December 2, 2015 Program Meeting

December 2, 2015 @ 10:00 am – 1:00 pm
Maggiano's (Trentino/Barolo Room upstairs)
2019 Post Oak Blvd
Houston, TX 77056
Dawn Fenstad
December 2, 2015 Program Meeting

Featuring Nathan Stelter with The Stelter Company. He will be presenting “Beyond Basic Demographics – Attitudes & Behaviors Related to the Dimensions of Healthy Aging” and “The Power of Engagement – Integrating Your Donor Communication Strategy”.

Morning Session/10-11 a.m.
The Power of Engagement – Integrating Your Donor Communication Strategy

Over the last five years, advances in online and offline communication methods have narrowed the gap between nonprofits and the donors who support them. This increase in exposure and accessibility enables nonprofits to build deeper relationships with existing donors and develop bonds with newer donors at a rapid pace. Yet, with all this opportunity, many nonprofits struggle to gain a measurable return on investment from their online and offline communication efforts.

Join us to discover a research-based, step-by-step plan for a robust online communication program that resonates with your audience, reinforces your mission and accelerates gift conversations with your donors.

How does this topic address the needs or interests of gift planners or of donors and other allied professionals interested in planned giving?

Changes in donor expectations regarding communication from the nonprofits they support has forced many in the planned giving field to pay more attention to their marketing programs. This session aims to demystify current marketing trends and provide actionable next steps for planned giving and allied professionals alike in order to better communicate with their donors and prospects.


1.      Learn how to modify your marketing approach for the online and offline channels to maximize effectiveness.

2.      Follow proven strategies to amplify your presence.

3.      Discover insights from nonprofits that have “cracked the code” on donor engagement.

Note: This presentation will be not be Stelter- or product-centric. Rather, we seek to provide vendor-neutral thought leadership and actionable ideas, which any nonprofit can leverage.

Continuing Education

CFRE – 1 hour
CLE – No credit
CFP – No credit
CPE – No credit

Luncheon Session/11:30-1 p.m.
Beyond Basic Demographics – Attitudes and Behaviors Related to the Dimensions of Healthy Aging
This presentation will provide a multidimensional view from a new U.S. study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving. We will not only examine charitable giving as a whole, but also examine the significance of these findings on charitable gift planning.

~       Understand how life expectancy affects attitudes toward planned giving.

~       Gain a better understanding of the degree of influence various audiences have on charitable giving.

~        See how much trust each generation (Millenials, Gen X, Boomers and Matures) has that organizations are putting 100% of donations to the actual cause.

The presentation will provide direction for planned gift officers who are responsible for creating or managing their organizations’ planned giving communications strategies and who are interested in cultivating long-term relationships with their donor database. We will look at how health, financial and relationship factors play a role in how today’s boomers and matures look at planned giving as well as charitable giving in its entirety.

Continuing Education
CFRE – 1 hour
CLE – No credit
CFP – No credit
CPE – No credit


About Nathan Stelter

Nathan Stelter, Vice President of Business Development

With almost 15 years of experience providing personal consultation to hundreds of nonprofits on their planned giving objectives, Nathan’s primary concentration is overseeing Stelter’s consulting and client relations teams. Using his expertise, Nathan strategizes with all of Stelter’s regional consultants and key accounts to develop distinct marketing solutions that meet each nonprofit’s unique planned giving needs. In addition, Nathan is heavily involved in product development, strategic partnerships, marketing consultation and corporate marketing.

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