A Fidelity Charitable study found that 87% of volunteers say there’s an overlap between their volunteer and financial support. Here are 5 tips for talking about legacy giving with your volunteers. Continue reading How to Talk Legacy Giving With Volunteers (and Why It’s Important)
We’re back with “Why I Partner With Stelter.” Today, it’s all about the University of Denver. Hear from Jon Kraus, Executive Director of Gift Planning, on their planned giving wins as a result of working with Stelter. Continue reading How the University of Denver Reaches High-Potential Prospects
Build your best donor bonds with these 7 strategies. Continue reading Use These 7 Strategies to Build Stronger Donor Bonds
We can look to historical leaders to learn what to do (and what not to do) when our leadership skills are being put to the test. Unlock these 7 traits of persevering leaders. Continue reading How to Be a Planned Giving Leader When the Going Gets Tough
Baby boomers, which contribute 41% of all individual gifts, tend to donate online more. Additionally, 30% of donors aged 75+ (known as Greatest Generation) say they have given online in the last 12 months. Uncover 5 tips to connect with your mature donors online. Continue reading 5 Tips to Make the Most of Your Time Online With Mature Donors
Download our free Donor Meeting Planning Guide for your next big meeting.Continue reading [FREE DOWNLOAD] How to Improve Your Meetings With Donors & Prospects
Internet services experienced a surge in usage from 40% to 100% compared to pre-lockdown levels. Use these tips to create emails that drive readers to your intended destinations or actions. Continue reading How to Create Emails That Drive Action + Tips From an Email Expert
In a study of organizational behavior and decision-making, the researchers found a correlation between tangible information and generosity. When the charitable appeal was specific (your gift will provide one family with dinner for a week) versus general (your gift will feed hungry families), donations increased two-fold. How could this work for your nonprofit? Check out some examples of narrowing your storytelling scope. Continue reading Get Specific to Get Results: Details Are Important to Your Donors
In part through the Stelter team’s leadership, the Los Angeles Jewish Home’s program has grown from $2-$3 million annually in mature planned gifts to $5 million today. Forty-plus new members join its legacy society every year to keep the group consistently at about 300 members. “Every year (since Stelter’s come on board), it’s grown,” Aaron says. Find out how we did it. Continue reading How the Los Angeles Jewish Home Doubled Its Planned Giving Growth
Here are 10 of our go-to blogs and podcasts that churn the gears, give a boost or help gain clarity. Hope they work the same magic for you. Continue reading 10 Blogs & Podcasts That Will Inspire Your Fundraising
Wondering where asset-based philanthropy is headed in 2021? We’d all surely love a clear, concrete path. While that probably won’t happen (sorry, everyone), we can look ahead to what types of gifts will be most appealing to donors this year, so we can better prepare our messaging and communicate more effectively. Here they are, the 5 gifts that will have the greatest appeal to donors in 2021 and why. Continue reading 5 Gifts That Will Have the Greatest Appeal in 2021 & Why
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
In this first month of the year, successful habits are top of mind for many of us. Here are 15 habits—in life, in work and in planned giving—of successful planned giving pros. Continue reading How to Thrive: 15 Habits of Successful Planned Giving Pros
Looking for ways to continue donor conversion during these challenging times? Here are 7 tips to help your nonprofit convert donors when the going gets tough. Continue reading How to Convert Donors When the Going Gets Tough
Nobody has ever had to plan for a year like this. While it’s difficult to prepare for the unpredictable, I put together 5 planned giving marketing trends that I think will stand the test of time. Continue reading The Future of Planned Giving: 5 Marketing Trends for the New Year
They say hindsight is 20/20, so let’s take a look at the top 5 webinars from 2020 for a clearer vision in the new year. Continue reading Count Down to the New Year With These Top 5 Webinars From 2020
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
To help you prepare for 2021, we put together a time capsule of sorts, highlighting key topics and blogs from this year. Get ready for the new year with these pivotal blogs from 2020. Continue reading Gear Up for the New Year With the Best Blogs of 2020
Start with these 4 crucial steps to launch or relaunch your planned giving program in 2021. Continue reading How to (Re)Launch Your Planned Giving Program
