MONTHLY ROUND TABLE LUNCHES
WILL RELAUNCH IN 2027
August 28, 2026
Smart Ideas on Current Estate Planning
11:45 AM Networking and Lunch
12:10 Keynote Speaker - Johni Hays
1:00 PM Close
Feature: Johni Hays, J.D., FCEP Executive Vice President
About Johni Hays:
With her extensive legal and nonprofit professional experience, as well as a genuine desire to be a helper, Johni discovered the ideal opportunity at Thompson & Associates. She credits the company’s reputation of genuineness, sincerity and integrity. At Thompson & Associates, she most values the role she plays in helping others figure out what they need in an estate plan and pulling together all the pieces so individuals can enjoy peace of mind.
Members - Free
Nonmembers - $20
Location - Quad Cities Community Foundation
852 Middle Road - Bettendorf, IA 52722
September 17, 2026
8:00 AM Webcast In-Person
THE RED SHIELD SYMPOSIUM
Speakers: Professor Samuel A. Donaldson, JD, Georgia State University
Pamela J. Davidson, JD, Davidson Gift Design
Phil Purcell, JD, The Salvation Army Central Territory
Charles Slamar, Jr., JD, LLM, Senior Vice President of Thompson & Associates
RED SHIELD SUMPOSIUM AGENDA
8:00 - 8:15 AM - Welcome from The Salvation Army
8:15-10:00 AM - 2026 Federal Tax Update: Sam Donaldson
10:00-10:15 AM - Break
10:15-12:00 PM - The Estate Planner’s Income Tax Playbook: Sam Donaldson
12:00 PM-1:15 PM - Lunch and Red Shield Awards
1:15-2:45 PM - Popular Strategies for Charitable Estate Planning: Pamela Davidson and Phil Purcell
2:45-3:00 PM - Break
3:00-4:30 PM - Ethics and Estate Planning: Charles Slamar, Jr.
The Red Shield Symposium is an in-person webcast focusing on bringing
together donor advisors to learn the latest on estate planning, the effects that
legislation has on charitable donations and how The Salvation Army will meet
your clients’ philanthropic goals.
September 22, 2026
11:45 AM Networking and Lunch
12:15 - 12:45 PM In-person Keynote by Kent Huyser,
Partner with Gonser Gerber
1:15 PM Adjourn
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:
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The Disconnect: What Organizations Offer vs. What Donors Need
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What a Compelling Legacy Conversation Actually Sounds Like
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The Organizational Side: Building a Vision Worth Leaving a Legacy
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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.