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

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

Nathan Stelter1 Comment

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

Lynn M. Gaumer, J.D.2 Comments

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

Renee Durnin, CFRE2 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

Feeling Drained? 13 Tips to Revive You and Your Donors

Nathan Stelter3 Comments

Surge capacity refers to our innate ability to mentally and physically adapt to acutely stressful situations. As we move into another round of rising positive COVID rates, mixed in with the holidays, how can we monitor our own surge rates and unplug when we need to, yet still be mindful of evolving organizational and donor needs? Here are 13 tips to revive you and your donors this holiday season. Continue reading Feeling Drained? 13 Tips to Revive You and Your Donors

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

5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year

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Thirty percent of all annual giving occurs in December with 10% of that total happening within the last three days of the year, according to Nonprofits Source. Is your nonprofit ready for the holiday season? Here are 5 tips for magical donor outreach this holiday season. Continue reading 5 of the Best Ways to Make Your Holiday Donor Outreach Magical This Year