Thursday, February 25, 2021 from 12:00 PM to 1:15 PM PST
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Planned Giving Forum of Greater Sacramento
Raquel Altavilla

Debunking 4 Common Myths Surrounding Planned Giving

The Evolution of Planned Giving Marketing

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.

You will gain an understanding of donor importance, prevalence of common estate planning documents and how to help donors get from intent to execution. You'll learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown. Plus, you will gain a better understanding of why a segmented and integrated communication strategy is critical to the success of any nonprofit organization.

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

PGFGS Member: No cost
Nonmember:  $25