Meeting/Event Information

Thís program will be a recording of the February webinar presented by the National Association of Charitable Gift Planners. As a CGPK member bonus you can attend for FREE, and non-members are only $15 (valued at $35 for CGP members, $79 non-members).

Live Q&A session to follow the webinar with Lynn M. Gaumer, J.D., 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.

Webinar Description: With the number of Americans giving to charity on the decline, many nonprofits are relying on a smaller and more affluent circle of supporters to meet their fundraising goals. The 2023 Bank of America Study of Philanthropy, the ninth in a series of biennial reports on giving by wealthy households in the United States, illuminates many expressions of generosity by affluent Americans. The series offers practical insights into distinct donor demographics including rising generation, women, LGBTQ+ and ethnically diverse donors. These insights can help build confidence and increase the success of nonprofit leaders when seeking transformational gifts from high-capacity donors.

Presenter Information:

Elizabeth Barnette is a Managing Director and Senior Philanthropic Strategist for Bank of America Private Bank's National Consulting and Advisory Practice.  Elizabeth delivers customized consulting to endowment and foundation clients’ boards of directors and senior leaders in areas such as mission advancement, nonprofit governance, and board dynamics. Elizabeth has over 25 years of experience working with nonprofits.  Prior to her current role, Elizabeth was a National Fiduciary Philanthropic Manager at the Bank, overseeing a team of professionals providing administrative services to over 500 endowed public charity clients. Before joining the Bank, Elizabeth was the Assistant Director of Planned Giving at Stevens Institute of Technology.

Lynn M. Gaumer, J.D., 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.