Calendar

If you wish to request a refund for an event registration, please contact us at slpgc@qabs.com or (314) 416-2235.

Mar
8
Thu
March 8, 2018 Education Meeting @ Saint Louis Club
Mar 8 @ 11:15 am – 1:15 pm

Who is a Promising Planned Gift Prospect? Key Traits & How to Find Them
Featuring
Renee Durnin, CFRE
Director, Agency Services
Gabriel Group
Click here to register!

Development officers and professional advisors alike will benefit from this presentation by Gabriel Group’s Renee Durnin on the key characteristics and proven indicators of a promising planned gift prospect. Knowing who to approach this topic with is vital, so screening your list for key indicators is a tremendous first step. But identifying the BEST prospects by finding out what makes individual donors and clients tick is the real key to success. Learn about the power of surveys to identify who has the inclination to consider a planned gift. By asking them directly, many donors and clients are happy to tell us what they think and how they feel, identifying their own goals that we can help them achieve. Who has time to guess when there are tools to help us know who to be talking to?

Renee Durnin specializes in leveraging analytics and building effective fundraising campaigns for planned giving and outright giving for various non-profits across the country.

For the past 12 years she’s led a team responsible for generating successful results for clients such as The Salvation Army, World Vision, Project HOPE, YMCA, Ronald Reagan Presidential Foundation, The UN Refugee Agency, The George Washington University and various regional food banks across the country.

She’s an active member of the National Association of Charitable Gift Planners, Saint Louis Planned Giving Council, Association of Fundraising Professionals, and the DMA Nonprofit Federation, and speaks regularly at various national and local non-profit conferences. She graduated magna cum laude with a BA degree in Communications from Truman State University and acquired her CFRE (Certified Fundraising Executive) certification in 2009.

Schedule:
11:15 a.m. – Registration & Networking
11:45 a.m. – 1:15 p.m. Luncheon & Program

Fees:
$35 Members
$45 Non-Members

Click here to register!

Mar
13
Tue
Planned Giving 101 – Session 2 @ Alberici
Mar 13 @ 8:30 am – 11:00 am

Best Practices in Starting Your Planned Giving Program
Trudy G. Lee, Ed.D., CSPG
Assistant Vice President for Advancement Services & Planned Giving
Southeast Missouri State University Foundation
Click here to register!

Join us for the second session of a new three-part planned giving “boot camp.” Although this series is primarily designed to introduce the concepts of planned giving to development professionals, executive directors, Board Members and others who are new to planned giving or who are interested in starting a planned giving program, it will appeal to more experienced planned giving professionals as well. Presented in three parts over February, March, and April, these sessions will feature seasoned planned giving experts who will share their practical knowledge and answer your questions.

Trudy LeeTrudy Lee was named Assistant Vice President for Advancement Services and Planned Giving in December 2015, but she has served as Director of Planned Giving for Southeast Missouri State University since December 2001 after serving as Planned Giving Manager for the University of New Mexico for the previous six years. Prior to entering the field of charitable gift planning, Trudy received her BS in Legal Administration from the University of Evansville, attained her designation as a Certified Legal Assistant (CLA), and worked as a paralegal in Albuquerque, New Mexico, for over twelve years.

During her 20-year career in charitable gift planning, Trudy has worked with hundreds of donors to create planned and major gifts totaling over $40 million. She has created vibrant planned giving programs at the universities she has served, including establishment of planned gift recognition societies and planned giving advisory boards, development of comprehensive gift acceptance policies and procedures, and creation of educational websites, newsletters and seminars for alumni, friends and professional advisors. She has also been integrally involved with a variety of other aspects of  development, including prospect management, donor stewardship, endowment management, annual giving, and advancement services.

Since entering the gift planning profession, Trudy has completed study at the National Planned Giving Institute, achieved her designation as Certified Specialist in Planned Giving (CSPG), received her Master’s degree in Public Administration (MPA) from Southeast Missouri State University in 2004, and has received her Doctorate in Educational Leadership (Ed.D.) from the University of Missouri in 2012. Trudy has been a presenter at numerous conferences and programs on the topic of charitable gift planning.

A resident of Cape Girardeau, Missouri, she is past president of the Southeast Council of Philanthropy, the Rotary Club of Cape Girardeau, and the Saint Louis Planned Giving Council. Trudy and her husband, Terry, have two children and two grandchildren.

Schedule:
8:30 a.m. – 9:00 a.m. Registration & Networking
9:00 a.m. – 11:00 a.m. Educational Program

Fees:
$50 SLPGC or AFP Member
$75 Non-Member

Click here to register!

Apr
12
Thu
April 12, 2018 Education Meeting @ Saint Louis Club
Apr 12 @ 11:30 am – 1:15 pm

Schedule:
11:15 a.m. Registration & Networking
11:45 a.m. – 1:15 p.m. Luncheon & Program

Fees:
$35 Members
$45 Non-Members

Apr
24
Tue
Planned Giving 101 – Session 3 @ Alberici
Apr 24 @ 8:30 am – 11:00 am

Planned Giving Techniques Made Easy
Kent G. LeVan, CPA, MBA
Executive Director, Planned Giving
Saint Louis University
Click here to register!

Join us for the third session of a new three-part planned giving “boot camp.” Although this series is primarily designed to introduce the concepts of planned giving to development professionals, executive directors, Board Members and others who are new to planned giving or who are interested in starting a planned giving program, it will appeal to more experienced planned giving professionals as well. Presented in three parts over February, March, and April, these sessions will feature seasoned planned giving experts who will share their practical knowledge and answer your questions.

Kent LeVan has worked in the field of planned giving for over twenty-five years and currently serves as the Executive Director of Planned Giving at Saint Louis University. He received his undergraduate and graduate degrees in business from Saint Louis University and his MBA from Washington University in St. Louis. In addition, he is a Certified Public Accountant. He has twice served on the board of the Saint Louis Planned Giving Council and served as Council President in 2015-2016.

Schedule:
8:30 a.m. – 9:00 a.m. Registration & Networking
9:00 a.m. – 11:00 a.m. Educational Program

Fees:
$50 SLPGC or AFP Member
$75 Non-Member

Click here to register!

May
10
Thu
May 10, 2018 Education Meeting @ Saint Louis Club
May 10 @ 11:30 am – 1:15 pm

Schedule:
11:15 a.m. Registration & Networking
11:45 a.m. – 1:15 p.m. Luncheon & Program

Fees:
$35 Members
$45 Non-Members

May
23
Wed
2018 Annual Conference @ Maryville University
May 23 @ 7:45 am – 4:00 pm

2018 Annual Conference – Celebrating 10 Years!
Wednesday, May 23, 2018
7:45 a.m. – 3:30 p.m.
Maryville University
Click here for more information and to register.