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Newsletter - May 2021
President's Message
As more things are opening, and vaccinations are open to every adult, we want to pause and thank you for your patience and participation during this past year of virtual living. We hope you found value in our programming and reassurance that the connections, while remote, still exist for us once we are all back together in person. 

SLCCGP as an organization is committed to you and your professional success. In fact, we want you. We need you. We hope you will engage with us. Here is how:

1.Join me in thanking our Council’s outgoing board members for their service:
Joan Cheaney, Manager of Planned Giving-Foundation for Barnes-Jewish Hospital
Harry K. Ratliff, VP & Wealth Management Advisor, Merrill Lynch

2.Vote on the new slate of board members (link below)
Three-Year Terms expiring June 30, 2024.
Russ Austin, Assoc. Vice Chancellor and Dir. of the Office of Gift Planning       
Washington University in St. Louis               

Necole Cheung, Executive Director                                                                                         
Christian Hospital Foundation

Katie Knapp, JD, Director of Giving Strategies                                                                       
St. Louis Community Foundation   

Two-Year Term expiring June 30, 2023.
Jenny Pratt, Director of Major and Planned Gifts                                                    
The Muny

3.Join a committee to help strengthen our Council and its contribution to charitable giving in the St. Louis
region. Committees and their chairs (with contact info)
Communications/Marketing-Adam Eggemeyer (adam.eggemeyer@gmail.com)
Education/Programming-Jan Rogers (jan.rogers@bjc.org)
Membership-Dianne Johnson (dsjohnsonstl@gmail.com) & Pam Dempski
Sponsorships-Sharon Fenoglio (fenoglios@umsl.edu) & Tracy Brees (Tracy.brees@mercy.net)

Thursday, May 13 at noon, will be our final program before we break for the summer- A Team Approach to Philanthropy: Donors + Advisors + Nonprofits= Full Circle Success. Donor Liz Green, her team of professional advisors, Advisor David Grand, CPA Ann Holtshouser, and attorney Karen Blumeyer and Saint Louis Zoo Development Director Jeff Huntington will share how they all work together to achieve meaningful philanthropy.

To register click here

The Council’s nominating committee will be taking nominations for the board and committees through May 5, 2021. Please email the committee chair, Pam Dempski at pedempski@bethesdahealth.org if you or someone you know is interested.

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

Enjoy your summer!

Kristi Meyers Gallup
President
Donor Story
Because We’re Worth It
By Adam Eggemeyer, Regional Gift Strategist at The Nature Conservancy
 
While I am fortunate to work for a very worthy cause at The Nature Conservancy (donations always accepted!), in January I had the distinct privilege of closing on a stratospheric gift - a $23 Million gift of real estate, $8M of which will go to endowment. This anonymous couple decided to use the time at home during the pandemic to get their affairs in order, and gathered (virtually) their accountant, attorney, advisors, and our team in a collaborative conversation to effect this gift without a single in-person meeting - the gift was entirely completed by mail and Zoom.
 
When asked "why now?", the donor couple, who had given quite modestly before, said simply "we knew you needed it now more than ever".
 
The COVID-19 pandemic has generated a lot of deep emotion in all of us, and a strong desire to return to "normal". A lot of things came as a shock, like adjusting to isolation, the personal and professional losses, and juggling the physical and psychological responsibilities of work and caregiving. At the best of times, it has been exhausting. Along with these other fears and challenges, many of us working with nonprofits were left wondering how much our dearest friends and supporters COULD help, worthy as our causes may be.
 
If you're like me and my loved ones, you crave a glimmer of hope with all of the other bad we have been seeing in the world around us. For me, that glimmer has been the truly awe-inspiring support that donors have provided to charity during the pandemic. Cicero once wrote "generosity knows no bounds", and I have found that never better exhibited than in our field currently. Donors, volunteers, family members, and friends have given not only generously, but sacrificially and joyfully.
 
