Tuesday, February 13, 2018
8:30 AM to 9:00 AM - Registration and Networking
9:15 AM to 11:00 AM - Morning Session with Michael Geis
11:00 AM to 12:00 PM - Break, Lunch and Networking
12:00 PM to 1:30 PM - Afternoon Session with Carol Weisman
Alberici Constructors 8800 Page Ave. (at Page Ave. & I-170 St. Louis, MO 63114
Planned Giving 101 - Session One
February 13, 2018
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:
Join SLPGC and AFP St. Louis for the kickoff session of our 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
Click for more information about our speakers.
TO REGISTER FOR THIS EVENT PLEASE VISIT:
The St. Louis Planned Giving Council Calendar of Events