Calendar


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.

Dec
13
Mon
A Potpourri of Charitable Planning Tricks and Traps – Joint Meeting with Estate Planning Council @ Missouri Athletic Club
Dec 13 @ 12:00 pm – 1:00 pm
A Potpourri of Charitable Planning Tricks and Traps - Joint Meeting with Estate Planning Council @ Missouri Athletic Club

This event is in person and ZOOM

A Potpourri of Charitable Planning Tricks and Traps – Joint Meeting with Estate Planning Council

Lawrence P. Katzenstein, Thompson Coburn, LLP

About the presentation: “Larry will discuss a variety of charitable giving tricks and traps, including qualified appraisal issues in connection with valuation of gifts of interests in charitable remainder trusts; inclusion of private foundations in gross estate; some problems with charitable pledges; drafting issue for year-end charitable remainder trusts solved by flip unitrust; 2015 amendment to Code section 664–what was that all about?; tentative thoughts on ways to avoid gain on division of charitable remainder trusts.”

Bio: Lawrence P. Katzenstein, Thompson Coburn, LLP(314) 552-6187., LKatzenstein@ThompsonCoburn.com

Larry Katzenstein is a nationally known authority on estate planning and exempt organizations, and a frequent speaker around the country to professional groups. He divides his practice between representation of wealthy individuals in estate and philanthropic planning and serving as outside counsel to exempt organizations nationwide. He appears annually on several American Law Institute estate planning programs and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute, and the Southern Federal Tax Institute. Larry has served as an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation.

A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning and Fiduciary Income Tax committees.  He is also a director of the American Council on Gift annuities  and a member of the advisory board of the New York University National Center on Philanthropy and the Law. He was named the St. Louis Non-Profit/Charities Lawyer of the Year in 2011 and 2015 and the St. Louis Trusts and Estates Lawyer of the Year in 2010 and 2013 by Best Lawyers® (by BL Rankings). He was nationally ranked in the 2009-2020 editions of Chambers USA for Wealth Management (by Chambers & Partners).

Larry is the co-author of the Bloomberg Tax Management Portfolio Charitable Remainder Trusts, Charitable Gift Annuities, and Pooled Income Funds.  Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants, and has testified in United States Tax Court on actuarial issues.

He received his undergraduate education at Washington University in St. Louis and his law degree from Harvard.

Reservation Policy

All attendees are required to register in advance.  In person $25-member, $50 guest. Zoom – $20-member, $45 guest. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.


Continuing Education

EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance   

EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.

CPE Information for CPAs

CPE Learning Objectives

You will have a better understanding of charitable giving tax update.

Delivery Method: Live

Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Program: Intermediate
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics and will take a deep dive into the specific question of designing estate planning provisions for minor children as beneficiaries.

A certificate of completion will be available for those CPAs, and CWS designees who feel the program satisfies their continuing education requirements.

“In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.”

National Registry of CPE Sponsors Number 109467

CTFA

CTFA 1.25 CE credit

CFP Learning Objectives

Attendees will have a better understanding of charitable giving and the tax ramifications.

Jan
13
Thu
Women in Giving @ Saint Louis Club
Jan 13 @ 11:15 am – 1:15 pm
Women in Giving @ Saint Louis Club

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Women in Giving

Panelists:

Julie Gibbs, Vice President – Development at the Jewish Federation of St. Louis

Mary Elizabeth Grimes, President – Marian Middle School

Katy Dowd Mutert, President – Spirit of St. Louis Women’s Fund (Volunteer)

About the presentation: Over the years, the role of women in philanthropy has evolved dramatically.  Gone are days where the bridge group all gave $50 to their favorite charities and thought they were making a difference

Today, women are running major for-profit and not-for-profit organizations and have significant discretion over their own charitable dollars and understand the importance of influencing women to make meaningful gifts, both during and after their lifetimes.

Join us to discuss how some local organizations are tapping into these women donors and what strategies they have found that work and which ones may be ahead of their time.

Speaker bios:

Julie Gibbs is the VP of Development at the Jewish Federation of St. Louis and previously held the positions of Director of Major Gifts and Affinity Groups and Director of Women’s Philanthropy since she joined the staff in January 2014. Julie worked prior to that for four years at the Jewish Community Center (The J) handling Development and Alumni Relations for Camp Sabra. Before joining The J, Julie was Director of Development for five years at United Hebrew Congregation. She also previously worked at the Saint Louis Symphony for 10 years in marketing and development. Whether as a volunteer or professional, Julie has always enjoyed events and programs that foster community.  Julie is from St. Louis, although she “grew up” from 3rd grade to the middle of High School in Chicago.  She and her husband Ron have been married for 30 years and have two adult children, Matthew and Natalie.

