Programs

  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

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

Click here to watch a clip!