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2024 Red Shield Symposium 

Join us for the 2024 Red Shield Symposium on September 26th, 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 can 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.

The Symposium has six (6.0)+ hours of continuing. education credit, including one and a half (1.5) hours of ethics credit pending for the following certifications:

  • CLE: Attorney
  • CPE: Accountant
  • CE: Applicable State Life Insurance
  • CEP: Certified Real Estate Planner
  • CLU: Chartered Life Underwriter
  • 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.

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:

 

Event Agenda

 

 

 

View Larger Agenda

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

 

For more information, please reach out to the Philanthropy Team members listed further below. We can't wait to see you at this year's Salvation Army Red Shield Symposium!

**Continuing education credits offered for licenses in these states: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, Nebraska, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington D.C., West Virginia, and Wisconsin. Residents of these states can attend virtually or drive to a state with a live broadcast site. For a list of live broadcast sites, please contact Phil Purcell at (847) 372-1805 or phil.purcell@usc.salvationarmy.org.

 


 

Red Shield Symposium In-Person Sessions Registration

 

St. Louis, MO

Location: Gateway Citadel Corps

824 Union Road
St. Louis, MO 63123
            

REGISTER

Columbia, MO

Location: Columbia Corps    

1108 W Ash Street
Columbia, MO 65203

REGISTER

Quincy, IL

Location: Kroc Center             

405 Vermont Street      Quincy, IL 62301

REGISTER

Springfield, MO

Location: Springfield Corps 

1707 W. Chestnut Expy Springfield, MO 65802

REGISTER

 

Red Shield Symposium Online Webcast Registration

 

 

REGISTER


 

Salvation Army Philanthropy Team Contacts

 

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

 

Lori Benson 
Director of Gift & Estate Planning, 
The Salvation Army Columbia, MO

(573) 540-1638 lori.benson@usc.salvationarmy.org

 

Matt Schmidt 
Development Director,
The Salvation Army in Quincy & Hannibal 

(217) 231-5694    matthew.schmidt@usc.salvationarmy.org

 


 

Thank you to our 2024 Midland Division Red Shield Symposium Sponsor!

 

 

 


 

Thank you to our 2024 Regional Red Shield Symposium Sponsors!

Springfield, MO

 

 

 

 

Quincy, IL