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We invite you to explore your options for Planned Giving. Research, inspired, engage, and find results that will benefit you and those who want to leave a legacy. Resources 1 2026 Membership Application We are excited to invite you to join the Quad City Planned Giving Council for 2026. Membership runs from January to December of each calendar year. Please download the application HERE and join us today! 2 Estate Gifts and your Legacy Giving through your estate can be a powerful expression of what you value and can profoundly impact the future of your favorite nonprofit organizations. Learn more about Estate Planning HERE and leave your legacy. 3 How to Talk with Your Donors About Planned Gifts Sharing the opportunity to establish a fund with your donor can be a challenge. Following some simple, impactful inspiration can be easy and rewarding. To learn the steps for success, open HERE. Enjoy the results by letting your Donor know their goodness will be remembered. 4 National Association of Charitable Gift Planners Explore the National Association of Charitable Gift Planners website HERE . 5 Planned Giving 101 Read Planned Giving Guide for Major Gift Officers HERE . 6 Boards and Planned Giving How can the Board advocate for the growth and success of a Planned Giving Council? Read some thoughts HERE . 7 Illinois Gives Tax Credit 2025 See how you can leverage the new Illinois Gives Tax Credit Act HERE. 8 Endow Iowa See how you can leverage your tax credits with ENDOW IOWA HERE. We invite you to explore your options for Planned Giving. Research, explore, engage, and find results that will benefit you and those who want to leave a legacy. Reach Out Connect with us! We are happy to develop a plan as you move toward creating a better community through Planned Giving.

Our dedicated Board Members are here to provide professional giving advice. Feel free to reach out to the members for your planned giving advice. Board of Directors President Rich Garrett Senior Philanthropic Advisor & Director of Gift Planning Quad Cities Community Foundation RichGarrett@qccommunityfoundation.org Vice President Trista Foster Vice President and Trust Officer American Bank and Trust TFoster@AmBankqc.com Secretary Paul Plagenz President / CEO Moline Regional Community Foundation PaulPlagenz@molineregionalcf.org Treasurer David Wierman Attorney Wierman Law Firm P.C. david@wiermanlaw.com Past President Anne Calder Vice President of Development Quad Cities Community Foundation AnneCalder@qcCommunityFoundation.org Erie Johnson VP, Senior Wealth Management Officer Quad City Bank and Trust ErieJohnson@QCBT.com Colleen Rafferty Director of Development Trinity Health Foundation colleen.rafferty@unitypoint.org Hap Volz Trust and Estate Senior Consultant Quad Cities Community Foundation HapVolz@msn.com Britt Vickstrom Development Associate William Butterworth Foundation bvickstrom@butterworthcenter.com Outstanding Planned Giving Professional Award Recipients 2025 Anne Calder 2024 Molly O'Meara Schnell 2024 Melissa Hancock 2022 David Nelson 2021 Tom Hammar 2019 Steve Goebel 2018 John Slover 2017 Scott Park & Trista Foster 2016 Bob Morrison 2015 Barbara Melbourne 2014 Jim Nepple 2013 Joy Boruff 2010 Susan Skora 2008 Pete M. Wessels 2006 David A. Dettman 2004 Steve Goebel 2001 Marlin “Hap” Volz, Jr.

Become a member and share your ideas, successes, and strengths with others who share your same passion. Participate in the speaking events by professionals in the field of philanthropy. Interested in Joining? We invite you to join the Quad City Planned Giving Council (QCPGC) for 2026. Membership runs from January to December of each calendar year. Please download the application HERE. QCPGC is a community collaboration which enhances our region's planned charitable giving. As the primary resource for the gift-planning community, our distinct approach involves promoting education and collaboration to enhance the charitable gift planning experience. For 2026, the membership dues are $50 for professional advisors and just $35 for nonprofit professionals. As a member, you will have access to a range of valuable benefits, including: Access to online and in-person (meals included) learning events and when available, the opportunity to earn Continuing Legal Education (CLE) credits. Valuable professional knowledge and networking opportunities. Free on-site consultation, access to planned giving resources, and help with board presentations for nonprofit organizations. Resources from the National Association of Charitable Gift Planners, empowering you with the tools to excel in planned giving. We are here to help you make the most of your membership. JOIN ONLINE AUTOMATIC YEARLY RENEWAL JOIN ONLINE ONE-TIME PAYMENT DOWNLOAD APPLICATION