After months of perseverance and talking the problem through with multiple departments, both at UNICEF USA and at Stelter, we’re now sending emails to target 80% of UNICEF USA’s top prospects. That means we went from engaging handfuls of donors to hundreds. (When one planned gift can range from thousands to millions of dollars, this increase can be tremendously impactful.) Continue reading UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects
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
Surge capacity refers to our innate ability to mentally and physically adapt to acutely stressful situations. As we move into another round of rising positive COVID rates, mixed in with the holidays, how can we monitor our own surge rates and unplug when we need to, yet still be mindful of evolving organizational and donor needs? Here are 13 tips to revive you and your donors this holiday season. Continue reading Feeling Drained? 13 Tips to Revive You and Your Donors
Here are 4 last-minute “little” ways to thank your donors this Thanksgiving—plus, 8 free images to use across your nonprofit’s social channels. Continue reading [FREE IMAGES] Last-Minute Ways to Thank Your Donors This Thanksgiving
Not sure how to best steward your supporters this National Philanthropy Day? We’re here to help with 6 ideas for connecting with your donors—plus, 8 free images to use across your social platformsContinue reading [FREE IMAGES] 6 Creative Ways to Thank Donors on National Philanthropy Day
Planned giving is top of mind for many nonprofits this year, and for good reason. Take a look at these three fundraising facts that help make the case for planned giving. Continue reading How to Make the Case for Planned Giving: 3 Fundraising Truths
Here’s a simple way to think about fundraising from the fundraiser’s perspective: Get bored. My favorite example of this from a client was a $75,000 CGA gift from a donor who received messaging for three years before committing. They were the right person getting the right message and the donor decided when it was the right time. What does “boredom” sound like for planned giving fundraisers? Find out here: Continue reading Why You Should ‘Get Bored’ With Your Fundraising
Thirty percent of all annual giving occurs in December with 10% of that total happening within the last three days of the year, according to Nonprofits Source. Is your nonprofit ready for the holiday season? Here are 5 tips for magical donor outreach this holiday season. Continue reading 5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year
During National Estate Planning Awareness Week—in the midst of a year like no other—it’s important to remember the people behind the plans (or lack thereof). Donors are on a journey, and when we do our job well, we meet them where they are and help equip them for the road ahead. Thanks for the important work you do—for families, philanthropy and our shared future. Continue reading Why I Care About Estate Planning (and Why You Should, Too)
While most year-end giving campaigns are in place already, 2020 has felt like a year of firsts and flexibility. That’s why we’re checking in with other planned giving professionals about their year-end giving plans and perspectives—what’s different, what’s new and how they’re moving ahead. Thanks to Cris Lutz, Senior Director of Gift Planning at The Huntington, and Debra Kathman, Director, Gift Planning, at World Wildlife Fund, for sharing their thoughts with us today. Continue reading Advice From 2 Nonprofits: How to Maximize 2020 Year-end Giving
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
What aspect of your marketing mix can often go quietly overlooked, but actually makes the most difference where it counts? You guessed it: Audience selection. So, if you’re wondering why your results aren’t what you’d like them to be, start with your list. Today I’ll be sharing why, where and how to find the right audience. Plus, level up your list with my 3 pro tips below. Continue reading How to Select the Right Audience for Your Planned Giving Marketing
In 2019, Giving Tuesday raised $511 million online alone, and a total of $1.97 billion with offline donations—making it a monumental day for philanthropy, and for nonprofits. No matter what your position (or department), Giving Tuesday fundraising can be vital for programs and requires all hands on deck. The big day isn’t far away, so let’s dive right in to these 7 Giving Tuesday strategies that will help ensure campaign success. Continue reading Focus On These 7 Things for Giving Tuesday Success
No matter what’s happening in the world, we humans are wired to seek connection, continuation and control in our lives. So when clients or colleagues ask if it’s appropriate or “right” to continue talking about planned giving in light of the continued pandemic and societal unease, I say yes. Continue the conversations, but be completely in tune with what donors are saying, and not saying, with more sensitivity and empathy and less leaning toward gift acquisition. During your next planned giving conversation, remember these five wise estate planning approaches that are easy to implement, yet softly advance the gifting process. Continue reading Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.
