7701 Forsyth Blvd
St. Louis, MO 63105
Get Your Triangle On: Professional Advisors & Nonprofits Working
Together for Clients & Donors
Michael Weisbrod, Roman Catholic Foundation of Eastern Missouri
Lori Wishne, Jewish Federation of St. Louis
Donna Frederick, St. Louis Community Foundation
Join us for this panel discussion about the important relationship between professional wealth planning advisors and nonprofits to deliver solutions to donors and clients with charitable intent. Discussion items include:
- SLPGC created to educate professional advisors and development professionals about planned giving tools and value
- Case studies of gifts made possible as a result of collaboration
- Case studies of dysfunctional gifts
- Discussion of the communication gap between advisors and the clients who want to be impactful donors
- Discussion about the Philanthropic Institute for Professional Advisors (PIPA)
- Creating confidence in communicating about charitable giving with clients
- How does a nonprofit benefit and contribute?
This session has been approved for 1.25 CFRE Continuing Education Points and 1.5 CLE credit hours from The Missouri Bar.
About Our Speakers
Donna Frederick finds solutions for professional advisors whose clients have expressed an interest in charitable giving as part of their personal financial goals. Working with financial, legal and tax advisors to create surplus wealth for clients through tax advantaged, strategic gift planning is her passion. Donna works to ensure professional advisors and their clients maintain control of their philanthropic funds without the administrative burdens. Donna is committed to challenging the status quo through her unwavering commitment to supporting professional advisors with the highest level of personal service and creative solutions that will strengthen their client relationships.
With over twenty-one years of experience with the full service financial services firm Smith Moore, Donna uniquely understands and appreciates the importance of the relationship between professional advisors and their clients.
Her career at Smith Moore culminated in the role of Chief Operating Officer, Director, Equity Partner and Registered Representative. Donna was instrumental in the significant growth of the firm from $500 million in the AUM to over $2 billion, expanding the firm from a single office to multiple branches in Missouri, Kansas, and Illinois. Donna’s responsibilities included the management of Compliance, Operations and IT departments as well as Client Associate training and development.
Donna also provided securities gift processing services to several significant nonprofit organizations in St. Louis. She served on the Board of the Saint Louis Planned Giving Council from 2007-2014, acting as President of the Council for the final two consecutive years.
Michael Weisbrod joined the Roman Catholic Foundation with more than 35 years of experience in Asset Management with a focus on Charitable and Wealth Planning. Most recently, he was Senior Vice President and Director of Marketing for First Bank Wealth Management Group, and was previously with U.S. Trust, UMB Trust and U.S. Bank. He has enjoyed nearly 30 years of community involvement, including holding the office of Board President for the Estate Planning Council of Saint Louis, the Saint Louis Planned Giving Council, the Arts and Education Council, SSDN Early Education Center and Craft Alliance. He is currently serving as a board member of the Shakespeare Festival of Saint Louis, Saint Louis Cathedral Concerts, The Arts and Education Council, Craft Alliance, and Jewish Family & Children’s Services. He is a parishioner of the Cathedral Basilica, where he Chair’s the Stewardship Committee and sits on the Finance Committee.
Lori Wishne is the Director of Planned Giving at the Jewish Federation of St. Louis. Lori has been with the Federation for more than 28 years and over the years has worked with the Young Professionals, Women’s Philanthropy, and directed the Major Gifts Division of the Annual Campaign for more than 15 years. She has a B.S. and M.S.W. degrees from Ohio State University.
11:30 a.m. Registration & Networking
11:45 a.m. – 1:30 p.m. Lunch & Program
NOTE NEW LOCATION:
Saint Louis Club
7701 Forsyth Blvd.
St. Louis, MO 63105
Parking in the garage will be validated.