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Category: Donor Communication

Better Donor Conversations: Do You Have These Skills in Your Toolbox?

June 30, 2021 Nathan Stelter1 Comment

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? →

This 1 Thing Encourages Donors to Tell You About Their Planned Gift

June 23, 2021March 16, 2023 Nathan Stelter1 Comment

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 →

Giving USA 2021: Inside the Numbers

June 15, 2021December 22, 2022 Lynn M. Gaumer, J.D., CAP®11 Comments

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 →

4 Mistakes People Make in Estate Planning & How to Help Donors Avoid Them

June 9, 2021February 15, 2023 Lynn M. Gaumer, J.D., CAP®Leave a comment

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 →

Person on computer taking a survey

The 1 Tool You Need to Close 2021 On Solid Footing

June 2, 2021 Nathan StelterLeave a comment

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 →

Woman raising hand while man thinks

Hand Raisers Versus Secret Keepers: Why You Need Both

May 26, 2021May 26, 2021 Nathan Stelter2 Comments

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 →

3 Tips (Plus Script Starters) For Getting Your First Meeting With a Prospect

3 Tips (Plus Script Starters) for Getting Your First Meeting with a Prospect

May 5, 2021 Nathan Stelter1 Comment

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 →

Special Update: New York Charitable Gift Annuity Rates

April 22, 2021December 22, 2022 Lynn M. Gaumer, J.D., CAP®Leave a comment

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 →

7 Social Post Ideas for Nonprofits That Come Straight From the Heart

April 21, 2021July 13, 2022 Nathan StelterLeave a comment

More than ever, users want to see the raw and real you (#nofilter). In need of some inspiration? We’ve got you covered. Steal these 7 social post ideas that come straight from the heart. Continue reading 7 Social Post Ideas for Nonprofits That Come Straight From the Heart →

How to Talk Legacy Giving With Volunteers (and Why It’s Important)

April 14, 2021 Nathan Stelter1 Comment

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) →

How the University of Denver Reaches High-Potential Prospects

April 7, 2021May 26, 2021 Nathan Stelter1 Comment

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 →

Use These 7 Strategies to Build Stronger Donor Bonds

March 31, 2021March 21, 2022 Nathan StelterLeave a comment

Build your best donor bonds with these 7 strategies. Continue reading Use These 7 Strategies to Build Stronger Donor Bonds →

How to Be a Planned Giving Leader When the Going Gets Tough

March 24, 2021March 24, 2021 Nathan Stelter1 Comment

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 →

5 Tips to Make the Most of Your Time Online With Mature Donors

March 17, 2021March 17, 2021 Nathan StelterLeave a comment

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 →

[FREE DOWNLOAD] How to Improve Your Meetings With Donors & Prospects

March 10, 2021March 11, 2021 Nathan StelterLeave a comment

Download our free Donor Meeting Planning Guide for your next big meeting.Continue reading [FREE DOWNLOAD] How to Improve Your Meetings With Donors & Prospects →

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