Save the Date!
2017 Annual Conference – 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 non-profit 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 been discussing 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 your estate-planning clients become so focused on the money, they forget about the people and their legacy? Too often the planning process focused 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 “shirt sleeves to shirt sleeves in three generations.” In this keynote, Brian will share findings from his award-winning book with co-author Robert Wahlers, The Philanthropic Planning Companion (Wiley 2012), as well as ideas on how you can overcome these challenges to help your donors/clients 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.
This session presents findings and recommendations from “The 2016 Planned Giving Study,” a multiphase research study commissioned by Ms. Donikian and researched by Indiana University that provides important new insights about actual donors of actual planned gifts and offers helpful recommendations for planned giving programs.
An in-depth analysis of legacy society membership data has been conducted. The study explored the following questions:
- What are the characteristics of legacy society members? Are there any changes in membership profiles over time?
- How do age, ethnicity, gender, family structure, and location influence bequest donor behavior?
- Which types of planned giving vehicles and instruments did these members choose?
- How much did members give or plan to give through their planned gifts?
- Which types of programs received their planned gifts support?
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
J. Scheidegger Center for the Arts
2300 W. Clay St.
St. Charles, MO 63301
Click here for directions.
Early Bird (by April 14th)
After April 14th
(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.