High Net Worth Donors Have Their Financial Affairs in Order

Who in planned giving hasn’t heard this myth before? Our third and final myth is sure to be one that you’re familiar with. It sounds legitimate, but is it? I certainly don’t think so. There is still a great deal of planned giving educational opportunities with even the wealthiest of individuals—net worth of over $2Continue reading High Net Worth Donors Have Their Financial Affairs in Order

Charitable Gift Planners’ Day on Capitol Hill

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

You’re Receiving This Message Because We Are out of the Office

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