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March 2021
President's Message
In March, we are pleased to bring back Planned Giving Boot Camp at an incredibly accessible price and format.

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.org to register your team).

March 25, 2021-Estate and Charitable Planning Basics with Douglas Stanley, J.D. (Bryan Cave Leighton Paisner)

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, March 11 at noon Patrick Schmitt will be our Monthly Program speaker as he shares insights on Thoughtful and Effective Writing for Planned Giving. To register click here 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 slccgp@gmail.org

Kristi Meyers Gallup
Call for Nominations
The nominating committee will be meeting to recommend a new slate of members at their April meeting. If you, or someone you know, is interested in being reviewed by the nominating committee, please send name, professional affiliation and other relevant information to our Council administrator at slccgp@gmail.com
Donor Story
One Family Farm, Two Dreams

By Becky Zimmer, CFRE
Executive Director of Planned Giving
Lutheran Family Services       

Doc spent his life taking care of others – his patients, his friends and his family.  The family farm had been the perfect setting for many parties, barbeques, and endless family events. However, the time had come for Doc to move so others could begin to take care of him. What to do with the family farm?

As we discussed Doc’s dreams, it was obvious he had two passions – providing for his granddaughters and an obligation to care for others. One family farm, two dreams.   Could the solution be found in a charitable life income gift?

After discussions with his advisors and his family, Doc decided to use the family farm to create Deferred Payment Gift Annuities (with the Term of Years option) for his granddaughters. These payments would begin as each granddaughter was graduating from college ready to start the next season of her life.

As each gift agreement matures, the remaining assets will be released to the charity for service to seniors who have outlived their financial resources to cover the full cost of their care.

Thanks to one family farm, two important dreams will be accomplished through the use of a charitable life income gift.
Upcoming Event - Monthly Meeting
Date: March 11, 2021
Time: 12:00-1:00 pm. ZOOM
Topic: Thoughtful and Effective Writing for Planned Giving

Speaker: Patrick Schmitt is co-founder of FreeWill

About the presentation:
Inspiring people to donate or leave a legacy to your organization can be difficult work. And much of your success as a planned or major giving officer will come down to whether you can write effective fundraising appeals. Especially during the COVID-19 pandemic as nonprofits have changed their communication strategies, being a great writer has become even more important to being a successful fundraiser. 
Watch Patrick Schmitt, the Co-CEO of FreeWill, to learn writing strategies to help you create effective fundraising communications. He includes tips for being thoughtful and sensitive to donors’ needs while still continuing to generate funds. 
In this session, we'll cover:
  • Why writing matters & what makes writing ‘good’
  • Tips for writing mass fundraising emails
  • Tips for writing personal, persuasive emails
  • General best practices for written communications

A zoom link will be sent to you the day before the event.
Date: April 15, 2021
Time: 12:00-1:00 pm. ZOOM
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.
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.
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.org with 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
Dates: March 25, April 1, April 8, 2021
Time: 8:30 - 9:30 am. ZOOM All Dates
Boot Camp Series
Dates: March 25
Time: 8:30 - 9:30 am. ZOOM

Topic: Estate and Charitable Planning Basics

Speaker: Douglas Stanley, J.D., Bryan Cave Leighton Paisner

About the presentation:
This session will provide a broad introduction to planned giving concepts. During our time together, you will learn:
· advantages of donating an outright gift of highly appreciated securities vs. cash
· about the lifetime gift tax exemption and the annual exclusion amount
· differences between a will and a revocable trust
· deferred gifts that are transferred by contract, rather than by will or trust (life insurance and retirement plan assets)
· when to suggest life income gifts such as charitable gift annuities and charitable remainder trusts
· the advantages and disadvantages of establishing a private foundation or a donor-advised fund

A zoom link will be sent to you the day before the event.
Thursday, April 1, 2021
Time: 8:30 - 9:30 am. ZOOM
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.
Thursday, April 8, 2021
Time: 8:30 - 9:30 am. ZOOM
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.
Job Postings
Annual Sponsors

Board of Directors
Kristi Meyers-Gallup
Rose Brower
Vice President-Communications
Adam Eggemeyer, CFRE, MBA
Vice President-Education
Jan Rogers 
Vice President-Finance
Barbara Carswell, LL.M.

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