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Let’s be heard! Join us in DC on October 12
There is no better way to advocate than holding a face-to face meeting with legislators and their staff. And that is why we are going to the Hill. As representatives of some of the most important and visible organizations in your districts you have the power to educate and influence how charitable giving is perceived by your representatives. These small group meetings make an impact when you educate members of Congress about the importance of charitable giving and how promoting a universal charitable deduction can positively impact their communities and constituents.
This will be a critical time to engage legislators about the charitable tax deduction and other issues affecting charitable giving. Whether you are attending the national conference or not, you can participate and we need as many individuals as possible to get a large number of districts represented. This event is open to all CGP members, council members and other interested persons you may wish to invite. There is no fee to participate.
How it works:
CGP is working to make this as convenient as possible for all participants. We know your time is valuable and we appreciate the commitment you are making to attend. CGP will arrange all meetings and set the team schedules for the day. Teams of 3-5 participants will be grouped by district(s) and provided all needed talking points and leave behind materials. Orientation takes place Wednesday afternoon and we will prepare and provide you with everything you need for your day of meetings on Thursday. Rooms are available at the conference hotel Hilton Baltimore and CGP will provide round trip bus transportation between the Hilton Baltimore hotel and Capitol Hill on Thursday. If you are not attending the conference, you may still want to stay in Baltimore to be with the group and likely save some hotel costs.
We hope you will participate and be a voice for your district and organization. See the schedule and register by clicking below.
Fall Into a New PLIF Program
Learn How Pooled Life Income Funds are Creating New Value
St. Louis Community Foundation
James D. Maher, CEPA, CRPC, CRPS, AIF, C(k)P
Archford Capital Strategies
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 stats 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 non-profit 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.
Jim Maher is CEO and founder of Archford Capital Strategies, an independent wealth management firm named to the Financial Times 300 Top Registered Investment Advisors, serving the Midwest with over $575 million of assets under management. Jim has brought together an exceptional team of advisors with more than 35 advanced degrees, professional designations, accreditations and certifications. Believing that the most important asset for the business owner is the employees themselves, Jim has earned three of the highest certifications obtainable in the retirement-plan benefit area. These designations help him to efficiently design and implement retirement plans for the key stakeholders of the business and participants. He also has worked to create a network of professionals to assist business owners with a wide range of solutions for business continuation or succession planning – including ESOPs, management buyouts, and third party sales. As a Certified Exit Plan Advisor (CEPA), he works with business owners, attorneys, CPAs, business valuation specialists, marketing professionals and employee education companies to establish resources for business owners in transition. As an award-winning, nationally recognized authority in estate planning, business transition and philanthropy for closely held business owners, he is a sought after trainer and presenter. Maher holds a bachelor’s degree and a law degree from the University of Missouri – Columbia, and is a member of the Missouri Bar, The National Center for Employee Ownership, and Vistage. He is president of the St. Louis Chapter – Exit Planning Institute and serves on the Leadership Council of Southwestern Illinois. In 2009, Maher was recognized as the Professional Advisor of the Year by the Saint Louis Legacy Awards.
11:30 a.m. Registration & Networking
11:45 a.m. – 1:30 p.m. Lunch & Program