In our roles as planned giving fundraisers, we get to support donors as they make the trek from mission-lovers to legacy givers. Stelter recently spent time mapping this journey, identifying five unique phases. Continue reading How to Move Your Donors on a Journey From Interested to Invested
Complex or high-risk assets can be difficult to navigate. The key is to success is having a clear, cohesive gift acceptance policy. These resources can help. Continue reading Is Your Gift Acceptance Policy in Tip-Top Shape?
I wanted to bring your attention to two key resources. One can play a role in your donor-facing communication, the other can provide a foundation for the development of your nonprofit. I’m talking about the Donor Bill of Rights and the National Standards for Gift Planning Success. Continue reading Two Key Resources for Building Donor Trust
Noncash gifts offer an enormous opportunity for fundraisers. Here are three tips courtesy of Jackie Franey, Director of Gift Planning Fundraising at The Nature Conservancy. Continue reading Shifting to Noncash Gifts of Assets: One Nonprofit’s Success Story
While we’ve already rung in the new year, let’s countdown one more time. Here are our most popular webinars of 2019 AND an exclusive sneak peek of our 2020 Webinar Series. Continue reading Top 3 Webinars of 2019… and an Exclusive Look at Our 2020 Lineup!
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
Are you wondering how your nonprofit can promote planned giving this holiday season? Check out our Holiday Marketing Checklist for 10 tips to promote legacy gifts during the holidays. Continue reading 10 Ways to Promote Planned Giving During the Holidays
No matter how busy your nonprofit is this time of year, don’t miss out on the opportunity to thank your donors while spreading awareness for your cause this National Philanthropy Day. Snag your free social images here. Continue reading [FREE IMAGES] How to Celebrate National Philanthropy Day
Take the scare out of planned giving. Here’s how to discuss 5 common donor hesitations and make planned giving a treat to complete. Continue reading Planned Giving Doesn’t Have to Be Scary
Another amazing national conference has come and gone, but the connections and learnings will impact gift planners and their work long after the last person left New Orleans. Continue reading 4 Key Takeaways from CGP 2019–In a Nutshell: Planned Giving Is Alive and Well!
Allow the donor to share their connection with you before you link your nonprofit’s mission to them. By enjoying storytime first, you can make a more educated, meaningful ask. Discover ten ways to open a conversation by listening. Continue reading [INFOGRAPHIC] Ask Them for Their Memories, Not Their Money
No ifs, whens or buts about it. Personalization is the now—not the future—of planned giving marketing. Continue reading Get Personal: Make Your PG Marketing More Creative—and Impactful
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 back a special guest on the blog: Stelter Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to share her insights on promoting, receiving and acknowledging donor advised fund gifts. Donor advised funds date back to the Great Depression, yet they were not actively promoted until the early 1990s when Fidelity established FidelityContinue reading What You Need To Know Now to Promote, Receive and Acknowledge a DAF Gift
A friend of mine, a retired hospice-facility fundraiser, recently made a sizable gift to a local women’s shelter. But she never received an acknowledgment or thank you. She was even told, “No thanks, we’ve got it covered,” when she volunteered to write their thank you notes. Needless to say, she’s hesitant to go any furtherContinue reading How to Cultivate Donor Loyalty: 5 Marketing Tips
