September 5 is International Day of Charity, designated by the United Nations General Assembly as a day to shine a light on charity-related activities worldwide. On this day, individuals, nonprofits and volunteer organizations raise awareness, organize special events and build support for charitable works. Continue reading Read These: The Best Quotes to Prepare You for International Day of Charity
The focus of this blog is not only to confirm ‘best practices’ as it relates to planned giving inclusion in campaigns, but also expand your thinking around how campaigns can enhance your planned giving outreach.Continue reading 5 Things Successful Planned Giving Campaigns Have in Common
The state of Iowa just finished 11 days of eating fried food on a stick and I’m celebrating (while walking off the calories) by noting the clever marketing techniques utilized by one of the most resourceful brands around. Continue reading 3 Marketing Lessons I Learned at the Iowa State Fair
This Saturday, August 17, is National Nonprofit Day—a day set aside to recognize the positive impact nonprofits like yours have on communities and the world. Continue reading [FREE IMAGES] Celebrate National Nonprofit Day With Us
Talking with board members about fundraising can be a tricky proposition. Come in heavy-handed and they might run for the exit; don’t give enough of a push and they could lose accountability.
But board participation in fundraising is more than an extra “nice” that they can do. It’s imperative.
Continue reading How To Get Your Board on Board With Fundraising
Think you’re good at what you do? Some days perhaps even great? While other days…leave you questioning.
Then you know that no two days are alike in planned giving. The highs, the lows, the in-between’s and the not knowing. You’ve been through them all, sometimes within minutes.Continue reading How Do You Know You’re Good at Planned Giving?
Some shops talk, and some don’t. Here are 5 sure-fire ways to improve your internal communication and optimize your planned giving marketing. Continue reading Are Your Marketing and Development Teams on the Same Page?
Fundraisers, marketers and nonprofit professionals converged in Washington, D.C. last week…and for once it wasn’t to lobby. The Bridge Conference was an educational gathering with tracks on content marketing, peer-to-peer fundraising, stewardship, acquisition and more. Today I’m here to share the ideas that sparked for me. Continue reading 7 Ideas Nabbed from the Bridge Conference
With the average turnover rate for fundraisers a mere 18 months, there’s little doubt your development team will go through transition. What will you do when, not if, a staff member leaves? Here’s some advice from the pros. Continue reading Keeping Donors Happy When Your Development Team Is in Transition
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
How do you measure the success of your planned giving marketing efforts? Stelter Chief Client Strategy Officer Michael Hutney shares how to determine your program’s ROI. Continue reading Even If You Hate Golf, Pay Attention to This One Important Lesson
There is no magic number. However, there are some indicators of what might work best for your nonprofit’s social media strategy. Ask yourself these 3 questions to find out your optimal posting schedule. Continue reading How Often Should Your Nonprofit Post on Social Media?
National Volunteer Month is the perfect opportunity to thank your nonprofit’s volunteers. Here are 3 ways to celebrate them this April. Continue reading [FREE IMAGES] How to Make the Most of National Volunteer Month
We all know that a longstanding challenge for planned giving professionals has been to inspire donors to take action—but could estate planning tools help? Continue reading DIY Online Wills: Technology Is Putting Estate Planning Tools in the Hands of Your Donors
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
A friend of mine, a retired hospice-facility fundraiser, recently made a sizable gift to a local women’s shelter. But she never received an acknowledgment or thank you. She was even told, “No thanks, we’ve got it covered,” when she volunteered to write their thank you notes. Needless to say, she’s hesitant to go any furtherContinue reading How to Cultivate Donor Loyalty: 5 Marketing Tips
Earlier this year, I shared the primary three stages of the donor journey. Today, I’m back with the final two stages. As you may recall, the donor’s journey starts off similarly to the buyer’s journey—but can conclude with two additional destinations: donation and believer. Your nonprofit’s ultimate goal is to help your donors reach theContinue reading What Kind of Donor Journey Are You Delivering?
The simple answer is yes. If you haven’t heard already, the donor pyramid that many of us have come to know, has changed—and perhaps is even dead. (R.I.P.) Now, if that’s the case, what kind of journey are donors experiencing today? And, more importantly, how do we engage them? First, let’s cover why the donorContinue reading Is the Donor Pyramid a Thing of the Past?
“A rising tide lifts all boats.” -John F. Kennedy Historically, this phrase was used referring to the economy. Today, I can’t help but apply it to our fundraising world, in that a good outcome—and good information—benefits us all. (This logic is a large part of why we’ve provided our research and webinars free of chargeContinue reading 10 Fundraising Blogs (And a Few Podcasts) You’ll Love
You’ve got a planned giving program in place. Check. You’ve amped up your marketing and generated a healthy pipeline of planned gift prospects. Check. Check. But, you soon realize, you’ve also got a board that thinks planned giving is too hard to understand or simply not an organizational priority. They check out whenever the subjectContinue reading If Your Board Is Bored with Planned Giving Try These 5 Reality Checks
Is this the year that it’ll happen, when your planned giving program grows into what you always knew it could—and should—be?