I've heard the pandemic described by some as a "lost year". Others have said they've taken the opportunity to learn something new, finally read THAT book, or to finish their estate plan. I hope that soon we are all looking at the pandemic in the rearview mirror. When we’re adjusting to the “new normal”, I hope that a deep and sincere thankfulness endures. We simply cannot thank our donors enough for telling us - with their gifts of hard-earned assets - that we’re truly worthy of their generosity. Let’s continue to be worthy of that faith and trust on the other side of this.
Upcoming Events
Learn New Tricks: A Practical Guide to Launch Your Planned Giving!
LEARN NEW TRICKS: A PRACTICAL GUIDE TO LAUNCH YOUR PLANNED GIVING!
May 07, 2021
12:00 PM - 1:00 PM
 
Since 2018, the Animal Protective Association (APA) of Missouri has built and launched a comprehensive planned giving program and secured over $10 million in commitments. In this session, Ashley Holmes, Senior Consultant at The Rome Group, and Sarah Javier, President and CEO at the APA, will share practical and replicable strategies that you can use to start or improve the success of your planned giving program.
Monthly Meeting
Monthly Program May 13
from 12:00-1:00 p.m.
ZOOM
Topic: A Team Approach to Philanthropy: Donors + Advisors + Nonprofits = Full-Circle Success

Panel Discussion:
David Grand, Founder of Grand Financial 

Ann Holtshouser, CPA, Partner Brown Smith Wallace 

Jeffrey L. Huntington, CFRE,
Director of Development Saint Louis Zoo

Elizabeth Green, Philanthropist

Karen Blumeyer (not pictured), Law Firm of Karen Billings Blumeyer

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.

Elizabeth Green, Donor
Elizabeth Green retired from corporate life at an early age and has enjoyed traveling to exotic locations around the globe. Safari trips to Africa deepened her love of nature and conservation. Experiencing the wonders of the natural world intensified her commitment to animals, which in turn drives much of her charitable giving.

The Saint Louis Zoo, Maryville University Speakers Series, Missouri Botanical Garden, STAGES St. Louis, and the Endangered Wolf Center have been recipients of her generous philanthropy, as have a host of other nonprofits. In 2017, the Council honored Elizabeth with a Legacy Award for her leadership and generosity in the gift planning community. Liz is known to many nonprofits in St. Louis for her volunteer leadership, lifetime giving, and passion for endowment building to ensure the future of the causes she cares most about. She truly embodies the power of planning giving.

David Grand, Financial Advisor
David Grand founded Grand Financial Advisors in 2013. He joined the financial and insurance industry in 1989, working at Northwestern Mutual. He later joined his father, Mitchell Grand, at A.G. Edwards in 1994, where they served hundreds of clients’ financial needs. Since then, David’s father retired, A.G. Edwards was purchased by Wachovia Securities and later acquired by Wells Fargo Advisors. Driven to provide extensive and in-depth advice to clients, David and his associate Terry Schwartz launched Grand Financial Advisors in 2013 to provide comprehensive, advice-focused solutions to individuals and families.

Jeffrey L. Huntington, Director of Development
Jeff Huntington joined the Saint Louis Zoo in 2000 as Manager of Foundation Gifts. He became Assistant Director of Development in 2003 and since 2005 has served as Director of Development. He is responsible for managing a team of 20 who coordinate annual and major gifts. He was recognized as the Outstanding Fundraising Professional of the Year by the St. Louis Regional Chapter of the Association of Fundraising Professionals (AFP)in 2014.
Before joining the Zoo, Jeff served for six years as Executive Director of Campbell House Foundation in St. Louis. For five years prior to that, he was Executive Director of Hillforest Historical Foundation in Aurora, Indiana.

Ann Holtshouser, CPA
Ann Holtshouser is a partner in the Brown Smith Wallace Tax and Family Wealth Planning Group. She brings more than 25 years of experience to bear advising clients on tax issues relating to family wealth planning, estate and charitable planning, along with real estate management, insurance sales and professional services, among others.  Ann provides services to high-net-worth families and individuals, family businesses and executives with comprehensive wealth management services. Ann’s areas of expertise include individual, partnership, estate, gift and trust compliance, estate planning, personal financial planning, consulting and state tax credit cost certifications.

Karen Billings Blumeyer, Attorney
Karen received her Juris Doctorate from Southern Methodist University School of Law in 1977. She graduated with honors from Duke University in 1975. Prior to entering private practice in 1991, Karen spent 13 years working with local St. Louis banking institutions, and years as legal counsel for a major St. Louis trust department. Karen's practice expertise is in the area of personal estate planning, which includes Wills, Trusts (Living Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Qualified Personal Residence Trusts), Family Limited Partnerships, Federal Estate and Gift Tax Returns, Probate Estates, Durable Powers of Attorney, Living Wills, Beneficiary Deeds, Charitable Foundations and Pre-nuptial Agreements. She has been named a Five Star Wealth Manager in St. Louis Magazine for 2011 and 2012.
Job Postings
The Salvation Army Midland Division-DHQ is seeking a Planned Giving Director—more info in link below:
 
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