Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to provide us with steps you can take to collect IRA proceeds. Naming a charity as a beneficiary of an IRA is easy… Collecting the proceeds is harder. Charitable organizations often highlight the ease and flexibilityContinue reading [FREE DOWNLOAD] How to Collect IRA Proceeds
Have you heard? The kindness is catching, and it’s going global. Knowing you, my planned giving friends, you’re already committing random acts of kindness daily. It’s who you are and what you’re inclined to do, especially in the realm of nonprofit work. The good news is that we’re taking it to the streets: World KindnessContinue reading 3 Ways to Thank Your Supporters on World Kindness Day
Let’s face it, planned giving has a spooky side. As fundraisers, you may have your share of nonprofit horror stories. But being prepared, makes things a whole lot less scary. SCARY TRUTHS OF PLANNED GIVING Gift planning isn’t easy, and it can be confusing. Bequests, CGAs, DAFs—these acronyms can overwhelm your donors. That’s why you’reContinue reading Scary Truths About Planned Giving
This year, Giving Tuesday lands on November 27. Is your calendar marked? More importantly, does your nonprofit have a plan in place? If you’re still in the “planning to plan” phase, don’t sweat. It’s never too late to put together a Giving Tuesday strategy. (That being said, it’s never too early to start organizing aContinue reading How You Can Make the Most of Giving Tuesday
Is mailing in December a nonprofit do or don’t? Traditionally, sending direct mail in December has been viewed as less-than-ideal in the nonprofit industry. The logic behind this was simple. Donors most likely just donated their year-end gifts—not to mention the added financial strain of the holidays. The assumption: No one wants to think aboutContinue reading Why You Need to Hit Your Donor’s Mailbox First Thing in 2019
Did you know that most of us receive over 100 emails a day? With a number like that, getting your donors to read your emails seems like a daunting task. So how can your nonprofit cut through the clutter? We gathered some of Stelter’s experts last week to help us answer this question. Our DigitalContinue reading How to Make Your Donors Want to Read Your Emails
We get a lot of questions about using social media to promote planned giving. “How should we be using it?” “What’s the real opportunity?” We know that fundraising is all about doing more with less. To help you reach your social potential with ease, we’ve compiled some social media do’s and don’ts. Don’t: Create aContinue reading Get Social: A Simple Guide to Improve Your Social Media
“It’s not personal. It’s strictly business.” The person who coined this phrase must not have been referring to nonprofit work. As I see it, if we are to continue “doing business” successfully for our nonprofits then we have to make it more personal, especially in how we connect with donors and supporters. Today, it’s notContinue reading Dear Sir/Madam: Your Marketing Needs to Be More Personal
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
I’ve been thinking about two stats all week: Only 22 percent of Americans over the age of 30 say they’ve been asked for a planned gift. (Stelter Donor Insight Report: Donors On the Move) An estimated $59 trillion in wealth, with $6.3 trillion in charitable bequests, will be transferred through 100 million estates from 2007-2061.Continue reading Inexpensive Ways to Promote Your Planned Giving Program
Quick stat: Ninety-one percent of U.S. consumers check their email daily. For nonprofits, this means countless opportunities to connect with “our people” in meaningful ways, through their inbox. Rise above the other 120 emails office folks like you and I receive every day—and reap the rewards—with these 5 tips. 1. Let’s be clear, here. AboveContinue reading How to Make Email Campaigns Work (So They Actually Get Read!)
Recently, we were lucky enough to have Russell James, J.D., Ph.D., CFP® join us for our webinar series. He shared his latest research in our webinar Why Cash Is Not King In Fundraising: Results From 1 Million Nonprofit Tax Returns. He uncovered the secret to fundraising growth—and it’s not cash. 3 Things to Think AboutContinue reading This is the Secret to Fundraising Growth
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
As a nonprofit professional, you know that things are changing all the time, from your board to your budget. But what about your planned giving marketing program? Change is hard. Repeating the same marketing program year after year is the easy, safe choice, but it also makes it difficult for your program to grow. AndContinue reading Change the Plan: How to Refresh Your Planned Giving Program
“You never know until you ask,” right? This old saying has never been more relevant than it is today. Just think about it: How many surveys do you receive from your favorite brands? Your nonprofit should be no different. Nearly 30 years ago, Stelter’s first survey hit donors’ mailboxes. A lot has changed with ourContinue reading 3 Dos and Don’ts of Surveying
