We welcome back a special guest on the blog: Stelter’s Senior Gift Planning Consultant, Lynn Gaumer, J.D. Lynn gives us her analysis on Giving USA’s 2019 numbers. Continue reading Giving USA 2019: Inside the Numbers
What You Need To Know Now to Promote, Receive and Acknowledge a DAF Gift
Today we welcome back a special guest on the blog: Stelter Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to share her insights on promoting, receiving and acknowledging donor advised fund gifts. Donor advised funds date back to the Great Depression, yet they were not actively promoted until the early 1990s when Fidelity established FidelityContinue reading What You Need To Know Now to Promote, Receive and Acknowledge a DAF Gift
[FREE DOWNLOAD] Planned Giving Is Not a Sprint, It’s a Marathon
Today we welcome back a special guest on the blog: Stelter Senior Technical Consultant Lynn M. Gaumer, J.D. Lynn shares four steps to help get you across the planned giving finish line. “It’s not a sprint, it’s a marathon.” It’s a common phrase used daily by many people, in all walks of life. The phraseContinue reading [FREE DOWNLOAD] Planned Giving Is Not a Sprint, It’s a Marathon
What You Need to Know About IRAs Right Now
Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to share a special IRA update. When it comes to marketing the IRA charitable rollover, is January the new December? Christopher Hoyt, Professor of Law at the University of Missouri-Kansas City School of Law, seems toContinue reading What You Need to Know About IRAs Right Now
[FREE DOWNLOAD] How to Collect IRA Proceeds
Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to provide us with steps you can take to collect IRA proceeds. Naming a charity as a beneficiary of an IRA is easy… Collecting the proceeds is harder. Charitable organizations often highlight the ease and flexibilityContinue reading [FREE DOWNLOAD] How to Collect IRA Proceeds
3 Tips to Grow Your Charitable Gift Annuity Program
Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 3 ways you can grow your CGA program. One of the key takeaways from the American Council on Gift Annuities Conference held earlier this year was that rapidly growing planned giving programs shifted fromContinue reading 3 Tips to Grow Your Charitable Gift Annuity Program
Minimize Risk to Your CGA Program
Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 6 tips to minimize risk to your charitable gift annuity program. The recent increase in the suggested maximum CGA rates is a win for donors and nonprofits. Annuitants will receive a higher percentage ofContinue reading Minimize Risk to Your CGA Program
‘Giving USA 2018’: Inside the Numbers
Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to give us her analysis on Giving USA’s 2018 numbers. Why Now Is the Time to Market Planned Giving Between individual donations, corporate donations, bequests and foundation giving, Americans gave a record $410.02 billion in 2017.Continue reading ‘Giving USA 2018’: Inside the Numbers
New Charitable Gift Annuity Rates Released
Stelter’s senior technical consultant, Lynn Gaumer, J.D., is back to give you an update on the new schedule of CGA rates. 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, 2018. On average, rates will increase from 30 toContinue reading New Charitable Gift Annuity Rates Released
Charitable Gift Annuity Rates on the Rise
Today we welcome a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. In her role, Lynn keeps a close watch over tax legislation, research and trends that could affect your planned giving program. I would like to share some exciting news that was announced earlier today at the American Council onContinue reading Charitable Gift Annuity Rates on the Rise
17 Planned Giving Terms Your Team Should Know
Recently, I was talking with someone who’s been in planned giving for nearly 20 years. She definitely talks the talk and walks the walk, able to expertly adjust her approach and vocabulary to meet any situation—donor appreciation luncheons to industry Q&A panels. She was describing a meeting with a potential donor in which a teamContinue reading 17 Planned Giving Terms Your Team Should Know
New Tax Law: FAQ
Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D., is back with another blog on tax law. This time, she is here to answer all of your burning questions regarding the new tax law. (If you missed it, here is her initial blog on the charitable giving implications of the new tax law.) In her six yearsContinue reading New Tax Law: FAQ
Tax Reform and Charitable Giving Implications
Today we welcome a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. In her role, Lynn keeps a close watch over tax legislation, research and trends that could affect your planned giving program. As of Dec. 22, 2017, the Tax Cuts and Jobs Act has been signed into law by the president. YouContinue reading Tax Reform and Charitable Giving Implications
Special Update: Give Your Voice to the Charitable Giving Community
Stelter’s Senior Gift Planning Consultant Lynn M. Gaumer, J.D. has been busy keeping up on laws and tax reforms related to charitable giving. A few weeks back, she met with Iowa Governor Kim Reynolds for a celebratory signing of the proclamation to recognize October as National Estate Planning Awareness Month in Iowa, and recently sheContinue reading Special Update: Give Your Voice to the Charitable Giving Community