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



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)
10:40 Break / Networking (15 minutes)
10:55 Karen Osborne
Getting to a Joyful, Inspired, Generous “Yes” to Your Blended Solicitation (Part 2)
12:05 Lunch Buffet sponsored by Midwest Trust
Table Topics
1:00 Dr. Russell James sponsored by
Natural Philanthropy: How the Origins of Donor Motivations Drive Powerful Fundraising
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
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
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