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Newsletter - April 2021
President's Message
Spring is in the air and hope seems to be in abundance as we begin stirring more, emerging from a long year of COVID-19, less pleasant weather and an increasingly available vaccine which will require less mask wearing and make in person meetings more likely. 

Although we hope to begin our in-person monthly lunch meetings again towards the end of 2021, we plan to continue the virtual zoom format at least through October. 

As is our tradition, after our May program we will take the summer off and resume programming in September. Watch for details about next year’s programs.

If you missed our first Boot Camp session in March, it’s not too late to register for the last two in April. 
Offered via Zoom, we have secured the commitment of several outstanding professionals who will lead participants in a “primer” of information that all nonprofit professionals, financial advisors and others who advise on gift planning will find beneficial. THIS IS NOT JUST FOR PLANNED GIVING OFFICERS! It is beneficial for everyone who is interested in learning more about charitable giving, regardless of their professional role.

Cost is $5 per session or $10 for all three sessions for SLCCGP members and $10 per session or $25 for all three sessions for non-members. Council sponsors may register up to three people at no cost (Email slccgp@gmail.com to register your team).

April 1, 2021- Collaborating with Professional Advisors and Other Key Stakeholders with Mary McMurtrey and Michael McMurtrey (RBC Wealth Management)

April 8, 2021- Initiating Legacy Conversations with Your Donors with Carol Weisman (Board Builders)

On Thursday, April 15 at noon, we are excited to welcome back Michael Geis who will share his thoughts on Values vs. Valuables and how this informs Charitable Estate Planning. 

To register CLICK HERE

The Council’s nominating committee will be taking nominations for the board and committees through April 5, 2021 so email the chair, Pam Dempski at pedempski@bethesdahealth.org if you or someone you know is interested. Self-nominations are graciously considered and accepted.

Finally, please let us know what is new with you. If you have a new job, recent promotion, or opening in your organization, we want to include it in this newsletter. Email slccgp@gmail.com

Kristi Meyers Gallup
President
SLCCGP is accepting nominations for the 2021-2022 term of the Board of Directors through March 31, 2021
Service on the SLCCGP Board of Directors is a three-year volunteer commitment to engage with fellow professional to help shape the future of the Saint Louis Council of Charitable Gift Planners and the field of planned giving. The Board typically meets every other month following monthly programming. The SLCCGP encourages the nomination of candidates with diversity of profession, experience, gender, sexual orientation and ethnicity, among other factors. Please feel free to self-nominate. For more information contact Pam Dempski at pedempski@bethesdahealth.org or 314-406-9787.
Donor Story
The Gift of Music
Elizabeth Niven,
St. Louis Symphony Orchestra

Musical instruments and the right fit.

Planned gifts at the St. Louis Symphony Orchestra can take a variety of forms. One that we probably encounter more than other organizations is the donation of a musical instrument. Most people calling do have nice instruments but, in most cases, we cannot use them and we often will assist donors in finding an organization that is better suited to the instrument and the intent of the donor. 

Last year, we received a Baldwin grand piano with a significant estate gift. The attorney had several properties to sell and contacted me three days before closing on one of the houses, where the grand piano lived. We needed to take possession immediately. No easy task to move a grand piano. And, if you are familiar with the SLSO’s backstage, or lack thereof, you know we cannot store a sliver of a grand piano, much less an entire one. In addition, we use Steinway pianos exclusively, so we needed to find another worthy home for the piano. Lucky for us, our friends at Steinway picked up the piano and stored it for us. A global pandemic put moving that large piano to a performance venue on hold and we are still waiting for a good home.

Three weeks ago, I received a call about another instrument from a family trying to close an estate within the week. It was a harp that belonged to a classically trained musician. I consulted Allegro Lilly the SLSO harpist. She explained to me that we use a pedal harp and while this was a very nice harp, it was not a pedal harp. However, she thought that the Washington University Music School might be interested and shared her contact information. The family was ecstatic that the beloved instrument would benefit another musician in a teaching environment no less.

And then you get the call from a donor who wants to donate a Stradivarius-level instrument. The artistic side is excited and you have to figure out if it can work. Ultimately the donor has to decide if this is the right home for the precious instrument. Stay tuned. 
Upcoming Events
BOOT CAMP SERIES
Sponsors - As a benefit to the St. Louis Council, Charitable Gift Planners sponsors, we are pleased offer up to three complementary registrations to all sponsors. Just email slccgp@gmail.com this request, the names of the participants and all fees will be waived. The zoom link will be sent the day before each event.

