Debunking 4 Common Myths Surrounding Planned Giving – The Evolution of Planned Giving Marketing

DESCRIPTION:
This presentation uses data from the Natural Marketing Institute’s Healthy Aging Database® study as well as studies from Dr. Russell James, the Philanthropy 100 and others to provide a new look at common misconceptions regarding planned giving.

We’ll take a sector-specific look at how mistaken beliefs regarding age, net worth, and the impact of planned giving on annual support may be causing your organization significant gift opportunity.

We’ll also provide some practical examples on how any organization can change their planned giving program from “luck to logic” by implementing some tried and true creative best practices. Applying these tips to print and digital marketing communications materials increases chances of resonating with donors of any age or capacity to give.

Learning Objectives:
LO #1 – Participants will gain an understanding of donor importance, prevalence of common estate planning documents and how to help donors get from intent to execution.

LO #2 – Participants will learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown.

LO #3 – Participants will gain a better understanding of why a segmented and integrated communication strategy is critical to the success of any nonprofit organization.

Speaker Bio
Nathan Stelter is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,500 organizations nationally with a staff of over 100 individuals. Nathan and his amazing leadership team continue to forge the way with new research, new innovations and smarter ways for charities to raise planned gifts. His primary focus is on product development, strategic partnerships and sharing insights on industry trends…along with overseeing Stelter's consulting, client strategy and marketing teams. Over Nathan’s almost 20-year career in planned giving, he’s been fortunate to speak at over 100 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council and serves on the board for the National Association of Charitable Gift Planners.

Program Agenda
Registration and Networking: 11:30AM
Program and Presentation: 12:00PM – 1:30PM

Cost To Attend
PGFGS and Joint NCPG & PGFGS Members:  $25
Regular Members:  $40

REFUND POLICY
You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, June 23.

PHOTO RELEASE
Please note that we occasionally take photos and videos of our educational sessions for marketing and social media purposes. If you plan to attend one of our events, but do not wish to be included in photos, please alert us by emailing Peter Leon-Guerrero at pleonguerrero@ucdavis.edu, and we will exclude your likeness from any of our communications.

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