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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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!
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
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
Recently, we were lucky enough to have Russell James, J.D., Ph.D., CFP® join us for our webinar series. He shared his latest research in our webinar Why Cash Is Not King In Fundraising: Results From 1 Million Nonprofit Tax Returns. He uncovered the secret to fundraising growth—and it’s not cash. 3 Things to Think AboutContinue reading This is the Secret to Fundraising Growth
The future is here. Between 2017 and 2030, an estimated $1.5 to $6 trillion in charitable gifts will be designated to nonprofits in the U.S. In other words, retiree support will account for half of all giving by 2025. While there’s certainly a greater societal sensitivity to the vital work of nonprofits—and many who supportContinue reading Matures to Boomers: Who You Need to Reach Now and How
Who in planned giving hasn’t heard this myth before? (If you missed the first two myths in our series, be sure to catch up: Most of Planned Giving Is Just Plain Luck and Don’t Waste Your Time on Donors Younger Than 65.) Our third and final myth is sure to be one that you’re familiar with. ItContinue reading High Net Worth Donors Have Their Financial Affairs in Order
One of the most common myths in planned giving must hold some truth to it, right? Wrong. In fact, basing your planned giving marketing strategy around this outdated myth could prove to be fatal for your program. Here’s why: Just over 15 percent of U.S. adults are over the age of 65. In comparison, 62Continue reading Don’t Waste Your Time on Donors Younger Than 65
Here at Stelter, we are smack dab in the middle of one of our busiest conference seasons. We’ve got Stelter representatives all over the country at conferences and events—myself included! At many of these conferences, we’ve been presenting the latest findings and application of our latest research from the 2016 NMI Healthy Aging Database® study,Continue reading Thank You Gift for Following Our Blog: Free Download
We’re celebrating National Puppy Day today with a post that is all about dogs (sorry cat people). We know from our most recent national study* that households with “man’s best friend” are statistically significantly more likely, at 47.2%, to donate more than once a year when compared to other types of pet owners or non-Continue reading Charitable Giving is Going to the Dogs!
We tend to stereotype folks in many ways—that’s nothing new. We can probably all think back to our days in middle school and remember being placed in a certain “clique.” I’m sure you know stereotyping can be socially damaging, but did you know it can also cost your organization money? One such stereotype: Older folksContinue reading “Mature” Doesn’t Have to Mean Low-Tech
Learn how to breathe life into demographic and behavioral data to deliver magical marketing campaigns your donors will love.Continue reading How to Turn Data into Magical Marketing Materials Donors Will Love
