Stories from the Trenches: Gift Agreements and Appraisals and Receipts, – Oh My!
September 19, 2019
Kent Weimer
Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization. “Kent’s presentation was excellent. His experience and knowledge along with his interesting and frequently entertaining delivery quickly endeared him to the audience.” Steven Covington, President New Orleans Planned Giving Council.
Kent is Director of Trusts, Estates & Gift Planning at Parkland Foundation in Dallas, TX. His extensive expertise in institutional advancement comes from 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. At Parkland Foundation Kent works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. He has 40 plus years of experience in fund raising and has been actively involved in CGP for 20 years including leadership roles at the Dallas and Chicago Councils. He is also Chair Elect of the national board. Kent is an active member of the Dallas Estate Planning Council and, as a CAP®, has been a volunteer facilitator for the local Chartered Advisor in Philanthropy® study groups.
Survey Says . . .Know Your Donors. It Pays to Ask!
November 21, 2019
Nathan Stelter
Most of planned giving marketing has largely been one-way focused communication…charities pushing information out to our donors. Surveys have long been a great tool for us to not only create a two-way dialogue with our donors, but better understand donor passion, donor receptiveness and ultimately identify new planned gifts! This presentation will provide answers to common questions planned giving professionals are asking about survey tools and how to put them to best use in growing their planned giving program. No matter your nonprofit’s size or sector you’ll gain valuable information on: 1) Why should your organization survey? What should you expect from surveying your donors? 2) Who should you be surveying and what’s the best format? How should you decide who’s in and who’s out? 3) How often should you send surveys? Can you survey too much? 4) How can the results of your organization’s survey impact your planned giving program?
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.