2022 Building Blocks Schedule





September 30, 2022

Kauffman Foundation Conference Center and Streaming Live via Zoom

8:00                           WELCOME AND LIGHT BREAKFAST – Sponsored by UMB

8:15                             RUSSELL JAMES  – New results from 360 years of national data on charitable bequest gifts

9:55                             BREAK 

10:10                          ALEXANDER OFTELIE – Demystifying Analytics:  How to become a better consumer of data to support planned giving

11:10                           MATT SYVERSON – Rediscover the donor advised fund

12:00                          LUNCH BREAK – Sponsored by Commerce Trust Company, a Division of Commerce Bank

1:15                             CHRISTY WINELAND – Ethics and current trends

2:10                            LETARIK AMARE – Philanthropic planning for donors of color

3:00                           BREAK – Sponsored by University of Central Missouri

3:10                            RUSSELL JAMES –  Top 10 Charitable Planning Strategies for Financial Advisors under the new tax law and Secure Act:                                                   Helping Clients and your business with charitable giving

4:00                          CLOSING ANNOUNCEMENTS