Education and Networking Events

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 nonprofit 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 Road
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

2009-2010 Program Listing (this information is subject to change):

September 10, 2009
Morning Session: Building Donor Research into Daily Habits for More Successful Fundraising
Click here to download the presentation in PowerPoint or PDF.
Click here to download the handout.
Lunch Session: Engaging Your Board in the Fun of Fundraising
Click here to download the presentation in PowerPoint or PDF.
Speaker: Wendy Dyer, WD Inc.
Sponsored by:

Click here for more information and to register.

October 8, 2009
Morning Session: Running the "Other" Campaign - Wills & CGA Marketing
Click here to download the handout.
Lunch Session: Maximizing Your eMarketing Efforts - Major & Planned Gifts
Click here to download the handout.
Speaker: Tyler Bacon, Crescendo Interactive, Inc.
Sponsored by:

Click here for more information and to register.

November 12, 2009
Morning Session: Pointers for Assessing Your Planned Giving Program
Click here to download the presentation in PowerPoint or PDF.
Lunch Session: Communication Strategies
Click here to download the presentation in PowerPoint of PDF.
Speaker: Doug McDaniel, JD, CFRE, The Salvation Army
Sponsored by:

Click here for more information and to register.

December 10, 2009
Holiday Breakfast & Planned Giving Quiz Bowl
With Celebrity Emcee Dan Buck of St. Patrick's Center
8:30 a.m. - 9:30 a.m. Festive Breakfast Buffet & "The Caroling Party" sings holiday classics
9:30 a.m. - 10:30 a.m. Trivia Quiz (questions about St. Louis, the Bi-State region & Planned Giving topics!)
Sponsored by:

Click here for more information and to register.

January 14, 2010
Morning Session: Gift Planning - A Review of the Must Knows
Download the handouts: "Charitable Remainder Trusts: Charity Can Begin at Home" and "A Planned Giving Primer".
Lunch Session: Gift Planning in Today's Environment
Download the handout "A Potpourri of Charitable Planning Tricks & Traps."
Speaker: Lawrence P. Katzenstein, Esq., Thompson Coburn, LLP
Sponsored by:

Click here for more information and to register.

February 11, 2010
Morning Session: Charitable Life Insurance Boot Camp
Click here to download the handout.
Lunch Session: Government Relations Update: Where Are We? How Did We Get Here? Where Might We Be Going?
Click here to download the handout.
Speaker: Craig C. Wruck, VP of University Advancement, St. Cloud State University
Sponsored by:

Click here for more information and to register.

March 11, 2010
Morning Session: Planned Giving in the Small Shop
Lunch Session: Integrated Fundraising at its Best
Speakers: Mark Roock, CFRE, Maryville University & Trudy Lee, CLA, CSPG, Southeast Missouri University Foundation
Sponsored by:

Click here for more information and to register.

April 8, 2010
Morning Session: Maintaining Your Planned Giving Program in Challenging Times
Lunch Session: Best Practices in Donor Visits
Speaker: Dianne Armstrong, CFRE, Director, National Planned Giving Program, Planned Parenthood Federation of America, Inc.
Sponsored by:

Click here for more information and to register.

May 13, 2010
Morning Session: Donor Competency Issues
Lunch Session: Working with an Aging Population
Speaker: Matthew G. Perlow, Esq., Husch Blackwell Sanders, LLP