Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Attendees will be provided details about the venue requirements at the registration link.
Schedule:
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
Presentation Title: Donor Meetings That Build Relationships
Guest Speaker: Carol Moreland
Presentation Description:
Building relationships with key donors is a strategic process that requires a plan. This presentation will focus on securing meetings with donors, asking questions to fully understand the donor’s reasons for giving, and using a meeting planning tool to improve outcomes.
Speaker Bio:
Carol founded Interaction Consulting 1993 as a firm specializing in improving communication effectiveness. She has personally trained over 5,000 people in such areas as: relationship building, donor focused fund raising, performance management, team building and public speaking. Carol has worked with corporations, universities, and over 100 large and small non-profit organizations nationwide. She personally managed stewardship campaigns for Eliot Chapel resulting in over $600,000 in pledges.
Carol earned a master’s degree in Organizational Communication from Purdue University, and a B.S. in Speech Communication from Southern Illinois University. She resides in St. Louis, MO.
Continuing Education:
MCLE – Donor Meetings That Build Relationships is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE – Full participation in Donor Meetings That Build Relationships is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.
Schedule:
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
Presentation Title: The Power of Storytelling in Cultivating and Stewarding Donors
Guest Speakers:
Stephanie Hadfield, Director of Estate & Gift Planning, American Cancer Society
April Dzubic, Director of Philanthropy, American Cancer Society
Presentation Description: Join us to learn why storytelling is a must for your donor cultivation strategy. When sharing your organizations’ story with your donors, and the impact it has on those you serve, your donors will clearly understand WHY your organization is the partner for them, and HOW they can make their greatest impact through your mission. By increasing relevancy through targeted stewardship for each donor, you will highlight their interests. In other words, they will feel heard, understood, and more inspired. By incorporating storytelling into your strategy, you can encourage them to take further action as a committed donor or volunteer.
Speaker Bios:
Stephanie Hadfield has been with the American Cancer Society since October of 2001, based in the St. Louis office. She has served on their development team for the entirety of her career; and has excelled at relationship management skills and high level volunteer engagement. She started as a Sr. Development Manager working on collegiate & community large scale specialty events. She served as their Associate Director of Development from 2017-2021, leading a team of high performing development staff who met and exceeded their income goals for the market. She has worked in all areas of development – events, corporate engagement, sponsorship & donor solicitation, stewardship, and volunteer training and recruitment. She has also worked successfully leading the St. Louis Leadership Board, growing the board to 15 members, all while increasing revenue, relevancy and commitment to our mission. She was promoted to the role of Director of Estate in Gift Planning in September 2021, and her territory is the entire state of Missouri, with the exception of the 5 counties outside of Kansas City.
Her personal motto is a quote by Jay Danzie: “Your smile is your logo, your personality is your business card, how you leave others feeling after an experience with you becomes your trademark.”
Stephanie resides in St. Louis, Missouri with her husband of 14 years, Brian, and their three children, Ben who is 11 years old and her 10 year-old twins, Liam and Jocelyn.
April Dzubic has more than two decades of non-profit experience in a variety of roles, from event fundraising and campaigns, communications, community engagement and leadership roles, including serving as Executive Director for Missouri. At the start of 2021, April Dzubic took on a new role at the American Cancer Society to build out a major gifts program for Missouri and Kansas. April is driven by her passion for helping people and building relationships, and her belief in the Society’s mission. April graduated from the University of Illinois in broadcast journalism, after beginning as a chemical engineering major. Some of April’s favorite things are her husband, two kids, their dog, popcorn and traveling. Her passion for travel fulfills her love of adventure, including backpacking the Grand Canyon, swimming with pink dolphins in the Amazon, white water rafting, and hiking the Inca Trail to Machu Picchu.
Continuing Education:
MCLE – The Power of Storytelling in Cultivating & Stewarding Planned Giving Donors is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE – Full participation in The Power of Storytelling in Cultivating and Stewarding Donors is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.
Schedule:
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
Presentation Title: A Potpourri of Charitable Planning Tricks and Traps
Guest Speaker: Lawrence P. Katzenstein, JD
Presentation Description:
Larry will discuss a variety of charitable giving tricks and traps, and provide an update on any relevant proposed tax legislation and its potential impact in charitable giving.
