Knowing how to ask for a prospect meeting is part art and part science. As you move forward with booking first meetings, incorporate these three tips.Continue reading 3 Tips (Plus Script Starters) for Getting Your First Meeting with a Prospect
4 Signs That You Have a Good Planned Giving Prospect
Most Americans who expect to leave an inheritance aren’t including a gift in their estate plans. While some might see this news as disheartening, others see opportunity. Continue reading 4 Signs That You Have a Good Planned Giving Prospect
How to Convert Donors When the Going Gets Tough
Looking for ways to continue donor conversion during these challenging times? Here are 7 tips to help your nonprofit convert donors when the going gets tough. Continue reading How to Convert Donors When the Going Gets Tough
How to Make the Case for Planned Giving: 3 Fundraising Truths
Planned giving is top of mind for many nonprofits this year, and for good reason. Take a look at these three fundraising facts that help make the case for planned giving. Continue reading How to Make the Case for Planned Giving: 3 Fundraising Truths
Why You Should ‘Get Bored’ With Your Fundraising
Here’s a simple way to think about fundraising from the fundraiser’s perspective: Get bored. My favorite example of this from a client was a $75,000 CGA gift from a donor who received messaging for three years before committing. They were the right person getting the right message and the donor decided when it was the right time. What does “boredom” sound like for planned giving fundraisers? Find out here: Continue reading Why You Should ‘Get Bored’ With Your Fundraising
5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year
Thirty percent of all annual giving occurs in December with 10% of that total happening within the last three days of the year, according to Nonprofits Source. Is your nonprofit ready for the holiday season? Here are 5 tips for magical donor outreach this holiday season. Continue reading 5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year
Why I Care About Estate Planning (and Why You Should, Too)
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
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
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
Focus On These 7 Things for Giving Tuesday Success
In 2019, Giving Tuesday raised $511 million online alone, and a total of $1.97 billion with offline donations—making it a monumental day for philanthropy, and for nonprofits. No matter what your position (or department), Giving Tuesday fundraising can be vital for programs and requires all hands on deck. The big day isn’t far away, so let’s dive right in to these 7 Giving Tuesday strategies that will help ensure campaign success. Continue reading Focus On These 7 Things for Giving Tuesday Success
3 Free Fundraising Webinars You Need to Watch
No matter what school looks like this year, the end of summer break means a renewed focus on learning—not only for the kiddos in our lives, but for us too. Continued learning helps us all develop new skills and stay at the top of our game. Whether these webinars are new to you or you just need a refresher, check them out as you’re designing your own never-stop-improving e-learning curriculum. Continue reading 3 Free Fundraising Webinars You Need to Watch
Prospects Lost? Give Them a Road Map to the Gift
Going from point A (introductions) to point B (gift finalization) is not an aimless pursuit; follow the most direct route that gets all of you to the final mutual and rewarding destination. Here are 5 ways to stay on course. Continue reading Prospects Lost? Give Them a Road Map to the Gift
The Indisputable Power of Video
Almost 3/4ths of Americans use YouTube, according to Pew Research. Video is powerful marketing. Are you taking advantage of video to tell your nonprofit’s story? Continue reading The Indisputable Power of Video
7 of the Most Frequently Asked Questions on Social Media for Nonprofits
As a planned giving marketing company, we field a lot of questions about how nonprofits can utilize social and how planned giving can fit into that social strategy—especially these days. Knowing that there are a lot of questions circling around the use of social in today’s environment, Stelter’s Marketing Communications Specialist, Aimee Menhusen, invited me and Stelter’s Creative Director and Marketing Director, Zach Christensen, to a little Zoom Q&A on social media best practices. We put our heads together to come up with this list of FAQs to share. Enjoy! Continue reading 7 of the Most Frequently Asked Questions on Social Media for Nonprofits
How to Design the Perfect Marketing Strategy
Kathryn W. Miree, President of Kathryn W. Miree & Associates, Inc., recently presented “Designing the Perfect Marketing Strategy for Your Planned Giving Program” as part of Stelter’s monthly webinar series. It’s a timely webinar, filled with practical tips for refining or creating your planned giving marketing plans. Kathryn covers audience segmentation and messaging, as well as the importance of integrating planned giving into an overall development communications plan. The webinar has many valuable takeaways, and today I’m excited to share a few of my favorites. Continue reading How to Design the Perfect Marketing Strategy