Today Stelter Marketing Team Lead (and webinar hostess with the mostess) Jen Lennon spotlights the top three webinars from 2023.
You know all those Stelter webinars you registered for, added to your calendar and then…missed? Perhaps the donor meeting you had been trying to confirm for months finally came through, or your boss made a last-minute ask you needed to prioritize, or your calendar reminder didn’t pop up. You may have missed being there live, but you haven’t missed out altogether.
That’s right! You can view all the recordings on our webinar video library page.
But while they’re all fantastic and worth your time (I know, I was at every. single. one.), we know your time is a valuable resource in short supply. So today I’m highlighting the top 3 webinars from 2023 that you need to put on your “must-see” list.
The experts presenting these will be of no surprise to you if you’ve been in the business for long. If you don’t know them, that’s perfect too, because you need to. So grab some popcorn (or snack of choice) and spend an hour with someone who can help you close more planned gifts.
How to Ask for the Gift in a Will Without Fear or Anxiety: The Science and the Sentences
Presented by: Russell James III Ph.D., J.D., CFP®, Professor, Charitable Financial Planning, Texas Tech University
Overview:
The idea of legacy gift fundraising makes sense. But it feels a little uncomfortable, right? So how do you do it? What, specifically, do you say? In his presentation, Professor Russell James reviews, step-by-step, the most effective ways to ask for an estate gift for your nonprofit. Connecting experimental research and academic theory with dozens of simple, practical examples, he gives you both the “Why” and the “How” of the words and phrases that work.
Attendee feedback:
“This was the best ‘making the ask’ for planned gifts training I have seen in 30+ years. Content gave clear examples based on data. Excellent!”
And the Winner Is: The Award for Best Planned Gift of 2023 Goes to…
Presented by: Lynn M. Gaumer, J.D., Senior Gift Planning Consultant, The Stelter Company
Overview:
Ready for a fun, Oscar-themed, planned giving webinar? Lynn M. Gaumer, J.D., takes you to the Academy Awards where she presents the “Oscar” to the winner for the best planned gift of 2023: the Charitable Gift Annuity. Learn why the CGA deserves the title, explore different funding options, and determine which one may be the best fit for your donor. Then go “backstage” with Lynn while she interviews special guest Johnne Syverson, CFP®AEP®, CAP®, to learn more about outsourcing your CGA program.
Attendee feedback:
“This was a fun way to learn about a dry topic! Thank you for sharing your expertise. I will be watching this several more times to absorb all the info.”
Making the Most of Your Legacy Society
Presented by: Margaret M. Holman, President, Holman Consulting
Overview:
Donor recognition is always important, but for donors who include your nonprofit with a gift in their will, it is vital. Establishing, auditing and/or revamping your legacy society should be on your to-do list. Get started with practical solutions from Margaret Holman. Understand why legacy societies are important, learn how to find the best name for your society and hear how other organizations have structured their societies.
Attendee feedback:
“I attended the webinar for my colleague that had a meeting. It was amazing and I think we will have some of our other colleagues watch the recording as well. So informative.”
We are planning our 2024 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.