Left + Right = Whole Brain: Bridging the Gap for a Better Client/Donor Experience
Logan University (Purser Hall)
1851 Schoettler Road
Chesterfield, Missouri 63017
Full Day of Education and Continuing Education Credit (CFRE, CLE and CFP)
Who Should Attend?
Nonprofit Fund Development Professionals and Board Members; Financial Advisors, Trust Officers, CPAs and Wealth Managers
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After April 15 Members $150, Non-members $200, Students $30
Early Bird Registration by April 15 Members $125, Non-members $175, Students $30
Exhibit Booths $500 Click HERE for form
Schedule, At a Glance
8:15 – 9:45 a.m. Welcome and Keynote, Rebecca Rothey, CFRE, CAP
10:00 a.m.- 2:00 p.m. Conference Workshops
2:00–2:50 p.m. Closing Keynote, George Bailey, JD
3:00 – 4:00 p.m. Happy Hour -Sponsored by Donor Motivation, St. Louis and the Society of Financial Professionals
Rebecca Rothey, CFRE, CAP – Greater Washington Community Foundation Bankers, Lawyers & Accountants! Oh My! Working with Professional Advisors.
“I need to talk with my advisor first.” With those words, gift officers embark on the sometimes-dreaded path into the dark forest of working with donors’ professional advisors. In this session, Rebecca will share what she has learned during one-on-one meetings with over 500 estate planning attorneys, CPAs, financial advisors and trust officers and from her certification as a Chartered Advisor in Philanthropy®. She will discuss advisors by their specialty areas, clients’ net worth categorizations, and knowledge of philanthropy. What do advisors want from us? How can we best get what we need from them? This brisk jaunt will include detailed charts, handouts, quotes, and examples to increase your knowledge and confidence when working with donors’ professional advisors. We’re off to be the wizards …
Listen to high-net-worth individuals describe why they give.
George Bailey JD, CMO Vanguard, International Advisory Group Estate planner, life insurance agent, host and co-founder of the podcast Choose the Nickel. Multi-Generational Generosity: The Challenges and Opportunities of Teaching the Next Generation to Give (cosponsored with the Council of Financial Services Professionals).
When donors’ children pick up where they left off in support of a worthy cause, they can do a lot of good. But there’s no guarantee that this next generation will share the same values, passion, or capacity for giving. Moderator George Bailey will seek insights regarding these issues from the following panel members:
Rebecca Rothey, Vice President of Development and Senior Philanthropic Advisor for the Greater Washington Community Foundation; Josh Tolley, Nationally Syndicated Talk-Show Host and Lead Mechanic, Master Strategist, and Opportunity Snatcher for Purple Monkey Garage; and Whitney M. Kenter, Partner and Managing Member of Matter Family Office.
From an Attorney’s Perspective, How Gift Planners Can Be Most Effective Kathleen Bilderback JD, LLM, Founding Member, Affinity Law Group LLC
Planned Giving Primer
Larry Katzenstein, JD, Partner, Thompson Coburn LLP
Learn to talk with donors more knowledgeably about basic planned giving tax rules, including percentage limitations, rules for gifts of appreciated property, special rules for gifts of appreciated tangible personal property, as well as an introduction to split interest gifts: charitable remainder annuity trusts, charitable remainder unitrusts and charitable gift annuities.
Making the Ask
Carol Weisman, MSW, CSP, President, Board Builders
Learn how to include a donor’s family, specifically children, in the giving process, using values based philanthropy meetings.
Advanced Planned Giving Tools
Larry Katzenstein, JD, Partner, Thompson Coburn
Increase your ability to talk to donors about planned giving tools in this session. Larry will discuss new rulings on sprinkling charitable remainder truss, a new way to create CRATs failing the IRS 5% exhaustion test, payment of pledges from donor advised funds, as well as other issues raised by charitable pledges,
The Impact of the Tax Cuts and Jobs Act on Charitable Giving and Nonprofits Jeanne Dee, CPA/CGMA, Partner, Anders CPAs and Advisors
This program will address the most recent updates in not-for-profit business management. One of the most important issues is the impact of the Tax Cuts and Jobs Act on not-for-profits and charitable giving, and this program will explore both the direct and indirect impacts of the new law.
IRA Charitable Rollovers, Avoiding Unnecessary Administration
Charles Slamar, JD, LLM, FCEP, Vice President, Thompson & Associates
Has your non-profit encountered road blocks while attempting to receive IRA death proceeds from a donor? Has your organization been required to set up an entirely separate, second account asking for driver’s licenses, Social Security numbers, net worth, or other personal information about your officers or board members while telling you (erroneously) the Patriot Act requires you to provide it? This session will provide measures to avoid these, and other, needless delaying tactics, as well as updates on efforts to have the Senate Finance Committee and IRS address this issue directly.
What’s New in Creating, Managing and Marketing Endowment Funds Dianne Johnson, JD, President, Endowment Builders
In this interactive session, the focus of discussion will be how to structure, implement and market endowment funds to support your organization and individual endowment funds to best meet your donors’ giving interests. The session will be framed by an update on FASB accounting rules and UPMIFA law changes that effect endowment fund management and documents. Participants will also review the basics of endowment fund types, fund purposes and agreements. Participants will walk away with case studies of successful endowment marketing and some immediate steps they can take now to start a new program or take an existing endowment program to the next level.
Knowing Their Stories: Fostering Donor Loyalty Through Donors’
and Recipients’ Shared Experiences George Bailey, JD
Co-Founder, Choose the Nickel, Vanguard International Advisory Group
This presentation is about the importance of storytelling in building the types of relationships in which donors are more likely to continue to give.
Framing the Legacy Conversation: Beginning with The End in Mind Elliot Dole, AEP, CFP, EA, CAP®, CExP™ , Wealth Advisor, Buckingham Strategic Wealth
People work their entire lives to create wealth. What do they want they want their wealth to achieve? What current planning steps should families take to increase their odds of success and meet their legacy goals? Begin with the end in mind.
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