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.

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

The Demise of Tax Incentives for Saving?, Ike Brannon, Senior Fellow, Jack Kemp Foundation, and former Cato Visiting Fellow, co-director of the Savings and Retirement Foundation, (11/7/24).

Tax-Smart Gift Planning for Farming Families, Johni Hays, J.D., FCEP, Executive Vice President, Thompson & Associates (6/21/24).

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).

2024 Outstanding Planned Giving Professional

The Quad City Planned Giving Council, in collaboration with AFP-Quad Cities, was honored to award the 2024 Outstanding Planned Giving Professional Award to Molly O’Meara Schnell and Melissa Hancock of Schnell & Hancock, P.C. This award recognizes outstanding individuals with an enduring record of exceptional leadership skills in inspiring and motivating others to leave a philanthropic legacy through estate giving, charitable bequests or other planned giving vehicles. With a combined 57 years of experience in estate planning and community and professional leadership, Schnell and Hancock both exemplify exceptional service in the practice and benefit of planned giving for their clients and their community.

Resources

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

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

Rich Garrett
Charitable Planned Giving Advisor
The Salvation Army
richard.garrett@usc.salvationarmy.org

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