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?
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
Take a deeper dive into Giving USA’s 2021 report to see how Americans rose to the challenge and gave in 2020. Plus, look ahead to today’s most successful fundraising strategies. Continue reading Giving USA 2021: Inside the Numbers
A special Q&A with Lynn Gaumer, J.D., our Senior Gift Planning Consultant. After ten years at Stelter, Lynn has been a partner in an incredible number of successful charitable estate plans…and also seen many planning pitfalls. Continue reading 4 Mistakes People Make in Estate Planning & How to Help Donors Avoid Them
You likely have a few more donor touchpoints to round out 2021. My advice for at least one of them: Incorporate a survey. Here’s why a survey is so valuable. Continue reading The 1 Tool You Need to Close 2021 On Solid Footing
Find out how Feeding America took a once dormant planned giving program and raised more than $10 million while working with Stelter.Continue reading How Feeding America (Re)Built Its Planned Giving Program
Most Americans who expect to leave an inheritance aren’t including a gift in their estate plans. While some might see this news as disheartening, others see opportunity. Continue reading 4 Signs That You Have a Good Planned Giving Prospect
We’re back with “Why I Partner With Stelter.” Today, it’s all about the University of Denver. Hear from Jon Kraus, Executive Director of Gift Planning, on their planned giving wins as a result of working with Stelter. Continue reading How the University of Denver Reaches High-Potential Prospects
Build your best donor bonds with these 7 strategies. Continue reading Use These 7 Strategies to Build Stronger Donor Bonds