Planned Giving Boot Camp 

These sessions are perfect if you are new to planned giving or if you wear multiple fundraising hats. Plan to invite your colleagues who may benefit from a greater understanding of planned giving.

Session 1: Estate & Charitable Planning for Everyone

Thursday, February 16, 2023 | 8:00 AM - 10:00 AM
Missouri Athletic Club - West 
1777 Des Peres Road, St. Louis, MO 63131

Kathleen Bilderback, JD, LL.M., AEP
Managing Member
Affinity Law Group, LLC

For more information on this session, click here.

A light breakfast will be served before this session.

Continuing Education:
CFRE – Full participation in Estate and Charitable Planning for Everyone is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

Session 2: How to Jump Start Your PG Program: A Case Study

Thursday, February 23, 2023 | 8:00 AM - 10:00 AM
The Lodge Des Peres 
1050 Des Peres Road, Des Peres, MO 63131

A light breakfast will be served before this session.

Session 3: Meeting Buster Mayberry: A Gift Planning Conversation Lab

Thursday, February 23, 2023 | 10:00 AM - 12:00 PM
The Lodge Des Peres 
1050 Des Peres Road, Des Peres, MO 63131

Jeffrey Lydenberg
Vice President, Consulting
PG Calc

For more information on this session, click here.

A boxed lunch will be served after this session.

 

Continuing Education:
CFRE – Full participation in How to Jump Start Your PG Program: A Case Study and Meeting Buster Mayberry: A Gift Planning Conversation Lab is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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.”

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.

If you register using the Member Pay at the Door ticket, you will be responsible to paying your registration fee even if you do not attend. 

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.  

 

Register Now!