Resource Institute For Estate and Gift Planning

This powerful course has been restructured from three to two class sessions (1 ½ and 2 ½ days in length) that can be attended as a comprehensive unit of instruction or individual sessions can also be selected.  The new structure allows participants to consolidate their training into fewer sessions and save on travel expenses.  Whether you want to learn the basics of estate planning and gift planning or you would like a refresher course on the latest planned giving options, The Resource Institute for Estate and Gift Planning can meet your professional needs. RDI has offered this training course since 1979. This course includes reading and written homework assignments prior to each of the Sessions.  RDI Consulting will send text books and written assignments for Session 1 once your registration is completed.  It is recommended that participants register at least one month prior to the session to allow adequate time to complete the reading and written assignments.  Text books and written assignments for Session 2 will be provided at Session 1 or by mail.  The course sessions will be much more valuable to participants who complete the assigned reading and written assignments prior to the sessions. Click the links below for further information about each session.

 

Session 1: Estate Planning for the Planned Giving Officer

Session 2: Fundamentals for the Successful Planned Giving Program

Course fee for the comprehensive course (two sessions - a total of four days) is $995 and includes all textbooks.  This is a savings of $95 from individual session fees.  Click here to register on-line.

The dates for the 2011 Resource Institute Sessions are:

 

2011 Spring Course

Session 1: March 17-18, 2011

Session 2: May 18-20, 2011

 

2011 Fall Course

Session 1: September 15-16, 2011

Session 2: November 16-18, 2011

 

Instructors for the Resource Institute for Estate and Gift Planning:

• Greg W. Lober, CFP, Director & Primary Instructor for the Resource Institute
• Robert Kirkland, Attorney, Kansas City Area Tax & Estate Planning Attorney
• James L. Hill, President & CEO of RDI
• Other Guest Presenters

All sessions in 2011 will be held at the new Leadership Center at William Jewell College in Liberty, Missouri.  Liberty is located on I-35 northeast of Kansas City and 15 minutes from Kansas City International Airport.  Driving Directions to William Jewell College:  From the intersection of I-35 and Highway 152 in Liberty, take Highway 152 east.  Highway 152 becomes Kansas Street as you enter the city of Liberty.  Travel east on Kansas and turn right on Jewell Street to the Leadership Center on the William Jewell campus.  Visitor parking is provided.    

Several hotels are available for Resource Institute participants in the Liberty, Missouri, area.  See the list below.  The Fairfield provides a FREE continental breakfast and high-speed Internet access.  The hotels are surrounded by a wide variety of restaurants. 

The hotels are approximately 30 minutes from the Kansas City International Airport.  The taxis fare from KCI is approximately $35.00.  All of these hotels are within 2 miles of the William Jewell College campus:

Fairfield Inn-Marriott - 1-35 & Hwy 152

8101 N Church Road, Kansas City, MO 64158

Phone: (816) 792-4000

 

Holiday Inn Express Liberty - I-35 & Hwy 152
8230 N Church Rd, Liberty, MO 64158

Phone: (816) 781-5555
 

Comfort Suites Kansas City - I-35 & Hwy 152
8200 N Church Rd, Kansas City, MO 64157

Phone: (816) 781-7273

 

Hampton Inn Kansas City/Liberty - I-35 & Hwy 152
8551 N Church Rd, Kansas City, MO 64158
Phone: (816) 415-9600

 

The Best Investment You'll Ever Make

To maximize your gift planning program in today's competitive market, you must stay on top of the latest tax laws, techniques and innovative ideas available to you. The Resource Institute is taught by seasoned professionals -- experts in strategic planning and direct contact with non-profits and their donors across the country.

Click here to register on-line or call RDI Consulting at (800) 659-7445 to register for the Resource Institute.

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