Hidden in Plain Sight: The Untapped Potential of Annuity Buyers

Nathan StelterLeave a comment

What if a $14 billion annual annuity market represents an opportunity for charitable gift annuities (CGAs)?

That’s the question behind new research from TIAA Kaspick and The Stelter Company. We took a closer look at people already making decisions about lifetime income to understand what motivates them, what they know about CGAs and whether a charitable option might resonate with them.

The findings point to an audience with more potential than we may have realized. Continue reading Hidden in Plain Sight: The Untapped Potential of Annuity Buyers

What You Need to Know About Florida’s Charitable Solicitation Rules

Lynn M. Gaumer, J.D., CAP®Leave a comment

More than a year after Florida’s charitable solicitations law was enacted, many charities still do not know it exists or are unfamiliar with how it may affect them. Stelter’s Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., CAP®, provides a high-level overview of what charities need to know about compliance, foreign-source restrictions, required certifications and the Honest Services Registry. Continue reading What You Need to Know About Florida’s Charitable Solicitation Rules

Blended Giving: How to Connect Today’s Gifts with Tomorrow’s Impact

Nathan StelterLeave a comment

What if your donors didn’t have to choose between making an impact today or leaving a legacy tomorrow? Blended giving helps connect the two—and it may be easier to start those conversations than you think. Explore simple ways fundraisers can spot opportunities, break down silos and build stronger donor relationships through blended gifts.Continue reading Blended Giving: How to Connect Today’s Gifts with Tomorrow’s Impact