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
Stelter’s Senior Gift Planning Consultant, Lynn Gaumer, J.D., is back to share an update on the new schedule of CGA rates. We recommend you reach out now to your donors who may be interested in making a gift before July 1 to take advantage of the current rates. To assist you with this, we are providing a letter that you can customize and use for your donor communications. Continue reading [FREE DOWNLOAD] How to Let Your Donors Know About the New Charitable Gift Annuity Rates
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
Last week, many fundraisers from across the country gathered in the comfort of their own homes and logged in to the first virtual ACGA Conference. The COVID-19 pandemic was top of mind and a common thread in many presentations. Speakers looked to past pandemics and economic downturns for guidance on what charitable giving will look like this year, addressed current concerns and looked to the future. Here are a few key takeaways from Stelter’s Executive Vice President Jeremy Stelter and Senior Gift Planning Consultant Lynn Gaumer, J.D. Continue reading Key Takeaways From the First-Ever Virtual ACGA Conference
The president has signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This is designed to help taxpayers, businesses and nonprofits facing economic hardship in the wake of the coronavirus pandemic and economic downturn. Here are several key provisions of the CARES Act that relate to the nonprofit sector: Continue reading [FREE DOWNLOAD] Let Your Donors Know About the New Tax Incentives
Find out why fundraisers leave and how to combat turnover.Continue reading Hiring Fundraisers Is Easy. Keeping Them Is Harder.
Gifts of complex or high-risk assets can be difficult for both the donor and the nonprofit to navigate—especially without any guidance. A solid gift acceptance policy can help. Continue reading The 8 Essential Elements of a Gift Acceptance Policy
We’ve received a lot of questions on the new SECURE Act. Here’s a summary of what changed, what stayed the same, what it means and what you can offer your donors. Continue reading [FREE DOWNLOADS] The SECURE Act: How Did It Change Charitable Giving?
The president just signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law will take effect on Jan. 1, 2020. This legislation marks the most significant changes to retirement security since the Pension Protection Act of 2006. Continue reading Special Update: President Signs New Retirement Plan Legislation into Law
The American Council on Gift Annuities recently revealed a new schedule of suggested maximum gift annuity rates for gifts established on or after Jan. 1, 2020. Score your free donor letter and customize it for your nonprofit’s CGA communications. Continue reading [FREE DOWNLOAD] How to Let Your Donors Know About the New Charitable Gift Annuity Rates
Extra! Extra! Read all about it! Catch up on the latest charitable giving news here.Continue reading Special Update: 4 Newsworthy Items in Charitable Giving Right Now
It is estimated that over half of Americans (56 percent) do not have an up-to-date estate plan. In order to raise awareness about the importance of estate planning, Congress declared the third week of October as National Estate Planning Awareness Week. Continue reading Estate Planning Awareness: Help Your Donors Plan Their Legacy
