Lynn M. Gaumer, J.D., CAP

Senior Technical Consultant

Urbandale

IA

lynn.gaumer@stelter.com

Lynn M. Gaumer, J.D., CAP® is the senior gift planning consultant for The Stelter Company and a board member of both the Mid-Iowa Planned Giving Council and the National Association of Charitable Gift Planners, where she previously chaired the Leadership Institute. She is also a member of NACGP’s 2025 Government Relations Committee. With over 25 years of experience in estate and charitable planning, Lynn has spent more than 13 years at Stelter, advising clients on technical planned giving matters and ensuring the accuracy of nonprofit marketing communications. She regularly presents technical webinars for Stelter, speaks at conferences nationwide on a variety of planned giving topics, and authors Stelter’s Expert Insights, a publication covering trends and research in planned giving. Her expertise has also been featured in Planned Giving Today, where she has published two articles. Before joining Stelter, Lynn spent a decade as an associate attorney specializing in estate and charitable planning. She earned her B.A. in economics and communication studies from the University of Iowa and her J.D. from the University of South Dakota School of Law.

Leadership Institute

The $4 Trillion Dollar Question: Expiring Tax Cuts, Looming Congressional Action and the Future of Philanthropy

With key provisions of the Tax Cuts and Jobs Act (TCJA) set to expire, Congress faces a critical decision—extend the cuts at an estimated cost of $4 trillion or seek alternate solutions. Its choices will have implications for charitable giving, estate planning, and the broader economy. This session will explore: Expiring TCJA provisions and their impact on donors and planned giving strategies Ways Congress might pay for extending tax cuts: spending reductions, potential tax increases, or new revenue measures The Charitable Act and other key policy proposals under discussion and their likelihood of passage What fundraisers and advisors need to know to help donors navigate potential tax law changes Join me for a timely discussion on what’s at stake and how the evolving legislative landscape could shape the future of philanthropy.

Starting the Conversation: A Fundraiser’s Guide to Gift Planning Engagement

Knowing how to begin a gift planning conversation can feel daunting—but it doesn’t have to be. In this practical and engaging session designed for frontline fundraisers, you'll learn how to confidently and authentically introduce planned giving into your donor interactions. Through a focus on real-life examples and donor-centered strategies, this session will help you: Understand the donor journey and what motivates long-term giving Prepare for conversations by reviewing donor history and identifying cues Use open-ended questions to uncover values and priorities Build rapport through storytelling and impact-driven dialogue Address common concerns and objections with confidence Gracefully bring the conversation to a close while setting the stage for next steps Whether you’re just beginning to explore planned giving or looking to deepen your conversations, this session will equip you with the tools to start stronger, connect more deeply, and inspire lasting generosity.

Planned Giving Made Simple

Gift planning offers a variety of ways for donors to support the charitable organizations they care about in a way that aligns with their own personal financial needs and goals. But understanding the many different planned giving vehicles can be overwhelming and confusing—even for fundraising professionals. And while not everyone needs to be an expert, comprehending the basics can help you help your donors see the possibilities, while advancing your organization's development efforts. Learning objectives: · Overview of designating gifts through a will, living trust, or beneficiary designation. · Leverage noncash gifts of assets such as publicly traded stock. · Give from the most highly taxed assets - opportunities for those 70 ½ and older. · Step beyond traditional giving with donor advised funds · Receive income with charitable gift annuities · Review donor profiles and scenarios Recommended audience This presentation will be suitable for all ages and levels of understanding.

Gift Design, Marketing/Cultivation, Administration, Other

Lynn

Gaumer

lynn.gaumer@stelter.com

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