Annual Conference

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

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

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 Be Closed? Will Tax Reform Kill a Planned Gift?”
Presented by Philip Cubeta, CLU, ChFC, CAP, AEP, Sallie B. & William B. Wallace Chair in Philanthropy, The American College
Join Phil as he shares a story of a very complicated planned gift he has been seeking to close for more than three years. Through this session, Phil will demonstrate the need for different strengths and skill sets among the involved parties to achieve success. In addition, he will reimagine planned giving through the lens of tax reform. How can we as gift officers and professional advisors best serve our clients with the new tax law?

Closing Keynote – “Overcoming Donor Objection Through Creative Case Development”
Presented by James Kopp, Senior Managing Director, Changing Our World
There are many reasons why donors choose not to support a philanthropic program or affiliate with a non-profit organization. For individual donors, these reasons are often subjective and for the development officer, often unknowable. In 2016, Changing Our World concluded a $1,000,000 campaign entitled “Beyond Sunday” for Catholic education through the Roman Catholic Foundation of Eastern Missouri. Learn how through identifying donor goals, you can overcome donor objections with a case for support that aligns with donor giving strategies.


Break-Out Session topics include:

  • Legacy Planning for Highest Capacity Donors
  • Ethics Panel Discussion
  • Qualifying Planned & Major Gift Donors in One Easy Visit
  • Tax Reform Updates
  • Who’s Giving, What Motivates Them & How Gift Planning Enters the Conversation
  • Beyond Bricks & Mortar: Raising Funds for Abstract Causes

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