2025-10-31T07:17:46-07:00 2025-06-30 821514691 MORICE LIST & ASSOCIATES LLC 8700 MANCHESTER RD ST LOUIS MO 63144 990EZ 2024-07-01 431603812 ST LOUIS COUNCIL OF CHARITABLE GIFT PLANNERS AKA PTR FOR PHILANTROPIC PLNG PART 3149617600 8050 WATSON ROAD 240 ST LOUIS MO 63119 ADAM FORD JD CFP VP FINANCE 2025-10-31 true true ROBERT B OFFERMAN P00035353 3146473005 2024 2025-03-06 01:10:19Z 5159 X X WWW.SLCCGP.ORG X X 39465 X 17750 13615 8100 0 0 0 0 39465 25994 33642 59636 -20171 108223 88052 108223 88052 108223 88052 108223 88052 Saint Louis Council of Charitable Gift Planners (SLCCGP) exists to facilitate charitable gift planning and enhance its value to donors and recipients.SLCCGP is a partner council of the National Association of Charitable Gift Planners (CGP) and is made of up of individual members engaged in philanthropy and charitable gift planning as non-profit professionals or in for-profit fields such as trust officers, investment officers, insurance agents, attorneys, and other professionals.ST LOUIS COUNCIL OF CHARTIABLE GIFT PLANNERS (SLCCGP) promotes charitable gift planning by facilitating, coordinating, and encouraging the education of the planned giving community through practical, useful presentations that directly benefit all types of fundraisers, consultants, and wealth advisors.SLCCGP and CGP provide an organized voice for raising consciousness about planned giving among non-profit professionals, donors, professional advisors, and legislative bodies. This professional association presents EDUCATIONAL VIRTUAL MEETINGS OFFERING OUTSTANDING REGIONAL, LOCAL, AND NATIONAL PRESENTERS ON THE CURRENT TOPICS OF INTEREST IN THE FIELD OF PLANNED CHARITABLE GIVING. 29438 29438 X Stephanie Hadfield PRESIDENT 4.00 0 Mary Stahl PRESIDENT-ELECT 5.00 0 ADAM FORD JD CFP VP. FINANCE 4.00 0 DUSTIN GAJ VP. EDUCATION 4.00 0 DIANNE JOHNSON JD VP. MEMBERSHIP 4.00 0 VALERIE RUDY-VALLI VP. COMMUNICATI 4.00 0 ALISSA FUHRMANN VP. RES. DEVELO 4.00 0 CARRI MEYER CFRE VP. RES. DEVELO 4.00 0 Lisa Chmiola CFRE CSPG Director 1.00 0 Josina Greene MBA Director 1.00 0 TINA HISSONG MBA Director 1.00 0 ROBIN KRAUJALIS CFRE FCEP Director 1.00 0 KRISTI MEYERS GALLUP Director 1.00 0 REBECCA MCBRIDE CFRE Director 1.00 0 MICHELE MOSLEY MSW Director 1.00 0 JENNY PRATT CFRE CAP Director 1.00 0 KARLA UKMAN Director 1.00 0 MICHAEL WEISBROD Director 1.00 0 JACKIE BODE MA CFRE Director 1.00 0 JOAN CHEANEY CFRE Director 1.00 0 NECOLE CHEUNG Director 1.00 0 false false false false false false false 0 0 0 false 0 0 false NETWORK FOR STRONG COMMUNITIES 8050 WATSON RD SUITE 240 ST LOUIS MO 63119 3149617600 false false false false false false false false false false false NONE NONE true X 29326 32323 30900 19600 25850 137999 1390 6824 23797 9870 13615 55496 0 0 0 30716 39147 54697 29470 39465 193495 0 0 193495 1 1 2 0 1 1 2 0 0 30717 39148 54697 29470 39465 193497 1.00000 0.99970 0.00000 0.00030 X Other Expenses.1 CONFERENCES AND MEETINGS $29438 Other Expenses.2 CREDIT CARD & BANK CHARGES $1297 Other Expenses.3 OFFICE SOFTWARE & SUPPLIES $792 Other Expenses.4 INSURANCE $763 Other Expenses.5 NAME TAGS & AWARDS $446 Other Expenses.6 NATIONAL COUNCIL DUES $375 Other Expenses.7 BOARD RETREAT $374 Other Expenses.8 MARKETING AND POSTAGE $157 990-EZ, PART IV, OUTSOURCED TOP MANAGEMENT THE ST LOUIS COUNCIL OF CHARITABLE GIFT PLANNERS AKA PARTNERSHIP FOR PHILANTROPIC PLANNING CONTRACTS WITH NETWORK FOR STRONG COMMUNITIES (NSC) (A MISSOURI NON-PROFIT CORPORATION)FOR THIRD PARTY ADMINISTRAION OF THE ORGANIZATION. THE TOP MANAGEMENT OFFICIAL OF NSC IS MARTHA UHIHORN, CHAIRPERSON. OTHER DISCLOSURE INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990-EZ AND ATTACHMENTS) WILL BE MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED. TAX RETURN (990-EZ) REVIEW AND AUTHORIZTION POLICY THE ST LOUIS COUNCIL OF CHARITABLE GIFT PLANNERS AKA PARTNERSHIP FOR PHILANTROPIC PLANNING ENGAGES AN INDEPENDENT CPA FIRM TO PREPARE THE ANNUAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990-EZ). ONCE PREPARED, THE TAX RETURN IS SUBMITTED TO BOARD MEMBER ADAM FORD, JD, CFP, VP FINANCE AND NSC, THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR FOR REVIEW AND APPROVAL. ONCE APPROVED, THE ORGANIZATION'S VP FINANCE SIGNS THE RETURN AUTHORIZING THE REURN TO BE E-FILED WITH THE IRS.