Elevating philanthropy through relationships and insights into gift planning
LIVE: Nathan Stelter
The Stelter Company
Trust, Transparency, and Technology:
Navigating the Planned Giving Journey with Boomers
In this presentation, you will learn:
• Engage Donors Using Philanthropic Psychology: Understand the emotional and psychological factors that drive planned giving decisions and how to tap into these motivations at different stages of the donor journey.
• Cut Through Marketing Clutter: Discover how to effectively communicate your message and capture the attention of Boomers amidst the overwhelming noise of today's fundraising campaigns.
• Build Trust with Transparency and Technology: Learn how technology can foster trust through personalized interactions and demonstrate measurable impact, leading to stronger, long-term donor relationships.
• Optimize the Donor Journey: Understand how to map out and guide donors through the planned giving process, ensuring they feel informed, confident, and compelled to raise their hands.
By embracing both the psychology of philanthropy and modern technologies, nonprofits can build more authentic connections, earn donor trust, and inspire Boomers to make planned giving commitments that create lasting impact.
TBD
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Contact us at: admin@upgrt.org
Utah Planned Giving Roundtable
P.O. BOX 1526
Salt Lake City, UT 84110