Yes, with a little planning, of course… Continue reading What You Need to Have a Successful Planned Giving Program
We are back. After a long holiday weekend, recharging with family and friends, I hope you are feeling ready to take on 2019.
Now, I could talk about how yet another year has come and gone all too quickly. I could talk about how much we’ve learned and how our industry has changed over the course of 2018, which is all important. But today, I’d rather show you […] Continue reading Top 3 Webinars of 2018
As each year new year approaches, I like to review the last 12 months: the successes, the learning opportunities and everything in between. Then, I try to determine a theme for that year. When reflecting on 2018, the word “change” comes to mind. Changes in the industry, from tax reforms to charitable gift annuity rates.Continue reading Best of 2018
We’ve all heard the phrase, ”Don’t put all your eggs in one basket!” The meaning behind this old saying: Don’t put all your efforts into one thing because you could lose everything else—and be left with nothing altogether. The same logic applies to fundraising. While we at Stelter spend majority of our time in theContinue reading How to Fill Your Baskets with Funding Support
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
Let’s face it, planned giving has a spooky side. As fundraisers, you may have your share of nonprofit horror stories. But being prepared, makes things a whole lot less scary. SCARY TRUTHS OF PLANNED GIVING Gift planning isn’t easy, and it can be confusing. Bequests, CGAs, DAFs—these acronyms can overwhelm your donors. That’s why you’reContinue reading Scary Truths About Planned Giving
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
Working with my dad, Larry Stelter, has definitely been a unique family experience—one that I wouldn’t change for the world. Growing up, I assumed that everyone worked countless hours and frequently traveled across the country. My dad never slowed down, and still truly hasn’t. When I was younger, I hoped to grow up to beContinue reading 3 Important Things I Learned from My Father, Larry Stelter
410.02 billion dollars. That is 2017’s record-breaking number for charitable giving, reported by Giving USA 2018. As you may recall, in their 2017 report, the Giving USA Foundation stated that 2016 reached new philanthropic heights with an impressive $390.05 billion in charitable giving. 2017, not to be outdone, made history—yet again— with their figure generouslyContinue reading ‘Giving USA 2018’: Banner Year for Philanthropy
In her continuing series, we welcome special guest, Stelter Editorial Director, Katie Parker. Impact stories, donor stories—the fundraising industry offers many compelling storytelling opportunities. However, a poor story can cloud your message and take up real estate that could have been leveraged to drive results. The best stories have three qualities: They communicate, they resonate and,Continue reading [Infographic] The Path to a Great Story
In her continuing series, we welcome special guest, Stelter Editorial Director, Katie Parker. Done right, an 8.5×11-inch piece of paper manages an incredible amount of work in your marketing communications. Here are a few powerful things a cover letter can do for your fundraising goals…and one thing it can’t. A cover letter IS: 1. PersonalContinue reading 4 Things a Cover Letter Is (And 1 Thing It Isn’t)
A few weeks ago, my brother Jeremy and I met up at the American Council on Gift Annuities Conference in Seattle. Jeremy is Stelter’s director of business development for the Western U.S. and has helped fundraising professionals grow their gift planning programs through research-based marketing strategies for more than 15 years. While together, we talkedContinue reading A Planned Giving Conversation Between Stelter Brothers
The 2018 conference season is in full swing! One of the premier conferences we have the pleasure of attending every two years took place last week in Seattle—The American Council on Gift Annuities Conference. My brother Jeremy and I had the opportunity to attend together. We spent most of our time connecting with our nonprofitContinue reading Top 3 Takeaways from ACGA
It’s finally starting to feel like spring here in Iowa (at least for the next couple days), and the spring conference and speaking season has fully commenced. This time of year is equally exhilarating and exhausting as I find myself all over the country (from Boston to Seattle and Indianapolis to Dallas…and everywhere in between)Continue reading Conversations at 30,000 Feet
April is National Volunteer Month. For those of you who work in the nonprofit world everyday, volunteers are your lifeline. We can talk all day about targeted campaigns, donor lists and multichannel marketing, but without volunteers to go out into our communities, advocate your mission and support you with their time and service, you’d beContinue reading Stelter’s Volunteers: Helping Our Iowa Community
Do you ever walk into a place and just feel it—an energy, a buzz, a vibe? Do you think you have it at your organization? 4 Internal Benchmarks That Your Nonprofit is Thriving Before you ask yourself if your nonprofit’s “thrive-ability” emanates from just these four things—is it really that simple?!—realize they’re broad indicators. ButContinue reading Is Your Nonprofit Thriving?
