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2011-2012 Program Listing
(this information is subject to change):
The Saint Louis Planned Giving Council presents educational and networking events, held each month from September to May. These events feature experienced professionals from the non-profit charitable gift planning community or professional advisors presenting on a variety of relevant topics that will inform, educate, and inspire you. Our monthly luncheons offer an informative 50 minute session as well as the opportunity to meet others who are dedicated to serving donors and clients in the best possible way. For those who want more, our hour and a half morning sessions provide an additional opportunity for attendees to expand their knowledge on the monthly topic. Our monthly events are generally scheduled for the second Thursday of the month, and are open to both members and non-members.
Location: Ces & Judy's Catering, 10405 Clayton Rd., St. Louis, MO 63131
Morning Session: 10:00 a.m. - 11:30 a.m.
Lunch: 11:30 a.m. - 1:30 p.m.
Cost: Morning Session Only - $25
Lunch Only - $25 Members, $35 Non-Members/Guests
Morning & Lunch - $45 Members, $55 Non-Members/Guests
| Date |
Program |
Sponsor |
| September 8, 2011 |
Morning Session: Trends in Giving: Giving USA 2011
Click here to download the handout.
Lunch Session: Philanthropic Decisions & Strategies of High Net Worth Donors
Click here to download the handout.
Speaker: Una Osili, Ph.D., Director of Research, Center on Philanthropy at Indiana University
Click here for more information. |
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| October 13, 2011 |
Morning Session: Pedal to the Metal: How to Go From Zero to Sixty in Your Planned Giving Program
Click here to download the handout.
Lunch Session: Dialing for Deferred Gifts: The New Comprehensive Campaign Model
Click here to download the handout.
Speaker: Sam Caldwell, President, The Planned Giving Company
Click here for more information. |
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| November 10, 2011 |
Morning Session: State Gift Annuity Registration: What Does it Mean to Your Organization?
Click here to download the handout.
Lunch Session: Effective Marketing of Gift Annuities in Today's Economy
Click here to download the handout.
Speaker: Edie Matulka, Senior Consultant, PG Calc
Click here for more information. |
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| December 8, 2011 |
11:00 a.m. - 12:00 p.m.
Effective Time Management & Work/Life Balance for Gift Planners
Speaker: Pam Vaccaro, MA, CSP, Designs on Time
12:00 p.m. - 1:30 p.m.
Holiday Lunch & Trivia Quiz
Click here for more information. |
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| January 12, 2012 |
Morning Session: Will to Give
Speakers: Mary McMurtrey, Gateway Center for Giving & Steven Rosenblum, Saint Louis Zoo
Lunch Session: Annual Legal Update: "Ask Larry the Legal Guy"
Interest Rate Memo
Drafting Charitable Lead Trusts & A Look at the IRS Lead Trust Forms
Speaker: Larry Katzenstein, Partner, Thompson Coburn, LLP
Click here for more information. |
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| February 9, 2012 |
Morning Session: Avoiding Missed Connections with the Millionaire Next Door
Speakers: Bill Anderson, Children's Foundation of Mid-America; Chris Jacob, CFP, Cadeau; & Wendy Dyer, Wendy Dyer Fund Development Consultants
Lunch Session: Right Donor - Wrong Gift: Planned Gift vs. Major Gift
Speaker: Wendy Dyer, Wendy Dyer Fund Development Consultants
Click here for more information and to register. |
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| March 8, 2012 |
Morning Session: Building an Effective Donor Database in the Small Development Office
Speaker: Doug McDaniel, Director of Special Gifts, The Salvation Army Eastern Territory
Lunch Session: Mining Your Existing Database for PG Gold
Speaker: Renee Durnin, CFRE, Director, Non-Profit Services, Gabriel Group |
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| April 12, 2012 |
Morning Session: Working with Professional Advisors
Lunch Session: Gushing with Gifts, A Well of Planned Giving Marketing Strategies
Speaker: Jackie W. Franey, Donor Relations Manager, Communities Foundation of Texas |
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| May 17, 2012 |
Annual Conference
Stay tuned for more information! |
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