Stelter Planned Giving Pulse Survey #2: 3 Uplifting Discoveries That Made Us Smile

Since March, The Stelter Company has been polling nonprofits across the country that have established planned giving programs to learn how the pandemic is affecting their efforts. Last week, we released our Planned Giving Pulse Survey #2, which captures the latest impact on nonprofit marketing programs, job stability and planned giving budgets nationwide. The results are both inspiring and sobering. Continue reading Stelter Planned Giving Pulse Survey #2: 3 Uplifting Discoveries That Made Us Smile

CGA Program Best Practices You Need to Know: A Review of the ACGA/CGP CGA Survey

A new survey shares best practices that all charities can follow for charitable gift annuity programs. This survey—the first of its kind—was conducted jointly by the American Council on Gift Annuities (ACGA) and the National Association of Charitable Gift Planners (CGP). Here to breakdown three main takeaways from the survey is Lynn Gaumer, J.D., Stelter’s Sr. Gift Planning Consultant. Continue reading CGA Program Best Practices You Need to Know: A Review of the ACGA/CGP CGA Survey

UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects

After months of perseverance and talking the problem through with multiple departments, both at UNICEF USA and at Stelter, we’re now sending emails to target 80% of UNICEF USA’s top prospects. That means we went from engaging handfuls of donors to hundreds. (When one planned gift can range from thousands to millions of dollars, this increase can be tremendously impactful.) Continue reading UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects

5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year

Thirty percent of all annual giving occurs in December with 10% of that total happening within the last three days of the year, according to Nonprofits Source. Is your nonprofit ready for the holiday season? Here are 5 tips for magical donor outreach this holiday season. Continue reading 5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year

Advice From 2 Nonprofits: How to Maximize 2020 Year-end Giving

While most year-end giving campaigns are in place already, 2020 has felt like a year of firsts and flexibility. That’s why we’re checking in with other planned giving professionals about their year-end giving plans and perspectives—what’s different, what’s new and how they’re moving ahead. Thanks to Cris Lutz, Senior Director of Gift Planning at The Huntington, and Debra Kathman, Director, Gift Planning, at World Wildlife Fund, for sharing their thoughts with us today. Continue reading Advice From 2 Nonprofits: How to Maximize 2020 Year-end Giving

How to Make the Most Out of Estate Planning Awareness Week

Before the pandemic, it was estimated that more than two-thirds of Americans (68%) did not have a will. In September of this year, interest in creating a will was the highest it has ever been according to Google Trends. Find out how your nonprofit can make the most out of National Estate Planning Awareness Week this year with pointers from our pro, Sr. Gift Planning Consultant, Lynn Gaumer, J.D. Continue reading How to Make the Most Out of Estate Planning Awareness Week

How to Select the Right Audience for Your Planned Giving Marketing

What aspect of your marketing mix can often go quietly overlooked, but actually makes the most difference where it counts? You guessed it: Audience selection. So, if you’re wondering why your results aren’t what you’d like them to be, start with your list. Today I’ll be sharing why, where and how to find the right audience. Plus, level up your list with my 3 pro tips below. Continue reading How to Select the Right Audience for Your Planned Giving Marketing

3 Free Fundraising Webinars You Need to Watch

No matter what school looks like this year, the end of summer break means a renewed focus on learning—not only for the kiddos in our lives, but for us too. Continued learning helps us all develop new skills and stay at the top of our game. Whether these webinars are new to you or you just need a refresher, check them out as you’re designing your own never-stop-improving e-learning curriculum. Continue reading 3 Free Fundraising Webinars You Need to Watch

Engaging Donors During Quarantine: Tips for Successful Marketing & Messaging

How can your nonprofit continue to deliver content that sparks a feeling of connection, while still practicing social distancing for months on end? Before we dig into different strategies for quarantine marketing success, let’s start with the importance of planned giving during a crisis. Continue reading Engaging Donors During Quarantine: Tips for Successful Marketing & Messaging

3 Critical Factors Impacting Donor Mindset Today

The only constant is change. -Heraclitus I think we can all agree that this sentiment has never rung more true than it does today. Whether it’s change we plan for or change we don’t plan for, change is the only constant. The COVID-19 pandemic, corresponding economic impact and the sweeping national reflection on racial inequality haveContinue reading 3 Critical Factors Impacting Donor Mindset Today

Key Takeaways From the First-Ever Virtual ACGA Conference

Last week, many fundraisers from across the country gathered in the comfort of their own homes and logged in to the first virtual ACGA Conference. The COVID-19 pandemic was top of mind and a common thread in many presentations. Speakers looked to past pandemics and economic downturns for guidance on what charitable giving will look like this year, addressed current concerns and looked to the future. Here are a few key takeaways from Stelter’s Executive Vice President Jeremy Stelter and Senior Gift Planning Consultant Lynn Gaumer, J.D. Continue reading Key Takeaways From the First-Ever Virtual ACGA Conference

