Thursday
Jul 07

Advancement - Planned Giving Best Practices and How to Maximize Your Plan

8:30am - 2:30pm
Developing a legacy giving strategy for your office is vital for your organization’s future. Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, is a renowned expert and advocate on the importance of planned giving to a development office. He will share his vast knowledge on how to have a conversation with your constituents of legacy planning. He has also done extensive research on the field and focuses on the understanding effectiveness in legacy gift fundraising starts with reality.

Beyond strategy, you will also need the fundamentals and our office will pass on best practices in legacy planning and endowment growth. Tim Bogatz and Tony LaMar from the archdiocese’s office of Stewardship and Development will share ways to position your development programs for success.  

Lead By: Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University

Tim Bogatz and Tony LaMar, Stewardship & Development Office – Archdiocese of Omaha 

Who should attend: Pastors, parish leadership, school presidents and principals, parish and school stewardship and development staff and volunteers, development committees and more.

Potential outcomes of this event include:

  • A deeper understanding of major gift decision processes and plenty of real-world “magic” questions to try out right away.

  • Learning planned giving best practices and how they can help grow your parish and/or school’s endowment. 

  • Being more effective in your legacy planning fundraising by looking at reality as it is presented to you by your donor data.


Register for this event here!






About the Presenter:


Russell James, J.D., Ph.D., CFP® is a chaired professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving).  Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising.  During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.  Dr. James has published research in over 75 peer-reviewed scientific journal articles and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
Address
Marian High School Performing Arts Center
7400 Military Ave
Omaha
NE 68134
Tuesday
Jul 12

Fundraiser for Foundation Path of Hope

6:00pm - 8:00pm
Enjoy Peruvian food and a brief presentation on Foundation Path of Hope, which provides wheelchairs, walkers, blankets, canes, walking sticks for the blind, and other supplies to people living in extreme poverty in remote, rural areas of Peru.
Address
St. Robert Bellarmine Parish
11802 Pacific St
Contact
Father James de Anda
jrdeanda@archomaha.org
(402) 551-3100
Thursday
Jul 14

St. Pius X Ann's Attic Clothing Sale and Garage Sale

9:00am (07/14) - 12:00pm (07/16)
Two huge sales! A gym full of gently used clothes for all ages and sizes. The Parish Center full of very useful and unique items. Sale Times: Thurs. July 14, 9 am-6:00 pm; Fri. July 15, 9 am-6:00 pm; Sat. July 16, 9:00 am-Noon (Cash Only)
Website: https://www.stpiusxomaha.org/
Address
St. Pius X Parish
6905 Blondo St.
Omaha
NE 68104
Contact
Parish Rectory
pastoralministry@stpiusxomaha.org
(402) 558-8446
Friday
Jul 15

St. Pius X Ann's Attic Clothing Sale and Garage Sale

9:00am (07/14) - 12:00pm (07/16)
Two huge sales! A gym full of gently used clothes for all ages and sizes. The Parish Center full of very useful and unique items. Sale Times: Thurs. July 14, 9 am-6:00 pm; Fri. July 15, 9 am-6:00 pm; Sat. July 16, 9:00 am-Noon (Cash Only)
Website: https://www.stpiusxomaha.org/
Address
St. Pius X Parish
6905 Blondo St.
Omaha
NE 68104
Contact
Parish Rectory
pastoralministry@stpiusxomaha.org
(402) 558-8446

Steubenville Youth Conference 2022

(07/15) - (07/17)
Steubenville STL Mid-America is a high-energy youth conference where thousands of teens are invited to encounter Jesus Christ through dynamic speakers, engaging music, the Sacraments, small group discussions, and fellowship with other teens. Our conference is an outreach of Franciscan University in partnership with the St. Louis Archdiocesan Office of Youth Ministry. Two conferences are held every year in July and take place on the campus of Missouri State University in Springfield, MO.

 

This year's theme: FEARLESS.
Address
Missouri State University
Saturday
Jul 16

St. Pius X Ann's Attic Clothing Sale and Garage Sale

9:00am (07/14) - 12:00pm (07/16)
Two huge sales! A gym full of gently used clothes for all ages and sizes. The Parish Center full of very useful and unique items. Sale Times: Thurs. July 14, 9 am-6:00 pm; Fri. July 15, 9 am-6:00 pm; Sat. July 16, 9:00 am-Noon (Cash Only)
Website: https://www.stpiusxomaha.org/
Address
St. Pius X Parish
6905 Blondo St.
Omaha
NE 68104
Contact
Parish Rectory
pastoralministry@stpiusxomaha.org
(402) 558-8446

Steubenville Youth Conference 2022

(07/15) - (07/17)
Steubenville STL Mid-America is a high-energy youth conference where thousands of teens are invited to encounter Jesus Christ through dynamic speakers, engaging music, the Sacraments, small group discussions, and fellowship with other teens. Our conference is an outreach of Franciscan University in partnership with the St. Louis Archdiocesan Office of Youth Ministry. Two conferences are held every year in July and take place on the campus of Missouri State University in Springfield, MO.

 

This year's theme: FEARLESS.
Address
Missouri State University
Sunday
Jul 17

Steubenville Youth Conference 2022

(07/15) - (07/17)
Steubenville STL Mid-America is a high-energy youth conference where thousands of teens are invited to encounter Jesus Christ through dynamic speakers, engaging music, the Sacraments, small group discussions, and fellowship with other teens. Our conference is an outreach of Franciscan University in partnership with the St. Louis Archdiocesan Office of Youth Ministry. Two conferences are held every year in July and take place on the campus of Missouri State University in Springfield, MO.

 

This year's theme: FEARLESS.
Address
Missouri State University

Jul 2022

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