 

Mary Elizabeth Grimes is a purpose driven and successful leader.  Becoming the president of Marian Middle School was a perfect match for her passion and skills. Working at Marian is her joy not her job. She is currently responsible for stewarding over 200 students from 5th grade through post-secondary education and beyond.

Marian Middle School now benefits from her previous experiences. Mary Elizabeth served as the State Director for the Greater Missouri Chapter of March of Dimes where she transformed the declining chapter into a sustainable and operationally efficient organization. She was also president of Forward Vision, Inc., a brand management consulting firm. She has served as the Director of Marketing for BJC Healthcare, Director of Development for Fair St. Louis; Executive Director of Elite International Sports Marketing and Management; Director of Sales and marketing with the St. Louis Sports Commission; and Account Executive at KMOV-TV/Channel 4.

Mary Elizabeth also finds time to serve on community boards like Explore St. Louis, Villa Duchesne and Oak Hill School, Catholic Charities and the iHeartMedia Local Advisory Board.  She is also a member of Rise Collaborative, The Forum, Washington University Women’s Society and the Greater Missouri Leadership.  She graduated from Spelman College and earned an Executive MBA from the Olin School of Business at Washington University.

 

Katy Dowd Mutert President, Spirit of St. Louis Women’s Fund (Volunteer)

The Spirit of St. Louis Women’s Fund (SOS) strengthens the St. Louis community through informed, focused grant-making by educating and inspiring women to engage in collective giving.

Director of Health Care Business Development, Global STL

GlobalSTL recruits high-growth international companies that enrich and expand St. Louis’ innovation economy and brings competitive advantage to regional corporations, research institutions, and universities.

Katy partners with hospital systems, pharmacy benefits managers, insurance companies and others to deliver new technologies that can create competitive advantage for St. Louis and international companies alike.

Feb
10
Thu
Why Wealthy Donors Don’t Give More @ Saint Louis Club
Feb 10 @ 11:15 am – 12:30 pm
Why Wealthy Donors Don’t Give More @ Saint Louis Club

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Topic: Why Wealthy Donors Don’t Give More

Moderator: Elliot Dole, CFP, Wealth Advisor – Buckingham Strategic Wealth

Elliot Dole will moderate a panel discussion which will address the question of wealthy donor giving habits. Learn from donors and their advisors why they may be hesitant to gift more of their wealth to their favorite organizations.

Bio: Elliot Dole Wealth Advisor – Buckingham Strategic Wealth

Elliot Dole is a Certified Financial Planner professional whose practice is centered around clients’ needs and dreams. Elliot possesses specialized knowledge in investments, estate planning and specifically taxation, having earned a master’s degree in this area.  He is particularly adept at helping clients who are looking to build charitable legacies, establish wealth transfers to heirs, or plan a business succession.

Elliot has a bachelor’s degree from Colorado College, an MBA from the University of New Orleans, Certificate of Financial Planning from Boston University, and a Master of Science in Taxation from Golden Gate University. He is a member of the board of directors of the Estate Planning Council of Saint Louis, a member of the National Association of Estate Planners & Councils (NAEPC), is a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled

Mar
10
Thu
To DAF or Not to DAF–Let’s Answer that Question @ Saint Louis Club
Mar 10 @ 12:00 pm – 1:00 pm
To DAF or Not to DAF--Let’s Answer that Question @ Saint Louis Club

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title:  To DAF or Not to DAF–Let’s Answer that Question

Speaker: Donna Frederick, Vice President of Donor-Advised Funds – Stifel Trust Company

About the presentation: To DAF or Not to DAF–Let’s Answer that Question will explore the benefits and restrictions of establishing a donor-advised fund.  The program will compare and contrast the various tax benefits of the donor-advised fund, private foundations, and charitable trusts.  The program will provide insights into the growing popularity of the donor-advised fund as an efficient tool for thoughtful donors.  Finally, the program will offer some insider tips for nonprofits to encourage gifts from donors with donor-advised funds.

