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St. Louis Planned Giving Council - 2018 Annual Conference

St. Louis Planned Giving Council - 2018 Annual Conference

Group News posted in on 10 May 2018| comments
audience: YouthBridge Community Foundation | last updated: 10 May 2018

2018 Annual Conference – Celebrating 10 Years!
Wednesday, May 23, 2018

7:45 a.m. – 3:30 p.m.
Maryville University
Register Now!

First presented in June 2009, the SLPGC Annual Conference is a premier opportunity for nonprofit leaders, gift planners, and estate and financial planning professionals to participate in an intensive educational summit. The Annual Conference is a full-day of educational sessions with top experts in charitable gift planning and networking with colleagues throughout the region.

Opening Keynote – “Can This Gift Be Closed?
Presented by Philip Cubeta, CLU®, ChFC®, CAP®, AEP®, Sallie B. & William B. Wallace Chair in Philanthropy, The American College
Join Phil as he reimagines planned giving through the lens of tax reform. Using an actual gift as a case study, Phil will demonstrate how we as gift officers and professional advisors can join forces to achieve success in this new planned giving landscape.

This session has been approved for 1.5 CFRE Continuing Education Points and 1.8 CLE credit hours from The Missouri Bar.

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum. Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents.

Phil’s original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Master of Science in Financial Services (MSFS) from The American College.

He serves on the NAEPC Multi-Disciplinary Teaming and Professional Collaboration Committee, the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter), and on the Board of Interfaith Worker Justice. He is a Past President of the North Texas Council of Charitable Gift Planners. In 2012 he was, along with Charles Collier of Harvard, the Fithian Leadership Honoree from Advisors in Philanthropy.

Closing Keynote – “Overcoming Donor Objection Through Creative Case Development”
Presented by James Kopp, Senior Managing Director, Changing Our World
Within the context of an annual program, planned giving initiative or capital campaign, nonprofit organizations rely on a well-developed case for support to inspire the philanthropic affiliation of their constituents. Traditional cases for support focus on clearly articulating the needs of the organization and the impact upon the organization should those needs be fully funded. Although this exercise is often beneficial to the organization, it often fails to consider the philanthropic priorities and considerations of the potential donor. Increasingly, nonprofit organizations are discovering that cases for support should anticipate and articulate the interests of the potential donor. Using case studies, James will discuss and demonstrate the method for creating such cases and their impact upon campaign success.

This session has been approved for 1.0 CFRE Continuing Education Points and 1.2 CLE credit hours from The Missouri Bar.

James Kopp serves as a senior managing director at Changing Our World. To this position, he brings:

  • More than 27 years of senior advancement counsel experience;
  • Experience as the dean and vice president in public and private institutions of higher education;
  • Proven fundraising capabilities, having raised more than $250 million dollars for nonprofit organizations, and;
  • Experience managing campaigns for Green Mountain College, Albany Law School, Paul Smith’s College and other educational entities.

Prior to joining Changing Our World, working closely with such organizations as The Roman Catholic Diocese of Dallas, American University and Catholic University of America, Jim’s programs were cited for excellence by both the USPS, XPLOR International, and, in 2010, his program to secure lapsed donors for the annual campaign for the Roman Catholic Diocese of Erie was accorded an Innovation Award by the Direct Marketing Association. Prior to holding this position, Jim served as executive director of advancement for the Roman Catholic Diocese of Albany, managing a comprehensive development team responsible for the implementation of a $7.8M annual program, a $25M foundation and development initiatives in support of the diocesan system of Catholic education and Catholic charities.

Jim holds a Master of Arts degree from the University of Maine and a Bachelor of Arts degree from Cathedral College Seminary of the Immaculate Conception.

Break-Out Sessions:

  • Legacy Planning for Highest Capacity Donors
    Philip Cubeta, CLU, ChFC, CAP, AEP, The American College
  • Moving Money to Mission: Bringing Together Professional Advisors & Nonprofit Gift Planners for Communication, Teamwork and a Spirit of Common Purpose to Meet the Legal, Financial, Tax & Charitable Needs of the Client/Donor
    Kirby Hughes Gould, CFRE, ChFC, CAP, CASL, Christian Church Foundation
  • How the New Tax Law Affects Charities & Donors
    Lawrence P. Katzenstein, Thompson Coburn LLP
  • Beyond Bricks & Mortar: Raising Funds for Abstract Causes
    James Kopp, Changing Our World
  • Qualifying Planned & Major Gift Donors in One Easy Visit
    Melanie J. Norton, CFRE, MBA, Norton Philanthropic Counsel
  • Who’s Giving, What Motivates Them & How Gift Planning Enters the Conversation
    Melanie J. Norton, CFRE, MBA, Norton Philanthropic Counsel
  • Survey Says…Know Your Donors – It Pays to Ask
    Nathan Stelter, The Stelter Company
  • How to Use Effective Messaging to Inspire & Educate Your Donors
    Nathan Stelter, The Stelter Company
  • Ethical Deliberations for Gift Planning (Panel Discussion) – This session has been approved for 1.2 Ethics CLE credit hours from The Missouri Bar.

View conference schedule or session descriptions, or download the full conference brochure.

Continuing Education
Full participation in the 2018 SLPGC Annual Conference is applicable for 5.5 CFRE Continuing Education Points and 6.6 CLE credit hours from The Missouri Bar.

Maryville University
650 Maryville University Dr.
St. Louis, MO 63141

Early Bird (by April 20th)
$125 Members
$175 Non-Members
$30 Students

After April 20th
$150 Members
$200 Non-Members
$30 Students
Registration includes breakfast, lunch and break-out sessions.

Exhibit Booths are available for $500! Each opportunity includes:

  • Exhibit booth at annual conference
  • Logo recognition on conference signage
  • Logo recognition in conference program
  • Complimentary registration for one (1) attendee

Click here for more information and to sign up!

Spread the word about the conference! Please forward this information to your colleagues

Click here to register!

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Group details


YouthBridge Community Foundation
12977 North Forty Drive Suite 368
St. Louis, MO 63141
United States
Phone: 314-985-6778



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