6 Ways Planned Giving Scares Your Donors (And How You Can Ease Their Fears)

Whether you’re a fundraiser guiding your donors through a tricky situation, or a donor scared to look their future (and death) in the eye—let’s face it—planned giving can be a bit frightening. Here are six reasons donors often feel scared about committing to a planned gift and what you can do to ease their fears. Continue reading 6 Ways Planned Giving Scares Your Donors (And How You Can Ease Their Fears)

How the Los Angeles Jewish Home Doubled Its Planned Giving Growth

In part through the Stelter team’s leadership, the Los Angeles Jewish Home’s program has grown from $2-$3 million annually in mature planned gifts to $5 million today. Forty-plus new members join its legacy society every year to keep the group consistently at about 300 members. “Every year (since Stelter’s come on board), it’s grown,” Aaron says. Find out how we did it. Continue reading How the Los Angeles Jewish Home Doubled Its Planned Giving Growth

5 Gifts That Will Have the Greatest Appeal in 2021 & Why

Wondering where asset-based philanthropy is headed in 2021? We’d all surely love a clear, concrete path. While that probably won’t happen (sorry, everyone), we can look ahead to what types of gifts will be most appealing to donors this year, so we can better prepare our messaging and communicate more effectively. Here they are, the 5 gifts that will have the greatest appeal to donors in 2021 and why. Continue reading 5 Gifts That Will Have the Greatest Appeal in 2021 & Why

Navigating Uncharted Waters With New Administration

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

UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects

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