This presentation uses data from the 2016 Natural Marketing Institute’s Healthy Aging Database® study to provide a new look at common misconceptions regarding planned giving.

We’ll take a sector-specific look at how mistaken beliefs regarding age, ethnicity, geography, and net worth 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.

Learning Objective(s):

  • Participants will gain an understanding of donor importance and prevalence of common estate planning documents.
  •  Participants will gain a better understanding of why a segmented communication strategy is critical to the success of any nonprofit organization.
  •  Participants will learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown.

7:30 – 7:50 am Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program

Presenter:  Josh Hanson, The Stelter Company – Prior to current role, Josh was the founder of Nfinity Performance Group, a sales training and consulting practice that worked with Fortune 500 Companies. And it is no secret that he loves Hot Tamales and other cinnamon gummy candies.