2017 Annual Conference
Getting the Yes! Using Planned & Major Gifts to Grow Revenue
Thursday, May 25, 2017
7:45 a.m. – 3:30 p.m.
J. Scheidegger Center for the Arts at Lindenwood University
First presented in June 2009, the SLPGC Annual Conference is a premier opportunity for nonprofit leaders, gift planners, and estate and financial planning professionals to participate in an intensive educational summit. The Annual Conference is a full-day of educational sessions with top experts in charitable gift planning and networking with colleagues throughout the region.
Opening Keynote – “Discussing Legacy with Family”
Presented by Brian M. Sagrestano, JD, CFRE, President & CEO, Gift Planning Development LLC
As a fundraiser, have you ever discussed a legacy gift with a family, only to be cut off with “we are leaving everything to our children?” As a professional advisor, do you become frustrated when estate-planning clients become so focused on the money that they forget about the people and their legacy? Too often the planning process focuses exclusively on the money and loses sight of what is really important – the legacy of the individual. Virtually all cultures have a saying that translates roughly to “shirtsleeves to shirtsleeves in three generations.” In this keynote, Brian Sagrestano will share findings from his award-winning book with co-author Robert Wahelers, The Philanthropic Planning Companion (Wiley 2012), as well as ideas on how you can overcome these challenges to help craft meaningful family legacies for generations to come!
Luncheon Keynote – “The 2016 Planned Giving Study: New Insights From Data on Planned Gifts”
Presented by Claudine A. Donikian, JD, MBA, President & CEO, Pentera, Inc.
Want to know what is in your donors’ heads? Plan to attend Claudine Donikian’s keynote presentation and learn about findings and recommendations from “The 2016 Planned Giving Study,” a multiphase research study commissioned by Claudine Donikian and researched by Indiana University. You’ll gain important new insights about actual donors of actual planned gifts and helpful recommendations for planned giving programs.
Break-Out Session topics include:
- Fitting Planned Giving into the Donor’s Overall Estate Plan
- Is Your Charitable Gift Annuity Program a Vital Planning Tool or an Albatross?
- Unlocking the Secrets of Inspirational Nonprofit Storytelling
- The Untapped Potential of Nonprofit Email Marketing
- Charitable Remainder Trusts
- Acceptance of Unique Assets & Best Gift Acceptance Policies
- Planned Giving Primer
- The Changing Face of Philanthropy
Continuing Education Credit
Full participation in the 2017 SLPGC Annual Conference is applicable for 6.0 CFRE Continuing Education Points and 7.2 CLE credit hours from The Missouri Bar.
J. Scheidegger Center for the Arts
2300 W. Clay St.
St. Charles, MO 63301
Click here for directions.
Early Bird (Deadline extended to May 1st!)
After May 1st
(Fees include breakfast, lunch and break-out sessions)
Exhibit Booths are available for $500! Each opportunity includes:
- Exhibit booth at annual conference
- Logo recognition on conference signage
- Logo recognition in conference program
- Complimentary conference registration for one (1) attendee
Spread the word about the conference! Please forward this information to your colleagues and professional advisor contacts.