Breakfast, Networking & Educational Series, September 13, 2017

  • Wednesday, September 13, 2017
  • 7:30 AM - 10:30 AM
  • The Hope Club, 6 Benevolent Street, Providence RI 02906


Registration is closed

We are very excited to kick off the new PPPRI year with two dynamic programs.  This is a true double-header meeting with two nationally respected experts who will help us start the year off with a bang.  

Session One: “Debunking 4 Common Myths Surrounding Planned Giving”

Presented by: Nathan Stelter, Vice President Business Development & Marketing, The Stelter Company


This presentation uses data from the 2016 Natural Marketing Institute’s Healthy Aging Database® study to provide a new look at common misconceptions regarding planned giving.  We’ll take a sector-specific look at how mistaken beliefs regarding age, ethnicity, geography, and net worth may be causing your organization to miss significant gift opportunities.  We’ll also provide some practical examples on how any organization can change their planned giving program from “luck to logic” by implementing some tried and true creative best practices. Applying these tips to print and digital marketing communications materials increases chances of resonating with donors of any age or capacity to give.

Learning Objectives:

LO #1 – Participants will gain an understanding of donor importance and prevalence of common estate planning documents.

LO #2 – Participants will gain a better understanding of why a segmented communication strategy is critical to the success of any nonprofit organization.

LO #3 – Participants will learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown.

Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,500 organizations nationally with a staff of over 100 individuals.  While Nathan wears many hats at Stelter, his primary concentration is on overseeing Stelter's consulting and marketing teams and using his expertise and experience to strategize with all of Stelter's account executives and key accounts to develop distinct marketing solutions that meet each nonprofit's unique planned giving needs.  He has been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications and is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council.

Session Two:  “Invest 45 Minutes in Yourself-!!!” 

Presented by Dr. Susan Massenzio of Wise Counsel Research.

Dr. Massenzio will talk about the keys to professional growth and effective leadership and how to apply those keys to achieve your professional goals and fulfill the mission of your organization.

Dr. Massenzio is a psychologist with extensive experience consulting to Senior Executives and Leadership teams. 

Thank you to our Platinum Sponsors

Thank you to our Gold Sponsor

© 2015 Partnership for Philanthropic Planning of Rhode Island. All rights reserved.

302 Pearl Street, #108, Providence, RI  02907


Powered by Wild Apricot Membership Software