What’s the message now that the news cycle is stuck on repeat, you still don’t understand your kids’ 5th-grade math homework and nobody can bring themselves to empty the dishwasher? What now? We’ve got a plan. Continue reading A Short-Term Guide for Marketing Planned Giving: A plan for the next 90 days
Stelter’s Senior Gift Planning Consultant, Lynn Gaumer, J.D., is back to share an update on the new schedule of CGA rates. We recommend you reach out now to your donors who may be interested in making a gift before July 1 to take advantage of the current rates. To assist you with this, we are providing a letter that you can customize and use for your donor communications. Continue reading [FREE DOWNLOAD] How to Let Your Donors Know About the New Charitable Gift Annuity Rates
How can we make the most—and get the most—from our video meetings? Run your video meetings like a pro with these best practices. Plus, free zoom backgrounds you can use for your next meeting! Continue reading How to Have the Best Video Meetings + Free Zoom Backgrounds
A new survey shares best practices that all charities can follow for charitable gift annuity programs. This survey—the first of its kind—was conducted jointly by the American Council on Gift Annuities (ACGA) and the National Association of Charitable Gift Planners (CGP). Here to breakdown three main takeaways from the survey is Lynn Gaumer, J.D., Stelter’s Sr. Gift Planning Consultant. Continue reading CGA Program Best Practices You Need to Know: A Review of the ACGA/CGP CGA Survey
Last week, many fundraisers from across the country gathered in the comfort of their own homes and logged in to the first virtual ACGA Conference. The COVID-19 pandemic was top of mind and a common thread in many presentations. Speakers looked to past pandemics and economic downturns for guidance on what charitable giving will look like this year, addressed current concerns and looked to the future. Here are a few key takeaways from Stelter’s Executive Vice President Jeremy Stelter and Senior Gift Planning Consultant Lynn Gaumer, J.D. Continue reading Key Takeaways From the First-Ever Virtual ACGA Conference
Should you or should you not continue—or start—your Legacy Challenge? I’d argue yes…if it’s positioned the right way. Find out how to effectively frame Legacy Challenges today, and the 3 key benefits these challenges can offer your donors and your nonprofit. Continue reading Legacy Challenges in the Time of COVID-19: What Should You Do?
Words matter, especially in marketing—and especially right now. Resonate with more donors with the help of repurposing. Find out how to repurpose and fine tune your marketing during uncertain times. Continue reading How to Fine Tune Your Marketing for Relevance During Uncertain Times
Our partnership with nearly 1,500 nonprofits involves helping them educate donors about planned giving and offering donors the opportunity to act on making a planned gift easily. And while it is extremely important to stay top-of-mind with your donors during this time, we know that in the current environment this messaging needs to change. You must pivot to a message of stewardship. Reviewing stewardship campaigns Stelter has produced for our clients over the past year, there are three things in common that helped lead to their success. Continue reading 3 Must-Haves for Stewarding Donors Successfully
Face-to-face donor meetings are on an indefinite hold—which means major and planned gift officers across the country are finding themselves grounded from the thing they love to do most. So where do you go from here, to continue to engage your portfolio, extend your donor discovery or even identify new individuals for cultivation? Continue reading 3 Tips on How to Engage Donors When Face-to-Face Isn’t Possible
With our world upside down and events all around us being canceled, new opportunities to share and connect are emerging. Earlier this week, nearly 1,000 fundraisers gathered around their own respective viewing devices for the first-ever AFP ICON VIRTUAL Conference—including Danny Herzberg, Stelter Regional Account Representative. I sat down with Danny to hear his biggest takeaways from the conference. Continue reading 3 Themes From the First-Ever AFP ICON VIRTUAL Conference
Right now, and over these next few months, your priority isn’t stewarding gifts. It’s stewarding people. Your people—donors, volunteers, board members and those who’ve shown they care about you and what you do—are in need of connection and community. Stay relevant and purposeful with these stewardship suggestions: Continue reading Why Now Is the Right Time to Steward Your Donors
On March 12, we stopped the Stelter presses (the literal print presses as well as the email queue) and attacked the virus with the weapons we had on hand—creativity and thoughtfulness. (Plus our guts, we always trust our guts.) As we dug in, we spotted words, images and calls to action that had changed meaning. Here’s what we found. Continue reading Lessons From the Coronavirus War Room
Time by ourselves can be powerful. Take advantage of it by planning and prioritizing. This isn’t time to put plans on hold. It’s time to be bold … Continue reading How to Make the Most of Your Social Distancing Time: Planning & Education
We’re here to calm your nerves and remind you of the simple steps to take when the future feels uncomfortably gray. Here are 3 mantras for marketing planned giving right now. Continue reading Marketing in the Time of Coronavirus
How do you address planned giving doubt and combat a board’s “we need the cash now” mindset? Let’s start with a few universal truths about why planned giving is worth the investment and the wait, and why it’s worth fighting for. Continue reading How to Make Your Board See the Value of Planned Giving
