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.

Sep
7
Wed
Exploring Online Will-Writing Platforms: WashU’s Journey  @ Missouri Athletic Club - West
Sep 7 @ 12:15 pm – 1:15 pm

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

Presentation Title: Exploring Online Will-Writing Platforms: WashU’s Journey

Guest Speaker: Russ Austin, Associate Vice Chancellor for Regional Advancement Programs and Planned Giving, Washington University in St. Louis

Presentation Description:  Russ Austin will share WashU’s experience partnering with an online will-writing platform, including the due diligence process, program rollout, results to date, and key factors to consider. Communications plans, objectives and goals will be presented to provide participants with tools for a successful launch and implementation.

Speaker Bio: Russ Austin has over 20 years of local, national and university nonprofit experience. Joining WashU in 2020, Russ was promoted to Associate Vice Chancellor of Regional Advancement Programs & Planned Giving in 2022. Prior to WashU, Russ spent 14 years with the Wisconsin Foundation & Alumni Association, and has raised $200M+ in his nonprofit career.

 

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.”

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.


Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.


SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

Sep
8
Thu
Happy Hour Joint Networking Event @ Peel Wood Fired Pizza - Clayton
Sep 8 @ 4:00 pm – 6:00 pm

Welcome Back to Networking in Person!

We hope to see you on September 8, 2022, at Peel Wood Fired Pizza in Clayton!

For more information and to register for this event visit:  www.epcstlouis.org/events/event/22702

Oct
6
Thu
Relationship Building Essentials – Donor Meetings @ Missouri Athletic Club - West
Oct 6 @ 12:15 pm – 1:15 pm

Schedule:
11:15 a.m. | Registration & Networking
11:45 a.m. | Lunch
12:15 p.m. |  Opening Remarks
12:20 p.m. | Presentation (including Q&A)
1:10 p.m. | Closing Remarks

Presentation Title: Relationship Building Essentials for Donor Meetings

Guest Speaker: Carol Moreland

Presentation Description:
Building relationships with key donors is a strategic process that requires a plan. This presentation will focus on securing meetings with donors, asking questions to fully understand the donor’s reasons for giving, and using a meeting planning tool to improve outcomes.

Speaker Bio:
Carol founded Interaction Consulting 1993 as a firm specializing in improving communication effectiveness. She has personally trained over 5,000 people in such areas as:  relationship building, donor focused fund raising, performance management, team building and public speaking.  Carol has worked with corporations, universities, and over 100 large and small non-profit organizations nationwide. She personally managed stewardship campaigns for Eliot Chapel resulting in over $600,000 in pledges. 

Carol earned a master’s degree in Organizational Communication from Purdue University, and a B.S. in Speech Communication from Southern Illinois University. She resides in St. Louis, MO.

 

 

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.”

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.


Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.


SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

Nov
2
Wed
The Power of Storytelling in Cultivating & Stewarding Planned Giving Donors @ Missouri Athletic Club - West
Nov 2 @ 12:15 pm – 1:15 pm
Dec
7
Wed
A Potpourri of Charitable Planning Tricks, Traps, & New Developments @ Missouri Athletic Club - West
Dec 7 @ 12:15 pm – 1:15 pm

Schedule:
11:15 a.m. | Registration & Networking
11:45 a.m. | Lunch
12:15 p.m. |  Opening Remarks
12:20 p.m. | Presentation
1:10 p.m. | Closing Remarks

Presentation Title: A Potpourri of Charitable Planning Tricks and Traps

Guest Speaker: Lawrence P. Katzenstein, JD

Presentation Description:
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.

Speaker Bio:
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 his law degree from Harvard University.

 

 

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.”

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.


Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.


SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

Jan
4
Wed
IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, & Charitable Beneficiaries too @ VIRTUAL EVENT
Jan 4 @ 12:00 pm – 1:00 pm

12:00 p.m. |  Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks

Presentation Title: IRAs Invested in Complex Assets: A Jack-in-the-Box of Issues for Donors, the IRA, and Charitable Beneficiaries, Too!

Guest Speaker: Grant H. Whitney, J.D.

Presentation Description:
We will address a trend in retirement planning — self-directed IRAs invested in illiquid assets and implications for testamentary giving. It’s one thing to invest. It gets more complicated after the crank is turned, the music stops, and the jester pops out! Options for IRA investing are complicated. What issues does your charity need to consider?

Speaker Bio:
Grant Whitney serves on Harvard’s faculty and applies a background in alternative dispute resolution to philanthropic planning with alumni and friends interested in creating family meaning while enhancing philanthropic impact. In addition to completing legacy gifts with donors, he leads the University’s largest planned gift recognition effort.

 

Please note that this is a virtual event – registrants will be sent a link to the meeting.

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.


Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.


SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

Feb
1
Wed
The RIFT Project: Eliminating Delays When Requesting IRA & Other Death Claims @ VIRTUAL EVENT
Feb 1 @ 12:00 pm – 1:00 pm

12:00 p.m. |  Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks

Presentation Title: The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefit

Guest Speaker: Johni Hays, JD, FCEP

Presentation Description:
Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor dies and your organization is the beneficiary?? Has it taken months or years to get paid? Or, have you had to first open up an entirely separate, second account? Want a quicker way to get paid? Join us to learn how to get your money fast!

Speaker Bio:
Johni Hays has more than 28 years of experience as an attorney in charitable and estate planning. Johni is an Executive Vice President with Thompson & Associates where she designs values-based charitable estate plans for donors. She is the author of the book, Essentials of Annuities and co-author of two additional books.

 

Please note that this is a virtual event – registrants will be sent a link to the meeting.

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.


Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.


SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

Mar
1
Wed
United States Economic Update & Outlook @ Missouri Athletic Club - West
Mar 1 @ 12:15 pm – 1:15 pm
Apr
5
Wed
Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations @ Missouri Athletic Club - West
Apr 5 @ 12:15 pm – 1:15 pm

Schedule:
11:15 a.m. | Registration & Networking
11:45 a.m. | Lunch
12:15 p.m. |  Opening Remarks
12:20 p.m. | Presentation
1:10 p.m. | Closing Remarks

Presentation Title: Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations

Guest Speaker: Shanise Evans, JD, MBA

Presentation Description:
Cryptocurrency has become a hot topic in recent years.  For advisors in the estate and gift planning worlds, assisting donors and clients to navigate the options for giving and transferring these assets has become critical. This presentation will provide a basic understanding of cryptocurrency and other unique assets, such as non-fungible tokens. 

Speaker Bio:
Shanise Evans focuses on helping families and business owners have peace of mind that their values, wealth, and legacy are protected today and for years to come. With over 21 years of experience, she excels in guiding her clients through the maze of financial and legal decisions to enable them to effectively plan and reach their goals.
 

 

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.”

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.


Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.


SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

May
3
Wed
To Be Announced @ Missouri Athletic Club - West
May 3 @ 12:15 pm – 1:15 pm