Tuesday, December 1—Giving Tuesday for the year 2020.
Every year since this became a thing, I have loved this day and the intention behind it. A reminder to everyone that even while we are filled with love and gratitude and excitement for the holiday season, there are others for whom this is a challenging time. Giving a little to help someone else is the ultimate gift and way to show loving kindness to others.
This year has been difficult for all—extraordinarily difficult for many. Most of us spent Thanksgiving day with far fewer loved ones around our table. We ate the turkey or tofurkey—but it just was not the same. As we turn the page on 2020 with few days left on the calendar, let’s do what we can to help others. Make a gift of any size on Giving Tuesday. If you work for a nonprofit, thank you for the work you do that makes philanthropy possible.
This fall we launched Office Hours, a weekly program for charitable gift planning professionals to come together to seek and share wisdom with each other. Many weeks included a seasoned professional who has volunteered to give expert advice to participant questions.
We want to thank the professional experts who gave time to participate in this pilot program:
Larry Katzenstein, Thompson Coburn, LLP
Dianne Johnson, Shriners Hospital for Children
Adam Ford, Moneta Group
Jennifer Davis, Greensfelder, Hemker & Gale, P.C.
John Scott, Anders CPAs + Advisors
Mary Stahl, Washington University - Office of Planned Giving
This was started as a pilot program; to better assist our Education committee in planning this program in the future, please complete a very brief survey LINK HERE
Please join us for our monthly program on Thursday, December 10 when Larry Katzenstein will brief us on new cases and developments for 2020. LINK HERE
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 [email protected]
Wishing you a healthy and peaceful holiday season!
Kristi Meyers Gallup
President
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Solicit for Dreams Over Dollars
Submitted by Lori A. Sullivan, FCEP, Director, Planned Gifts, Saint Louis Zoo
I learned a powerful lesson 20 years ago from Edna, who shared with me a gift story to another nonprofit when I visited her on behalf of her late husband’s alma mater to thank her for giving in his memory. Edna told me that my counterpart from the KC Zoo had visited her recently and shared that they had finally found a lion from another zoo to replace the male in their big cat collection that they had lost that year. The problem was no funds in the budget for his transportation to KC. Eager to help, Edna offered to pay for Mr. Lion’s travel expenses. The gift officer thanked Edna and said she would get back with more details.
After the gift officer left, Edna told me she took a long drag on her cigarette and wondered, “How much is it to ship a lion?” Edna was so engaged with the KC Zoo that her first thought was not financial, but helping them meet mission. My takeaway lesson was that what was likely an unintended solicitation became a perfect donor hero story. Edna offered a gift that made her feel part of the solution. A gift that empowered her to solve a problem.
Getting a donor excited about making something happen that she cares about is much more gratifying than asking for a dollar amount. Edna’s story reframed my view of an ideal solicitation. The best donor response is, “I’ll do that! By the way, how much will it take?”
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Upcoming Event - Monthly Meeting |
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Date: December 10, 2020, Time: 12:00-1:00 pm.
Topic: New Cases and 2020 Developments
Speaker: Larry Katzenstein, Partner at Thompson Coburn, LLP
About the talk: Larry will share his insights with a legal update on issues affecting nonprofits and donors, specifically the 2020 tax law changes. Larry enables planned giving success at countless institutions by serving their needs through wise counsel and volunteer service. Don't miss this opportunity to learn the latest legal news and to take away sage guidance for your clients, donors, and planned giving programs.
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Upcoming Event - Monthly Meeting |
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Date: January 14, 2021, Time: 12:00-1:00 pm.
Topic: The Fundraisers Story
Speaker: Martin Leifeld, Author Coach, Consultant and Speaker
About the talk: The Fundraisers story presentation will consider the notion that - who we are and how we view fundraising has everything to do with our impact and satisfaction. This presentation will consider seven foundational concepts that nonprofit fundraisers and related professionals should consider incorporating into their approach to work. Discussion to follow include exploration of additional concepts for the fundraising profession.
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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.
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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
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330 Wenneker Drive
St. Louis, MO 63124
Phone: (314) 473-6300
Fax: (314) 787-4283
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