Quad City Planned Giving Council

The Quad City Planned Giving Council works to increase our region’s charitable resources through gift planning education events, monthly networking, peer mentoring, and support for accountants, financial planners, attorneys, trust officers, investment advisors, charitable gift planners, major gift officers, development officers, and fundraisers.

The Council welcomes new members as well as guests to all programs. Individual memberships are $50 per calendar year for professional advisors and $35 for nonprofit professionals, and for many learning events a meal is complimentary to members. Access to continuing education credits for appropriate seminars is available, including CLE and CFRE, when the program content meets the standards and guidelines of the credit-issuing body. The Council is affiliated with the National Association of Charitable Gift Planners.

2024 PROGRAM SCHEDULE

IN-PERSON PRESENTATION – Friday, June 21, 2024, 8:00 am--9:30 am, Quad Cities Community Foundation 

Tax-Smart Gift Planning for Farming Families—How Planning Can More often Midwest farmers and are nearing retirement and don’t have an on-farm heir who wants to take over the farming operations…..or maybe there is one on-farm heir and 3 off the farm. Some farmers are turning to nonprofits for creative planning strategies on how to maintain their retirement income, yet part with the farm. In this presentation, you’ll learn how to structure various charitable gifts using farmland, farm machinery and equipment, livestock, and even harvested grain. You’ll learn more about the issues farmers face when nearing retirement and be able to offer more tax-smart solutions. 

Presenter:  Johni Hays, J.D., FCEP, Executive Vice President, Thompson & Associates

Breakfast will be provided. Cost for programs is FREE for QCPGC members; non-members are $20. Please register by contacting Trista Foster via email at TFoster@goambank.com or by calling 563-344-5657 (IA) or 309-732-5047 (IL) by 5 pm on Friday, June 14.  NO REGRETS PLEASE.

MONTHLY ROUND TABLE LUNCHES

The Quad City Planned Giving Council holds an informal discussion on planned gift topics, peer support, and networking on the first Tuesday of each month, from noon to 1 pm, in person at the Lemonade Stand, (131 W 2nd St, Davenport, IA 52801). All are welcome.

Recent learning events

Weaving Planned Giving Into Your Donor Conversations, Melanie Norton, National Association of Charitable Gift Planners, Founder/CEO of Norton Philanthropic Council (3/26/24).

Focus on Relationship: How Legacy Circles Help Launch or Re-establish a Gift Planning Program, Michael George, National Association of Charitable Gift Planners, Senior Development Officer, The Catholic Foundation (2/27/24).

Prosperity with Purpose: Action Steps to Elevate Your Business and Community in 2024, Marcia Erickson, Professional Certified Business & Executive Coach, ActionCOACH Business Coaching (2/13/24).

Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program, Joe Bull, National Association of Charitable Gift Planners, Vice President and Chief Advancement Officer, Wilmington College (1/30/24).

Using Planned Giving to Grow Your Business, David Nelson, President & CEO, NelsonCorp Wealth Management (11/14/23).

Legislative Update, Marlin “Hap” Volz, Jr., J.D., Trust and Estate Senior Consultant (9/14/23).

Tax-Smart Charitable Giving, Especially with Retirement Assets, Chris Hoyt, Professor of Law, University of Missouri (Kansas City) School of Law (10/12/23).

Gems or Junk: Successfully Accepting Gifts of Tangible Personal Property, Johni Hays, Thompson & Associates (6/16/23).

The Latest Research on Donor Advised Funds, Dr. Danielle Vance-McMullen, DePaul University and Dr. H. Daniel Heist, Brigham Young University (4/27/23).

Involving the Whole Family in Philanthropy, Jenny Nohelty, PragerU (3/14/23).

Cognitive Impairment and Implications for Gift Planning, Tara Adams and Anthony Pomonis of Cognitive Empowerment Consulting Group, LLC, of Springfield, Illinois (7/28/22).

Tax & Legislation Updates for Estate Planners, Planned Giving Council/Estate Planning Council Dinner with Sam Donaldson, Professor of Law, Georgia State University (5/28/22).

Gifts of Cryptocurrency”, Ryan Fox, Engiven (5/3/22).

2022 Outstanding Planned Giving Professional

The Quad City Planned Giving Council is pleased to honor David Nelson as the “2022 Outstanding Planned Giving Professional,” awarded by the Quad Cities chapter of the Association of Fundraising Professionals (AFP Quad Cities). For more than 35 years, David has served as president and CEO of NelsonCorp Wealth Management. David decided early on that a key part of its mission was to encourage good things for his clients and their communities, especially through charitable gift planning. His contributions are rooted in his desire to be a mentor to fellow advisors and the many worthy charitable organizations and groups that build up our community.

Resources

2024 QCPGC Membership Application
Estate Gifts and Your Legacy
How to Talk with Your Donors About Planned Gifts
Planned Giving 101
National Association of Charitable Gift Planners

Learn More

For more information about the Quad City Planned Giving Council, its programs or to join, contact Anne Calder, Vice President of Development, Quad Cities Community Foundation, at AnneCalder@qcCommunityFoundation.org

Board of Directors

President
Anne Calder
Vice President of Development
Quad Cities Community Foundation AnneCalder@qcCommunityFoundation.org

Vice President
Trista Foster
Vice President and Trust Officer
American Bank and Trust
TFoster@AmBankqc.com

Secretary
Colbie Andes
Director of Development
Young Life Catholic Relations
ColbieA@gmail.com

Treasurer
David Wierman
Attorney
Wessels & Wierman, P.C.
David@WesselsPC.com

Erie Johnson
VP, Senior Wealth Management Officer
Quad City Bank and Trust
ErieJohnson@QCBT.com

Jennifer Nohelty
Director, Legacy & Special Gifts
PragerU
JennyN@PragerU.com

Paul Plagenz
President & CEO
Moline Regional Community Foundation
PPlagenz@MolineFoundation.org

Hap Volz
Trust and Estate Senior Consultant
Quad Cities Community Foundation HapVolz@msn.com