Why I Care About Estate Planning (and Why You Should, Too)

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)

Advice From 2 Nonprofits: How to Maximize 2020 Year-end Giving

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

3 Free Fundraising Webinars You Need to Watch

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

How to Design the Perfect Marketing Strategy

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

3 Critical Factors Impacting Donor Mindset Today

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

CGA Program Best Practices You Need to Know: A Review of the ACGA/CGP CGA Survey

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

Key Takeaways From the First-Ever Virtual ACGA Conference

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

Tips on Isolation From Someone Who Couldn’t Go Outside

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

3 Themes From the First-Ever AFP ICON VIRTUAL Conference

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

[FREE DOWNLOAD] How to Let Your Donors Know About the New Charitable Gift Annuity Rates

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

How to Plant the Seed to Create a Legacy

Today we welcome a special guest author to the blog: Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP, ThinkGiving President and Thompson & Associates Vice President. Cathy is here to share 10 things that you can do right now to start creating your legacy. Cathy is a fundraising executive with 25-years experience, specializing in major gifts and giftContinue reading How to Plant the Seed to Create a Legacy

10 Fundraising Blogs (And a Few Podcasts) You’ll Love

 “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

Top 3 Webinars of 2018

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

What You Need to Know About IRAs Right Now

Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to share a special IRA update. When it comes to marketing the IRA charitable rollover, is January the new December? Christopher Hoyt, Professor of Law at the University of Missouri-Kansas City School of Law, seems toContinue reading What You Need to Know About IRAs Right Now

9 tips for writing successful nonprofit grants

Whether you’re just off the blocks with your fundraising plan or plotting next year’s move, at some point you’ll come up against the question, “Should grants be part of our plan?” The short answer: Yes, but with a caveat and some consideration. Here’s why it’s at least worth starting the conversation: $60 Million: The amountContinue reading 9 tips for writing successful nonprofit grants

3 Ways to Make Your Nonprofit’s Presentations Better

It was an early Tuesday morning when a group of us bright-eyed development folks arrived at our “Mobilizing Board Members to Raise Money” workshop. Only we found ourselves with cold cups of coffee listening to a l-o-o-o-o-n-g morning presentation of chart and stats from someone whose delivery was eerily similar to this fictitious teacher fromContinue reading 3 Ways to Make Your Nonprofit’s Presentations Better

SPECIAL UPDATE: 100 Years of Giving!! And Working Towards the Next 100 Years!

Last week…February 16th to be exact…marked an important day for fundraisers and nonprofits everywhere! On this day, hundreds of nonprofit fundraisers, administrators and advocates from around the country went to Capitol Hill for the ‘100 Years of Giving DC Fly-In’! Why is this important to you? 2017 marks the 100-year anniversary of the income taxContinue reading SPECIAL UPDATE: 100 Years of Giving!! And Working Towards the Next 100 Years!

Listen and Learn: Using the ‘Tuesday Call’

I was talking with a friend the other day who’s in a typical nonprofit situation—a one-person planned giving shop. He’s tasked with not only the important job of traveling and meeting with planned giving prospects and donors to close gifts for his great organization, but also managing the marketing efforts and trying to sort outContinue reading Listen and Learn: Using the ‘Tuesday Call’

3 Reasons to Think Instead of Making New Year’s Resolutions

As I sat down to think about what I want to accomplish in the upcoming year and what I want my New Year’s resolution to be, I stopped to think…how many people actually achieve their resolutions? With a little help from the ‘Google machine,’ I found that while more than 40% of Americans make resolutions,Continue reading 3 Reasons to Think Instead of Making New Year’s Resolutions

What Can Nonprofits Learn from the Chicago Cubs?

For decades I’ve been among the hoards of die-hard Chicago Cubs fans. My family and I are now reveling in the glory of a shiny World Series trophy firmly in place in Wrigleyville. I still can’t believe I’m able to write that. And the tales I’ve heard of people crying (myself included…see above!)—tearing up becauseContinue reading What Can Nonprofits Learn from the Chicago Cubs?

Three of My Favorite “Aha” Takeaways from NCPP 2016

NACPG stands for the National Association of Charitable Gift Planners — a smart rebranding of the former Partnership for Philanthropic Planning, which has represented the charitable gift planning industry for nearly 30 years. Last week, I met up with hundreds of gift planners from across the country at the group’s national conference in Dallas. HereContinue reading Three of My Favorite “Aha” Takeaways from NCPP 2016