huston Advanced Planning Charitable Strategies for Business Owners |
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3:00 | Break / Networking (15 minutes) | |||
3:15 | Dr. Russell James The Hidden Code of End-of-Life Decisions: What Legacy Fundrasing Can Learn From Decision Making in Life Insurance Annuities, Estate Planning, and Healthcare |
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4:15 | Closing Remarks |
Registration ends on September 24, 2018. Walk-in registrants will be accepted based on seating availability. There will be a $25 processing fee for those requesting a refund. No cancellations with refunds allowed after September 14, 2018.
Recommended for:
- Allied Professionals
- Attorneys
- Boards of Directors
- CPAs
- Consultants
- Estate planning professionals
- Financial Planners
- Nonprofit Staffs
- Trust Officers
- Volunteers
CFRE credits applied for
About the Program:
This program is designed to present current and practical information regarding a wide range of planned giving topics. The conference has wide appeal, from one-person nonprofit development officers and large-shop major gift/planned giving teams to estate planning attorneys, CPA’s, and other allied professionals. Community volunteers also attend to assist with their organization’s planned giving efforts