Learn how to ask your Donor to leave a legacy. It begins with simple questions. Find the right avenue for your clients to participate in giving and leaving a legacy. Recent Learning Events & Presentations 001 Quad City Confidential 3.9.2026_1 002 Quad City Confidential 3.9.2026_2 Quad City Confidential 3.9.2026_128 001 Quad City Confidential 3.9.2026_1 1/127 March 10, 2026 Click Here for Outline of Program February 17, 2026 Click Here for Outline of Program QCPGC Illinois Gives Tax Credit 2025.04.24_1 QCPGC Illinois Gives Tax Credit 2025.04.24_2 QCPGC Illinois Gives Tax Credit 2025.04.24_11 QCPGC Illinois Gives Tax Credit 2025.04.24_1 1/11 October 16, 2025 June 17, 2025 Birkholz - Harnessing AI for Fundraising Impact_1 Birkholz - Harnessing AI for Fundraising Impact_2 Birkholz - Harnessing AI for Fundraising Impact_41 Birkholz - Harnessing AI for Fundraising Impact_1 1/41 April 24, 2025 QCPGC Illinois Gives Tax Credit 2025.04.24_1 QCPGC Illinois Gives Tax Credit 2025.04.24_2 QCPGC Illinois Gives Tax Credit 2025.04.24_11 QCPGC Illinois Gives Tax Credit 2025.04.24_1 1/11 February 27, 2025 Getting you Up to Date on Digital Assets 02 2025_1 Getting you Up to Date on Digital Assets 02 2025_2 Getting you Up to Date on Digital Assets 02 2025_7 Getting you Up to Date on Digital Assets 02 2025_1 1/7 February 27, 2025 Digital Assets Overview - February 2025_1 Digital Assets Overview - February 2025_2 Digital Assets Overview - February 2025_9 Digital Assets Overview - February 2025_1 1/9 06.21.2024 Tax-Smart Gift Planning for Farming Families , Johni Hays, J.D., FCEP, Executive Vice President, Thompson & Associates 03.26.2024 Weaving Planned Giving Into Your Donor Conversations , Melanie Norton, National Association of Charitable Gift Planners, Founder/CEO of Norton Philanthropic Council 02.27.2024 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 02.13.2024 Prosperity with Purpose: Action Steps to Elevate Your Business and Community in 2024 , Marcia Erickson, Professional Certified Business & Executive Coach, ActionCOACH Business Coaching 01.30.2024 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 11.14.2023 Using Planned Giving to Grow Your Business , David Nelson, President & CEO, NelsonCorp Wealth Management 09.14.2023 Legislative Update , Marlin “Hap” Volz, Jr., J.D., Trust and Estate Senior Consultant 10.12.2023 Tax-Smart Charitable Giving, Especially with Retirement Assets , Chris Hoyt, Professor of Law, University of Missouri (Kansas City) School of Law 06.16.2023 Gems or Junk: Successfully Accepting Gifts of Tangible Personal Property , Johni Hays, Thompson & Associates 04.27.2024 The Latest Research on Donor Advised Funds , Dr. Danielle Vance-McMullen, DePaul University, and Dr. H. Daniel Heist, Brigham Young University 03.14.2024 Involving the Whole Family in Philanthropy , Jenny Nohelty, PragerU 07.28.2022 Cognitive Impairment and Implications for Gift Planning , Tara Adams and Anthony Pomonis of Cognitive Empowerment Consulting Group, LLC, of Springfield, Illinois

Find others in your region who can advocate, encourage, and offer advice. Enjoy a round table discussion about Planned Giving. Sign Up for the Upcoming Events and listen to expert speakers. Contact information First name* Last name Email* Address Phone Additional information Submit

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 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 and guests to all programs. Individual memberships are $50 per calendar year for professional advisors and $35 for nonprofit professionals, and a meal is complimentary to members for many learning events. Access to continuing education credits for appropriate seminars, including CLE and CFRE, is available 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 .

Visit each event and strengthen your message. With each event, your knowledge and experience grow. Join the monthly round table lunches to network with like minded philanthropists and professional advisors. 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 Nest Café 1524 4th Avenue Rock Island, IL All are welcome. First Tuesday of every month! July 9, 2026 12:30 PM Lunch & Networking 1:00 PM Webinar Helping Donors Answer Their Most Perplexing Questions - Eddie Thompson Eddie founded the unique Thompson & Associates process in 1996. As CEO of Thompson & Associates, Eddie provides leadership and direction to around 30 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others. By creating a unique values-based model at Thompson & Associated, Eddie and his team have established a way for people to dedicate the necessary time to consider important life decisions and to engage in thoughtful discussion that leads to optimal results for all. He has planned thousands of estates, which has generated billions of dollars to charity during his thirty plus years working with nonprofits. Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning and has garnered many honors during his distinguished career. He credits his parent with shaping his personal and professional path: they were very poor, but very generous. Members - Free Nonmembers - $20 Location - Quad Cities Community Foundation 852 Middle Road - Bettendorf, IA 52722 Register Here September 22, 2026 11:00 AM Networking and Lunch 12:15 PM In-person Keynote by Kent Huyser, Partner with Gonser Gerber The Legacy Conversation Nobody Is Having: Connecting Planned Gifts to Institutional Vision Are you a non-profit leader striving to build a vision that inspires transformational giving? Are you a fundraising professional seeking to be more effective in securing planned gifts? Are you a financial advisor or estate attorney committed to guiding your clients to financial security and meaningful impact? If you answered “yes,” please join us on September 22 to learn from industry expert, Kent Huyser. With more than 22 years of leadership in Development and Advancement, Kent consults and educates nationally on legacy giving and building successful capital and advancement campaigns. Kent’s in-person keynote will provide valuable insights for non-profit leaders and development professionals, as well as financial advisors and estate attorneys seeking to enhance their clients’ financial plans. During his keynote and follow up discussion, Kent will address: The Disconnect: What Organizations Offer vs. What Donors Need What a Compelling Legacy Conversation Actually Sounds Like The Organizational Side: Building a Vision Worth Leaving a Legacy Practical Implications for Everyone in the Room About Kent Huyser : Partner at Gonser Gerber, Kent has more than 22 years of experience in non-profit and advancement leadership. Kent consults with numerous non-profits in healthcare and education, including McPherson College, which secured a $1 billion irrevocable estate gift commitment in 2023, the largest donation to a small liberal arts college in U.S. history. Prior to joining Gonser Gerber, he held advancement leadership positions at three higher education institutions (William Jewell College, University of Missouri-Kansas City, and Metropolitan Community College). Before working in advancement, Kent worked for the Federal Reserve Bank of Kansas City for 10 years. Members - Free Nonmembers - $20 Location - Quad Cities Community Foundation 852 Middle Road - Bettendorf, IA 52722 Register Here

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