March 5, 2024 – Planned Giving Boot Camp 2024 Part 1: Charitable Gift Planning for Everyone Tools to help you, your donors and your organization make the greatest impact

When:
March 5, 2024 @ 8:00 am – 11:30 am
2024-03-05T08:00:00-06:00
2024-03-05T11:30:00-06:00
Where:
Network for Strong Communities
8050 Watson Rd
Ste. 240
Contact:
Erica Donermeyer

March 5, 2024

Planned Giving Boot Camp 2024

Part 1: Charitable Gift Planning for Everyone

Tools to help you, your donors and your organization make the greatest impact

When asked why he robbed banks, Willie Sutton famously replied, “Because that’s where the money is.” Well, he may have been wrong, because non-cash assets are where the money really is. More than 90% of America’s wealth is held in non-cash assets like retirement accounts, real estate, and securities, yet most charitable gifts are made with cash. To help your donors and your organization make the biggest impact, you need to focus on where the money is. And that means you need to start having conversations about gifts of non-cash assets. We can help! In this dynamic, interactive session, you will learn from some of St. Louis’ planned giving professionals about the most common types of non-cash gifts and how to talk about them. What types of non-cash gifts are most common and what do I need to know about them? Who are my best prospects? How do I start the conversation with donors?

Speakers/Facilitators include:

Adam Eggemeyer, Nature Conservancy
Dustin Gaj, Amundi Asset Management
Ron Gibbs, Washington University
Josina Greene, St. Louis Community Foundation
Stephanie Hadfield, American Cancer Society
Robin Kraujalis, Saint Louis Zoo
Maria Kerford, Washington University

Continuing Education:

CFRE –Full participation is applicable for 3.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Tickets: $25.00 for Members $40.00 for Non-Members