Annual Conference 

Itinerary

7:30 a.m. Continental Breakfast
8:00 a.m. Eleven Steps Your Organization Can Take for Planned Giving Success with Pamela Jones Davidson, J.D., FCEP
9:30 a.m. Interactive Session with Pamela Jones Davidson, J.D., FCEP
10:45 a.m. Donor Panel Discussion led by Mary Stahl and Dina Althardt, CFRE
12:00 p.m. Boxed Lunch and Networking
12:30 p.m. Planned Giving Perspectives Panel Discussion led by Elizabeth Niven

These sessions have been approved for continuing education credit through CLE and CFRE. 
Continuing Education:

MCLE – The Annual Conference is approved for 6 total hours, including 0.0 ethics hours and 0.0 elimination of bias hours.

CFRE – Full participation in The Annual Conference is applicable for 5.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Featured Speaker:
Pamela Jones Davidson, J.D., FCEP
President and Founder, Davidson Gift Design ~ Charitable Gift Planning Services
Emeritus, Thompson & Associates

Pamela is known nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners as well as to prospects and donors about gift planning and charitable giving techniques. She will bring a motivational and empowering message stated in practical and pragmatic terms about gift planning advantages and options that can benefit individuals, families and valued charities and the essential ingredient of how to do what you want to do.

Eleven Steps Your Organization Can Take for Planned Giving Success

There are steps every charity can immediately take to begin integrating planned gift ideas and appeals into its overall development program, and to introduce planned giving concepts to nearly all of its prospects. This session will cover eleven no- or low- cost steps, both practical and doable for staff, Board members and volunteers to establish and sustain proactive gift planning and to set activity-based goals in this critical aspect of fundraising. Both new and established programs will benefit from this presentation.

Donor Panel Discussion led by Mary Stahl and Dina Althardt, CFRE

Building a solid relationship with their donors is a key component for panelist moderators Mary Stahl and Dina Althardt at Washington University. They will lead a discussion with a donor and her financial advisor about how the donor’s compelling experience led her to select Washington University and the Siteman Cancer Center as the focus for her philanthropy.

Planned Giving Perspectives Panel led by Elizabeth Niven

Not every organization has a dedicated planned giving gift officer and certainly not a team. Hear from three development professionals from different types and sizes of organizations about how they handle planned giving, their marketing, their collaborative efforts, their plans and their wish list. 

Please note: Upon registering for a program, each person will be asked to verify that, “By registering for this event to attend in person, I attest that I will adhere to specific facility, local, regional and national COVID-19 mitigation requirements and restrictions.  More specifically, I agree to comply with mask mandates and any social distancing requirements, and furthermore, do not hold liable the venue where event will occur, the St. Louis Council of Charitable Gift Planners, its parent organization or an any others for an exposure that may occur to COVID-19.”

Attendees will be provided details about the venue requirements at the registration link.

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.

Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.

SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.  

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