4 Planned Giving Myths—Debunked!


Program Description:
Resonating with donors is more than just luck (spoiler alert: Dumb luck is myth #1). Gifts happen when you know your audience and how they can connect personally with your organization. We’ll share three actionable tips for building these long-term relationships. Localization is key, too (and yes, the West does have charitable residents). It’s also time to dive into segmented lists based on age groups and refuse to discount those under the age of 65. And guess what? Financial concerns permeate all income brackets so you can educate even the Warren Buffets in your directory. Ultimately the message matters, down to the font choices and image types…and dog pictures help, too.

Put your brand to work today with our strategies that will make you a smarter, stronger and better fundraiser. After an hour you’ll never again repeat these four myths:
Myth #1 Most of planned giving is just plain luck.
Myth #2 Don’t waste your time on donors younger than 65.
Myth #3 High net worth donors have their financial affairs in order.
Myth #4 The West gives less than other areas.

Speaker Bio:
Jeremy Stelter, Director of Business Development, Western U.S at Stelter Group based in Des Moines, Iowa. Stelter is the strategic partner nonprofits depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services. Jeremey is a very high energy person who loves to spend time with his amazing wife, Michelle, and his two wonderful kids Sam and Lucy and their Newfoundland dog Lola. He is an outdoor enthusiast and loves to explore the Colorado Mountains. Music and sports are also a passion. His work also brings him great joy. It is a privilege to work with amazing non-profits and advance their mission and positive imprint on society! His favorite quote and sums up his approach to life and work, “There may be people who have more talent than you, but there's no excuse for anyone to work harder than you do.”

Program Agenda:
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

This program is accredited for 1.5 hours by CFRE and appropriate for all planned giving professional levels.

PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.

Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd # 100, Folsom, CA 95630.

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, March 21.


  • When

  • Thursday, March 23, 2017
    11:30 AM - 1:30 PM

  • Where

  • KVIE Community Room
    2030 W. El Camino Avenue
    Sacramento, California 95833

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