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Newsletter
February 2021
President's Message
We are one month into 2021…with many challenging aspects of 2020 behind us and many others still with us as we cautiously wonder when or if life will return to the old normal.

Living my professional life in the nonprofit space, I am continuously amazed at the extraordinary work many are doing to help millions of people navigate through difficult times.

During this exceedingly difficult time, we acknowledge the tireless work that nonprofit staff and volunteers are doing to help others navigate through this pandemic and economic reversals.

-         Food pantries who despite tremendous generosity from many in our communities, are still struggling to keep up with the demand.
-         Crisis organizations that operate phone lines open for desperate people to call if they need help with thoughts of suicide, housing eviction or an abusive living situation.
-         Health care facilities and hospitals that are on the front lines of this pandemic as their committed employees work overtime, through extraordinary stress, to provide care and comfort to so many. Now they are being asked to help in the newest phase—the race to inject 300 million+ Americans with the Corona Virus Vaccine.

Gratitude hardly seems sufficient but each of their employees and volunteers have mine all the same.

We hope you will join us for our monthly program on Thursday, February 11 at noon when Kathleen
Bilderback provides some of the best charitable planning ideas for an uncertain tax environment. This program is co-sponsored with the Society of Financial Service Professionals of St. Louis. Registration 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 admin@slccgp.org
Kristi Meyers Gallup
President
Donor Story
Make It Count
Michael Weisbrod
Roman Catholic Foundation
 
Shortly after Thanksgiving, I received a call from a gentleman inquiring about a Donor-Advised Fund. 
 
We had at least a half dozen conversations in about a week. He had many questions and wanted to fully understand how he would be able to use this fund. He was debating between simply making significant gifts to several organizations before year end or creating the DAF. Once he comprehended the concept and understood that he and his wife can make gifts of any amount at any time, he was sold! The next step was to on-boarded his wife.
 
By the third week of December we were executing the documents. At that point, he shared with me the fact that he had been diagnosed with cancer and did not yet know the prognosis. He did know, however, that he wanted to make a difference through his DAF. His initial gift to the DAF was a check for $100,000. He was so pleased that his dream was becoming a reality and was beginning to consider some of the organizations he planned to support.
 
The ink was barely dry on his documents when he called me again. He said that he and his wife had another discussion, and they were planning to add another $50,000 to the fund. That wire was received within days.
 
I am happy to say that his prognosis is better than he expected, and he intends to begin making a difference with his distributions very soon.
 
The old expression “you can’t judge a book by its cover” was never truer. This man lives in a small, unassuming house in a very blue-collar area. He said in a “really good year” he will make $100,000 and yet found a way to save (and share) more than he makes in a year!  
 
Imagine if we and our donors all lived in such a way that we could share our wealth to this level without worrying about the future!
 
Cheers!
Upcoming Event - Monthly Meeting
Date: February 11, 2021, Time: 12:00-1:00 pm. ZOOM

Joint Program with Society of Financial Service Professionals St. Louis

Topic: Best Charitable Planning Ideas for an Uncertain Tax Environment
 
Speaker: Kathleen Bilderback, JD Partner at Affinity Law Group

About the presentation: In the recent past, Congress passed legislation that either stimulated or deterred charitable giving including the Tax Cuts and Jobs Act, which is scheduled to sunset on December 31, 2025 and the CARES Act. If implemented, the Biden Administration’s tax proposals may be expected to revitalize charitable giving once again. But, what are the best charitable tools for clients to use in this ever-changing tax environment? What are the best charitable tools that will make an impact in the lives of your clients? Join us for a discussion of the current legislative landscape, what may lie ahead under the new administration, the anticipated impact on charitable giving and how best to advise clients in this uncertain time. 
A zoom link will be sent to you the day before the event.
Date: March 11, 2021, Time: 12:00-1:00 pm. ZOOM
Topic: Thoughtful and Effective Writing for Planned Giving

Speaker: Patrick Schmitt

Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise more than $2B in new planned gifts, stock gifts, and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.

Patrick received his BS from Georgetown University and MBA from Stanford University. 

A zoom link will be sent to you the day before the event.
Date: April 15, 2021
Time: 12:00-1:00 pm. ZOOM
Speaker: Michel Geis

Topic: TBD


A zoom link will be sent to you the day before the event.
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.
BOOT CAMP SERIES
Boot Camp Series
Dates: March 25, April 1, April 8, 2021

Time: 8:30 - 9:30 am. ZOOM All Dates

Thursday, March 25, 2021
Speaker: Douglas Stanley, J.D. Bryan Cave Leighton Paisner
Topic: Estate and Charitable Planning Basics

A zoom link will be sent to you the day before the event.
Thursday, April 1, 2021
Speakers: Mary McMurtrey and Michael McMurtrey, RBC Wealth Management
Topic: Collaborating with Professional Advisors and Other Key Stakeholders

A zoom link will be sent to you the day before the event.
Thursday, April 8, 2021
Speaker: Carol Weisman, Board Builders
Topic: Initiating Legacy Conversations with Your Donors

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