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)
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
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
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
No matter what’s happening in the world, we humans are wired to seek connection, continuation and control in our lives. So when clients or colleagues ask if it’s appropriate or “right” to continue talking about planned giving in light of the continued pandemic and societal unease, I say yes. Continue the conversations, but be completely in tune with what donors are saying, and not saying, with more sensitivity and empathy and less leaning toward gift acquisition. During your next planned giving conversation, remember these five wise estate planning approaches that are easy to implement, yet softly advance the gifting process. Continue reading Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.
Across the country, donor advised fund administrators are seeing unprecedented levels of grant recommendations. If you haven’t started asking for gifts from donor advised funds, you need to implement a marketing strategy ASAP. Not sure where to start? Here are five next steps. Continue reading Donor Advised Funds: Time to Promote Those Rainy-Day Funds
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
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
Find out why fundraisers leave and how to combat turnover.Continue reading Hiring Fundraisers Is Easy. Keeping Them Is Harder.
With you in mind, we’ve put together a shortlist of trends to consider in your 2020 planned giving marketing program. Continue reading 3 of the Biggest Planned Giving Marketing Trends of 2020
We’re knocking on the door of 2020, a new year with lots of new beginnings. Does that include your planned giving program? Count down to “launch” with these 4 fundamentals to kick off your 2020 planned giving program. Continue reading 4 Fundamentals to (re)Launch a Planned Giving Program in the New Year
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
Talking with board members about fundraising can be a tricky proposition. Come in heavy-handed and they might run for the exit; don’t give enough of a push and they could lose accountability.
But board participation in fundraising is more than an extra “nice” that they can do. It’s imperative.
Continue reading How To Get Your Board on Board With Fundraising
We welcome back a special guest on the blog: Stelter’s Senior Gift Planning Consultant, Lynn Gaumer, J.D. Lynn gives us her analysis on Giving USA’s 2019 numbers. Continue reading Giving USA 2019: Inside the Numbers