Planned Giving 101 – Session One

Schedule:
8:30 a.m. – 9:00 a.m. Registration & Networking
9:15 a.m. – 11:00 a.m. Morning Session with Michael Geis
11:00 a.m. – 12:00 p.m. Break, Lunch & Networking
12:00 p.m. – 1:30 p.m. Afternoon Session with Carol Weisman
Fees:
$70 SLPGC & AFP Members
$110 Non-Members
TO REGISTER FOR THIS EVENT PLEASE VISIT:
The St. Louis Planned Giving Council Calendar of Events

Join SLPGC and AFP St. Louis for the kickoff session of their three-part planned giving “boot camp” series. Although the series is primarily designed to introduce the concepts of planned giving to development professionals, executive directors, board members and others who are either new to planned giving or who are interested in starting a planned giving program, it will appeal to experienced planned giving professionals as well. Presented in three parts over February, March, and April, these sessions featured seasoned planned giving experts sharing their practical knowledge and expertise. The session format includes Q&A.

About the Morning Session:

Rise Above – Making Space for Planned Giving

 
Michael Geis, CFRE, FCEP, FAHP
Senior Vice President & Regional Manager
Thompson & Associates

Small shops, large shops, all shops miss opportunities to invite planned giving considerations. Whether your shop has an established gift planning program or is yearning to get something started, this session offers multiple, easy-to-initiate strategies for all involved that will launch or enhance gift planning efforts while propelling donor response beyond your wildest dreams.

About the Speaker:

Michael 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 nonprofit organizations in the Midwest with Doug Olson and is based in Nebraska.
Mr. Geis has devoted his entire professional career to nonprofit 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 nonprofit 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 from the University of Nebraska in Kearney. His is a lifetime resident of Nebraska and a native of Beaver Crossing, Nebraska.
 
About the Afternoon Session:

Planned Giving Boot Camp: The Why, The Who, and The How

 
Carol Weisman, MSW, CSP
President
Board Builders

The secret of a successful planned giving program is identifying the best prospects and knowing how to approach them. Carol will offer tips that you can use immediately and share the secrets of successful planned giving programs. Are you looking for sustainable fundraising? Do you want a methodology that takes approximately $.03-$.10 to raise a dollar? If you are just starting a planned giving program, you’ll learn how to get the troops trained and ready to go. If you have an established program and want to grow it, you will learn how to grow it exponentially. 65% of all Americans don’t have an estate plan or will. Don’t let your supporters be part of the 35%.
Carol Weisman founded Board Builders in 1994. She does keynotes, board retreats and teaches board members around the world how to fundraise. Carol has served on 39 boards and has been president of eight. She is finishing her 10th and 11th books, which focus on planned giving. Becoming One of the Grateful Dead: Where There’s a Will There’s a Way is for donors. It features people from all walks of life who are making a difference in this world and the next. Her other book is for nonprofit leaders. Planned Giving Basics: The Why the Who and the How shares down-to-earth advice on the specifics of how to ask, who to ask first, and the words to use. Raising Charitable Children has been featured in the NY Times, Parade Magazine, Scholastic Parent and Child Magazine, and though she wrote it in 2006, was in Money Magazine last year. Few things get Carol more excited than teaching board members that everyone in the room can be happily and productively involved in the fundraising process. Carol has two major goals in life: do a cartwheel again by age 70 and return to her pre-baby weight before her son’s fast approaching 40th birthday.

Click for more information about our speakers.
TO REGISTER FOR THIS EVENT PLEASE VISIT:
The St. Louis Planned Giving Council Calendar of Events