10 Principles for Gift Planning Program Success

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

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.