Bio: Donna Frederick, Vice President of Donor-Advised Funds – Stifel Trust Company

Donna joined Stifel Trust Co. in May of 2019 with the challenge of building a Stifel branded Charitable Gift Fund Program.  Stifel Charitable Inc. received its IRS determination of public charity status in October of 2019.  Developing policies, procedures, sourcing vendors, and a creating a strong marketing plan, Donna was able to roll out a pilot by November of 2019.  Now, growing rapidly the program is exceeded $50M in gifts by the end of 2020.

The St. Louis Community Foundation provided Donna with a wonderful experience in donor-advised philanthropy as a Giving Strategist. In this capacity, she educated financial, tax, and legal advisors about the value of including charitable giving part of their clients’ wealth plan.

Ms. Frederick’s operations and regulatory expertise was developed during her 23 years with Smith Moore, a St. Louis-based investment firm, where she served as the company’s Chief Operating Officer, director, and equity partner.

In addition to her professional duties, Donna is active in industry and community affairs. She served on the board of the St. Louis Council of Charitable Gift Planners for eight years, serving as the organization’s president for two years and is honored to have been awarded the Founder’s Award in 2019.   She is currently a board member of AgeSmart Community Resources, Ten by Three, and Immaculate Conception School as well as a founding member of the Immaculate Conception Parish Planned Giving Committee.

 

Apr
14
Thu
The Delmar Divine @ Saint Louis Club
Apr 14 @ 11:15 am – 1:15 pm
The Delmar Divine @ Saint Louis Club

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: The Delmar Divine

Guest Speaker: Jorge Riopedre, Executive Director – Delmar Divine

About the presentation: The Delmar Divine—opening in December, 2021—fulfills the dream of founder, Maxine Clark, to create the space and a place to maximize the efficiency, effectiveness, and impact of the nonprofit sector in the St. Louis region, especially among health, education and human service organizations, while simultaneously being a catalyst for the transformation of nearby neighborhoods.

Learn more about this exciting new project that will serve the nonprofit sector in St. Louis.

Speaker bio: Jorge Riopedre is Executive Director of Delmar Divine. Previously Mr. Riopedre served as president and chief executive officer of Casa de Salud, a clinic providing high-quality, low-cost clinical and mental healthcare to the uninsured, focusing on the new immigrant community.

 

May
17
Tue
Annual Conference @ Missouri Athletic Club
May 17 @ 7:30 am – 1:00 pm

Registration and Continental Breakfast

7:30 to 8:30 am

 

Speakers 

8:30 to 9:30 am

Eddie Thompson, Thompson and Associates

Eddie Thompson, Ed.D., FCEP Founder and CEO of Thompson & Associates Characteristics of High Propensity Donors By creating a unique values-based model at Thompson & Associates, Eddie and his team have established a way for people to dedicate the necessary time to consider important life decisions and to engage in thoughtful discussion that leads to optimal results for all. Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning and has garnered many honors during his distinguished career. He will address the 14 characteristics of high propensity donors and best methods and techniques, which high propensity donors find attractive.

9:30 to 10:30 am

Mary Beth Martin, Changing Our World

Mary Beth Martin, JD Senior Managing Director at Changing Our World, Inc. Data and Fundraising Strategy: How Giving Trends Can Inform Our Planning and Impact Fundraising Success With more than thirty years of experience, Mary Beth specializes in helping nonprofit organizations design and build strategic fundraising plans, grow major gifts programs, develop fundraising capacity, and execute capital campaigns and other funding initiatives. She is co-editor and a major contributor to Mapping the New World of American Philanthropy. Mary Beth addresses data and recent giving trends and what it can tell us about the giving potential within our own constituencies, and how to tailor our marketing and outreach strategies.

10:30 to 10:50 am

Break

 

10:50 to 11:50 am

William Emmons, Federal Reserve

William R. Emmons, PhD Assistant Vice President and Economist Wealth in America William R. Emmons is lead economist in the Division of Supervision, Credit and Learning at the Federal Reserve Bank of St. Louis and serves as an Adjunct Professor of Finance in the John M. Olin Business School at Washington University in St. Louis. He co-founded and served as the lead economist in the Center for Household Financial Stability from 2013 to 2020. Bill assesses household wealth, which exceeded $140 trillion in mid-2021 and is at an all-time high. Yet, even as many Americans struggle to live healthy, fulfilling lives, wealth is distributed very unevenly across the population. Along with far-sighted public policies, private philanthropy can play an important role in improving the lives of those who are less fortunate. There can be no better time to bring our national resources to bear on these goals than now, in a time of plenty.

12:00 to 1:00 p.m.

Lunch