After a long career in any field, strange things tend to happen creating teachable moments resulting, hopefully, in lessons learned. This comedic jaunt through the always funny topics of death and taxes is designed to help us laugh at our strange profession, generally, and at my wince-inducing personal stories more specifically. If you learn something profound and life-changing in the eight vignettes, however, it will be completely by mistake. My only goal is to break into the elite club of the top 10 planned giving comedians.
Professor, Department of Personal Financial Planning
Texas Tech University
The Presentation
This presentation shares results from the series of surveys uncovering the words and phrases that work best to encourage interest in planned giving. Learn practical, scientifically-based approaches that will increase your effectiveness in communication about planned giving.
"The Hidden Code of End-of-Life Decisions: What Legacy Fundraising Can Learn From Decision-Making in Life Insurance, Annuities, Estate Planning and Healthcare" Russell James, J.D., PhD, CFP(R)
Professor
Texas Tech University The Presentation
11:00am-12:15pm
"Engaging Your Board in Planned Giving"
Russell Goldstein
Institutional Client Advisor
U.S. Trust, Bank of America
Due to compliance, presentation is not provided
Breakout Session Partner:
2:00pm-
3:15pm
"Top 10 Legacy Fundraising Strategies from Scientific Research: National Data & Results from the Lab"
Russell James, J.D., PhD, CFP(R)
Professor
Texas Tech University
"First and Third Party Special Needs Trusts (SNTs)"
Stephanie Bivens Attorney Bivens & Associates, P.L.L.C. The Presentation
11:00am- 12:15pm
"Top 10 Trends Every Advisor Should Know in 2018" Bryan Clontz, CFP(R), CLU, ChFC, CAP(R), AEP(R) Founder and President Charitable Solutions, LLC The Presentation
Breakout Session Partner:
2:00pm- 3:15pm
"Creative Planning with Non-Cash Assets" Bryan Clontz, CFP(R), CLU, ChFC, CAP(R), AEP(R) Founder and President Charitable Solutions, LLC The Presentation