The View from the C-Suite

What happens when planned giving gets a seat at the leadership table?

Find out in The View From the C-Suite, a special Q&A series launching today. Hear from senior advancement and C-suite leaders about the strategies shaping planned giving and how they see its role in the future of advancement.

Kicking it off: Nathan Stelter with Philanthropic Advisor Scott Lumpkin. Continue reading The View from the C-Suite

Hidden in Plain Sight: The Untapped Potential of Annuity Buyers

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

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