What’s the best planned gift to promote to your donors in 2023? The CGA! Our Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., tells us why and gives us details on some new opportunities it has to offer.Continue reading And The Winner is: The Award For Best Planned Gift of 2023 Goes To…
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)
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
The American Council on Gift Annuities is increasing CGA rates. Get all the details from Stelter’s Senior Gift Planning Consultant, Lynn M. Gaumer, J.D.Continue reading [Special Update] New Charitable Gift Annuity Rates
Meet a new blended gift opportunity: The Impact CGA. It combines a traditional charitable gift annuity with an outright gift of the annuity payments to the charity for a term of years (typically 3-5 years). Continue reading [Free Download] Impact CGAs Offer a Smart Way to Fundraise
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
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
Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 6 tips to minimize risk to your charitable gift annuity program. The recent increase in the suggested maximum CGA rates is a win for donors and nonprofits. Annuitants will receive a higher percentage ofContinue reading Minimize Risk to Your CGA Program
Stelter’s senior technical consultant, Lynn Gaumer, J.D., is back to give you an update on the new schedule of CGA rates. The American Council on Gift Annuities has released a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2018. On average, rates will increase from 30 toContinue reading New Charitable Gift Annuity Rates Released
