Wednesday, April 14, 2021

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. Key takeaways include: Learning more about the resources to build a strong, effective gift planning program and the National Standards for Gift Planning Success; learning how to evaluate your gift planning program and create a strategy to strengthen effectiveness and outcomes; and understanding the ten principles that drive success and how to recognize and implement them.

Handout Part 1

Handout Part 2

This program has been approved for 1.5 CFRE credits.

 

 

Speaker: Nathan Stelter, President, The Stelter Company
Speaker Bio: 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 than 1,400 organizations nationally with a staff of over 80 individuals. The home office is located in Des Moines, Iowa, with regional representation in Chicago, Ill.; Asheville, NC; Washington, DC and Denver, Colo.

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 solutions 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 20-year career in planned giving, he’s been fortunate to speak at over 100 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council and serves on the board for the National Association of Charitable Gift Planners as well as 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. He lives by the mantras: “It is what it is”, “It’s easier to ask for forgiveness than permission” and “Everything happens for a reason” …and it seems to work out. He is a lover of music, soccer, spicy food and his beloved Iowa Hawkeyes. He rarely sleeps. And is extremely competitive in everything he does. When not at his Stelter desk, Nathan enjoys spending time with his family, wife Nora and children Benjamin Hawkeye (14), Brody (10) and Brynn (8) along with three Brussels Griffon pups, Lola, Bubbles and Fergus.

Speaker: Kathryn Miree, JD, President, Kathryn W. Miree & Associates
Speaker Bio: Kathryn W. Miree is President of Kathryn W. Miree & Associates, Inc., a consulting firm located in Birmingham, Alabama, that works with boards and staff of nonprofits and foundations to build strong fundraising platforms and establish fundraising strategies, with a specialty around major and planned gifts. She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She is a member of the Alabama Bar Association.

After serving as a law clerk to Judge Clarence Allgood in the United States District Court for the Northern District of Alabama, Kathryn joined AmSouth Bank (now Regions) as a trust officer, managing its Estate Administration Team, Charitable Trust Team, and then serving as Senior Vice President and Manager of the Personal Trust Division. In 1994 she moved to Sterne, Agee & Leach, a privately owned brokerage firm, to establish and serve as President & CEO of its Trust Company. In 1997 she established Kathryn W. Miree & Associates, Inc. to focus on charitable gift planning, administration and compliance in management of planned gifts and endowments, and effective communication with and engagement of donors. Her client include nonprofits from all charitable sectors across the United States and in Canada.

Kathryn has been actively professionally as past president of the National Committee on Planned Giving, past president of the Alabama Planned Giving Council, and past President of the Estate Planning Council of Birmingham, a member of the NAEPC board, and as Vice Chair of the Task Force on Legal Education of the Alabama Bar Association. She was inducted into the National Association of Charitable Gift Planners Hall of Fame in 2018 and to the Estate Planning Hall of Fame (National Association of Estate Planners & Councils) in 2020.

In her community Kathryn has served as Chair of the Community Foundation of Greater Birmingham, Chair of United Way of Central Alabama, and Chair of The Altamont School as well as serving in various capacities on more than twenty other nonprofit boards. Kathryn is a frequent lecturer, co-author of The Family Foundation Handbook (CCH Publishers 2014) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers, 2006).