Here are a few tips to make the most of your donor outreach before and during Estate Planning and Awareness Week. Continue reading Estate Planning Awareness Week is October 17-23. Let’s Get Started.
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, 2022. Get all the details from our senior gift planning consultant, Lynn M. Gaumer, J.D.Continue reading [Special Update] New CGA Rates Released
Let’s shift our mindset. What if, instead of a “leave-behind,” collateral became the “lead-with.” Continue reading Collateral is No Good on The Shelf: Here’s How to Get It in Donors’ Hands
From Oct. 18 to 24, the critical documents that we talk about every day get their moment in the news cycle. We’ve pulled together tips to make the most of your donor outreach. Continue reading Estate Planning Awareness Week Is Oct. 18-24. Let’s Prep for Outreach.
You inspire donors, connect them with the resources they need, and it’s you who assures them that their gifts will be used as they intend. Here are three ways you make a donor feel great. Continue reading Your Donors Value You. Here’s Why You’re Good at What You Do.
Legacy donors have made an expression of trust and commitment to your cause. If they were to tell you what they want from your next communication, these five things would top the list. Continue reading Dear Fundraiser: How To Write a Cover Letter I’ll Actually Read (Sincerely, A Society Member)
Take a deeper dive into Giving USA’s 2021 report to see how Americans rose to the challenge and gave in 2020. Plus, look ahead to today’s most successful fundraising strategies. Continue reading Giving USA 2021: Inside the Numbers
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
During National Estate Planning Awareness Week—in the midst of a year like no other—it’s important to remember the people behind the plans (or lack thereof). Donors are on a journey, and when we do our job well, we meet them where they are and help equip them for the road ahead. Thanks for the important work you do—for families, philanthropy and our shared future. Continue reading Why I Care About Estate Planning (and Why You Should, Too)
It is estimated that over half of Americans (56 percent) do not have an up-to-date estate plan. In order to raise awareness about the importance of estate planning, Congress declared the third week of October as National Estate Planning Awareness Week. Continue reading Estate Planning Awareness: Help Your Donors Plan Their Legacy
We all know that a longstanding challenge for planned giving professionals has been to inspire donors to take action—but could estate planning tools help? Continue reading DIY Online Wills: Technology Is Putting Estate Planning Tools in the Hands of Your Donors
Today we welcome a special guest author to the blog: Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP, ThinkGiving President and Thompson & Associates Vice President. Cathy is here to share 10 things that you can do right now to start creating your legacy. Cathy is a fundraising executive with 25-years experience, specializing in major gifts and giftContinue reading How to Plant the Seed to Create a Legacy