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

Planned Giving 101 – Session Three
Tuesday, April 24, 2018
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Join us for the third session of our three-part planned giving “boot camp” series. Although the series is primarily designed to introduce the concepts of planned giving to development professionals, executive directors, board members and others who are either new to planned giving or who are interested in starting a planned giving program, it will appeal to experienced planned giving professionals as well. Presented in three parts over February, March and April, these sessions feature seasoned planned giving experts sharing their practical knowledge and expertise. The session format includes Q&A.

Planned Giving Techniques Made Easy (or at Least Easier)
Kent G. LeVan, CPA, MBA
Executive Director of Planned Giving
Saint Louis University

You have learned about making space for planned giving in your organization. You have learned about the why, the who and the how of planned giving. You have even learned about implementing the best practices when implementing a new planned giving program. Now dive into the planned giving techniques themselves. What are the most common planned gifts and how do they work? How do I promote these gifts on an individual basis and on a broader basis? How do I talk to donors about planned gifts? How do I administer planned gifts once they have been received? Hear answers to these questions and take advantage of the opportunity to ask other questions you might have about planned giving during the final session of boot camp.

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. During this time, the Office of Planned Giving received the Saint Louis Legacy Award from the Saint Louis Planned Giving Council. Kent 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 from 2015 to 2016.

This session has been approved for 2.0 CFRE Continuing Education Points and 2.4 CLE credit hours from The Missouri Bar.

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

$50 SLPGC or AFP Member
$75 Non-Member

Click here to register!

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

Turning a Triangle Into a Circle
Presented by:
Jennifer Hillman, Change Agent & Philanthropist;
David Dankmyer, JD, LL.M., Partner, Matter Family Office; and
Andrew Rehfeld, Ph.D., President & CEO, Jewish Federation of St. Louis
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Philanthropist Jennifer Hillman, attorney/advisor David Dankmyer, and nonprofit executive Andrew Rehfeld will share how donors, their advisors and nonprofit professionals strategically work together to enhance philanthropy.

This session has been approved for 1.0 CFRE continuing education point.

About Our Speakers
A graduate of Washington University and a native of Dallas, Jennifer Hillman spent 20 years in sales promotion, advertising, and event planning. During this time she co-founded Images & Ideas, a creative agency.

In 2001, Jennifer began a second career focused on managing her family’s philanthropy, developing educational family programs, and fostering social change. The Hillman’s family values have driven their family giving. The Hillman Family Foundation is dedicated to supporting programs and organizations that promote positive change and impact the lives of people of all ages. To accomplish this goal the Foundation supports and provides access to education, Jewish causes, healthcare, and entrepreneurship. Jennifer’s philosophy is to be actively involved: working with a well-defined vetting process, determining desired outcomes and assessing impact.

Jennifer has worked extensively with the Young President’s Organization (YPO) leading local, regional, and international YPO family initiatives. She serves on Washington University’s National Councils for Student Affairs and the Brown School of Social Work.

Jennifer and her husband, Tom, created the Hillman Scholars program to provide gap funding and enrichment opportunities for first generation students coming out of St. Louis’ College Bound program. In 2015, Jennifer began the processed of bringing the WE Schools’ service-learning program to St. Louis schools and after school programs teaching youth how to become change agents.

Jennifer and Tom’s proudest accomplishment are their three young adult children. As Jennifer learned from her parents the importance of giving back, the Hillman children have been raised with the same hands on philosophy and are beginning their own journey to give back to the community.

David Dankmyer, JD, LL.M. arrived at Matter in 2006 with an expertise in advising complex high net worth families, family businesses, multi-generational trusts, and foundations both nationally and internationally. As Central Regional Director for Wealth Transfer Solutions at PriceWaterhouseCooper, he focused on helping families and family businesses achieve their goals and develop their vision for wealth. He created solutions to strategically execute tax and non-tax goals. He also managed the estate and gift tax compliance practice for St. Louis. The move to Matter allowed David to devote his practice to advising a select number of families and family businesses establishing a longer and deeper more diverse relationships. Such relationships enables David to help families understand, build, sustain and navigate the many facets of wealth.

David studied pre-law at Villanova University, went to Saint Louis University for his JD, and then Boston University for an LL.M. Since 2001, David has served as an Adjunct Professor at Washington University School of Law, where he has taught graduate courses in International Estate Planning an Asset Protection Planning.

David also serves on the board of the St. Louis Chapter of the American Parkinson Disease Association, Competition Committee of Arch Grants, Selection Committee of a Scholarship benefiting College Bound enrollees, is an active volunteer at Fair St. Louis, and works on the Major Gifts Committee of his girls’ school. He loves to get outdoors, skiing, Art, skeet shooting, fly-fishing, or just walking his dogs in Forest Park.

Andrew Rehfeld, Ph.D. is the President and CEO of the Jewish Federation of St. Louis. The Jewish Federation of St. Louis is an independent secular community organization with the mission of preserving and enhancing Jewish life in St. Louis, Israel and globally.

As a community foundation, the Federation works with community leadership to set strategic priorities, assess communal needs and develop plans to address them. It raises over $20 million annually for a variety of programs and services; invests $14 million in organizational and program grants; and assess programmatic impact.

As a direct service provider, the Federation operates a Holocaust Museum and Learning Center (serving over 30,000 visitors a year), a center for adult education community library and archive, a volunteer senior service initiative, and a set of engagement programs that connect individuals and families to the community. The organization has a staff of about 65, and manages a $130 million endowment.

Since his arrival at the Federation in 2012, Rehfeld has repositioned the organization to emphasize its role as a community organization, working with its network of beneficiary agencies to maximize impact throughout the region. From 2015-2017 the Federation saw three years of consecutive real growth of its annual campaign for the first time in over 40 years. A new strategic plan was adopted in 2017 and will fully realized the move of the Federation into a bottom-up, collaborative, data-driven community development organization, moving forward its work as a regional partner in the St. Louis area.

Rehfeld, a native of Baltimore, MD, received his BA in Philosophy from the University of Rochester, and holds graduate degrees in public policy (MA) and political science (Ph.D.) from the University of Chicago. Prior to his role at the Federation, Rehfeld was an associate professor of political science at Washington University. He is the author of of number of articles on political representation, voting, justice and children’s political rights, as well as the book The Concept of Constituency (Cambridge University Press, 2005) that proposes a novel plan to end gerrymandering in the United States.

In 2009, Rehfeld received the Arts and Sciences Teaching Award from Washington University and the American Political Science Association. He was a Fulbright Research Fellow at McGill University in 2011 and served as a Faculty Fellow at Hebrew Union College in Cincinnati from 2016-2017. He currently serves as a faculty associate of the Washington University Danforth Center on Religion & Politics and teaches undergraduate courses on “Jewish Political Thought” and “Zionism” at Washington University in St. Louis

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

$35 Members
$45 Non-Members

Register online!

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.