Mid-Iowa Planned Giving Council 30th Annual Fall Conference

October 11, 2022

Greater Des Moines Botanical Garden
Des Moines, IA

Keynote Speakers

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®

Founder and President, Charitable Solutions, LLC

Bryan is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates, a community foundation consulting firm in Tuscon, AZ. Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust, two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc., a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.

Jann E. Freed, PhD

Jann E. Freed, PhD

Leadership Development Consultant

Jann is a leadership development consultant who helps engage employees, develop leaders and helps people find meaning on a daily basis. She does this through leadership coaching, corporate workshops and speaking. Jann’s focus is helping individuals and organizations get from where they are to where they want to be at every age and stage of life. Jann is the author of several books and articles about continuous improvement. Her latest book “Leading with Wisdom: Sage Advice from 100 Experts” is based on more than 100 interviews with thought leaders in the field of leadership. Her forthcoming book is titled “Breadcrumb Legacy: How Great Leaders Live a Life Worth Remembering.” She writes a column in Training Magazine called “Leading Edge” and has a monthly podcast, Becoming a Sage, where she interviews leading authorities in the field of conscious aging.

Session Speakers

Joan M. Bindel, MBA, CFRE

Joan M. Bindel, MBA, CFRE

Vice President of Philanthropy,
MercyOne Des Moines Foundation

Nathan Chappell, MBA, MNA, CFRE

Nathan Chappell, MBA, MNA, CFRE

Senior Vice President
DonorSearch Ai

Erik J. Dominguez

Erik J. Dominguez

Speaker, Educator, Coach
Speak UP Stories

Lynn M. Gaumer, JD

Lynn M. Gaumer, JD

Senior Gift Planning Consultant
The Stelter Company

Johni Hays, JD, FCEP

Johni Hays, JD, FCEP

Executive Vice President
Thompson & Associates

Matt Moklestad, CFP®, CIMA®, AIF®, MBA

Matt Moklestad, CFP®, CIMA®, AIF®, MBA

Lead Advisor – Institutional
Foster Group

Sharpen your skills for developing, marketing and administering charitable planned gifts.

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See everything we have in store at this year’s conference—download the full schedule!

Agenda

Let’s Grow Our Connections

Enjoy an outdoor reception with colleagues and new friends, PLUS, enjoy a free drink and house plant potting bar, courtesy of your friends at the MIGPC.

Sponsors

Don’t miss out on the networking, learning and fun!

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