Calendar

Sep
12
Thu
Be Calm & Market Planning Giving: ROI of Planned Giving Marketing at MU @ Saint Louis Club
Sep 12 @ 11:15 am – 1:15 pm
Be Calm & Market Planning Giving: ROI of Planned Giving Marketing at MU @ Saint Louis Club

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch served at 11:45 am, Openng remarkes and Speaker 12:15 pm concludes at 1:15pm

Topic: ROI of Planned Giving Marketing at MU

Speaker: Dr. James Preston, Asst Exec Dir. Gift Planning & Regional Adv, Mizzou

About the talk:  How do you measure the results of marketing planned gifts at a major university? In 2018, the University of Missouri-Columbia (MU) planned giving office enlisted the help of graduate students in the MU Truman School of Public Administration to help them determine the historic ROI of MU’s planned giving marketing. This presentation will share the results of the project, the impact of an investment in planned giving marketing, a comparison of the results at MU against that of a benchmark institution, and insights for future planning gained through the study.

Learning Objective(s): Please provide a specific, measurable statement of what participants will learn in the program. Learning objectives must be realistic when considering the level of complexity and program outline.

  1. How to measure ROI for planned giving marketing.
  2. How to do effective planned giving marketing.
  3. How to justify a planned giving marketing program from an ROI perspective.
Oct
10
Thu
Are you Ready for the Legacy Wave? Helping Donors Hit a Legacy Home Run @ Saint Louis Club
Oct 10 @ 11:15 am – 1:15 pm

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Are you Ready for the Legacy Wave? Helping Donors Hit a Legacy Home Run

Speaker: Phil Cubeta, MSFS, CLU®, ChFC®, CAP®

Sallie B. and William B. Wallace Chair in Philanthropy at The American College of Financial Services

and Elliot Dole, CFP®, EA, AEP®, CExP™,  CAP®  Wealth Advisor Buckingham Strategic Wealth

About the talk: Speakers will discuss the pros and cons of emphasizing legacy planning as a whole generation of Boomers matures into the legacy phase of life. He will demonstrate how to use ‘the baseball analogy’ to get donors to touch all the bases in the legacy planning process. You will leave will leave with proven conversation starters to motivate donors step up to plate, round the bases and bring their legacy home to you, feet first or standing up.

CE pending approval CFRE 1.25, CLE 1.0

Nov
12
Tue
Economic Outlook @ Saint Louis Club
Nov 12 @ 11:15 am – 1:15 pm
Economic Outlook @ Saint Louis Club

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Economic Outlook

Speaker: Dr. Bill Emmons, Federal Reserve Bank of St. Louis

Speaker bio: William R. Emmons is the lead economist with the Center for Household Financial Stability at the Federal Reserve Bank of St. Louis, where he also serves as assistant vice president. His areas of focus at the Center include household balance sheets and their relationship to the broader economy. He also speaks and writes frequently on banking, financial markets, financial regulation, housing, the economy and other topics. His work has been highlighted in major publications including The New York Times, The Wall Street Journal and American Banker, and he has appeared on PBS NewsHour, Bloomberg News and other national programs. Emmons received a Ph.D. in finance from the J.L. Kellogg Graduate School of Management at Northwestern University. He received his bachelor’s and master’s degrees from the University of Illinois at Urbana-Champaign.

CE pending approval CFRE 1.25, CLE 1.0

 

Dec
12
Thu
Venture Philanthropy @ Saint Louis Club
Dec 12 @ 11:15 am – 1:15 pm

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Venture Philanthropy

Speaker: Travis Sheridan, President, Venture Café Global

CE pending approval CFRE 1.25, CLE 1.0

Jan
9
Thu
2019 Annual Planned Giving Update and “Ask Larry” session @ Saint Louis Club
Jan 9 @ 11:15 am – 1:15 pm
2019 Annual Planned Giving Update and “Ask Larry” session @ Saint Louis Club

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Annual Update

Speaker: Larry Katzenstein, Thompson Coburn

CE pending approval CFRE 1.25, CLE 1.0

Feb
13
Thu
Uses of Life Insurance in Charitable and Estate Planning @ Des Peres Lodge
Feb 13 @ 7:30 am – 9:00 am
Uses of Life Insurance in Charitable and Estate Planning @ Des Peres Lodge

Breakfast and Presentation

Breakfast 7:30-8:00 am, Opening Remarks and Speaker 8:00-9:00 am

Joint Meeting with Society of Financial Service Professionals

Topic: “Uses of Life Insurance in Charitable and Estate Planning.

Speaker: James Aussem, JD AEP,  Cavitch Familo & Durkin Co., LPA

About the talk: The focus of the address is charitable planning with existing life insurance and creative ways to leverage premium dollars into greater charitable giving. Life insurance is also examined as an asset to provide liquidity in estate planning and as a means to generate more tax free wealth to successive generations and more income to the current generation.

CE: Pending approval for CRFE 1.25, CLE 1.0, Insurance and CFP 1.0

Mar
12
Thu
Practical Ways to Donate Business Interests to Charity @ Saint Louis Club
Mar 12 @ 11:15 am – 1:15 pm
Practical Ways to Donate Business Interests to Charity @ Saint Louis Club

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Practical Ways to Donate Business Interests to Charity

Speaker: Steve Gorin, Thompson Coburn

CE pending approval CFRE 1.25, CLE 1.0

Apr
27
Mon
Strategies, traps and solutions for charitable uses of retirement assets @ Missouri Athletic Club Dowtown
Apr 27 @ 11:30 am – 1:15 pm
Strategies, traps and solutions for charitable uses of retirement assets @ Missouri Athletic Club Dowtown

Lunch and Presentation – Joint Meeting with the Estate Planning Council of St. Louis

Networking from 11:30- 12:00 pm, Lunch from 12:00 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: strategies, traps and solutions for charitable uses of retirement assets

Speaker: Chris Hoyt, Professor, UMKC School of Law

CE pending approval CFRE 1.25, CLE 1.0, 10. CPE, CFP, L&H in MO.