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Red Shield Symposium

ANNOUNCING THIS YEAR'S RED SHIELD SYMPOSIUM - SAVE THE DATE!

Online registration will be open on July 1st

THURSDAY, SEPTEMBER 17, 2026

Please join us for the 31st Annual Red Shield Symposium on Thursday, September 17, 2026. The Red Shield Symposium is an in-person and virtual webcast designed for donor advisors to stay current on estate planning, understand how legislation impacts charitable giving, and learn how The Salvation Army North and Central Illinois Division support clients' philanthropic goals.

The Red Shield Symposium offers both In-Person or Virtual Webcast option. Attendees can earn 6.5 hours of continuing education credits, including 1.5 hours of ethics, for a range of 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

Please note that ethics hours apply as general credit for CFP. No partial credit is available at this time.

The in-person webcasts organized by the philanthropy teams of The Salvation Army North and Central Illinois Division are held in the following cities: Bloomington, Champaign, Decatur, Oakbrook Terrace, Peoria, Quad Cities, Rockford, Springfield, The Loop, Northshore and Freeport.

If you attended virtually or in person, we thank you for your participation. Don't hesitate to contact any one of the philanthropy team members to assist you with your client's philanthropic goals.

Bloomington:
The Salvation Army
TBD: Stay Tuned

Champaign:
The Salvation Army
2212 N Market St
Champaign, IL 61822

Decatur:
The Salvation Army
229 W Main St
Decatur, IL 62523

Freeport:
The Salvation Army
106 W Exchange St
Freeport, IL 61032

North Shore:
The Salvation Army Crystal Lake Church of McHenry County
290 W Crystal Lake Ave
Crystal Lake, IL 60014

Oakbrook Terrace:
The Salvation Army
1 S. 415 Summit Ave
Oakbrook Terrace, IL 60181

Peoria:
WTVP
101 State St
Peoria, IL 61602

Quad Cities:
Quad Cities Community Foundation
752 Middle Rd Suite 100
Bettondorf, IA 52722

Rockford:
NIU Rockford Campus
8500 E State St
Rockford, IL 61108

Springfield:
The Salvation Army
1600 E Clear Lake Ave
Springfield, IL 62703

Temple:
The Salvation Army Chicago Temple
1 N. Ogden Ave
Chicago, IL 60607

The Loop:
The Salvation Army
5040 N. Pulaski Rd
Chicago, IL 60630

Red Shield Symposium Agenda

All times listed are Central Time

8:00 - 8:15 a.m.
Welcome from The Salvation Army
8:15 - 10:00 a.m.
2026 Federal Tax Update
Sam Donaldson
10:00 - 10:15 a.m.
Break
10:15 - 12:00 p.m.
The Estate Planner's Income Tax Playbook
Sam Donaldson
12:00 - 1:15 p.m.
Lunch and Red Shield Awards
1:15 - 2:45 p.m.
Popular Strategies for Charitable Estate Planning
Pamela Davison and Phil Purcell
2:45 - 3:00 p.m.
Break
3:00 - 4:30 p.m.
Ethics and Estate Planning
Charles Slamar, Jr.

Symposium Speakers

Samuel A. Donaldson

Prof. Samuel A. Donaldson
Georgia State University, College of Law

Pamela J. Davidson

Pamela J. Davidson, JD
President of Davidson Gift Design

Philip M. Purcell

Philip M. Purcell, JD/MPA
Director of Planned Giving, The Salvation Army Central Territory

Charles Slamar, Jr.

Charles Slamar, Jr., JD, LL.M.
Attorney, Thompson & Associates

Salvation Army Philanthropy Team Contacts

Elizabeth McManus April Gould, CGPA
Senior Director of Gift and Estate Planning
309-655-1653
[email protected]
Elizabeth McManus Jared Wilhelm
Senior Director of Gift and Estate Planning
773-205-3525
[email protected]
Elizabeth McManus Evy Lipecka
Director of Gift and Estate Planning
773-205-3685
[email protected]
Elizabeth McManus Elizabeth McManus
Director of Gift and Estate Planning
773-205-3546
[email protected]
Elizabeth McManus Steve Schroeder
Director of Gift and Estate Planning
309-212-3941
[email protected]
Elizabeth McManus Sam Yoder
Director of Gift and Estate Planning
773-205-2384
[email protected]
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