Speaker Bio:
Larry Katzenstein is a nationally known authority on estate planning and exempt organizations, and a frequent speaker around the country to professional groups. He represents wealthy individuals in estate and philanthropic planning and serves as outside counsel to exempt organizations nationwide. He received his law degree from Harvard University.
Continuing Education:
MCLE – A Potpourri of Charitable Planning Tricks, Traps, & New Developments is approved for 1.2 total hours, including 0.0 elimination of bias hours.
CFRE – Full participation in “A Potpourri of Charitable Planning Tricks and Traps” is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.
12:00 p.m. | Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks
Presentation Title: IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, and Charitable Beneficiaries, Too!
Guest Speaker: Grant H. Whitney, J.D. 
Presentation Description:
We will address a trend in retirement planning — self-directed IRAs invested in illiquid assets and implications for testamentary giving. It’s one thing to invest. It gets more complicated after the crank is turned, the music stops, and the jester pops out! Options for IRA investing are complicated. What issues does your charity need to consider?
Speaker Bio:
Grant Whitney serves on Harvard’s faculty and applies a background in alternative dispute resolution to philanthropic planning with alumni and friends interested in creating family meaning while enhancing philanthropic impact. In addition to completing legacy gifts with donors, he leads the University’s largest planned gift recognition effort.
Continuing Education:
MCLE – IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, & Charitable Beneficiaries too is approved for 1.2 total hours, including 0.0 elimination of bias hours.
CFRE – Full participation in IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, and Charitable Beneficiaries, Too! is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note that this is a virtual event – registrants will be sent a link to the meeting.
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.
12:00 p.m. | Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks
Presentation Title: The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefit
Guest Speaker: Johni Hays, JD, FCEP
Presentation Description:
Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor dies and your organization is the beneficiary?? Has it taken months or years to get paid? Or, have you had to first open up an entirely separate, second account? Want a quicker way to get paid? Join us to learn how to get your money fast!
Speaker Bio:
Johni Hays has more than 28 years of experience as an attorney in charitable and estate planning. Johni is an Executive Vice President with Thompson & Associates where she designs values-based charitable estate plans for donors. She is the author of the book, Essentials of Annuities and co-author of two additional books.
Continuing Education:
MCLE – The RIFT Project: Eliminating Delays When Requesting IRA & Other Death Claims is approved for 1.2 total hours, including 0.0 elimination of bias hours.
CFRE – Full participation in The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefit is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note that this is a virtual event – registrants will be sent a link to the meeting.
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.
Schedule:
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
Presentation Title: Thinking Hard About U.S. Economic Growth and Inflation
Guest Speaker: Dr. Steven Fazzari
Presentation Description:
Professor Fazzari teaches Macroeconomics at Washington University in St. Louis and is an expert on the causes and consequences of the Great Recession, the macroeconomic effects of rising income inequality, deficit reduction, and capital gains taxation. Join us for his timely remarks on issues that impact all Americans and particularly those who work for nonprofit organizations and in the charitable giving arena.
Speaker Bio:
Steven Fazzari has been on faculty at Washington University in St. Louis for 40 years. Professor Fazzari’s research explores the sources of economic growth and causes of US business cycles. He co-edited the 2013 book, After the Great Recession: the Struggle for Economic Recovery and Growth, analyzing the dramatic macroeconomic events of the global financial crisis. He continues to study the stagnant aftermath of the Great Recession and is now exploring the effect of rising income inequality on long-term household spending dynamics that shape economic growth. His commentary on public policy issues have been widely highlighted in regional and national media.
Continuing Education:
MCLE – Thinking Hard About U.S. Economic Growth and Inflation is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.
Schedule:
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
Presentation Title: Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations
Guest Speaker: Shanise Evans, JD, MBA
Presentation Description:
Cryptocurrency has become a hot topic in recent years. For advisors in the estate and gift planning worlds, assisting donors and clients to navigate the options for giving and transferring these assets has become critical. This presentation will provide a basic understanding of cryptocurrency and other unique assets, such as non-fungible tokens.
Speaker Bio:
Shanise Evans focuses on helping families and business owners have peace of mind that their values, wealth, and legacy are protected today and for years to come. With over 21 years of experience, she excels in guiding her clients through the maze of financial and legal decisions to enable them to effectively plan and reach their goals.
Continuing Education:
MCLE – Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE – Full participation in Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.
Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.
SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.