The natural experiment forced on us by COVID-19 has pushed everyone to pivot and think differently. The planned giving world was no exception. Here’s how the recent past can direct our fundraising future. Continue reading The Real Impact of 2020 on Fundraising: What We Lost, What We Gained
Thousands of brands compete daily for attention. As a fundraiser, your job is to inspire your donors to solve a problem—they want to do more good, their estate is disorganized, they want to avoid a tax hit—while recognizing that they have other priorities. Here’s why keeping your message concise helps you stand out. Continue reading Say Less, Earn More: The Power of Brevity in Planned Giving Marketing
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
The most successful planned giving fundraisers consistently rely on these six tools. Do you have them all? Continue reading Better Donor Conversations: Do You Have These Skills in Your Toolbox?
Most donors aren’t telling us if they’ve made a planned gift (according to a 2019 Giving USA study, fewer than 40% of legacy givers informed the nonprofit). Here we propose and solve for a key reason why: We’re not asking them! Continue reading This 1 Thing Encourages Donors to Tell You About Their Planned Gift
Spoiler: Our experiment provided an astonishing example of how asking a community of people for help can naturally unleash the human instinct for compassion. Continue reading Experiments With Work: Can a two-hour exercise boost belonging and compassion at work?
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
You likely have a few more donor touchpoints to round out 2021. My advice for at least one of them: Incorporate a survey. Here’s why a survey is so valuable. Continue reading The 1 Tool You Need to Close 2021 On Solid Footing
It’s easy to head down the conversion-only path with the never-ending pressure for ROI today. However, this won’t build the critical pipeline for long-term success. Here’s how to win at both.Continue reading Hand Raisers Versus Secret Keepers: Why You Need Both
Find out how Feeding America took a once dormant planned giving program and raised more than $10 million while working with Stelter.Continue reading How Feeding America (Re)Built Its Planned Giving Program
However it occurs, depression, anxiety and other mental health issues can cause irreparable harm to our bodies and our relationships—as well as impacting us in the workplace. This week Nathan has two easy ways to help yourself feel a little better. Continue reading Two Easy Ways to Feel Better (Just in Time for Mental Health Awareness Month)
Knowing how to ask for a prospect meeting is part art and part science. As you move forward with booking first meetings, incorporate these three tips.Continue reading 3 Tips (Plus Script Starters) for Getting Your First Meeting with a Prospect
Most Americans who expect to leave an inheritance aren’t including a gift in their estate plans. While some might see this news as disheartening, others see opportunity. Continue reading 4 Signs That You Have a Good Planned Giving Prospect
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