How the Los Angeles Jewish Home Doubled Its Planned Giving Growth

Nathan StelterLeave a comment

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

UNICEF USA: From Handfuls to Hundreds of Planned Giving Prospects

Nathan Stelter2 Comments

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

Why You Should ‘Get Bored’ With Your Fundraising

Nathan Stelter5 Comments

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