Building Blocks Planned Giving Conference
20th Annual Building Blocks Planned Giving Conference
August 14 7:30 a.m. – 1 p.m.
Kauffman Foundation Conference Center
Keynote speaker: Russell James, J.D., Ph.D., CFP® – Dr. James brings a unique variety of perspectives to the study of charitable giving and charitable planning as his research seeks to uncover practical and neurocognitive methods to encourage generosity and satisfaction in financial decision making.
As the Director of Graduate Studies in Charitable Planning at Texas Tech University, the largest of its kind and the first graduate program in the nation from a research university to focus specifically on planned giving and charitable financial planning. Read Dr. James’ bio.
This conference is designed to present current and practical information regarding a wide range of planned giving topics. Our program offers a variety of topics, from basic, intermediate to specialized – all designed to offer practical ideas and techniques you can apply immediately to your fundraising efforts. The Conference has wide appeal, from one-person nonprofit development officers and large-shop major gift/planned giving teams to estate planning attorneys, CPAs, and other allied professionals. Community volunteers will also want to attend to assist with their organizations’ overall gift planning efforts.
The speakers bring many years of planned giving experience and knowledge. Large general sessions coupled with smaller breakout sessions will allow you to choose your path during the conference and ask direct questions of presenters. In addition, you will meet and develop relationships with other planned giving professionals and volunteers in this community and beyond.
- Nonprofit Staffs
- Boards of Directors
- Financial Planners
- Other Allied Professionals
CLE & CFRE credit approved