President Signs Retirement Plan Legislation into Law (Plus, Get Your Free Download)

The president just signed new retirement plan legislation into law­, commonly called Secure 2.0, the new legislation builds on SECURE Act of 2019.  It aims to further expand Americans’ ability to save for retirement and increase their options for doing so. Stelter Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., explains what this means for you and for your donors.Continue reading President Signs Retirement Plan Legislation into Law (Plus, Get Your Free Download)

Blog Round-Up: Don’t Miss Out On These Donor-Focused Freebies

Who doesn’t love a freebie? Especially if it’s something that can spark a new giving idea, help your donors, or give you a head-start on an important task you’ve been putting off. Today we’ve rounded-up some valuable downloads offered in past blogs that will do all this and more. Continue reading Blog Round-Up: Don’t Miss Out On These Donor-Focused Freebies

Special Update: President Signs New Retirement Plan Legislation into Law

The president just signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law will take effect on Jan. 1, 2020. This legislation marks the most significant changes to retirement security since the Pension Protection Act of 2006. Continue reading Special Update: President Signs New Retirement Plan Legislation into Law

3 Tips to Grow Your Charitable Gift Annuity Program

Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 3 ways you can grow your CGA program.  One of the key takeaways from the American Council on Gift Annuities Conference held earlier this year was that rapidly growing planned giving programs shifted fromContinue reading 3 Tips to Grow Your Charitable Gift Annuity Program