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