Count Down to the New Year With These Top 5 Webinars From 2020

The countdown to 2021 is on.

In 2020, content consumption (and creation) has been at an all-time high. To keep you informed of the timeliest trends and topics, our Stelter Webinar Series offered a variety of webinars—all complimentary—on important subjects like COVID-19 and the CARES Act, donor advised funds and marketing strategy for your gift planning program.

Year over year, Stelter is committed to bringing the best content and resources to the nonprofit community. For more guidance, check out our other Stelter Insights blog posts, white papers, social media (including our Stelter Insights LinkedIn group) and our FREE webinar series.

They say hindsight is 20/20, so let’s take a look at the top webinars from 2020 for a clearer vision in the new year.

5. Legacy Challenge Programs: Implementing Your First (or Second) Legacy Challenge

John B. Kendrick CAP, Courtney Tsai, JD, CAP

Learn how to implement an effective legacy challenge program from those who’ve done it, twice. In 2017 and 2019, George Washington University fielded successful legacy challenge programs. In this webinar, John B. Kendrick, Assistant Vice President, Planned Giving, and Courtney L. Tsai, Executive Director, Planned Giving, George Washington University, share how they did it and what they learned.

“A legacy challenge is on our list of things to do in the next year. Thank you to the team at Stelter for helping to support this idea. And thank you to the team at GW for sharing their success in such a thoughtful presentation.”

4. The Game Plan: Framing the Planned Giving Conversation

Robert King, J.D. and Dalia R. Pineda

In this fundraising ‘training camp’, you’ll receive coaching on how to ‘gear up’ for the planned giving conversation with your donors, gain insights into the ‘playing field’ of charitable gift planning and learn the fundamentals you need to practice to succeed. We wrap up with a pep talk from our team captain about how to bring curiosity and confidence to your discussions with donors. You’ll leave the webinar ready to create and execute a winning game plan for your donors and your organization. Your coaches for the presentation are Robert King, J.D., National Director of Gift Planning & Sr. Philanthropic Advisor, Children International and Dalia R. Pineda, Director of Advancement, University of Houston C.T. Bauer College of Business.

“This was the best webinar I’ve watched in a very long time. It offered valuable insights for both novice and experienced fundraisers and will help me with my prospect communications and with training for the gift officers in my organization.”

3. Designing the Perfect Marketing Strategy for Your Gift Planning Program

Kathryn W. Miree, J.D.

In this webinar you will learn how to use strategy and expected outcomes to drive the selection and combination of marketing options and themes that will best engage your donors. Kathryn W. Miree, President, Kathryn W. Miree & Associates, Inc, teaches you how to create a marketing strategy for your Tier I, Tier II and Tier III planned gift prospects based on your donor pool and your gift planning program maturity with creative ideas to drive success.

“Outstanding presentation. Grateful to Kathryn for continually sharing her wealth of experience and depth of knowledge pertaining to running an effective gift planning program.”

2. Strategies to Leverage Donor Advised Fund Philanthropy

Claire Axelrad, J.D., CFRE

The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And, DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010. There’s no denying the growing significance of DAFs in the total philanthropy picture. In this webinar, Claire Axelrad, J.D., CFRE, teaches you how they work and how they may be of benefit to your charity.

“Fantastic, concise, practical and applicable information. By far one of the best presentations I’ve seen on DAFs!”

1. COVID-19 + CARES Act = A Change in Your Vision for 2020

Lynn M. Gaumer, J.D., Nathan Stelter, Zach Christensen, Katie Parker

In this unprecedented time, the world is changing daily. Stelter wants to keep you aware of developments critical to your organization’s ability to survive and thrive. In our webinar we tackle two topics: the CARES Act and marketing during COVID-19. Industry expert Lynn M. Gaumer, J.D., Stelter’s senior gift planning consultant, will teach you how the recently signed CARES Act impacts your donors and your organization. Then, Stelter’s president, Nathan Stelter, will discuss the subtle art of adjusting your planned giving messaging in light of the new act, COVID-19 and the economic downturn.

“Thoroughly enjoyed this webinar – thank you for your efforts! I thought it was informative without being dry. I think it also provided a lot of very useful and applicable marketing suggestions. Great summary of the CARES Act and PPP outlining the basics.”


In case you missed them, here are two recent Stelter webinars that received rave reviews.

Putting Research to Work in Your Planned Giving Program: Getting Leadership Support and Donor Dollars

Russell N. James III, J.D., Ph.D., CFP®

Before you sell planned giving to donors, you’ve got to sell it to your organization. In this webinar, Russell James III, Professor, Texas Tech University, shows you how. James highlights real-world financial data that will warm the heart of any CFO. Plus, he takes a look at the numbers that show how to get the most dollars in the door. Hear stories and learn statistics that will get your leadership invested in planned giving and your donors invested in making transformational gifts.

“Love Russell James. He gives us information no one else has, and shares it all freely. We are so lucky to have his expertise and curiosity in our field.”

How to Eliminate Delays Obtaining IRA Death Proceeds

Johni Hays, J.D. FCEP

What was once a simple process has turned into a laborious procedure. The good news is that, led by the efforts of our presenter and a few others, progress is being made toward simplifying the process of obtaining IRA death proceeds. In this webinar, Johni Hays, J.D., FCEP, Senior Vice President, Thompson & Associates, teaches you how your nonprofit can get its IRA death proceeds faster and with less hassle.

“Johni’s presentation was excellent—I only wish I knew these insights a couple of months ago as our organization was led down the path of establishing a new account in order to receive proceeds from an IRA. Very informative!”


Kickoff 2021 with our first complimentary webinar of the new year, starring Dr. Russell James, “Raising Major Gifts of Assets During a Pandemic.” Register here to save your spot.

Cheers to you—and to a new year!

Wishing you a happy, healthy and successful 2021,

-Nathan Stelter

Leave a Reply