Meeting/Event Information

Full participation in our 2026 Annual Conference is applicable for 4.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Agenda

8:30AM Doors Open / Continental Breakfast

9:15AM Welcome and Introduction from SLCCGP President Mary Stahl, Assistant Vice Chancellor Planned Giving, Washington University in St. Louis 

9:35-10:45AM Opening Keynote - Carlo Laurore, SVP of Development, Scouting America Executive Director, Scouting of America 

Topic: “Transformational Giving: Why the Future of Philanthropy is Blended Gifts”

The lines between major gifts and planned giving are disappearing, and organizations that continue to operate in silos risk missing their most transformational opportunities.

Today’s donors are increasingly using a combination of current and deferred giving vehicles to maximize both impact and financial efficiency. As a result, the most significant gifts are no longer purely “major” or “planned.” They are blended.

This session will explore how to rethink traditional fundraising structures to better align with how donors actually make decisions. Through real world examples and practical frameworks, this keynote will challenge participants to rethink their approach and position planned giving as a central driver of major and principal gift success.  Attendees will gain insight into how to identify blended gift opportunities, engage donors in more holistic philanthropic conversations, and partner more effectively across development teams.

Key Takeaways:

• Understand the growing role of blended gifts in transformational philanthropy

• Learn how to identify and structure blended gift opportunities

• Explore strategies for integrating planned giving into major gift conversations

• Gain insight into organizational models that support cross functional collaboration

• Walk away with practical ideas to elevate planned giving within your fundraising strategy

10:45-10:55AM BREAK 

10:55 AM-12:00PM Session 2 - Nathan Stelter, President, The Stelter Company  

Topic: “Trust, Transparency, and Technology: Navigating the Planned Giving Journey with Boomers”

Understanding the philanthropic psychology of Baby Boomers is essential in today’s complex donor landscape, as both leading and lagging Boomers seek meaningful, transparent impact from their giving. This session will explore how nonprofits can build trust, communicate clearly, and break through the noise to engage potential planned giving donors. By examining the donor journey and the role of modern technology, we’ll highlight how personalized communication, data-driven insights, and streamlined outreach can strengthen relationships, enhance transparency, and guide Boomers from initial interest to long-term planned giving commitments.

12:00-12:15PM Mary Stahl, STLCCGP Business Agenda

12:15-1:20PM LUNCH, Networking, & Affinity Groups (12:15-12:45PM)

1:20-2:30PM Session 3 - Carlo Laurore, SVP of Development, Scouting America Executive Director, Scouting of America 

Topic: “The Next $1 Trillion: Winning the Legacy Giving Opportunity”

The largest intergenerational wealth transfer in history is already underway, yet many organizations remain underprepared to capture its full philanthropic potential.

While trillions of dollars will change hands in the coming decades, only a small percentage is projected to flow to charitable causes. The challenge is not a lack of opportunity. It is a lack of alignment, strategy, and execution within many planned giving programs.

This session will explore both sides of the equation. First, it will frame the scale and significance of the legacy giving opportunity. Then, it will examine the most common reasons organizations fail to secure estate commitments, including structural barriers, missed timing, and lack of integration with major gift strategy.

Participants will leave with a clearer understanding of what separates organizations that consistently secure legacy gifts from those that struggle to build momentum, along with practical steps to strengthen their own approach.

Key Takeaways:

• Understand the scope and implications of the generational wealth transfer

• Identify the most common reasons planned giving programs underperform

• Learn how to align legacy giving with major and principal gift strategy

• Explore practical ways to identify and engage legacy donors earlier

• Walk away with a clearer framework for building a sustainable legacy giving pipeline

2:30-2:40PM BREAK

2:40-3:20PM Session 4 – Professional Advisor Panel Discussion 

Topic: “What Donors Are Asking Now: A Multi-Disciplinary Conversation on Complex Giving in 2025–26”

PANEL:   

• Deb Dubin, CAP, Chief Philanthropy Officer, Moneta 

• Matt Madsen, Managing Partner & Estate Planning Attorney, Harrison LLP

• Missy Brown, CFP, Principal, Mosaic Family Wealth

• Carlo Laurore, CFP® CHFC® CLU® RICP® AEP® CFRE CAP®, Senior Vice President, Development & Executive Director, National Boy Scouts of America Foundation 

Moderator:  

Chris McGurn, CAP® SVP, Director, Planned Giving Solutions, PNC Institutional Asset Management

3:20-3:25PM Thank You / Closing Remarks by Josina Greene, Director of Giving Strategies, St. Louis Community Foundation & Stephanie Hadfield, Director of Estate & Gift Planning, American Cancer Society 

3:30 PM END / Transition to Post-Conference Reception 

Post-Conference Reception at The Brass Tap – Powered by PNC Institutional Asset Management

Thank you to our Reception Sponsor!