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 to Make Your Board See the Value of Planned Giving
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
5 Themes From the ANA DC Nonprofit Conference
Last week in D.C., nonprofit fundraisers came together to discuss the latest trends, explore issues and share insights at the ANA DC Nonprofit Conference. Here are 5 key themes to help you get caught up. Continue reading 5 Themes From the ANA DC Nonprofit Conference
Why Planned Giving Isn’t Just About Fundraising
Think beyond the annual gala with these ideas to enhance your nonprofit’s lifestyle brand. Continue reading Why Planned Giving Isn’t Just About Fundraising
The 8 Essential Elements of a Gift Acceptance Policy
Gifts of complex or high-risk assets can be difficult for both the donor and the nonprofit to navigate—especially without any guidance. A solid gift acceptance policy can help. Continue reading The 8 Essential Elements of a Gift Acceptance Policy
How to Write Planned Giving Materials That Engage Your Donors
Let’s be honest: The likelihood of directly receiving a planned gift because of what you write, in a marketing solicitation for example, no matter how eloquently presented, is, well, low. “Huh?” you might be asking yourself. “Then why am I reading this?!” Stay with me. Continue reading How to Write Planned Giving Materials That Engage Your Donors
[FREE WHITE PAPER] Women & Giving: A Marketing Roadmap
The Stelter Company’s most recent research, Women & Giving: A Marketing Roadmap, showcases the differences that surface between men and women—differences related to giving, finances and self-image. I’m here today to share some findings that can help your nonprofit’s planned giving marketing program. Continue reading [FREE WHITE PAPER] Women & Giving: A Marketing Roadmap
[FREE DOWNLOADS] The SECURE Act: How Did It Change Charitable Giving?
We’ve received a lot of questions on the new SECURE Act. Here’s a summary of what changed, what stayed the same, what it means and what you can offer your donors. Continue reading [FREE DOWNLOADS] The SECURE Act: How Did It Change Charitable Giving?
3 of the Biggest Planned Giving Marketing Trends of 2020
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
Top 3 Webinars of 2019… and an Exclusive Look at Our 2020 Lineup!
While we’ve already rung in the new year, let’s countdown one more time. Here are our most popular webinars of 2019 AND an exclusive sneak peek of our 2020 Webinar Series. Continue reading Top 3 Webinars of 2019… and an Exclusive Look at Our 2020 Lineup!
Special Update: President Signs New Retirement Plan Legislation into Law
The president just signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law will take effect on Jan. 1, 2020. This legislation marks the most significant changes to retirement security since the Pension Protection Act of 2006. Continue reading Special Update: President Signs New Retirement Plan Legislation into Law
Best of 2019
For me, the year 2020 represents clear vision. In that spirit, I’ve compiled a list of the blogs you all loved most in 2019. Perhaps these ideas can help inform your 2020 marketing plans, and make it the best year yet. Continue reading Best of 2019
What Motivates Mature Donors? A Conversation With My 74-Year-Old Dad
In her continuing series, we welcome special guest, Stelter Editorial Director, Katie Parker. This week, we hear from Katie’s dad, 74, about his thoughts on planned giving marketing packages. Here are 10 tidbits, straight from Katie’s Dad. Continue reading What Motivates Mature Donors? A Conversation With My 74-Year-Old Dad
4 Fundamentals to (re)Launch a Planned Giving Program in the New Year
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
What to Do When a Donor Wants to Give Real Estate
Do you want to master the art of accepting real estate gifts? Discover the two Ps of real estate donations and unlock your nonprofit’s full fundraising potential. Continue reading What to Do When a Donor Wants to Give Real Estate