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April 13, 2017 Meeting @ Ces & Judy's Catering
Apr 13 @ 9:45 am – 1:15 pm

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Morning Session: Motivate Your Donors to Take Action on a Legacy Gift
Speaker: Daniel L. Prosser, CFP, Donor Motivation Program of St. Louis

Registration & Networking: 9:30 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.

Put on your “donor cap” and see a presentation through the eyes of your donors. Don’t miss this valuable insight on how to share the concept of Legacy Giving with those who love your organization.

This session has been approved for 1.25 CFRE Continuing Education Points.

Lunch Session: Long Term Care Insurance Can Be Used for Planned Giving…
Speakers: Bruce Colbeck, Michael McMurtrey & Raegan Whitaker, Wells Fargo Advisors

Registration & Networking: 11:15 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.

Come learn about some of the crazy assets that can be gifted that you never heard of before!

About Our Speakers
Bruce Colbeck
is a Vice President at Wells Fargo Advisors.

Michael McMurtrey is dedicated to providing exceptional service to his clients. With over 20 years’ experience in the brokerage and securities industry, he has a successful career working with both businesses and individuals. Michael specializes in working with small-business owners, individuals nearing and in the early stages of retirement and family foundations. Michael joined Wells Fargo Advisors with a clear vision of providing a client service commitment that is second to none, coupled with a practice that is solution rather than product based.

Michael was born and raised in St. Louis, Missouri. He earned his pilot’s license while attending Parks College and then went on to earn a Master of Finance degree from Saint Louis University. Before joining WFA, Michael ran an investment management company where he was instrumental in developing a mathematically-based investment process. In addition, he spent 15 years at a financial services firm offering investment advice to various mutual funds, pension funds and registered investment advisors.

Michael is actively involved in the charitable and planned giving areas of his community. He currently serves on the board of various non-profit organizations including Places For People and the Saint Louis Planned Giving Council. He is also actively involved in his church.

When not working, Michael spends his time with his wife, Mary, and their young daughters. For exercise he enjoys running Forest Park and bicycling. A self-described “ragtop” guy, Michael hopes to once again drive the classic convertible collecting dust in his garage. In the meantime, he’s best known around his house as the guy who makes the really great waffles.

Dan Prosser is the St. Louis consultant for the Donor Motivation Program. The Donor Motivation Program is a national organization assisting non-profits with limited budgets in the development of successful planned giving strategies.

Dan is a well-known financial educator in the St. Louis area. Over the last 30 years he has conducted presentations to over 2,000 people on the following topics: “Estate Tax Reduction,” “The Top Ten Mistakes Investors Make with Finances,” “The 7 Most Influential Planned Giving Trends,” and “How to Build High Trust Relationships.” He has also provided continuing education classes for financial professionals.

Dan is a gift communicator with a passion for helping people think about their wealth from a new perspective. His work with the Donor Motivation Program allows him to give back to the community by helping non-profits multiply the results of their planned giving programs while forging strong relationships with their donors. Dan and his wife, Nikki, have experienced the tremendous impact that non-profits have on families. In 1999, their son, Zach, spent months in hospitals following a serious injury. Zach is a quadriplegic and lives independently in Florida today because of what he learned through a number of powerful non-profit organizations.

Dan believes that you will find his insights valuable as we all strive to become more effective in communicating with donors.

Raegan Whitaker is a Financial Advisor at Wells Fargo Advisors.

Meeting Fees:
Morning Session – $25 Members/$30 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members

Click here to register!

May 11, 2017 Meeting Featuring Michael Geis @ Ces & Judy's Catering
May 11 @ 9:45 am – 1:15 pm

Presented by:
Michael Geis, CFRE, FCEP, FAHP
Senior Vice President & Regional Manager
Thompson & Associates
Register Online!

Morning Session: Mining for Gems & Crystallizing Their Worth
Registration & Networking: 9:45 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.

Key to making every minute matter in a high stakes chase to close significant gifts in all development shops, is spending time with individuals that present the greatest possibility of doing something significant in the shortest amount of time. Based upon 30 years of prospecting, cultivating and soliciting transformative results for numerous non-profits, Michael Geis will share cumulative learnings which align with his “Further Faster” philosophy and embody his distinct and proven process for maximizing results.

Once you’re with your best prospects, it’s critical that conversations progress in ways that ignite interest and compel them to partner with you in whatever endeavor you’ve presented. This two-part presentation will reveal a time tested process for distilling your “diamonds in the rough” followed by proven cues and strategies customizable for advancing considerations leading to record breaking results.

This session has been approved for 1.25 CFRE Continuing Education Points.

Lunch Session: Values Based Estate Planning
Registration & Networking: 11:30 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.

Minimizing messes is one objective for effective estate planning but the process transcends to another level when clients drive the planning process by defining their values and taking ownership of how they want assets distributed. The Thompson process is changing the landscape of gift planning by empowering clients with tools that illustrate what they have to distribute according to their values proposition. Consideration of legacy becomes real when they redirect dollars destined for government instead to charities vital during lifetime.

This presentation will inspire professionals and organizations committed to systematic endowment growth and will present alternative approaches to traditional or transactional estate planning methods.

This session has been approved for 1.25 CFRE Continuing Education Points.

About Our Speaker
Michael GeisMichael P. Geis joined Thompson & Associates in 2008 after serving as Executive Director of a hospital foundation which was a client of Thompson & Associates. Mike works with non-profit organizations in the Midwest with Doug Olson and is based in Nebraska.

Mr. Geis has devoted his entire professional career to non-profit management and fund development, raising nearly $100 million for various charities. He has fulfilled executive and capacity building responsibilities on a statewide, regional and national level and achieved the distinction of Fellow, a professional certification entrusted to approximately 70 individuals worldwide. His specialty is working with donors to achieve their charitable objectives while working effectively with professional advisors. He has consulted and lectured nationally on various topics related to charitable gift planning, fundraising and non-profit management.

Mike currently serves as Secretary for Goodwill Industries Board of Directors; Advisor for TeamMates Metro-Omaha, Co-Coordinator for EndowNebraska; Board of Directors for Planned Giving Council of Nebraska and Chairman, Fellow Mentoring for Association for Healthcare Philanthropy. Mike is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. He is active in AFP (Association of Fundraising Professionals), Planned Giving Council of Nebraska and Omaha Estate Planning Council.

Mr. Geis has a Bachelor of Arts degree in Education and Masters of Science in Education degree from the University of Nebraska in Kearney. He is a lifetime resident of Nebraska and a native of Beaver Crossing, Nebraska.

Meeting Fees:
Morning Session – $25 Members/$30 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members

Click here to register online!

2017 Annual Conference @ J. Scheidegger Center for the Arts - Lindenwood University
May 25 @ 7:45 am – 3:30 pm

2017 Annual Conference
Thursday, May 25, 2017
7:45 a.m. – 3:30 p.m.
J. Scheidegger Center for the Arts at Lindenwood University
Click here for more information and to register.