SLCCCP Annual Conference
SLCCGP Members: $125 l Guests: $175 l Students: $30
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
Members: $125 l Guests: $175 l Students: $30
Continuing Education:
MCLE –
CFRE – Full participation in the 2024 Annual Conference is applicable for 4.75 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