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
No matter what school looks like this year, the end of summer break means a renewed focus on learning—not only for the kiddos in our lives, but for us too. Continued learning helps us all develop new skills and stay at the top of our game. Whether these webinars are new to you or you just need a refresher, check them out as you’re designing your own never-stop-improving e-learning curriculum. Continue reading 3 Free Fundraising Webinars You Need to Watch
Going from point A (introductions) to point B (gift finalization) is not an aimless pursuit; follow the most direct route that gets all of you to the final mutual and rewarding destination. Here are 5 ways to stay on course. Continue reading Prospects Lost? Give Them a Road Map to the Gift
Almost 3/4ths of Americans use YouTube, according to Pew Research. Video is powerful marketing. Are you taking advantage of video to tell your nonprofit’s story? Continue reading The Indisputable Power of Video
As a planned giving marketing company, we field a lot of questions about how nonprofits can utilize social and how planned giving can fit into that social strategy—especially these days. Knowing that there are a lot of questions circling around the use of social in today’s environment, Stelter’s Marketing Communications Specialist, Aimee Menhusen, invited me and Stelter’s Creative Director and Marketing Director, Zach Christensen, to a little Zoom Q&A on social media best practices. We put our heads together to come up with this list of FAQs to share. Enjoy! Continue reading 7 of the Most Frequently Asked Questions on Social Media for Nonprofits
Kathryn W. Miree, President of Kathryn W. Miree & Associates, Inc., recently presented “Designing the Perfect Marketing Strategy for Your Planned Giving Program” as part of Stelter’s monthly webinar series. It’s a timely webinar, filled with practical tips for refining or creating your planned giving marketing plans. Kathryn covers audience segmentation and messaging, as well as the importance of integrating planned giving into an overall development communications plan. The webinar has many valuable takeaways, and today I’m excited to share a few of my favorites. Continue reading How to Design the Perfect Marketing Strategy
At almost 8 months into the novel coronavirus pandemic, many of us may be scratching our heads, wondering, “What’s next? When will it end? What do I need to do to keep our nonprofit above water and moving forward with our mission?” Continue reading Latest Research: Planned Giving’s Positive Impact on Annual Giving
How can your nonprofit continue to deliver content that sparks a feeling of connection, while still practicing social distancing for months on end? Before we dig into different strategies for quarantine marketing success, let’s start with the importance of planned giving during a crisis. Continue reading Engaging Donors During Quarantine: Tips for Successful Marketing & Messaging
The Coronavirus Aid, Relief, and Economic Security (CARES) Act shifted the way donors can support charities in 2020. The changes are unprecedented…and so is the confusion around it. Here’s a new way to explain the law: This free video, featuring attorney Lynn Gaumer, who has covered the charitable sector for 25+ years, is yours to use across your web and digital platforms.Continue reading FREE! CARES Act Video Tutorial for Your Donors
Donors opened 17% more messages from nonprofits in March 2020 than they did last March, according to The Chronicle of Philanthropy. Email activity is up. Inbox volume is down. This presents space to meaningfully talk with your planned giving donors through email. Here are 5 tips to stand out from the inbox crowd. Continue reading How to Stand Out in All That Email
