Simmons Perrine Moyer Bergman PLC

Planning for Success: Charitable Gift Strategy Seminar October 2, 2017

Join us for breakfast as as we bring together industry professionals and donors to collaborate and learn about recent developments and successful planning strategies. The agenda is packed with engaging presenters with insightful information on charitable planning ideas, relevant law changes, available tax credits and real donor success stories.

Friday, Nov. 3, 2017

Radisson Hotel & Conference Center
1220 1st Ave, Coralville, IA 52241
Networking Breakfast 7:30—8:15 AM | Program 8:15 AM—12 PM



  • Top 10 Charitable Planning Ideas | Paul Morf, Attorney at Simmons Perrine Moyer Bergman PLC
  • Tax Update: The Year in Review—What’s Happening in Washington, DC & Des Moines?
    Carley Umstead, Sr. Manager, Tax Services, RSM US LLP
    Katie Buresh, Manager, State and Local Tax, RSM US LLP
  • Endow Iowa Tax Credits: A Current and Future Look | Kari McCann Boutell, President of the Iowa Council of Foundations
  • Real Life Donor Success Stories | Dave Lewis, Executive Director of the Community Foundation of Johnson County

This complimentary seminar is offered for attorneys, CPAs, financial planners, trust officers and donors.
Application will be made for 3.5 hours of CLE and CPE credits.

Should this location or date not work for you, we will be partnering with the Greater Cedar Rapids Community Foundation for another seminar in Cedar Rapids on November 30. You can register for that event, here.