Navigating Uncharted Waters With New Administration

Lynn M. Gaumer, J.D., CAP®2 Comments

Planned giving professionals need to keep informed of what is happening in Washington, D.C., and know how federal laws might change if President Biden and Congress come together to pass tax reform. Stelter is here to help. We put together a summary of some of the proposals being discussed—particularly as they relate to your organization and your donors. Your donors may look to you for insights on how tax reform affects their philanthropic goals. Here are 4 key takeaways and 2 next steps. Continue reading Navigating Uncharted Waters With New Administration

Special Update: CARES Act Tax Incentives Extended—With a Small Boost

Lynn M. Gaumer, J.D., CAP®1 Comment

The nonprofit community has been given a year-end gift: A couple of key provisions of the CARES Act were just extended into the new year (and, in one case, increased). Let’s take a look at what the new stimulus package means for the nonprofit community and turn that calendar page to 2021. Continue reading Special Update: CARES Act Tax Incentives Extended—With a Small Boost

UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects

Renee Durnin, CFRE2 Comments

After months of perseverance and talking the problem through with multiple departments, both at UNICEF USA and at Stelter, we’re now sending emails to target 80% of UNICEF USA’s top prospects. That means we went from engaging handfuls of donors to hundreds. (When one planned gift can range from thousands to millions of dollars, this increase can be tremendously impactful.) Continue reading UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects

Why I Care About Estate Planning (and Why You Should, Too)

Kasi Zieminski1 Comment

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)

How to Make the Most Out of Estate Planning Awareness Week

Lynn M. Gaumer, J.D., CAP®3 Comments

Before the pandemic, it was estimated that more than two-thirds of Americans (68%) did not have a will. In September of this year, interest in creating a will was the highest it has ever been according to Google Trends. Find out how your nonprofit can make the most out of National Estate Planning Awareness Week this year with pointers from our pro, Sr. Gift Planning Consultant, Lynn Gaumer, J.D. Continue reading How to Make the Most Out of Estate Planning Awareness Week

How to Select the Right Audience for Your Planned Giving Marketing

Renee Durnin, CFRE2 Comments

What aspect of your marketing mix can often go quietly overlooked, but actually makes the most difference where it counts? You guessed it: Audience selection. So, if you’re wondering why your results aren’t what you’d like them to be, start with your list. Today I’ll be sharing why, where and how to find the right audience. Plus, level up your list with my 3 pro tips below. Continue reading How to Select the Right Audience for Your Planned Giving Marketing