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
Earlier this year, I shared the primary three stages of the donor journey. Today, I’m back with the final two stages. As you may recall, the donor’s journey starts off similarly to the buyer’s journey—but can conclude with two additional destinations: donation and believer. Your nonprofit’s ultimate goal is to help your donors reach theContinue reading What Kind of Donor Journey Are You Delivering?
In her continuing series, we welcome special guest, Stelter Editorial Director, Katie Parker. Marketing is piquing interest, evoking emotion, triggering response. It’s about making something that you do relevant to them (better yet, it’s listening to their needs and answering them with your product). At the core of marketing your service is compelling copy. Here areContinue reading The 5 Questions You MUST Answer in Your Copy
The simple answer is yes. If you haven’t heard already, the donor pyramid that many of us have come to know, has changed—and perhaps is even dead. (R.I.P.) Now, if that’s the case, what kind of journey are donors experiencing today? And, more importantly, how do we engage them? First, let’s cover why the donorContinue reading Is the Donor Pyramid a Thing of the Past?
With every marketing piece that we encounter—an email on our phone, an envelope in our mailbox, a post on our Facebook wall—we ask, Is this worth my time? The fact that you’re reading these words implies that you likely did all the following: Opened an email or stumbled upon a social media post from TheContinue reading How to Make Them Care: Inspire Donors Through Storytelling
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
