May 9, 2024 – 2024 Annual Conference

When:
May 9, 2024 @ 8:00 am – 2:00 pm
2024-05-09T08:00:00-05:00
2024-05-09T14:00:00-05:00
Where:
The Highlands Golf and Tennis Center
5163 Clayton Ave
St. Louis
MO 63110
Contact:
Erica Donermeyer

May 9, 2024

2024 Annual Conference

The Day’s Agenda

7:30AM Continental Breakfast

7:50AM Welcome by Adam Eggemeyer, Deputy Director of Gift Planning Fundraising at Nature Conservancy, SLCCGP President

7:55AM Introduction of Speaker by Josina Greene, Director of Giving Strategies for the St. Louis Community Foundation, SLCCGP Board Member

8:00-9:15AM Jim Maher, Chief Executive Officer, and Founder of Archford
Topic: Understanding Your Assets Will Lead to Something BIG! Best Interest Gifting for Donors
Jim will open the conference with a discussion around the Wealth Board, an interactive tool created by Archford, that is used to help families easily understand how their wealth is positioned. As a gift officer and/or professional advisor, understanding where a donor’s/client’s assets are and how gifts/taxes impact the donor is critical.

9:15AM Break / Transition

9:30-10:30AM Development Officer / Financial Advisor Track

Development /Gift Officer Track
9:30-10:30AM

Stephanie Hadfield, Director, Estate & Gift Planning at American Cancer Society
Maria Kerford, Senior Director of Planned Giving, Washington University

Topic: Planned Giving Marketing Tools & Open Dialogue
Learn creative marketing ideas for your planned giving program from two experienced fundraisers. Recognizing you need everyone rowing in the same direction for anything to work successfully, Stephanie will provide ideas for how to coordinate a basic marketing plan across your team. Maria will share a planned giving tool kit that includes one-pagers for a variety of planned gift vehicles as well as a list of resources that may be helpful no matter the size of your program. Time will be allowed for open dialogue to learn from each other about successful marketing ideas.

Professional Advisor (Financial Advisors, Estate Attorneys, CPAs, Tax Advisors) Track

9:30-10:30AM

Jeffrey Keiser, Chief Legal Officer & Director of Family Office Services of Archford

Topic: The How (& How Not) of Charitable Giving
Jeff will cover the various choices available to strategic donors aiming to fulfill their charitable goals. These options encompass seemingly straightforward approaches that often contain hidden complexities capable of thwarting the tax benefits available to donors. As a typical donor is unfamiliar with the regulatory landscape, Charitable Advisors can assist donors with an understanding of these techniques and the IRS regulations to effectively guide donors toward proper decision-making. This may ensure that both the donor and the charity can successfully execute their missions while adhering to legal and IRS requirements.

10:30-10:45AM BREAK

10:45-11:45AM Development Officer / Financial Advisor Track

Development /Gift Officer Track

10:45-11:45AM

Kent Weimer, a Chartered Advisor in Philanthropy®

Topic: Penny Prudent Gift Planning
Charitable gift plans are usually the ultimate gift a donor will make to your organization—researcher Russell James found they can be eleven times larger than total annual giving for the largest estates. Dr. James also shows that donors who include your charity in their estate plans typically increase their annual giving, so an organized charitable gift planning effort will likely show results even before the first bequest is realized. Can you reap those benefits on a budget? This presentation includes advice on low-cost ways to keep these ultimate gift opportunities in front of your loyal supporters through consistent multi-channel messaging and talking points for all front-line fundraisers. You will also discover some ways to identify those who may be inclined to include you in their estate plans.

Professional Advisor (Financial Advisors, Estate Attorneys, CPAs, Tax Advisors) Track

10:45-11:45AM

Karla Ukman, Founder of Artemis Wealth Management and SLCCGP Board Member

Topic: Using LinkedIn and social media as a Tool for Business Growth
Karla will discuss the benefits of using LinkedIn / social media as a tool to get you, your business, and cause out amongst your peers and prospective clientele. She will give a behind the curtain perspective on how this practice has been beneficial for her and will providing tips around social media best practices to increase profile engagement.

