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 preference, 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. The 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.
Featured Speaker
Nathan A. Stelter
The Stelter Company, President
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 that 1,200 organizations nationally with a staff of over 90 individuals.
Nathan's personal goal and charge to his staff, his clients and this industry is to continue to lead by example as Stelter build's marketing programs based on scientific-data, informed by industry-changing research and focused on connecting people, passion and purpose by way of personal philanthropy!
Over Nathan's 25-year career in planning giving, he's been fortunate to speak at over 150 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He's been quoted in The Chronicle of Philanthropy, Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is part chair (2023) for the board of the National Association of Charitable Gift Planners (CGP), a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council, member of CGP's Leadership Institute and former co-chair for CGP's National Standards for Gift Planning Success (NSGPS) task force. Nathan also proudly serves on the national board of the Giving Institute.
Registration
Member - $25
Non-member - $60
Webinar Sponsor - $325 [One slide to promote company]
