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.
April 16, 2025
The New Iowa RIFT Law: Eliminating Delays When Requesting IRA & Other Death Claims
Presenter: Johni Hays
Sponsored by St. Luke's Foundation
St. Luke’s Women & Children’s Center, lower level
Lunch at 11:30 and Program @ 11:45
Johni Hays, J.D., FCEP
Johni has been with Thompson & Associates since 2011. With her extensive legal and nonprofit experience, as well as a genuine desire to be a helper, Johni discovered the ideal opportunity at Thompson & Associates. She credits the company's reputation of genuinesness, sincerity, and integrity. Johni is an accomplished writer, having been quoted in the Wall Street Journal and publishing estate planning articles in numerous publications. She is the author o the book, Essentials of Annuities and co-author of the book The Tools and Techniques of Charitable Planning. Johni frequently lectures on a national basis to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate, and gift taxation. Johni's quick wit and engaging personality make the often complicated topics of estate planning fun and easy to understand.
Learn more about the RIFT law here.
May 22, 2025
Spring Social
Members and future members are invited to Eastern Iowa Planned Giving Council's Spring Social. Join us on Thursday, May 22, at 3 p.m. at Field Day Brewing, 925 Liberty Way, North Liberty. Enjoy complimentary appetizers to celebrate and wind down our 2024-2025 season and enjoy each other's company! RSVP by May 16.
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
Annual Meeting
Presenter: Gordon Fischer, The Gordon Fischer Law Firm
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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