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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 Charitable Planned Giving Advisor The Salvation Army richard.garrett@usc.salvationarmy.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 Wessels & Wierman, P.C. David@WesselsPC.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 Jennifer Nohelty Charitable Gift Planner noheltyjenny@gmail.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 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.

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. 2026 TBD Working on a new year agenda! Check back here for more information.

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 2025 Membership Application We are excited to invite you to join the Quad City Planned Giving Council for 2025. 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. 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.

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 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

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? JOIN ONLINE AUTOMATIC YEARLY RENEWAL JOIN ONLINE ONE-TIME PAYMENT DOWNLOAD APPLICATION We are excited to invite you to join the Quad City Planned Giving Council for 2025. Membership runs from January to December of each calendar year. Please download the application HERE and join us today! The Quad City Planned Giving Council is a unique platform that enhances our region's planned charitable giving. As the primary resource for the Quad Cities' gift-planning community, we unite to elevate philanthropy for the greater good. Our distinct approach involves fostering education and promoting collaboration to enhance charitable gift planning, thereby enriching our community through the generous contributions of our donors and clients. In 2024, our members had the exclusive opportunity to learn from and network with expert guest speakers, including Johni Hays, J.D., FCEP, Executive Vice President, Thompson & Associates on Tax-Smart Gift Planning for Farming Families , Melanie Norton, Founder/CEO of Norton Philanthropic Council, on Weaving Planned Giving into Your Donor Conversations, and Michael George, Senior Development Officer, The Catholic Foundation on Focus on Relationship: How Legacy Circles Help Launch or Reestablish a Gift Planning Program. We're thrilled to invite you to be part of our 2025 membership year. This year, we're offering a unique opportunity with reduced membership rates. For 2025, the membership dues are $50 for professional advisors and just $35 for nonprofit professionals. As a member, you'll gain access to a range of valuable benefits, including: Free access to learning events, with meals included at our in-person events, and the opportunity to earn Continuing Legal Education (CLE) credits when available, providing you with valuable knowledge and networking opportunities Opportunities to network and get mentoring from experienced professionals in our community. Monthly round table discussion lunches are held on the first Tuesday of the month. Free on-site consultation, access to planned giving resources, and help with board presentations for nonprofit organizations. These practical benefits can save you time and effort, allowing you to focus on what matters: charitable work. As a member, you'll have access to valuable resources from the National Association of Charitable Gift Planners, empowering you with the knowledge and tools to excel in planned giving. Our membership form is enclosed with this letter. Please fill it out and send it along with your payment, made out to "Quad City Planned Giving Council," to Trista Foster at American Bank & Trust, 4301 E. 53rd Street, Davenport, IA 52807. We will email you to keep you informed about our 2025 program events. We're always thankful for your dedication to encouraging planned charitable gifts for your clients, nonprofits, and our shared community. Please contact any Board Member listed HERE if you have any questions or need more information. We're here to help you make the most of your membership. Thank you for considering our invitation. We look forward to welcoming you as a Quad City Planned Giving Council member for 2025. Together, we'll continue to impact our community positively through planned giving. Download the Membership Application Here Membership runs from January to December of each calendar year. Please return this completed form and dues check, made payable to "Quad City Planned Giving Council," to: Trista L. Foster, J.D., AAMS® American Bank & Trust 4301 E. 53rd Street Davenport, IA 52807

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 .

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

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