Getting Oriented

Oh Behave! Behaviors that Signal Planned Giving

Kevin Bauman
Nathan Stelter

Friday, OCTOBER 4, 11:30 A.M. – 12:30 P.M.


Planned giving pages on your organization’s web site are a basic marketing tool. However, visits to those pages typically represent less than 1% of all activity on your site. Where do visitors go when they leave the planned giving site? Your top prospects are actively checking on projects, reading blogs, researching scholarship opportunities or viewing sports scores. Tracking traffic across all pages on your site allows you to identify prospects who are 20x more likely to document an estate gift. Your challenge is to find a way to deliver the planned giving message on the pages your most passionate donors visit regularly.

Learning Objectives

  1. Identify the online behaviors that indicate planned giving intent.
  2. Target real-time planned giving messaging on every page of your website.
  3. Measure user behaviors on non-advancement pages to gain critical insights into individual points of affinity.


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Kevin Bauman

Director of Philanthropic Initiaties - Capture

Kevin Bauman is Directof of Philanthropic Initiaties for Capture, a firm that develops sustainable solutions to enrollment and advancement challenges in higher education. Kevin brings a passion for technology and 15 years of advancement experience in annual, major and planned giving. He holds a conviction that technology can provide the necessary advantages for advancement offices to meet aggressive goals with often limited resources. He holds a BS from the University of Texas at Austin and an MBS from the University of Louisville.

Nathan Stelter

Vice President - The Stelter Company

Nathan Stelter is vice president for The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community that partners with more than 1,500 organizations nationally. While Nathan wears many hats at Stelter, his primary concentrations and passions include overseeing Stelter's consulting and marketing teams while working with his amazing leadership team to forge the way with new research, new innovations and smarter ways for charities to raise planned gifts. Over Nathan’s 18-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 and other trade publications and currently authors the Stelter Insights blog. Nathan serves on the board for the National Association of Charitable Gift Planners, he’s a past board member of the National Capital Gift Planning Council (Washington, DC) and a current member of the Mid-Iowa Planned Giving Council.