Much like the plastic see-through barriers at store checkouts these days, virtual interactions with donors and prospects have added a new, sometimes foreign layer to the process. Can we see past it? Absolutely. Find out how to build a deeper connection with your supporters, virtually. Continue reading How to Get Real With Donors in This Virtual Age
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 only constant is change. -Heraclitus I think we can all agree that this sentiment has never rung more true than it does today. Whether it’s change we plan for or change we don’t plan for, change is the only constant. The COVID-19 pandemic, corresponding economic impact and the sweeping national reflection on racial inequality haveContinue reading 3 Critical Factors Impacting Donor Mindset Today
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
Stories are how we share our culture, pass down our traditions and influence others. We are literally hardwired for storytelling. Perfect for fundraising, right? But if the formula is so simple—character + conflict + resourcefulness = resolution—then why don’t more stories resonate? Here are five mistakes that might be in the way. Continue reading 5 Storytelling Mistakes (And How to Avoid Them)
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
The American Council on Gift Annuities rates committee has revealed a new schedule of suggested maximum single-life charitable gift annuity (CGA) rates for gifts established on or after July 1, 2020. Check out our chart of the new rates and 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 Breaking News: ACGA Releases New Suggested Maximum Single-Life Rate Schedules [FREE DOWNLOAD]
Find out how our friends at Loma Linda University turned lemons into lemonade. Learn more about their recent mailing that ultimately led to $7.9 million in planned giving conversations. Continue reading With a Pandemic Raging and Rates Dropping, Nobody Expected This Jaw-Dropping Windfall
We’ve been at this for two months now—working and living from home. How are you? Do you have a nagging feeling that you need to stop, take a break and take care of you—even after a long weekend? Keep burnout at bay with these smart strategies. Continue reading How to Take Care of You While Working (and Living) From Home
Since March, The Stelter Company has been polling nonprofits across the country that have established planned giving programs to learn how the pandemic is affecting their efforts. Last week, we released our Planned Giving Pulse Survey #2, which captures the latest impact on nonprofit marketing programs, job stability and planned giving budgets nationwide. The results are both inspiring and sobering. Continue reading Stelter Planned Giving Pulse Survey #2: 3 Uplifting Discoveries That Made Us Smile
What’s the message now that the news cycle is stuck on repeat, you still don’t understand your kids’ 5th-grade math homework and nobody can bring themselves to empty the dishwasher? What now? We’ve got a plan. Continue reading A Short-Term Guide for Marketing Planned Giving: A plan for the next 90 days
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
How can we make the most—and get the most—from our video meetings? Run your video meetings like a pro with these best practices. Plus, free zoom backgrounds you can use for your next meeting! Continue reading How to Have the Best Video Meetings + Free Zoom Backgrounds
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
Should you or should you not continue—or start—your Legacy Challenge? I’d argue yes…if it’s positioned the right way. Find out how to effectively frame Legacy Challenges today, and the 3 key benefits these challenges can offer your donors and your nonprofit. Continue reading Legacy Challenges in the Time of COVID-19: What Should You Do?
