According to the National Association of Charitable Gift Planners (CGP), 43% of nonprofit organizations experienced difficulty collecting beneficiary proceeds from one or more IRA administrators. Here’s a helpful solution. Continue reading Collect Those IRA Proceeds! A Nonprofit’s Guide to a Common Problem
4 Mistakes People Make in Estate Planning & How to Help Donors Avoid Them
A special Q&A with Lynn Gaumer, J.D., our Senior Gift Planning Consultant. After ten years at Stelter, Lynn has been a partner in an incredible number of successful charitable estate plans…and also seen many planning pitfalls. Continue reading 4 Mistakes People Make in Estate Planning & How to Help Donors Avoid Them
Planned Giving Doesn’t Have to Be Scary
Take the scare out of planned giving. Here’s how to discuss 5 common donor hesitations and make planned giving a treat to complete. Continue reading Planned Giving Doesn’t Have to Be Scary