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
Meet a new blended gift opportunity: The Impact CGA. It combines a traditional charitable gift annuity with an outright gift of the annuity payments to the charity for a term of years (typically 3-5 years). Continue reading [Free Download] Impact CGAs Offer a Smart Way to Fundraise
Here are some smart ways to alert your donors about expiring CARES (Coronavirus Aid, Relief, and Economic Security) Act provisions. Plus, get a free email template to use today. Continue reading [FREE DOWNLOAD] How to Let Your Donors Know About Expiring Tax Benefits
According to the National Association of Charitable Gift Planners (CGP), 43% of nonprofit organizations experienced difficulty collecting beneficiary proceeds from one or more IRA administrators. Here’s a helpful solution. Continue reading Collect Those IRA Proceeds! A Nonprofit’s Guide to a Common Problem
For those individuals who invested in Bitcoin or other virtual currency prior to Jan. 1, 2021, it’s likely worth a lot more than they paid for it. Many investors may want to minimize taxes by donating their appreciated asset to your organization. Here’s what you need to know. Continue reading Can Bitcoin Help Your Fundraising? A Look at Charitable Cryptocurrency
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
