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

Feeling Drained? 13 Tips to Revive You and Your Donors

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

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

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

Why I Care About Estate Planning (and Why You Should, Too)

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)

How to Make the Most Out of Estate Planning Awareness Week

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

How to Select the Right Audience for Your Planned Giving Marketing

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

Focus On These 7 Things for Giving Tuesday Success

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

Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.

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.

3 Free Fundraising Webinars You Need to Watch

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