Words matter, especially in marketing—and especially right now. Resonate with more donors with the help of repurposing. Find out how to repurpose and fine tune your marketing during uncertain times. Continue reading How to Fine Tune Your Marketing for Relevance During Uncertain Times
Our partnership with nearly 1,500 nonprofits involves helping them educate donors about planned giving and offering donors the opportunity to act on making a planned gift easily. And while it is extremely important to stay top-of-mind with your donors during this time, we know that in the current environment this messaging needs to change. You must pivot to a message of stewardship. Reviewing stewardship campaigns Stelter has produced for our clients over the past year, there are three things in common that helped lead to their success. Continue reading 3 Must-Haves for Stewarding Donors Successfully
Face-to-face donor meetings are on an indefinite hold—which means major and planned gift officers across the country are finding themselves grounded from the thing they love to do most. So where do you go from here, to continue to engage your portfolio, extend your donor discovery or even identify new individuals for cultivation? Continue reading 3 Tips on How to Engage Donors When Face-to-Face Isn’t Possible
When you were younger, did you ever dream of becoming an astronaut? Perhaps you wanted to boldly go where no person had gone before, which makes sense as you eventually landed on fundraising. But did you ever give any thought to the fact that astronauts spend extraordinary amounts of time inside? A situation many of us are finding ourselves in right now. Here are my three key takeaways from an astronaut and isolation expert:Continue reading Tips on Isolation From Someone Who Couldn’t Go Outside
With our world upside down and events all around us being canceled, new opportunities to share and connect are emerging. Earlier this week, nearly 1,000 fundraisers gathered around their own respective viewing devices for the first-ever AFP ICON VIRTUAL Conference—including Danny Herzberg, Stelter Regional Account Representative. I sat down with Danny to hear his biggest takeaways from the conference. Continue reading 3 Themes From the First-Ever AFP ICON VIRTUAL Conference
Right now, and over these next few months, your priority isn’t stewarding gifts. It’s stewarding people. Your people—donors, volunteers, board members and those who’ve shown they care about you and what you do—are in need of connection and community. Stay relevant and purposeful with these stewardship suggestions: Continue reading Why Now Is the Right Time to Steward Your Donors
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
On March 12, we stopped the Stelter presses (the literal print presses as well as the email queue) and attacked the virus with the weapons we had on hand—creativity and thoughtfulness. (Plus our guts, we always trust our guts.) As we dug in, we spotted words, images and calls to action that had changed meaning. Here’s what we found. Continue reading Lessons From the Coronavirus War Room
Time by ourselves can be powerful. Take advantage of it by planning and prioritizing. This isn’t time to put plans on hold. It’s time to be bold … Continue reading How to Make the Most of Your Social Distancing Time: Planning & Education
Back to explore 5 clever ways you can bring an extra layer of joy and professionalism to your home office is Stelter CEO Bev Hutney. Picking up where we left off … Continue reading We Love These 10 Easy Hacks From People Who Work From Home | Part 2 of 2
Working from home? Whether you’re new to working remotely or a seasoned pro, this one is for you! In her first installment of a two-part series, Stelter CEO Bev Hutney shares 5 easy hacks from the bosses of home offices. Continue reading We Love These 10 Easy Hacks From People Who Work From Home | Part 1 of 2
I’m known around the office for my open-minded approach to fashion. So when I was approached to help my coworkers develop a work-from-home style that didn’t involve yoga pants, I jumped at the chance! Here are some must-haves and helpful hints when it comes to WFH fashion: Continue reading Social Isolation Day 1: What should you wear to work?
We’re here to calm your nerves and remind you of the simple steps to take when the future feels uncomfortably gray. Here are 3 mantras for marketing planned giving right now. Continue reading Marketing in the Time of Coronavirus
How do you address planned giving doubt and combat a board’s “we need the cash now” mindset? Let’s start with a few universal truths about why planned giving is worth the investment and the wait, and why it’s worth fighting for. Continue reading How to Make Your Board See the Value of Planned Giving
Last week in D.C., nonprofit fundraisers came together to discuss the latest trends, explore issues and share insights at the ANA DC Nonprofit Conference. Here are 5 key themes to help you get caught up. Continue reading 5 Themes From the ANA DC Nonprofit Conference
Find out why fundraisers leave and how to combat turnover.Continue reading Hiring Fundraisers Is Easy. Keeping Them Is Harder.
Think beyond the annual gala with these ideas to enhance your nonprofit’s lifestyle brand. Continue reading Why Planned Giving Isn’t Just About Fundraising
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
Let’s be honest: The likelihood of directly receiving a planned gift because of what you write, in a marketing solicitation for example, no matter how eloquently presented, is, well, low. “Huh?” you might be asking yourself. “Then why am I reading this?!” Stay with me. Continue reading How to Write Planned Giving Materials That Engage Your Donors
The Stelter Company’s most recent research, Women & Giving: A Marketing Roadmap, showcases the differences that surface between men and women—differences related to giving, finances and self-image. I’m here today to share some findings that can help your nonprofit’s planned giving marketing program. Continue reading [FREE WHITE PAPER] Women & Giving: A Marketing Roadmap
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?
