November 1, 2017- Debunking 4 Common Myths Surrounding Planned Giving

November 1, 2017 @ 12:00 pm – 1:15 pm
Scioto Country Club
2196 Riverside Drive
Members: No Charge/ Guests: $35/ Students: $5
Dale Abrams

 Debunking 4 Common Myths Surrounding Planned Giving

Presenter: Nathan Stelter, The Stelter Company
This presentation uses data from the 2016 Natural Marketing Institute’s Healthy Aging Database® study to provide a new look at common misconceptions regarding planned giving.
We’ll take a sector-specific look at how mistaken beliefs regarding age, ethnicity, geography, and net worth 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.

Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing 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.
While Nathan wears many hats at Stelter, his primary concentration is on overseeing Stelter’s consulting and marketing teams and using his expertise and experience to strategize with all of Stelter’s account executives and key accounts to develop distinct marketing solutions that meet each nonprofit’s unique planned giving needs.
He has been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications and is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council.

  • Member Price : No Charge for CGPCO Members – ONLINE reservations required
  • Guest Price : $35 Guests – online reservations and credit card payments required by the RSVP deadline
  • Other : Full-Time Students $5 – online reservations and payments required by the RSVP deadline (Student underwriting provided by Waller Financial Planning Group)

Cancellations received in writing to by the October 27 RSVP deadline will receive a full refund. Cancellations received after October 27 will not be eligible for a refund, but you may send a substitute guest.

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