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10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success

November 7, 2022 @ 12:00 pm

Nathan Stelter


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.

In this presentation you will learn:

  • Learn more about the resources to build a strong, effective gift planning program and the National Standards for Gift Planning Success
  • Learn how to evaluate your gift planning program and create a strategy to strengthen effectiveness and outcomes
  • Understand the ten principles that drive success and how to recognize and implement them.



Nathan Stelter, President
The Stelter Company

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 1,500 organizations nationally with a staff of almost 100 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 programs 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.

Nathan is a graduate of the University of Iowa where he earned a B.B.A. degree in marketing and is currently pursuing his Executive MBA through Iowa as well. 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 (13), Brody (10) and Brynn (8) along with three Brussels Griffon puppies, Lola, Bubbles and Fergus.

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November 7, 2022
12:00 pm
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