10 Principles For Gift Planning Success

Have you ever wondered what the difference is between a good gift planning program and a great one? Have you ever been asked by your board or boss ‘why’ they should be investing in your planned giving program? Perhaps you’ve inherited a fledgling program and want to jumpstart it? You’re in the right place! In the fall of 2020, CGP released the first ever National Standards for Gift Planning Success (NSGPS). These standards have been created as a living, breathing resource created from years of experience, proven best practices and current research that is focused on providing any and all fundraising shops with tools to ensure gift planning success. In this presentation you will learn:

  • How the standards will provide large and small organizations a road map for program success and a realistic way to generate information that helps managers understand the importance of gift planners’ work.
  • How the standards incorporate the challenging process of measuring the performance of gift planners and planned giving programs
  • How to navigate the NSGPS website and utilize the tools and resources provided

About Nathan Stelter
Nathan 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 1,400 organizations nationally with a staff of 85 passionate 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 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 where he’s working with a small task force to create the first ever National Standards for Gift Planning Success.