11:45-Noon Break / Transition

Noon -1PM LUNCH

12:25PM Introduction of Speaker, Mary Stahl, Executive Director, Washington University Office of Planned Giving

12:30-2PM

Kent Weimer, a Chartered Advisor in Philanthropy®

Topic: Troublesome Gifts, Ethics, and the IRS
Sometimes gifts come with legal, ethical, or institutional complications. Come explore troublesome gifts and how to prepare yourself to handle them when they appear. The speaker has personally dealt with some of these cases. Some are ripped from the headlines, and others are taken from Tax Court cases. Many of the case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing the charitable deduction. We will explore all these real-life case studies in an interactive manner that includes an open dialogue about the dilemmas presented possible solutions and the impact on the donor and the charity. The focus will be on outcomes that benefit the donor, family, and the charitable organization.

2:00PM Wrap Up & Departure

 

About Our Speakers

Jim Maher, Chief Executive Officer, and Founder of Archford

Jim Maher, an attorney and CPA, holds a bachelor’s degree and a law degree from the University of Missouri – Columbia. He is the CEO and founder of Archford Capital Strategies who was named to the Financial Times 300 Top Registered Investment Advisory Practices. Believing that the most important asset for the business owner is the employees themselves, Jim has brought together an exceptional team of advisors.

Jim has earned seven certifications and designations along with his advanced degree. Three are the highest certifications obtainable in the retirement-plan benefit area. These designations help him to efficiently design and implement both financial and tax-advantaged plans. He also created a consulting division to assist business owners with a wide range of solutions for business continuation or succession planning. As a Certified Exit Plan Advisor (CEPA®), he helps closely held family businesses to establish resources for business owners in transition. As an award-winning, nationally recognized authority in estate planning, business transition and philanthropy, he is a sought-after trainer and presenter.

Maher is a member of the Missouri Bar, The National Center for Employee Ownership, and Vistage. He is president of the St. Louis Chapter – Exit Planning Institute and serves on the Leadership Council of Southwestern Illinois. In 2009, Maher was named “Donor Advisor of the Year” by Leave a Legacy, Planned Giving Counsel, and The Greater St. Louis Community Foundation. Jim and Jenny have four boys who enjoy giving back to the community through philanthropy, traveling and playing soccer at a development academy and national team competitive level. Jim and Jenny are very proud of their boys for their high academic and sport achievements.

 

Kent Weimer, a Chartered Advisor in Philanthropy®

Kent Weimer, a Chartered Advisor in Philanthropy®, is the retired Director of Trusts, Estates and Gift Planning at Parkland Foundation in Dallas. He worked with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in fund development comes from over 40 years of experience in community-based health care, higher education, international healthcare and social service organizations. Kent has been actively involved in the National Association of Charitable Gift Planners for over 20 years including leadership roles at the Chicago and Dallas Councils, and is past chair of the national CGP board. Kent is on the board of governors of the Dallas Estate Planning Council and has been a volunteer facilitator for local Chartered Advisor in Philanthropy® study groups. Kent also is a gift planning specialist with the consulting firm Fablanthropy, LLC – The intersection of fabulous and philanthropy.

 

 

 

Stephanie Hadfield, Director, Estate & Gift Planning at American Cancer Society

Stephanie Hadfield has been an integral part of the community development team at the American Cancer Society since October 2001. Throughout her career, she has excelled in managing relationships with high-level volunteers, and has worked in all areas of development, including events, corporate engagement, sponsorship, stewardship, volunteer training, recruitment, major gifts, and planned giving. Her success in these areas led to her promotion from Senior Development Manager to Associate Director of Development in 2017, where she led a team of community development staff to surpass their income goals for the St. Louis and Cape Girardeau markets.

