Today Stelter Marketing Team Lead and webinar host Jen Lennon spotlights three webinars from 2024 that will up your planned giving game.
As the year races toward its close, it’s the perfect time to reflect on your professional education goals for 2024. Have you leveled up your knowledge and skills as much as you planned? Or are there areas where you’re still hoping to grow, but time feels like it’s slipping away? If you’re feeling the pressure, don’t worry—there’s still a chance to make meaningful progress.
Our webinar library is packed with insights to help you get there. But let’s be honest: your time is precious, and you can’t watch everything. That’s why I’m spotlighting the top 3 webinars of 2024 that absolutely deserve to be on your “must-watch” list.
Whether these expert presenters are familiar names or new discoveries for you, their insights are game changers. So, carve out an hour and get ready to learn strategies that could help you land more planned gifts. It’s time well spent—promise.
Legacy Challenges: Success Stories and Lessons Learned
Hosted by:
John B. Kendrick, CAP®, MBA, MSJ
Principal Consultant
John B. Kendrick Philanthropic Consulting
Panel members:
Kent Alley
Director of Planned Giving
Episcopal High School
Kara Barnes, CAP®
Senior Gift Planning Officer
Smithsonian Institution
John W. Jensen, CFP®
Planned Giving Director
Washington National Cathedral
Overview:
Are you considering launching a Legacy Challenge, or have you completed one in the past that wasn’t as successful as you had hoped? Then this webinar is for you! Join four experienced planned giving professionals as they provide insights into what made their recent Legacy Challenges successful and what they would do differently next time. Strategies, marketing materials and results from recent Challenges are shared.
Attendee feedback:
“This was very practical and generated a lot of helpful takeaways that I can actually take to my leadership to implement a challenge ourselves. Very helpful perspective from a panel spanning 3 different organizations with varying ideas/outcomes learned.”
Say ‘Yes’ to the Gift: Using Third-Party Resources to Accept Gifts of Noncash Assets
Hosted by:
Lynn M. Gaumer, J.D., CAP®
Senior Gift Planning Consultant
The Stelter Company
Panel members:
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Founder and CEO
Charitable Solutions, LLC
Rebecca Bibleheimer
Senior Complex Gift Officer
Oregon Community Foundation
Johnne Syverson,
Vice President of Gift Annuity Services
National Gift Annuity Foundation
Overview:
Have you ever had to tell a supporter that your organization:
- Can’t accept a noncash or illiquid asset?
- Can’t create a charitable gift annuity because your organization is not registered in a certain state?
- Can’t create a charitable gift annuity because it does not have the capacity to administer them?
Learn how to turn your can’t-s into can-s! Hear from these industry experts on how a third party can help your organization accept gifts of noncash assets so you can say ‘Yes’ to the gift!
Attendee feedback:
“Great content, great engagement with our questions. I haven’t learned so much in such a short period of time in quite some time!”
Surviving and Thriving the “Silver Tsunami”: Key Marketing Approaches and Techniques to Move Donors Along Their Legacy Giving Journey
Presented by:
Renee Durnin, CFRE
Client Strategist
The Stelter Company
Laura Spellings
Marketing Sr. Specialist, Gift Planning
World Wildlife Fund
Overview:
The “Aging of America” demographic phenomenon coupled with the life-changing pandemic we’ve experienced the last few years is creating tremendous legacy giving opportunities like we’ve never seen before. In this webinar, learn how dynamic broad-based marketing can reach a broader audience that will help you not only survive this “wave,” but thrive in it. Key marketing approaches and techniques that move donors along in their legacy giving journey are shared. World Wildlife Fund’s program (where their legacy marketing is seeing triple the results) is reviewed.
Attendee feedback:
It was so helpful to see specific examples of tactics that have worked. The presenters were very thorough in describing the marketing plan and got me to think of some ways I should adjust my own efforts. Thank you!”
We are planning our 2025 series right now and would love your help! Email me at jen.lennon@stelter.com with suggestions for topics you want to learn more about and speakers you want to hear from.