The goal? Develop fundamental best practices for creating sustainable, well-constructed gift planning efforts at any organization, regardless of size, scope or history. The output? Sixteen standards, a checklist of best practices, plus tools and links that put the practices into action. Continue reading What Great Gift Planning Programs Have in Common: Meet the National Standards
Noncash gifts offer an enormous opportunity for fundraisers. Here are three tips courtesy of Jackie Franey, Director of Gift Planning Fundraising at The Nature Conservancy. Continue reading Shifting to Noncash Gifts of Assets: One Nonprofit’s Success Story
From initial outreach to stewardship, feed donors a constant diet of Yes! emotions. Here’s how, according to a research from Stelter and behavioral science experts. Continue reading What Makes Donors Give? The Science Behind the “Yes!”
According to the National Association of Charitable Gift Planners (CGP), 43% of nonprofit organizations experienced difficulty collecting beneficiary proceeds from one or more IRA administrators. Here’s a helpful solution. Continue reading Collect Those IRA Proceeds! A Nonprofit’s Guide to a Common Problem
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
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)
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
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
