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• 2025 CGP Conference

  • Start
    October 15, 2025
  • End
    October 17, 2025
  • Location
    Indianapolis, Indiana

  Save the date for CGP Conference 2025! 

  We look forward to welcoming you to CGP's hometown for connection, innovation and opportunities for professional development. From the iconic Monument Circle to the growing art and food scene, explore all that Indianapolis has to offer during CGP Conference 2025. 

  Click here for Conference details

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• Leveraging the Charitable Giving Resources of Your Local Community Foundation

  • When
    November 05, 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    US Naval Academy Foundation / Alumni Association - 301 King George St, Naval Academy, MD 21402 [Blue & Gold Bar]

  Register

  Community foundations are an often-untapped resource for gift officers of all stripes, estate planning attorneys, accountants, and wealth advisors. Please join us in exploring the unique strategic options community foundations bring to the charitable gift planning table. 

  Moderator

  Aquanetta Betts, JD, CAP, AEP, CFRE

  Director of Planned Giving, George Mason University

  Before her planned giving roles within nonprofits, Betts worked for 11 years as an estate planning attorney, helping clients by drafting planned giving and estate agreements that reflected their charitable intent. She is a licensed attorney in the District of Columbia and Maryland.

  Betts holds leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, the Baltimore Estate Planning Council, and the National Capital Gift Planners Council. She is a past president of the Chesapeake Planned Giving Council and is currently on the board of the National Association of Charitable Gift Planners. 

  She is a Chartered Advisor in Philanthropy®, Accredited Estate Planner®, and Certified Fund Raising Executive. She earned her J.D. from Nova Southeastern University and a B.A. in English from Florida International University. A former flight attendant with over 15 years at American Airlines, she remains passionate about travel.

  
  

  Featured Panelist

  
  

  

  John Rodenhausen, CAP

  Director of Gift Planning

  Community Foundation of Anne Arundel County

  John joined CFAAC in 2023 as Director of Gift Planning after working 25 years at the Chesapeake Bay Foundation (CBF). As CFAAC’s Director of Gift Planning, John facilitates Anne Arundel Women Giving Together (AAWGT) philanthropic initiatives, cultivates and stewards relationships with current and prospective donors, as well as professional advisors, including members of the Anne Arundel Estate Planning Council (AAEPC). He assists advisors with trusts, estate planning, and other deferred gifts to help their clients achieve a lasting philanthropic legacy in the community.
  

  
  

  Marie Lilly

  Director of Philanthropic Services, Baltimore Community Foundation

  Marie Lilly is the Director of Philanthropic Services at the Baltimore Community Foundation. Marie works with donors and professional advisors to achieve their charitable goals through philanthropic advising and gift planning. Marie came to BCF with 19 years of fundraising and community engagement experience, most recently at UMBC where she held leadership positions in development, community and government relations, and communications. Marie has a master's in Women's Studies from Towson University and a Bachelors degrees in English and Religious Studies from McDaniel College.

  
  

  Registration
  

  Member -$50

  Non-member - $75 

  Event Sponsor - $500  [1-2 minutes of air time before the presentation and has a flyer at the registration table for distribution to each participant.]

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• Trust, Transparency, and Technology

  • When
    December 03, 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom

  Register

  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] 

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