Programs

  2025 Reconciliation Bill and its tax implications

Presenter: Craig Vander Leest

Managing Director at Robert W. Baird & Co.  

  Fall Social

Members and future members were invited to Eastern Iowa Planned Giving Council's Fall Social. 

  Spring Social

Members and future members were invited to Eastern Iowa Planned Giving Council's Spring Social. 

  The New Iowa RIFT Law: Eliminating Delays When Requesting IRA & Other Death Claims 

Presenter: Johni Hays, Thompson & Associates, Sponsored by St. Luke's Foundation 

 Top 10 Legacy Fundraising Strategies from Scientific Research: National Data & Results from the Lab

Presenter:  Russell James, Professor in Personal Financial Planning and Director of Graduate Studies in Charitable Planning at Texas Tech University

Planned Giving - Elevating Donor Intent

Presenter:  Dan Haverkamp, 

Senior Director of Development, St. Ambrose University 

Transfer of Wealth for Women: How Organizations Can Prepare for the Opportunity

Presenter:   Lois Buntz, 

Founder of Lois Buntz Consulting, LLC

 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