Boot Camp Series
Thursday, April 1, 2021, ZOOM
Time: 8:30 - 9:30 am. 
Topic: Collaborating with Professional Advisors and Other Key Stakeholders

Speakers: Mary McMurtrey and Michael McMurtrey, RBC Wealth Management

About the presentation:
This presentation will cover the how’s and why’s of ensuring you have the right team in place to make the most of your gift planning discussions and opportunities.
In our time together, you will learn:
  • How to move planned giving from an “add on” piece to a critical component of your overall development efforts
  • How to talk with board members and staff to help them feel more confident in the role they play in cultivating and securing planned gifts
  • How professional advisors, attorneys and accountants fit into the planned giving process

A zoom link will be sent to you the day before the event.
Boot Camp Series
Thursday, April 8, 2021, ZOOM
Time: 8:30 - 9:30 am. 
Topic: Initiating Legacy Conversations with Your Donors

Speaker: Carol Weisman, Board Builders

About the presentation:
There are many taboo subjects in our world. Death is certainly at the top of the list. Ask any pro what a legacy conversation is about. They will unanimously tell you it is about living, leaving a lasting legacy and making changes for good even when a donor has passed. But how to have this conversation? We will explore the words to use, the person you might want to take with you, how the conversation would flow. And most importantly, the questions to ask. 

A zoom link will be sent to you the day before the event.
Monthly Meeting
Date: April 15, 2021, ZOOM
Time: 12:00-1:00 pm. 
Topic: Values vs. Valuables Approach to Charitable Estate Planning

Speaker: Michael Geis, President and Founder, CFRE, FAHP, FCEP The Geis Group

About the presentation:
When assisting clients with estate planning, financial planners, attorneys and accountants admittedly focus on the transition of assets to the next generation. Little effort is given to conveying “Values” or the important elements of our family and belief system. A recent study was done to assess the baby boomer generation’s top four priorities when it came to estate planning. The study revealed the number one goal of baby boomers is to pass their values to their children. Passing their wealth, was number four.

This presentation will review various tools utilized to balance the scale in considering values in conjunction with valuables. We will discuss the importance of legacy considerations and the empowering spirt of exercising social capital – that is, one’s appetite for redirecting dollars that would other wise go to taxes, instead to charities that have been central in the individual and/or family’s lives. We will share strategies that have transformed this exercise from fear of dying to a liberating experience that creates new vigor and purpose in our lives. We will review the concept of Letters to Loved Ones that allow those on the receiving end to know what was in the heart of the giver.

A zoom link will be sent to you the day before the event.
Monthly Meeting
Date: May 13, 2021, ZOOM
from 12:00-1:00 pm
Topic: A Team Approach to Philanthropy Donors + Advisors + Nonprofits = Full-Circle Success

Panel Discussion:
David Grand founded Grand Financial 
Ann Holtshouser is a partner in the Brown Smith Wallace 
Jeffrey L. Huntington, CFRE
Jeff Huntington joined the Saint Louis Zoo in 2000 as Manager of Foundation Gifts.

Moderator: Lori A. Sullivan, FCEP
Director, Planned Gifts Saint Louis Zoo

About the presentation:  
This will be a moderated panel discussion with Elizabeth Green and her team of CPA, wealth advisor, estate planning attorney and development officer who work together to achieve her charitable objectives in a tax-wise, financially savvy, estate planning perspective manner. Their coordination with each other and Elizabeth makes everyone’s role easier and more effective with their spirit of working toward a common objective with a nonprofit to create the best outcome for their client/donor.

A zoom link will be sent to you the day before the event.
Job Postings
Annual Sponsors
Board of Directors
President
Kristi Meyers-Gallup
 
President-Elect
Rose Brower
           
Vice President-Communications
Adam Eggemeyer, CFRE, MBA
 
Vice President-Education
Jan Rogers 
 
Vice President-Finance
Barbara Carswell, LL.M.

Directors
Tracy Brees, CSPG
Joan Cheaney, CFRE
Patti Christen, CFRE
Pam Dempski
Sharon Fenoglio, CFRE
Adam Ford, JD, CFP® 
Dustin Gaj
Dianne Johnson, JD
Paula McBurnett
Dan Prosser, CFP®
Harry K. Ratliff, CAP, CIMA
Kalleen Capps Rose, MA  
Michael Weisbrod
Lori Wishne
330 Wenneker Drive
St. Louis, MO 63124
Phone: (314) 473-6300
Fax: (314) 787-4283