The 2024-2025 program season is happening now! Keep reading to discover your next opportunity to learn and grow.
Programs start at 11:30am for networking and lunch with the presentation at 12:00pm.
Programs with EIPGC are free for members and $25 for non-members. They include time for networking before each event begins and feature experts in planned giving, financial planning, and fundraising.
September 13, 7:30 am
Fall Social
Meet with your fellow EIPGC members and prospective members for coffee and an update on this year's calendar of programs.
Kava House
122 2nd Street SE, Swisher, IA
Did you miss this event? Don't worry! A spring social is in the works for 2025.
October 2, 11:30 am
Transfer of Wealth for Women: How Organizations Can Prepare for the Opportunity
Presenter: Lois Buntz, Founder of Lois Buntz Consulting, LLC
Kirkwood Regional Center
1770 Boyson Rd, Hiawatha, IA
November 20, 11:30 am
Planned Giving - Elevating Donor Intent
Presenter: Dan Haverkamp, Senior Director of Development, St. Ambrose University
Hills Bank
590 W Forevergreen Rd, North Liberty, IA
Simple Answers to Big Dumb Questions
Presenter: Craig Wruck,
Senior Advisor to PG Calc
Secure Act 2.0 Benefits: IRA to Charitable Gift Annuity Rollover
Presenter: Johnne Syverson, Executive Director of the Charitable Giving Resource Center.
Philanthropic Conversations: Bringing More Value to Deepen Relationships
Presenter: Michele Brock, MBA, CFRE, Executive Director of the Catholic Foundation in the Archdiocese of Dubuque
Bridging Cultures: The New Era of Philanthropy in Eastern Iowa
Presenter: Sarika Bhakta, President of Nikeya Diversity Consulting
Update on University of Iowa 10-Year Plan and the Role of Fundraising
Presenter: Lynette Marshall, University of Iowa Center for Advancement
How to ask for an estate gift without fear or anxiety: The science and the sentences.
Presenter: Russell James, Texas Tech University
10 Principles for Gift Planning Program Success: Practical Application of CGP's National Standards for Gift Planning Success
Presenter: Nathan Stelter, The Stelter Company
Let's Be Friends
Presenter: Chuck Swanson, former Executive Director at Hancher
Annual Meeting
Presenter: Gordon Fischer, The Gordon Fischer Law Firm
Donor Advised Funds: Giving Intentionally
Presenter: Jon C. Bancks, CFP, CPWA, Financial Advisor, Family Wealth Director, The Corridor Wealth Management Group at Morgan Stanley
Tax Law Updates
Presenter: Lynn M. Gaumer, Senior Gift Planning Consultant, The Stelter Company
IRAs, QCDs and Death Benefits, Oh My!
Presenter: Johni Hays, JD, FCEP, Executive Vice President of Thompson & Associates
Eastern Iowa Planned Giving Council has a YouTube channel with several videos of past programs.
Copyright © 2023 Eastern Iowa Planned Giving Council - All Rights Reserved. Contact EIPGC at eipgcevents@gmail.com
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