3201 Corrine Drive
Debunking 4 Common Myths Surrounding Planned Giving – The Evolution of Planned Giving Marketing
September 12, 2019
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.
Nathan Stelter is the President of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. 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.