|
|
Saint Louis Planned Giving Council
2011 Regional Legacy Conference
Thursday, June 9, 2011
8:00 a.m. - 4:15 p.m.
Shrine Visitors & Conference Center
National Shrine of Our Lady of the Snows
442 S. DeMazenod Dr., Belleville, IL 62223
(just 15 minutes from downtown St. Louis!)
Click here for directions.
Don’t miss a full day of educational sessions by top experts in charitable gift planning and networking with colleagues from throughout the region!
|
Breakfast Keynote |
Luncheon Keynote |
|
 Breaking the Call Reluctance Barriers to Productivity
Bill Grimes, Bill Grimes & Associates
Have you ever wondered why you hesitate to call or contact potential donors? Have you felt your level of tension, stress or anxiety increase as you think of contacting certain individuals or organizations? Have you experienced these same feelings when you ask for the donations or for referrals? Attendees will walk away from this workshop with an awareness of how they are limiting themselves and the knowledge to overcome those “Call Reluctance Barriers to Productivity,” including the beliefs that cause us to hesitate, procrastinate, and avoid doing the very things we must do to be successful in our work. Click here to read more about the speaker. |
 The Philanthropic Power of the Legacy Story
Scott Farnsworth, JD, CFP, SunBridge
One of the secrets to inspiring greater giving is by mastering the fine art of storytelling and story-listening. Scott teaches financial, legal and philanthropic professionals how to leverage the power of relationships, and the power of unique processes in their work with clients and donors. Scott is a well-known national speaker and has been named an “Innovator of the Year” by Financial Advisor Magazine. Scott uses real-life examples and unique professional tools to show how unlocking a donor’s legacy story creates more motivated donors who give more and give more often. Click here to read more about the speaker. |
Three Break-Out Sessions to Choose From!
|
 Guaranteed Simple Steps to Raise Planned Gifts
Viken Mikaelian, PlannedGiving.com
Viken Mikaelian reveals how easy it is to go after "gifts anyone can make." He also exposes how for-profits increase sales, shows what we can learn from them, and trains you how to avoid killer mistakes that alienate prospects and squander limited budgets. He even covers why planned giving is good for your career, too! This entertaining yet powerful presentation will arm you with practical ideas you can use today to close more and larger planned gifts, whether you have an established planned giving program, are just starting one, or have no program at all.
Click here to read more about the speaker. |
 Charitable Gift Planning on a Napkin
Kevin J. McGrath, Renaissance, LLC
Simple solutions are often the best solutions. If we can’t explain how the various planned gifts work on the back of a napkin, how can we expect donors, clients, or boards to follow our recommendations? "Simple" is found in everyone’s comfort zone. Click here to read more about the speaker. |
 Engaging High Capacity Donors for Inspired Outcomes
Phil Cubeta, CLU, ChFC, MSFS, CAP, The American College
Learn how to partner with the highest capacity donors to help them achieve positive impact for themselves, their family, and for the non-profits they love, lead, and support. Client advisors to wealthy families and fundraisers working with board level wealth should attend this session. Click here to read more about the speaker. |
Networking Reception with speakers, sponsors, colleagues...and fabulous prizes!
Special Guest Emcee Dan Buck of Cardinal Glennon Children's Foundation!
Conference Fee: $125
Conference Schedule
| 8:00 am |
Registration & Breakfast |
| 8:30 am - 9:45 am |
Welcome & Breakfast Keynote “Breaking the Call Reluctance Barriers to Productivity” - Bill Grimes, Grimes & Associates |
| 9:45 am - 10:00 am |
Break to Visit Sponsors |
| 10:00 am - 11:15 am |
Morning Break-out Sessions:
“Guaranteed Simple Steps to Raise Planned Gifts” - Viken Mikaelian, PlannedGiving.com
“Charitable Planning on a Napkin” - Kevin J. McGrath, Renaissance, LLC
“Engaging High Capacity Donors for Inspired Outcomes” - Phil Cubeta, CLU, ChFC, MSFS, CAP, The American College |
| 11:15 am - 11:30 am |
Break to Visit Sponsors |
| 11:30 am - 1:30 pm |
Lunch, Presentation of Founders Award & Luncheon Keynote “The Philanthropic Power of the Legacy Story” - Scott Farnsworth, JD, CFP, SunBridge |
| 1:30 pm - 1:45 pm |
Break to Visit Sponsors |
| 1:45 pm - 3:00 pm |
Afternoon Break-out Sessions (repeat of the three sessions from the morning) |
| 3:00 pm - 3:15 pm |
Break to Visit Sponsors |
| 3:15 pm - 4:15 pm |
Networking Reception with all speakers, sponsors, colleagues...and fabulous prizes!
Special Guest Emcee Dan Buck of Cardinal Glennon Children's Foundation! |
Download the conference flyer.
Thank You to Our Sponsors!
  
 
See what the 2009 and 2010 Legacy Leadership Conferences were all about.
|
|