Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions. More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”
Attendees will be provided details about the venue requirements at the registration link.
December 19, 2023
A Potpourri of Charitable Planning Tricks and Traps
Presented by Lawrence P. Katzenstein, JD
Larry will discuss a variety of charitable giving tricks and traps, and provide an update on any relevant proposed tax legislation and its potential impact in charitable giving.
Larry Katzenstein is a nationally known authority on estate planning and exempt organizations, and a frequent speaker around the country to professional groups. He represents wealthy individuals in estate and philanthropic planning and serves as outside counsel to exempt organizations nationwide. He received a law degree from Harvard University.
January 16, 2024
The Peter & Charlotte Cade Case Study: A Family Story, Cultural Competency, and Planned Giving – What Every Advisor Should Know
Presented by Aquanetta Betts, JD, CAP, AEP, CFRE
In this interactive presentation on philanthropic planning in the African American community, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs.
Aquanetta Betts, JD, CAP, AEP, CFRE is the Director of Planned Giving at George Mason University. Prior to joining George Mason University, she was the Senior Executive Director of Planned Giving at World Vision (Eastern U.S.). Before these roles, Aquanetta worked for more than a decade as an estate planning attorney in the District of Columbia and Maryland. She is the President of the Chesapeake Planned Giving Council, and serve on the board of the Baltimore Estate Planning Council.
February 20, 2024
Getting Help: Engaging Volunteers to Grow Your Gift Planning Program
Presented by Carlo Laurore, CFP, CHFC, CLU, RICP, AEP, CFRE. CAP
The most effective path to supercharge your gift planning program is help from volunteers! In this session you will learn how to effectively harness the power of volunteer leadership in your gift planning program, as well as, practical strategies to maximize their impact on fundraising success.
Carlo Laurore is the VP & Executive Director of the National Boy Scouts of America Foundation. Currently, he leads the national planned giving efforts, corporate giving strategy, and Private Foundation relations for the BSA. Carlo also provides leadership for grant administration, restricted funds management, and fundraising educational initiatives for the organization. Carlo is a current Executive Committee member of the National CGP and a current board member of his local NC Planned Giving Council. He has been a featured speaker at various local CGP Councils, FPA chapters, and at the National CGP Conference.
March 19, 2024
Stewardship- The Art of Developing Instrumental Donors for your Mission
Presented by Steven Walker
This presentation aims to explore the significance of donor stewardship and its role in cultivating lasting relationships with your donors. By adopting effective, thoughtful and personalized strategic stewardship practices and creating avatars for your organization; you can inspire loyalty, foster a sense of purpose, and secure sustainable support from your valued donors. This allows you to bridge the gap from marketing efforts to personal conversations. Effective stewardship is a continuous process that requires commitment, creativity, and a genuine appreciation for the invaluable role donors play in advancing your organization’s mission.
April 16, 2024
Gift Planning for Turbulent Times
Presented by Nicola Lawrence, MSC, PgC, CFRE, CAP
From the pandemic to political unrest to anticipated recessions, our donors and organizations have experienced significant turbulence in recent days. Learn how gift planning can bring stability and sustainability for your non-profit while offering beneficial outcomes for your donor.
Nicola Lawrence, MSC, PgC, CFRE®, CAP®, is AVP, Philanthropic Advising, at Phoenix Children’s. Born and raised in Northern England, Nicola attended Wigan College, the University of Leicester, York St Johns and Dundee University, and the American College of Financial Services specializing in business, finance and nonprofit leadership. She has made the US home since the 1990s. Over the last two decades Nicola has led sustainability and legacy based giving through successful campaigns at a variety of nonprofits, both in the US and internationally. A thought leader in the industry, Nicola serves on the national board of Charitable Gift Planners, and the National Leadership Institute, roles in which she serves to educate and advocate for the profession of charitable gift planners, nonprofit operations and the allied professions.