"Planned Giving Comedy Hour:  Painful Career Lessons Learned from 25 Years in the Gift Planning Trenches"

 Bryan Clontz, CFP(R), CLU, ChFC, CAP(R),  AEP(R)

 Founder and President

 Charitable Solutions, LLC

  The presentation

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.

"Words That Work in Major 

and Planned Gift Communications"

 Russell James, J.D. Ph.D., CFP(R)

 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.