Monthly Programs

September 9, 2021: State of St. Louis Philanthropy “after” COVID (ZOOM)

Ruth Lederman Vice President Resource Development, Boys and Girls Club of Greater St. Louis

Mary Hendricks Executive Director. Phi., BJC Found

Faith Sandler Executive Director, Scholarship Foundation of St. Louis

About the program

October 14, 2021: Stories from the Trenches (ZOOM)

Kent Weimer Chartered Advisor in Philanthropy

About the program

November 11, 2021: Pros and Cons of Establishing DAFs (In person and ZOOM)

Donna Frederick Vice President, Donor-Advised Funds, Executive Director, Stifel Charitable Inc.

About the program

December 13, 2021: A Potpourri of Charitable Planning Tricks and Traps (Joint in person meeting with the Estate Planning Council of St. Louis and ZOOM)

Lawrence Katzenstein Thompson Coburn LLP

About the program:

Larry will discuss a variety of charitable giving tricks and traps including:

Why charitable gifts during lifetime are better than bequests…and how to take take advantage of that. 

Gift strategies for early termination of qualified charitable remainder trusts – and continuing confusion about qualified appraisal requirements       

Inclusion of private foundation in donor’s gross estate

Private letter rulings illustrate the interplay between code sections 664 and 4947  

Some problems with charitable pledges        

The sprinkling charitable remainder trust      

What is the “governing” instrument for section 642(c) purposes?    

Drafting issue for year-end charitable remainder unitrusts solved by the flip unitrust          

Use of qualified contingencies in charitable remainder trusts          

2015 amendment to code section 664—what was that all about?   

Some marital deduction issues in split interest gifts 

January 13, 2022: Women in Giving (In person and ZOOM)

Katy Dowd President SOS

Julie Gibbs CDO Jewish Federation

Mary Elizabeth Grimes President of Marian Middle School

About the program

February 10, 2022: ???? (In person and ZOOM)

Elliot Dole

About the program