Planned Giving Basics – PG101 2024 Schedule

Planned Giving Basics – PG101

Friday, May 17, 2024
8AM – 12:00PM

Kauffman Foundation & Conference Center

Limited Capacity  – Register Today

About PG101 | Speakers | Topic Descriptions | Schedule | Register

8:00 am —  Registration, Coffee and Pastries

8:25 am —  Welcome & Announcements – Mark Haas, Children’s Mercy Hospital, Co-Chair PG 101

8:35  am – 9:20 am —  Gift Planning is “Trending” Again!  Why It’s so Important for YOU to Focus on it NOW! (Presenter: Philip A. Watson, Gift Planning Coaching & Consulting, LLC)

9:25 am – 10:10 am — Break Out Sessions 1 – Select 1

  • Estate Planning – Understanding the Basics (Presenter: Brandon M. Oldham, JD, Kirkland Woods and Martinsen, LLP)
  • Planned Gifts to Get Started and Those Other Gifts, too.  (Presenter:  Andy Morrison, JD,  KU Endowment Association)

10:10 am — Networking Break

10:30 am – 11:15 am — Break Out Sessions 2 – Select 1

  • Leaving a Legacy through Multi-Generational Wealth Transfer & Philanthropy (Presenters: Marguerite Armitage, CFP, & Scott McGehee, CFP, Mariner Wealth Advisors)
  • I’m in a Small Shop – How do I Introduce Gift Planning? (Presenter – Krista Hurd)

11:20 am – 12:05 pm — Authentic Engagement in Gift Planning  (Panel Discussion – Shelly Doucet, JD, MSW, CFRE,  UMKC Foundation, Moderator)

12:05 pm-  Closing Remarks and Adjournment – Mark Haas, Children’s Mercy Hospital,  Co-Chair, PG 101

No Virtual Program Available

Full participation in PG101 is applicable for 4.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.