With you in mind, we’ve put together a shortlist of trends to consider in your 2020 planned giving marketing program. Continue reading 3 of the Biggest Planned Giving Marketing Trends of 2020
While we’ve already rung in the new year, let’s countdown one more time. Here are our most popular webinars of 2019 AND an exclusive sneak peek of our 2020 Webinar Series. Continue reading Top 3 Webinars of 2019… and an Exclusive Look at Our 2020 Lineup!
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
For me, the year 2020 represents clear vision. In that spirit, I’ve compiled a list of the blogs you all loved most in 2019. Perhaps these ideas can help inform your 2020 marketing plans, and make it the best year yet. Continue reading Best of 2019
In her continuing series, we welcome special guest, Stelter Editorial Director, Katie Parker. This week, we hear from Katie’s dad, 74, about his thoughts on planned giving marketing packages. Here are 10 tidbits, straight from Katie’s Dad. Continue reading What Motivates Mature Donors? A Conversation With My 74-Year-Old Dad
We’re knocking on the door of 2020, a new year with lots of new beginnings. Does that include your planned giving program? Count down to “launch” with these 4 fundamentals to kick off your 2020 planned giving program. Continue reading 4 Fundamentals to (re)Launch a Planned Giving Program in the New Year
Do you want to master the art of accepting real estate gifts? Discover the two Ps of real estate donations and unlock your nonprofit’s full fundraising potential. Continue reading What to Do When a Donor Wants to Give Real Estate
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
Are you wondering how your nonprofit can promote planned giving this holiday season? Check out our Holiday Marketing Checklist for 10 tips to promote legacy gifts during the holidays. Continue reading 10 Ways to Promote Planned Giving During the Holidays
No matter how busy your nonprofit is this time of year, don’t miss out on the opportunity to thank your donors while spreading awareness for your cause this National Philanthropy Day. Snag your free social images here. Continue reading [FREE IMAGES] How to Celebrate National Philanthropy Day
Stories invite people to listen. Better yet, impact stories invite people to feel. Here are four ways to start building your nonprofit’s impact story reserve. Continue reading Effective Storytelling: 4 Ways to Get an Impact Story
Take the scare out of planned giving. Here’s how to discuss 5 common donor hesitations and make planned giving a treat to complete. Continue reading Planned Giving Doesn’t Have to Be Scary
Another amazing national conference has come and gone, but the connections and learnings will impact gift planners and their work long after the last person left New Orleans. Continue reading 4 Key Takeaways from CGP 2019–In a Nutshell: Planned Giving Is Alive and Well!
Allow the donor to share their connection with you before you link your nonprofit’s mission to them. By enjoying storytime first, you can make a more educated, meaningful ask. Discover ten ways to open a conversation by listening. Continue reading [INFOGRAPHIC] Ask Them for Their Memories, Not Their Money
Recently, I read a Q&A with Glenn Kelman, CEO of Redfin, in Delta’s Sky magazine. (Work travels.) Something he said stuck with me. Continue reading The 1 Mistake (You Can Avoid) That Can Kill a Planned Gift Prospect
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
How long have you been in planned giving? Think back, say 15-20 years, and you may remember taking a more traditional path to cultivating prospects’ and donor’s planned gifts. Continue reading What Are You Doing to Connect with Your Self-Directed Donor?
Last week I was working with a marketing director at a national publishing firm who inspired me. She shared a term I hadn’t used before: Dangle the carrot. She was asking how we move prospects to take the next action. What was the carrot that motivates a step? Continue reading Dangle the Carrot: 3 Ways to Encourage the Next Step
No ifs, whens or buts about it. Personalization is the now—not the future—of planned giving marketing. Continue reading Get Personal: Make Your PG Marketing More Creative—and Impactful