Nearly half of nonprofit leaders left or planned to leave their position within the next two years, according to The Nonprofit Sector’s Leadership Deficit by The Bridgespan Group. More surprisingly, the major reason for leaving wasn’t retirement. Rather, 12 percent of nonprofit leaders left their positions to go to other organizations—making this the leading reasonContinue reading How You Know Nonprofit Work Is Right for You
Hearts, chocolate, roses—love and sweet things are in the air today. The sweetest notion? Couples really do love … giving together. “Giving is a source of agreement among couples.” —2017 Fidelity Charitable survey A 2017 Fidelity Charitable report found that more than 80 percent of its donors make giving decisions as a couple, including whichContinue reading The Secret to True Love: Giving as a Couple
Research from The Bridgespan Group shows that demand for effective nonprofit leaders today is as high as ever. While demands are being met by filling executive director and other senior management positions fairly quickly and fairly well, the challenge still persists: How do we find a leader who is not only good at what heContinue reading How to Lead like a Boss When the Going Gets Tough
With each new year comes a fresh start, whether that be for your physical fitness regime or your planned giving efforts: Use it to your advantage. 2017 was a year of learning, growth and—as always—change. Kickstart 2018, and your planned giving program, with these ideas: 1. Targeting vs. “Spraying and Praying”—Use our research to yourContinue reading Planned Giving Marketing Trends of 2018
There’s a bit of a chill in the air. Perhaps you’ve felt it? Welcome to January 2018. Sure, we all shake and shiver this time of year. But do you also feel mentally frozen, about being back to work after the glowing holidays while staring at another 12 months of a full calendar? Instead ofContinue reading How to Make 2018 What You Want It to Be
From our biannual Stelter Olympics to my weekend soccer league, I can be a bit competitive. Like most of us, I strive to be the best at what I do—especially in the professional sense. I believe this is because the better we are at what we do, the more profoundly we can affect the livesContinue reading How to Be Better at Being You
End-of-year is here, friends. Not news to you, is it? You’re living it, coming off a weekend of thanks and giving to barely catch a breath before heading into the season of goodwill and a surge in year-end giving. Let’s throw in yesterday’s Giving Tuesday and it’s all a flash before your eyes. Brace yourselfContinue reading How to Use Year-End Numbers to Increase 2018 Fundraising
If you had a chance to read last week’s blog, I shared that our fearless leaders, Peggy Fisher and Larry Stelter, had been selected as the 2017 Outstanding Individual Philanthropists by the Association of Fundraising Professionals’ Central Iowa Chapter. On Friday, November 17, the Central Iowa Chapter of AFP held their 32nd Annual Philanthropy DayContinue reading Larry Stelter and Peggy Fisher: Association of Fundraising Professionals’ 2017 Outstanding Individual Philanthropists
Americans are becoming increasingly philanthropically-focused, and not just today on National Philanthropy Day®. We are a bunch of worker bees in this country, or rather, giving bees. America’s Charities, in fact, estimates that Americans give about $4 billion annually through workplace giving. What’s more, employees say they want their companies to sweeten the charitable pot,Continue reading Philanthropy: It’s What We Do
For decades, the planned giving industry has grown on the backs of the silent generation. But just last year, in 2016, the first baby boomer turned 70. As this new generation becomes more active philanthropically, are you equipped to understand the differences between them and their mature (born 1900-1945) parents? BOOMERS VS. MATURES Baby boomersContinue reading Matures vs. Boomers: Who Should Your Planned Giving Game Plan Focus On?
We have all heard sayings that resonate with us and seem to stick with us wherever life takes us—our personal mottos if you will. Some simple, yet powerful words that I try to live by are “It is what it is.” These five words have helped me navigate some difficult situations. I share it oftenContinue reading Managing Stress: One Motto That Puts It into Perspective
2017 marks the 100th year of the income tax charitable deduction. If signed into law, the current framework for tax reform could change charitable giving as we know it. What will the 101st year of giving look like? Charitable gift planners from across the country met in Washington DC last week to help preserve the full valueContinue reading Charitable Gift Planners’ Day on Capitol Hill
As you may have already gathered from our social media, Stelter is currently taking over Baltimore at the 2017 National Conference on Philanthropic Planning. We look forward to this event every fall. It’s always such a pleasure to meet new peers, see old friends and—of course—talk about what’s trending in the nonprofit industry. Each year,Continue reading You’re Receiving This Message Because We Are out of the Office
Once again, it’s that time of year for planned giving fundraisers all over the country to take a step back from the day-to-day grind, get out of the office and recharge their batteries—as the National Conference on Philanthropic Planning 2017 begins next week! Constant learning is essential to every person and every profession. NCPP allowsContinue reading Planned Giving Pros Unite
We’re talking with Stelter’s Director of Business Development Michael Hutney. In his nearly 10 years with Stelter, Michael has led product strategy, innovation, emerging media and strategic accounts, while building and supporting strong client relationships nationally. For years now, Big Data has been driving big business. Among a host of other uses, Big Data determinesContinue reading How to Harness Big Data
Stelter’s Senior Technical Consultant Lynn Gaumer 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 she also had aContinue reading Special Update: Give Your Voice to the Charitable Giving Community