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
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
Did you know that New York has adopted its own methodology for determining its maximum annuity rates for immediate single-life annuities issued to its residents? Get a sampling of New York rates and find out what the rates mean for you and your New York donors. Continue reading Special Update: New York Charitable Gift Annuity Rates
Planned giving professionals need to keep informed of what is happening in Washington, D.C., and know how federal laws might change if President Biden and Congress come together to pass tax reform. Stelter is here to help. We put together a summary of some of the proposals being discussed—particularly as they relate to your organization and your donors. Your donors may look to you for insights on how tax reform affects their philanthropic goals. Here are 4 key takeaways and 2 next steps. Continue reading Navigating Uncharted Waters With New Administration
The nonprofit community has been given a year-end gift: A couple of key provisions of the CARES Act were just extended into the new year (and, in one case, increased). Let’s take a look at what the new stimulus package means for the nonprofit community and turn that calendar page to 2021. Continue reading Special Update: CARES Act Tax Incentives Extended—With a Small Boost
Before you turn that last page on the calendar, use these next few weeks to remind your donors of the tax benefits that are expiring on Dec. 31. Here are 3 ideas on how to let your donors know and a complimentary customizable donor letter. Continue reading [FREE DOWNLOAD] How to Let Your Donors Know About Expiring Tax Benefits
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
Across the country, donor advised fund administrators are seeing unprecedented levels of grant recommendations. If you haven’t started asking for gifts from donor advised funds, you need to implement a marketing strategy ASAP. Not sure where to start? Here are five next steps. Continue reading Donor Advised Funds: Time to Promote Those Rainy-Day Funds
Giving USA released its 2020 annual report last week, but it just felt, well, different. Perhaps you may even feel that it is irrelevant. So much has changed in the first six months of 2020. Let’s take a brief look into the numbers and, more importantly, let’s look ahead to see how Americans are responding and giving this year. Continue reading Giving USA 2020: Inside the Numbers and a Look Ahead
The American Council on Gift Annuities rates committee has revealed a new schedule of suggested maximum two-life charitable gift annuity (CGA) rates for gifts established on or after July 1, 2020. The new two-life rates are 0.3% to 0.5% lower than the current rates. Download our sample donor letter to reach out to those who may be interested in making a gift before July 1 to take advantage of the current rates. Continue reading [FREE DOWNLOAD] Two-Life CGA Suggested Maximum Rate Schedules Are Here
We get back to the fundamentals today. A special thanks to Stelter’s Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., for offering her insights about planned giving terms every development professional should know. Continue reading [FREE DOWNLOAD] Planned Giving Terms Your Team Should Know…Plus a Little Alphabet Soup
