Survey Says . . .Know Your Donors. It Pays to Ask!
November 21, 2019
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.