The Stelter Company
Job Title
Senior Technical Consultant
Address
10435 New York Ave
Urbandale, IA 50322
United States
Urbandale, IA 50322
United States
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Email Address
lynn.gaumer@stelter.com
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Biography
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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Position
Leadership Institute
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Headshot
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Presentation 1
Title of Presentation 1
Charitable Gift Annuities - The Basics and Beyond
Presentation Description
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.
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Presentation 2
Title of Presentation 2
10 Steps to a Successful Planned Giving Program
Presentation Description
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!
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Presentation 3
Title of Presentation 3
Planned Giving 101
Presentation Description
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
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Presentation Topic Areas
Gift Design, Marketing/Cultivation, Administration, Other
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First Name
Lynn
Last Name
Gaumer
Email Address
lynn.gaumer@stelter.com
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If you are not a current CGP Board member, please include information about your fee.
$1,000 plus travel expenses
Active Speaker
Yes
Speaker Bureau Resource?
Yes
Category
Speakers Bureau
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