We’re talking CGAs again! Lynn M. Gaumer, J.D., is back in to review funding options and reveal the key distinctions you’ll need to consider when working with your donors on making this type of gift. Continue reading Charitable Gift Annuities: Which Funding Option Is Best for Your Donor?
Embrace a new giving opportunity that is sparking donor interest and incentivizing giving. Lynn Gaumer joins the blog to make sure your nonprofit is ready to accept this exciting new gift type—the Legacy IRA.Continue reading Update Those Gift Annuity Agreements: Legacy IRA Options = New Gift Annuity Agreements
The IRS recently released its final regulations for new mortality tables. Get all the details on when to use the new tables, how they differ from the old and what this means for your donors from our Senior Gift Planning Consultant, Lynn M. Gaumer, J.D.Continue reading [Special Update] Final Regulations for New Mortality Tables Are Here
Giving USA 2023 numbers are out! Lynn M. Gaumer, J.D., gives us a peek inside the report, sharing information about the distribution of charitable dollars, the impact of economic factors on donor behavior, and where opportunities lie for your fundraising efforts in the second half of 2023.Continue reading Giving USA 2023: Inside the Numbers and A Look Ahead
Arm yourself with the crucial considerations, unique challenges, and essential elements of estate planning that impact your LGBTQ+ donors. Lynn Gaumer, JD, Stelter’s Senior Gift Planning Consultant, provides expert advice to help you better understand and support your LGBTQ+ supporters’ estate planning needs. Continue reading Must-Know Estate Planning Tips to Share With Your LGBTQ+ Supporters
What’s the best planned gift to promote to your donors in 2023? The CGA! Our Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., tells us why and gives us details on some new opportunities it has to offer.Continue reading And The Winner is: The Award For Best Planned Gift of 2023 Goes To…
The president just signed new retirement plan legislation into law, commonly called Secure 2.0, the new legislation builds on SECURE Act of 2019. It aims to further expand Americans’ ability to save for retirement and increase their options for doing so. Stelter Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., explains what this means for you and for your donors.Continue reading President Signs Retirement Plan Legislation into Law (Plus, Get Your Free Download)
The American Council on Gift Annuities has released a new schedule of suggested maximum gift annuity rates for gifts established on or after Jan. 1, 2023. Get all the details from our Senior Gift Planning Consultant, Lynn M. Gaumer, J.D.Continue reading New Gift Annuity Rates Released (Plus, Get Your Free Download)
The American Council on Gift Annuities is increasing CGA rates. Get all the details from Stelter’s Senior Gift Planning Consultant, Lynn M. Gaumer, J.D.Continue reading [Special Update] New Charitable Gift Annuity Rates
In periods of high inflation or market uncertainty, donors of all demographics are likely to become more strategic about their giving. Help your organization navigate this economic instability with these tips. Continue reading Recession-Proof Your Fundraising with These 3 Proven Strategies
Let’s take a deep dive to see how and where Americans gave in 2021, according to a study from Giving USA. Plus, with the first half of 2022 behind us (and the stock market and GDP not looking as promising), get recommendations on navigating the latter half of 2022. Continue reading Giving USA 2022: Inside the Numbers
The American Council on Gift Annuities has released a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2022. Get all the details from our senior gift planning consultant, Lynn M. Gaumer, J.D.Continue reading [Special Update] New CGA Rates Released
The American Council on Gift Annuities has released a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2022. Get all the details from Stelter’s Senior Gift Planning Consultant, Lynn Gaumer, J.D.Continue reading [Special Update] New Charitable Gift Annuity Rates
Complex or high-risk assets can be difficult to navigate. The key is to success is having a clear, cohesive gift acceptance policy. These resources can help. Continue reading Is Your Gift Acceptance Policy in Tip-Top Shape?
Inflation is at its highest rate in 40 years. For many leaders in the nonprofit community, this is uncharted territory. Here’s a roadmap. Continue reading Inflation’s BIG Effect on Donors, Dollars and Doing Good
