Calendar – Saint Louis Council of Charitable Gift Planners

Understanding the Major Trends that are Impacting Donors Today… and Tomorrow @ Saint Louis Club

Mar 14 @ 11:15 am – 1:15 pm

Guest Speaker: Nathan Stelter, VP-Stelter Company

About the presentation:

It’s no surprise that the growth of the planned giving industry has largely been on the backs of the Silent Generation donor. However, today’s planned giving donor looks a lot different than the ones that many of us have come to know over the years.

Today’s planned giving donor, and their expectations, have not only been shaped by the generational shift from matures to boomers, but also the advancement of technology and an evolution in how society views nonprofits.

This presentation will explore the socioeconomic changes that are impacting how donor’s approach their planned gift decisions and what that means for your marketing. We’ll look into how advancement in technology and broader access to information is blowing up our traditional donor pyramid. And we’ll review research that’s showing us a shift in the societal view of nonprofits and how it’s impacting the donor decision making process. No matter your nonprofit’s size or sector you’ll gain valuable information on:

Learning Objectives:

#1 – Participants will gain an understanding of the self-directed consumer (donor) and how to adjust their marketing strategy to ‘meet them where they are’.

#2 – Participants will learn how the donor journey is changing and what they must do to engage donor’s within this new vortex.

#3 – Participants will gain a better understanding of why a targeted and integrated marketing strategy is critical to connecting with donor’s throughout their decision making process.

CE: Pending Approval for 1.25 CFRE continuing education points and 1.5 CLE credit hours from The Missouri Bar.

Mar

19

Tue

101 Boot Camp Session 2: Nuts & Bolts for Building a Planned Giving Program: Tools & Steps for New or Young Programs @ Alberici

Tickets

Mar 19 @ 8:30 am – 11:00 am

The Saint Louis Planned Giving Council and the Association of Fundraising Professionals are again partnering to host a three-part Planned Giving 101 Boot Camp Series.

The series is designed to introduce the concepts of planned giving to development professionals, executive directors, board members and others who are either new to planned giving or interested in starting a planned giving program. It will appeal to experienced gift planners as well. Presented over three sessions, experts will share their practical knowledge and proven templates for success. Walk away with specific actions to implement immediately and plans to keep building your program! Session format includes Q&A.

About the presentation: If your organization has no planned giving program (and even if your donor names are on file cards), you will learn how to start one. Take new programs to the next level through effective data mining and segmentation. If your organization is “a best kept secret,” come to learn how to create an affordable marketing plan that takes you out of the shadows. Leave knowing how to set your stage for success even further by learning the GPS of negotiating a visit!

Speaker: Yvette Hartsfield – Managing Director of Development, Missouri History Museum

Apr

11

Thu

The Overlooked Tax and the Hidden Gift @ Saint Louis Club

Tickets

Apr 11 @ 11:15 am – 1:15 pm

Topic: The Overlooked Tax and the Hidden Gift

Guest Speaker: Jeremy Pharr, J.D., FCEP

Sr. VP, Thompson & Associates

About the presentation:

We will discuss the often overlooked income tax liability that is built into the net worth of many individuals and the opportunities that exist to unlock charitable gifts to offset this tax.

CE: Pending Approval for 1.25 CFRE continuing education points and 1.5 CLE credit hours from The Missouri Bar.

Apr

16

Tue

101 Boot Camp Session 3: Endowment Building @ Alberici

Tickets

Apr 16 @ 8:30 am – 11:00 am

The Saint Louis Planned Giving Council and the Association of Fundraising Professionals are again partnering to host a three-part Planned Giving 101 Boot Camp Series.

The series is designed to introduce the concepts of planned giving to development professionals, executive directors, board members and others who are either new to planned giving or interested in starting a planned giving program. It will appeal to experienced gift planners as well. Presented over three sessions, experts will share their practical knowledge and proven templates for success. Walk away with specific actions to implement immediately and plans to keep building your program! Session format includes Q&A.

Endowment Building

About the presentation: Afraid of endowment? Don’t know where to start? Don’t know how to fund an endowment? Don’t know where endowment fits into your fundraising plan? Don’t want to go to jail? If the answer to any of these questions is yes, please invest two hours in expert coaching on how to build an endowment for now and for forever for your organization. You’ll be glad you did!

Speaker: Dianne Johnson – VP, Institutional Advancement, Missouri Botanical Garden

May

9

Thu

May 9, 2019 Annual Conference @ Logan University

Tickets

May 9 @ 7:45 am – 4:00 pm

Logan University

May

21

Tue

What Your High Net-Worth Donor/Clients Want You to Know @ Saint Louis Club

Tickets

May 21 @ 11:15 am – 1:15 pm

Guest Speaker: Vivan Loy, CFP Senior Wealth Strategist, PNC Wealth Management

About the presentation: In depth studies have been done by the Nonprofit Community to determine what motivates Major Donors, but more importantly what these high net-worth donor/clients expect of their professional advisors. Above and beyond the legal and tax components, which are expected, these motivated individuals expect EVERY member of the planning team to understand, guide and support the personal and philanthropic goals.’

CE: Pending Approval for 1.25 CFRE continuing education points and 1.5 CLE credit hours from The Missouri Bar.