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• 10 Principles for Gift Planning Program Success

  • When
    August 31, 2022
  •  
    12:30 PM - 1:30 PM
  • Location
    Webinar
  • Registered
    17 registrants

  Register

  Practical Application of CGP’s National Standards for Gift Planning Success
  

  The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we example ten principles that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program or growing an existing program, these principles will allow you to energize your program, focus on a strategy for your work, and engage meaningful long-term gifts for your organization.

   In this presentation you will learn:

  • Learn more about the resources to build a strong, effective gift planning program and the National Standards for Gift Planning Success
  • Learn how to evaluate your gift planning program and create a strategy to strengthen effectiveness and outcomes 
  • Understand the ten principles that drive success and how to recognize and implement them.

  About the Speaker
  

  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 1,300 organizations nationally with a staff of over 85 individuals.
  

  
  Over Nathan’s 22-year career in planned 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 numerous trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the NCGPC (Washington, DC), current member of the Mid-Iowa Planned Giving Council, member of the National Association of Charitable Gift Planners (CGP) Leadership Institute, chair-elect for CGP’s national board of directors of the as well as co-chair of the 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.
  
  
  

  Continuing Education Credit

  

  Full participation in this program is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
  
  
  

  
  

  Thank You to our Chapter Gold Sponsors

  

  
  

  
  
  

  

  
  Thank you to our Chapter Silver Sponsors
  
  

  

    Sponsorship Opportunities

  Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.
  

  Show details
• Disrupting Aging & Donor Philanthropic Personalization

  • When
    September 21, 2022
  •  
    12:00 PM - 1:30 PM
  • Location
    Broadneck Library, 1275 Green Holly Drive, Annapolis, MD 21409.
  • Registered
    9 registrants

  Register

  
  

  AARP's Franklin Guerrero will discuss their Foundation's research and innovative approaches to disrupting aging and what it means to grow older. Heather Sherman from the Melwood Horticultural Training Center will then then hone in on how to personalize gift planning communications in a way that best resonates with the donor as they see themselves as part of their generational cohort.
  
  

  Join your colleagues at 12 noon to network over lunch-- whether in-person or virtually-- as the program will be offered in a hybrid format! Our program will then begin at 12:30 p.m.
  
  
  

  Part Three: Planned Giving Vehicles: Bequests, Trusts, Charitable Gift Annuities & Their Ethical Considerations

  Wednesday, November 16, 2022, 12 - 1:30 p.m.
  Click HERE for more information and to register for this program.

  
  

  About the Speakers
  

  
  

  Franklin Guerrero
  Vice President of Philanthropy
  Major Gifts & Gift Planning
  AARP Foundation
  
  Franklin and his team oversee the personalized relational approach of donor development and aim to increase the giving and tenure through outright and deferred gifts to the Foundation. The goal of his team program is to maximize the lifetime value of donors in relationship management portfolios. He works with leadership to run the Annual Board Giving Fund and the Employee Giving Campaign. He also Co-Leads the Objective 3 of the Foundation, that by 2026, will secure $757 million in refunds for the Low-Income 50+, with increasingly equitable outcomes for populations that have faced systemic racism and discrimination. He also serves on the AARP Diversity, Equity, and Inclusion Advisory Council.
  
  He brings over 20 years of fundraising and nonprofit experience as Chief Development Officer with the Hispanic Scholarship Fund and Project HOPE and as Vice President for Major Gifts with Children International and Head of Leadership Giving at the USA for UNHCR. He has secured six and seven-figure gifts and board development in those roles. He began his career in ministry and community organizing in Chicago and Eastern Pennsylvania with the United Methodist Church.
  
  Franklin holds degrees from the University of Sacred Heart in San Juan, Puerto Rico, Garrett Theological Seminary Located at Northwestern University, and advanced certificates from The Fundraising School at Indiana University and Vanderbilt University. He has recently completed the innovative new Certificate in Philanthropic Psychology at the Institute for Sustainable Philanthropy in the UK.
  
  
  Heather R. Sherman, CAP, JD
  Vice President, Fund Development
  Melwood Horticultural Training Center, Inc.
  
  Heather is responsible for planning, implementing, and managing a comprehensive fundraising program to identify opportunities for interested donors to support the work of Melwood now and in the future.
  
  She brings almost 25 years of experience in all areas of fundraising, including direct response; major and planned giving; corporate, foundation, and government support; and workplace giving. Heather has raised over $100 million for large, national nonprofits like National Society Daughters of the American Revolution, The Cultural Landscape Foundation, and AARP Foundation, as well as smaller, regional nonprofits like the Girl Scouts Council of the Nation’s Capital.
  
  Heather has a BA in English/Communications from DeSales University, an MA in Philanthropy & Development from St. Mary’s University of MN, and a JD from Concord Law School. She also earned the designation of Chartered Advisor in Philanthropy , as well as a Certificate in Philanthropic Psychology Fundraising Copywriting.
  
  Heather is an active member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council. She is also a member of the Association of Fundraising Professionals (AFP) and the DC AFP chapter.
  

  Continuing Education Credit

  
  Full participation in this program is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
  
  

  
  

  Thank You to our Chapter Gold Sponsors

  

  
  

  
  
  

  

  
  Thank you to our Chapter Silver Sponsors
  
  

  

    Sponsorship Opportunities

  Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.
  

  Show details
• Planned Giving Vehicles: Bequests, Trusts, Charitable Gift Annuities & Their Ethical Considerations

  • When
    November 16, 2022
  •  
    12:00 PM - 1:30 PM
  • Location
    Baltimore, MD
  • Registered
    6 registrants

  Register

  
  

  SAVE the DATE!

  More information coming soon...

  
  

  Join your colleagues at 12 noon to network over lunch-- whether in-person or virtually-- as the program will be offered in a hybrid format! Our program will then begin at 12:30 p.m.
  

  
  

  
  

  About the Speakers
  
  
  

  More information coming soon...

  
  

  Continuing Education Credits

  CFRE CEUs are under review. Check back often for updates!
  
  

  Thank You to our Chapter Gold Sponsors

  

  
  

  
  
  

  

  
  Thank you to our Chapter Silver Sponsors
  
  

  

    Sponsorship Opportunities

  Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.
  

  Show details