Date: Wednesday, April 14, 2027
Time: 11:30am - 1pm
11:30 a.m. Networking
Noon Program and Lunch
Location: Brio Italian Grille - International Plaza
Address: 2223 N. Westshore Blvd in Tampa (here's a map)
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“Trust, Transparency, and Technology: Navigating the Planned Giving Journey with Boomers”
In today’s complex donor landscape, understanding the philanthropic psychology of Baby Boomers is key to building lasting relationships and securing planned giving commitments. Both leading and lagging Boomers have distinct preferences, yet they share one common desire: to ensure their contributions make a meaningful, transparent impact. As these donors navigate the giving journey, the importance of trust and transparency cannot be overstated. They want to know exactly how their funds will be used, and they seek clarity in how their values align with your mission.
While Boomers are deeply engaged in philanthropy, they are also bombarded with marketing messages. This presentation will explore how nonprofits can cut through the noise and effectively reach potential planned giving donors. By understanding the planned giving donor journey, organizations can craft messages and strategies that resonate deeply and inspire action.
Technology plays a pivotal role in modernizing donor engagement, allowing nonprofits to provide personalized communication and streamline their outreach efforts. We’ll dive into how you can leverage technology to build trust, enhance transparency, and ultimately guide donors along their planned giving path, from first interest to committed support. Whether through data analysis or streamlined communication, technology can help build trust and foster long-term loyalty.
In this presentation, you will learn:
• Engage Donors Using Philanthropic Psychology: Understand the emotional and psychological factors that drive planned giving decisions and how to tap into these motivations at different stages of the donor journey.
• Cut Through Marketing Clutter: Discover how to effectively communicate your message and capture the attention of Boomers amidst the overwhelming noise of today's fundraising campaigns.
• Build Trust with Transparency and Technology: Learn how technology can foster trust through personalized interactions and demonstrate measurable impact, leading to stronger, long-term donor relationships.
• Optimize the Donor Journey: Understand how to map out and guide donors through the planned giving process, ensuring they feel informed, confident, and compelled to raise their hands.
By embracing both the psychology of philanthropy and modern technologies, nonprofits can build more authentic connections, earn donor trust, and inspire Boomers to make planned giving commitments that create lasting impact.
Nathan Stelter, President
The Stelter Company
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 1,200 organizations nationally with a staff of over 95 individuals.
Over Nathan’s 25-year career in planned giving, he’s been fortunate to speak at over 200 national and regional industry meetings on gift planning marketing, trends and donor research. He’s been published & quoted in numerous trade publications including The Chronicle of Philanthropy and Planned Giving Today, amongst others, and currently authors the popular Stelter Insights blog.
Nathan is past Board Chair (2023) for the National Association of Charitable Gift Planners (CGP), a past board member of the National Capital Gift Planning Council (Washington, DC), current board member for the Giving Institute, current member of CGP’s Leadership Institute, as well as former co-chair of CGP’s National Standards for Gift Planning Success (NSGPS) task force.
Nathan is a two-time graduate of the University of Iowa where he earned a bachelor’s degree in marketing and an Executive MBA.
Advance reservations are required
CGP Tampa Bay Members - Free
Guests - $45.00
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ANNUAL SPONSORS:
Community Foundation Tampa Bay
Tampa General Hospital
SPCA Tampa Bay
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
The
mission of Charitable Gift Planners of Tampa Bay (formally the
Partnership for Philanthropic Planning of Tampa Bay) is to foster
awareness and to provide an effective forum for education,
communication, networking and collaboration for our gift planning
community.