- CLE: Attorney
- CPE: Accountant
- CE: Applicable State Life Insurance
- CLU: Chartered Life Underwriter
Events
Join us for the 2023 Red Shield Symposium* on September 27th, our annual estate and charitable gift planning institute!
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 client's philanthropic goals.
We invite attendees of the following career and professions to attend: attorneys, certified financial planners, accountants, bank trust officers, and other planning officials.
This event is five (5.0) hours of continuing education credit, including (1.0) hour of ethics credit pending for the following certifications:
- CFP: Certified Financial Planner
- ChFC: Chartered Financial Consultant
- CFTA: Certified Trust and Fiduciary Advisor
- CAP: Chartered Advisor in Philanthropy
Sessions will be led by Professor Samuel A. Donaldson, Georgia State University, Pamela J. Davidson, JD of Davidson Gift Design, and Phil Purcell, JS of The Salvation Army Central Territory. Please scroll below for more information about the symposium speakers.
Registration for The Red Shield Symposium begins on Saturday, July 1, 2023.
You can attend online, but we invite you to join us in-person at events planned by the philanthropy teams of The Midland Division Salvation Army in the following cities:
Symposium Speakers
Prof. Samuel A. Donaldson Georgia State University, College of Law
Pamela J. Davidson, JD President of Davidson Gift Design
Philip M. Purcell, JD/MPA Director of Planned Giving, The Salvation Army Central Territory
Questions? Please contact our Salvation Army Midland Division Philanthropy Team:
Stephanie Bottorof Senior Director of Gift & Estate Planning, The Salvation Army Springfield
(417) 838-6688 stephanie.bottorf@usc.salvationarmy.org
Mike Towers Director of Gift & Estate Planning, The Salvation Army Midland Division (St. Louis)
(314) 221-7779 mike.towers@usc.salvationarmy.org
Chad Douglas Corporate and Donor Relations, The Salvation Army Quincy & Hannibal
(217) 231-5647 chad.douglas@usc.salvationarmy.org
Matt Schmidt Development Director, The Salvation Army in Quincy & Hannibal
(217) 231-5694 matthew.schmidt@usc.salvationarmy.org
Marti Kelly, CFRE, MA, Director of Stewardship, The Salvation Army Midland Division (St. Louis)
(314) 646-3280 marti.kelly@usc.salvationarmy.org