$68 Trillion – that's the estimated amount of wealth passing from Boomers to Gen X and Millennials. Imagine what your church could do with large cash and non-cash gifts! How will you respond to this opportunity?

Join us for a full day of intensive training focused on planned giving. We'll provide you with professional training to confidently talk with your givers about creative high-capacity gifts.

What You'll Learn –

• Current Wealth Statistics & Demographics of Givers

• How to Start A Planned Giving Ministry

• How to Identify Your High-Capacity Givers

• How Charitable Vehicles Work & What They Mean

• Which Gift Solutions Are Best for Your Church

• Strategy for Developing Your Planned Giving Ministry

• How to Talk With Givers

You’ll receive all the resources necessary to start a planned giving ministry for your church.

Workbook, lunch and refreshments included. 
Bayside Church - Granite Bay
8191 Sierra College Blvd., Roseville, CA 95661
Date & Time
August 17, 2021
9:30 AM - 4:30 PM
10:00 AM
10:30 AM
Current Giving Stats & Gift Planning Opportunities 
Learn the current state of wealth and how COVID and other factors have impacted planned gifts, along with the opportunities for creative planned giving ministries. 
11:00 AM
Understanding Your Church Giving Demographics
Identify high-capacity givers and learn how to segment giving groups for planned giving conversations and educational events. 
12:00 PM
12:30 PM
Creative Gift Options
Learn which types of giving vehicles are right for your church and how you can use these funds to provide sustainable longterm funding and tax-savings for your givers.  (Donor Advised Funds, Stocks, Business Sales, Trusts, Retirement Funds, Pooled Income Funds, etc.)
1:00 PM
Roundtable Discussions
1:30 PM
How to Build a Planned Giving Ministry
Learn how to develop a planned giving ministry, recruit volunteers, plan educational events, and get your entire church leadership onboard. 
2:00 PM
Communicating with High-Capacity Givers
Learn how to communicate and build relationships with high-capacity givers to educate and encourage further generosity through planned gifts.  
3:00 PM
Roundtable Discussions and Q/A
Scott Shaull
Director of Advancement, bayside church
Scott has been a pastor on staff at Bayside Church since 2004. Prior to that, he was in the real estate development industry with over $1.2B in project value developed within the single family, hotel and multi-family sectors in the west, northwestern and northeastern regions of the United States.

Scott has been married to his wife Sally for over 30 years and is the proud father to Scott Jr. and Stephanie.
Ken Christie
ChFC Founder & Wealth Advisor, Treasurer and Vice-Chair, Bayside Church Board of Directors
Ken has provided financial legacy building, education, and services to a vast array of individuals and businesses, since 1991. His focus is to assist families with risk management, asset strategy, retirement planning, and wealth transfers.

Ken earned his Bachelor of Science in Finance at California State University, Chico. He holds his Series 6, 7, 24, 63 registrations through LPL Financial and the Series 66 with LPL Financial and Spectrum Wealth Advisory Group, LLC. He earned the Charter Financial Consultant® (ChFC®) designation from The American College. Ken serves as treasurer and Vice-Chair on the Bayside Church Board of Directors.
David Thoroughman
CEO & Co-founder, MortarStone & KPS
David is the CEO of MortarStone and Kingdom Planning Services (KPS). Together, both companies help churches, givers, and financial advisors with gifts of assets. David has the honor and privilege of helping thousands of churches and givers manage $20 billion in giving for the cause of Christ.

David currently serves as the Board Vice President for National Community Foundation (NCF). Through NCF, he works with churches on planned giving vehicles and forward-thinking strategies to yield financial and tax impacting outcomes.
Emanuel Kallina
managing member, kallina & Associates Lawyers
Emil is the acting Legal Counsel for Kingdom Planning Services. Emil focuses his practice on estate and charitable planning for high net worth individuals, and he has practiced extensively over the years in the related fields of business law, corporate tax law, partnerships, and real estate.

Mr. Kallina is a co-founder and member of the Board of Directors of the Planned Giving Design Center (www.pgdc.net), a former member of the Board of Directors of the National Association of Charitable Gift Planners ("CGP"), and former Chairman (5 years) of the Government Relations Committee of the CGP.
 Join us on Tuesday, August 17 
Register Today – Limited Availability! 
Contact Us
Have questions? Need more information? We'd love the opportunity to help! Please fill out this form and one of our event team members will contact you. 

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