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
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
Surveys shed light on what donors may need to move the needle from a one-time or annual gift to a legacy or planned gift. Here are 5 tips to improve your planned giving donor surveys. Continue reading How to Make Your Donor Surveys More Successful
“You never know until you ask,” right? This old saying has never been more relevant than it is today. Just think about it: How many surveys do you receive from your favorite brands? Your nonprofit should be no different. Nearly 30 years ago, Stelter’s first survey hit donors’ mailboxes. A lot has changed with ourContinue reading 3 Dos and Don’ts of Surveying
Stelter conducted its first ‘donor survey’ nearly 3 decades ago as a follow-up to our Art of Giving newsletter series. There’s no doubt that quite a bit has evolved in 30 years, but one thing that hasn’t changed? A donor’s ability, interest and need to provide feedback. With modern digital tools, surveying your donor baseContinue reading What’s the Real Deal with Surveys?
Now’s the time to take a breath, remain focused and build the foundation for future years of growth. These five fundamentals will start your 2022 program on solid footing. Continue reading 5 Fundamentals for Your Planned Giving Program in the New Year
Here are five marketing trends we predict for 2022. Continue reading The Future of Fundraising: 5 Marketing Trends for the New Year
The risks of not investing in a “thank you” strategy outweigh the typical arguments of no time, no budget and no ROI. Let’s look at a few key wins of saying thanks. Continue reading Does Your Fundraising Include These Two Powerful Words?
Does your nonprofit celebrate National Philanthropy Day? It offers a chance to connect to donors and thank them for the impact their support has had on your mission. This year it falls on Monday, November 15. Continue reading [Free Images]: 6 Creative Ways to Thank Donors on National Philanthropy Day
Your team was prone to burnout even before the pandemic, and they’re likely even more receptive to the siren call of recruiters now. So, what can you do? Continue reading How to Hang On to Top Fundraisers in a Hot Job Market
From Oct. 18 to 24, the critical documents that we talk about every day get their moment in the news cycle. We’ve pulled together tips to make the most of your donor outreach. Continue reading Estate Planning Awareness Week Is Oct. 18-24. Let’s Prep for Outreach.
There’s little doubt that the pandemic has altered our lives. But its effect on younger people tells a new story, one that planned giving fundraisers should pay attention to. Continue reading Pave the Pipeline: Why Gen X and Millennials Matter
You inspire donors, connect them with the resources they need, and it’s you who assures them that their gifts will be used as they intend. Here are three ways you make a donor feel great. Continue reading Your Donors Value You. Here’s Why You’re Good at What You Do.
The goal? Develop fundamental best practices for creating sustainable, well-constructed gift planning efforts at any organization, regardless of size, scope or history. The output? Sixteen standards, a checklist of best practices, plus tools and links that put the practices into action. Continue reading What Great Gift Planning Programs Have in Common: Meet the National Standards
The natural experiment forced on us by COVID-19 has pushed everyone to pivot and think differently. The planned giving world was no exception. Here’s how the recent past can direct our fundraising future. Continue reading The Real Impact of 2020 on Fundraising: What We Lost, What We Gained