Calendar

Feb
11
Thu
Kathleen Bilderback – Webinar
Feb 11 @ 12:00 pm – 1:15 pm
Mar
11
Thu
Writing Effective, Thoughtful Communications for Planned & Major Giving – Patrick Schmitt Webinar
Mar 11 @ 12:00 pm – 1:15 pm
Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise more than $2B in new planned gifts, stock gifts, and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.
Patrick received his BS from Georgetown University and MBA from Stanford University.
May
13
Thu
A Team Approach to Philanthropy Donors + Advisors + Nonprofits = Full-Circle Success – Panel Webinar
May 13 @ 12:00 pm – 1:00 pm

David Grand is a partner in the Brown Smith Wallace Tax and Family Wealth Planning Group. She brings more than 25 years of experience to bear advising clients on tax issues relating to family wealth planning, estate and charitable planning, along with real estate management, insurance sales and professional services, among others.   Ann provides services to high-net-worth families and individuals, family businesses and executives with comprehensive wealth management services. Ann’s areas of expertise include individual, partnership, estate, gift and trust compliance, estate planning, personal financial planning, consulting and state tax credit cost certifications.

In the real estate arena, Ann also specializes in the preparation of examinations and compilations required for state Historic Preservation and Neighborhood Preservation Tax Credit rehabilitation projects. She has over 15 years of experience dealing with the many complexities involved with the historic preservation services relating to the issuance of tax credits by the Missouri Department of Economic Development and the IRS. To acquire the greatest amount of credits possible, Ann recommends that the accountant be involved in historic renovation projects from beginning to end.  Your accountant’s advice at the beginning of a project can save you thousands of dollars in available credits.

Prior to joining Brown Smith Wallace, Ann began her career as a revenue agent with the Internal Revenue Service and served as a tax manager at two other local St. Louis firms. Ann is a licensed CPA and earned her Bachelor of Science in Business Administration degree in Accounting from Rockhurst College. She is a member of the Missouri Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Estate Planning Council of St. Louis, the National Trust for Historic Preservation and is an active Board Member and Treasurer of the Missouri Alliance for Historic Preservation (Missouri Preservation).

Ann Holtshouser is a partner in the Brown Smith Wallace Tax and Family Wealth Planning Group. She brings more than 25 years of experience to bear advising clients on tax issues relating to family wealth planning, estate and charitable planning, along with real estate management, insurance sales and professional services, among others.   Ann provides services to high-net-worth families and individuals, family businesses and executives with comprehensive wealth management services. Ann’s areas of expertise include individual, partnership, estate, gift and trust compliance, estate planning, personal financial planning, consulting and state tax credit cost certifications.

In the real estate arena, Ann also specializes in the preparation of examinations and compilations required for state Historic Preservation and Neighborhood Preservation Tax Credit rehabilitation projects. She has over 15 years of experience dealing with the many complexities involved with the historic preservation services relating to the issuance of tax credits by the Missouri Department of Economic Development and the IRS. To acquire the greatest amount of credits possible, Ann recommends that the accountant be involved in historic renovation projects from beginning to end.  Your accountant’s advice at the beginning of a project can save you thousands of dollars in available credits.

Prior to joining Brown Smith Wallace, Ann began her career as a revenue agent with the Internal Revenue Service and served as a tax manager at two other local St. Louis firms. Ann is a licensed CPA and earned her Bachelor of Science in Business Administration degree in Accounting from Rockhurst College. She is a member of the Missouri Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Estate Planning Council of St. Louis, the National Trust for Historic Preservation and is an active Board Member and Treasurer of the Missouri Alliance for Historic Preservation (Missouri Preservation).

Jeffrey L. Huntington joined the Saint Louis Zoo in 2000 as Manager of Foundation Gifts. He became Assistant Director of Development in 2003 and since 2005 has served as Director of Development.  He is responsible for managing a team of 20 who coordinate annual and major gifts.  He was recognized as the Outstanding Fundraising Professional of the Year by the St. Louis Regional Chapter of the Association of Fundraising Professionals (AFP)in 2014.Before joining the Zoo, Jeff served for six years as Executive Director of Campbell House Foundation in St. Louis. For five years prior to that, he was Executive Director of Hillforest Historical Foundation in Aurora, Indiana.  Jeff also served as a Registrar’s Assistant at Henry Ford Museum and Greenfield Village in Dearborn, Michigan, and as a Field Surveyor at the Historical Landmarks Foundation of Indiana in Indianapolis.

He holds an MS in historic preservation from Ball State University in Muncie, Indiana, where he also earned a BS in American history.  A graduate of the Leadership St. Louis Program – FOCUS St. Louis, Jeff has been involved in a range of volunteer activities from service as an advisor to the St. Louis County Historic Buildings Commission and as a Site Assessor for the Museum Assessment Program, to serving on the Missouri Museums Association board, the St. Louis Regional Arts Commission Citizen Review Panel, the Victorian Society in American Board, and the Senior Professionals Committee of AFP.  In 2000, Jeff was recognized as a “40 Under 40” business leader by the St. Louis Business Journal.