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.
Schedule:
11:15 a.m. – 11:45 a.m. | Registration & Networking
11:45 a.m. – 12:15 p.m. | Lunch served
12:15 p.m. – 1:15 p.m. | Program
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.
Continuing Education:
MCLE – Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is approved for 1.2 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE – Full participation in Demystifying Cryptocurrency & Other Unique Assets: Estate & Gift Planning Considerations is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
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.
Please join us for our Annual Conference which features relevant planned giving topics and an interactive session with a nationally known speaker as well as panel discussions led by notable leaders in the philanthropic community.
Itinerary
7:30 a.m. Continental Breakfast
8:00 a.m. Pamela Jones Davidson, J.D., FCEP and Eleven Steps Your Organization Can Take for Planned Giving Success
9:30 a.m. Interactive session with Pamela Jones Davidson, J.D., FCEP
10:45 a.m. Donor Panel Discussion led by Mary Stahl and Dina Althardt, CFRE
12:00 p.m. Boxed Lunch
12:30 p.m. Planned Giving Perspectives Panel Discussion led by Elizabeth Niven
These sessions have been confirmed for continuing education credit through CLE and CFRE.
CLE- 2023 Annual Conference is approved for 6 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.
CFRE- Full participation in 2023 Annual Conference is applicable for 5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
CLICK HERE TO SEE FULL CONFERENCE DETAILS!
Sponsored by:
