Conference Schedule

 

7:45 a.m. – 8:15 a.m. Registration & Breakfast
8:15 a.m. – 9:45 a.m. Welcome & Keynote Presentation – Can This Gift Be Closed? – Philip Cubeta, CLU, ChFC, CAP, AEP, The American College
9:45 a.m. – 10:00 a.m. Break & Visit Exhibitors
10:00 a.m. – 11:00 a.m. Break-Out Sessions

  • Ethical Deliberations for Gift Planning
    Panel Discussion
  • Legacy Planning for Highest Capacity Donors
    Philip Cubeta, CLU, ChFC, CAP, AEP, The American College
  • Qualifying Planned & Major Gift Donors in One Easy Visit
    Melanie J. Norton, CFRE, MBA, Norton Philanthropic Counsel
  • Survey Says…Know Your Donors – It Pays to Ask
    Nathan Stelter, The Stelter Company
11:00 a.m. – 11:15 a.m. Break & Visit Exhibitors
11:15 a.m. – 12:15 p.m. Break-Out Sessions

  • How the New Tax Law Affects Charities & Donors
    Lawrence P. Katzenstein, Thompson Coburn LLP
  • Who’s Giving, What Motivates Them & How Gift Planning Enters the Conversation
    Melanie J. Norton, CFRE, MBA, Norton Philanthropic Counsel
  • How to Use Effective Messaging to Inspire & Educate Your Donors
    Nathan Stelter, The Stelter Company
  • Moving Money to Mission…
    Kirby Hughes Gould, CFRE, ChFC, CAP, CASL, Christian Church Foundation
12:15 p.m. – 1:15 p.m. Break & Lunch
1:15 p.m. – 2:15 p.m. Break-Out Sessions

  • Ethical Deliberations for Gift Planning
    Panel Discussion
  • 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
  • Moving Money to Mission…
    Kirby Hughes Gould, CFRE, ChFC, CAP, CASL, Christian Church Foundation
2:15 p.m. – 2:30 p.m. Break & Visit Exhibitors
2:30 p.m. – 3:30 p.m. Closing Keynote – Overcoming Donor Objection Through Creative Case Development – James Kopp, Changing Our World
3:30 p.m. – 4:30 p.m. Happy Hour on Patio
Sponsored by UMB Bank