Stephanie‘s hard work and dedication earned her another promotion in 2021 to the Director of Estate and Gift Planning. She is now part of a high-performing planned-giving team that secures over $120M in planned gifts annually for the Society. Her ability to bring relevancy, collaboration, and mission literacy into her role has made her a key contributor in the Missouri Area. 

Stephanie‘s motto, “Your smile is your logo, your personality is your business card, how you leave others feeling after an experience with you becomes your trademark” by Jay Danzie, perfectly encapsulates her approach to work. 

Stephanie resides in St. Louis, Missouri with her husband of 15 years, Brian, and their three children, Ben (age 13) and twins, Liam and Jocelyn (age 12). As a family, they enjoy traveling to the beach, attending their children’s school, and sporting events, spending time with their large family and friend network, and passionately supporting their St. Louis and Missouri sports teams, including the Cardinals, Blues, Mizzou Tigers, St. Louis City SC, and the KC Chiefs. and supporting their St. Louis & Missouri sports teams of the Cardinals, Blues, Mizzou Tigers, St. Louis City SC, and the KC Chiefs.

 

Maria Kerford, Senior Director of Planned Giving, Washington University

Maria Kerford is a Regional Director of Planned Giving at Washington University in St. Louis. Her main
roles include the cultivation and solicitation of planned gifts from donors, alumni, and friends in support of
the university’s ongoing excellence.

Ms. Kerford has over 15 years of development experience and has previously worked with YouthBridge
Community Foundation, the United Way of Greater St. Louis, as well on the corporate side as the Director
of Community Outreach and Philanthropy at Solutia.

Ms. Kerford earned a bachelor of arts degree and graduate certificate in nonprofit management from the
University of Missouri – St. Louis. She holds her master’s degree in public policy and absolutely loves to
listen to audiobooks and is always in pursuit of good recommendations for what she should listen to next.

 

Jeffrey Keiser, Chief Legal Officer & Director of Family Office Services of Archford

Jeff Keiser serves as the Director of Family Tax for Archford Capital Strategies. His objective will be to help position your family’s wealth in a tax efficient manner and with a generational mindset.

He brings to the table nearly 40 years of experience in tax, retirement, estate, and financial planning, having held leadership positions at a large private bank and a national trust company. Jeff recently earned the Accredited Estate Planner designation from the National Association of Estate Planning Councils. He is a member of the St. Louis Estate Planning Council, the Kansas City Estate Planning Society and the Missouri Bar Association’s Trust & Probate Committee.

Jeff received his J.D. from the University of Missouri – Kansas City. He then taught classes at the K.C. Chapter of the American Institute of Banking, Maple Woods Community College and Park University.

 

 

Karla Ukman, Founder of Artemis Wealth Management and SLCCGP Board Member

Karla is not your father’s advisorTM. With over 10 years of experience in financial planning and wealth management, she dedicates herself to empowering women and marginalized communities to achieve their financial goals. Through her firm, Artemis Wealth Management, Karla equips individuals with the resources and education necessary to navigate their financial journeys successfully.

That dedication to education and empowerment is evident in her work. In her work with clients, she emphasizes the “why” when guiding them to understand the principles and motivations underlying their financial decisions. She believes in empowering her clients to build wealth their way, tailoring strategies that align with their unique values and goals.

Moreover, Karla is passionate about the transformative power of financial education. She firmly believes that by providing individuals with the knowledge and tools they deserve, we can change generations to come. By instilling financial literacy and empowerment, Karla seeks to create a ripple effect that transcends individual success and positively impacts communities and future generations.

As an educator and advocate, Karla shares her expertise and passion for financial empowerment with diverse audiences worldwide. From large international conferences to intimate local gatherings, she delivers engaging talks and workshops on topics such as breaking down barriers to financial literacy, strategies for overcoming financial challenges, and fostering economic empowerment for women and marginalized communities. Karla’s insightful perspectives and practical advice leave audiences inspired and equipped to make informed decisions about their finances.