Lynn M. Gaumer
The Stelter Company
Senior Technical Consultant
10435 New York Ave
Urbandale, IA 50322
Urbandale, IA 50322
Joined The Stelter Company in November 2011 • Prior to coming to Stelter, Lynn worked as an associate attorney for 10 years with Duncan, Green, Brown & Langeness, P.C., a law firm in Des Moines, Iowa, specializing in estate planning, charitable planning, probate, guardianships, conservatorships, real estate and business planning. • Bachelor of Arts degree in economics and communication studies from the University of Iowa, and a law degree from the University of South Dakota School of Law. • President elect and Board member of the Mid-Iowa Planned Giving Council (2014 – present) and member of the Leadership Institute for the National Association of Charitable Gift Planners.
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Title of Presentation 1
Charitable Gift Annuities - The Basics and Beyond
Do you want to learn more about charitable gift annuities? Are you struggling with the decision to start a CGA program? Or perhaps you have a program in place but need help getting it off the ground. This webinar will focus on the basics of charitable gift annuities and the assets used to fund them. In addition, learn how to: · Offer CGAs without being registered with your state. · Comply with the regulations in your state and others. · Identify CGA prospects. · Include best practices in your program. · Market CGAs to your donors.
Title of Presentation 2
10 Steps to a Successful Planned Giving Program
Are you struggling with the decision to start a planned giving program? Or perhaps you have a program in place but need help getting it off the ground. You will learn how to: Assess your organizational readiness for a planned giving program Make your case in order to gain the support necessary to start a planned giving program Take 10 steps to ensure your planned giving program has a strong foundation and roadmap for success Identify and cultivate your planned giving prospects Connect with your supporters through multiple channels Plus, you'll receive a sample gift acceptance policy and planned giving program calendar to help get you started!
Title of Presentation 3
Planned Giving 101
In this presentation, the attendee will learn: How to Identify Planned Giving Prospects – Think About Your Database Most Popular Planned Giving Vehicles Bequests Beneficiary Designations Charitable Gift Annuities Blended Gift Opportunities
Presentation Topic Areas
Gift Design, Marketing/Cultivation, Administration, Other
Please provide contact information for the person councils should contact to arrange speaking opportunities. This will display on the Speaker Bureau Directory.
If you are not a current CGP Board member, please include information about your fee.
$1,000 plus travel expenses