3 Tips on How to Engage Donors When Face-to-Face Isn’t Possible

Face-to-face donor meetings are on an indefinite hold—which means major and planned gift officers across the country are finding themselves grounded from the thing they love to do most. So where do you go from here, to continue to engage your portfolio, extend your donor discovery or even identify new individuals for cultivation? Continue reading 3 Tips on How to Engage Donors When Face-to-Face Isn’t Possible

3 Themes From the First-Ever AFP ICON VIRTUAL Conference

With our world upside down and events all around us being canceled, new opportunities to share and connect are emerging.  Earlier this week, nearly 1,000 fundraisers gathered around their own respective viewing devices for the first-ever AFP ICON VIRTUAL Conference—including Danny Herzberg, Stelter Regional Account Representative. I sat down with Danny to hear his biggest takeaways from the conference. Continue reading 3 Themes From the First-Ever AFP ICON VIRTUAL Conference

How to Cultivate Donor Loyalty: 5 Marketing Tips

A friend of mine, a retired hospice-facility fundraiser, recently made a sizable gift to a local women’s shelter. But she never received an acknowledgment or thank you. She was even told, “No thanks, we’ve got it covered,” when she volunteered to write their thank you notes. Needless to say, she’s hesitant to go any furtherContinue reading How to Cultivate Donor Loyalty: 5 Marketing Tips

How to Meet Your Donors & Prospects Where They Are

We all have a tendency to gravitate toward the latest shiny new thing. Today’s technologies ring a shiny bell? While it’s true that technology has enabled us to target communications with donors and prospects in ways we never thought possible, even a few short years ago, they can overwhelm. Then we throw out the shinyContinue reading How to Meet Your Donors & Prospects Where They Are

Why You Need to Hit Your Donor’s Mailbox First Thing in 2019

Is mailing in December a nonprofit do or don’t? Traditionally, sending direct mail in December has been viewed as less-than-ideal in the nonprofit industry. The logic behind this was simple. Donors most likely just donated their year-end gifts—not to mention the added financial strain of the holidays. The assumption: No one wants to think aboutContinue reading Why You Need to Hit Your Donor’s Mailbox First Thing in 2019

Dear Sir/Madam: Your Marketing Needs to Be More Personal

“It’s not personal. It’s strictly business.” The person who coined this phrase must not have been referring to nonprofit work. As I see it, if we are to continue “doing business” successfully for our nonprofits then we have to make it more personal, especially in how we connect with donors and supporters. Today, it’s notContinue reading Dear Sir/Madam: Your Marketing Needs to Be More Personal

3 Tips to Grow Your Charitable Gift Annuity Program

Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 3 ways you can grow your CGA program.  One of the key takeaways from the American Council on Gift Annuities Conference held earlier this year was that rapidly growing planned giving programs shifted fromContinue reading 3 Tips to Grow Your Charitable Gift Annuity Program

The Secret to True Love: Giving as a Couple

Hearts, chocolate, roses—love and sweet things are in the air today. The sweetest notion? Couples really do love … giving together. “Giving is a source of agreement among couples.” —2017 Fidelity Charitable survey A 2017 Fidelity Charitable report found that more than 80 percent of its donors make giving decisions as a couple, including whichContinue reading The Secret to True Love: Giving as a Couple

What Do Companies Want from Their Corporate Partnerships?

A great corporate partnership can move mountains—or in the case of Lady Liberty, restore her to her great standing. American Express was among the first companies to partner with a nonprofit in the 1980s, in this case, with a group raising funds to restore the Statue of Liberty. Groundbreaking and rewarding for all sides, theContinue reading What Do Companies Want from Their Corporate Partnerships?

Planned Giving Marketing Trends of 2018

With each new year comes a fresh start, whether that be for your physical fitness regime or your planned giving efforts: Use it to your advantage. 2017 was a year of learning, growth and—as always—change. Kickstart 2018, and your planned giving program, with these ideas: 1. Targeting vs. “Spraying and Praying”—Use our research to yourContinue reading Planned Giving Marketing Trends of 2018

How to Use Year-End Numbers to Increase 2018 Fundraising

End-of-year is here, friends. Not news to you, is it? You’re living it, coming off a weekend of thanks and giving to barely catch a breath before heading into the season of goodwill and a surge in year-end giving. Let’s throw in yesterday’s Giving Tuesday and it’s all a flash before your eyes. Brace yourselfContinue reading How to Use Year-End Numbers to Increase 2018 Fundraising

Connecting the Dots: Planned Giving, Metrics and ROI

If you’re like any of the other thousands of fundraisers around the country with ‘planned giving’ as part of their job description, you’ve no doubt had the conversation around planned giving ROI with your boss (probably a former major gifts officer), your CFO (the numbers guru), your board (the ‘bottom line’ people) or even yourContinue reading Connecting the Dots: Planned Giving, Metrics and ROI

It’s Get to Know Your Customers (Donors) Day!

A cautionary note: If you’re just not in the mood to hear any of this “appreciating-your-customer” business, may we suggest waiting to read this post later? Maybe you overheard a cranky customer impatiently waiting for their morning coffee, or you were on the receiving end of a co-worker or donor complaint (gasp!). Whatever the case,Continue reading It’s Get to Know Your Customers (Donors) Day!