Estate Planning Awareness Week is coming up! Here’s how to use it to inspire donors to think about their legacy—and your mission’s future.Continue reading Help Your Supporters Plan for the Future During Estate Planning Awareness Week
Redefining Legacy: Insights From the 2025 Trust & Will Estate Planning Report
It’s National Make-a-Will Month—perfect timing to unpack the 2025 Trust & Will Estate Planning Report. Learn what’s driving legacy gifts, what’s holding donors back, and how your nonprofit can turn insights into impact. Continue reading Redefining Legacy: Insights From the 2025 Trust & Will Estate Planning Report
New Tax Law: What’s Staying, What’s Changing and What It Means for You [Plus, Get Your Free Download!]
Discover how the new tax legislation reshapes charitable giving—from tax brackets and deductions to estate planning and corporate giving—and what it means for your nonprofit’s fundraising and donor strategies.Continue reading New Tax Law: What’s Staying, What’s Changing and What It Means for You [Plus, Get Your Free Download!]
Lost Legacies: What Every Nonprofit Needs to Know and Do About Beneficiary Designations
Did you know your nonprofit could be missing out on donor gifts—without even realizing it? A quick check (and a simple donor conversation) might uncover funds already meant for you. Here’s how to find and claim them, ensuring your donor’s legacy isn’t lost. Continue reading Lost Legacies: What Every Nonprofit Needs to Know and Do About Beneficiary Designations
3 Little Words That Make a Big Difference in Donor Conversations
Wishing your donor conversations felt less like a task and more like a genuine connection? Three little words could be the secret to unlocking heartfelt stories, uncovering motivations, and building trust. Continue reading 3 Little Words That Make a Big Difference in Donor Conversations
Less Staff, Same Goals: 6 Tips to Do More (With Less) in Planned Giving
Whether you’re a team of one—or part of a team that feels stretched too thin—turn to these six tips when your planned giving program faces doing more with less. Continue reading Less Staff, Same Goals: 6 Tips to Do More (With Less) in Planned Giving
4 Things Successful Nonprofits Have Figured Out
What sets successful nonprofits apart? Discover four key strategies that help successful organizations stay on the right track. Continue reading 4 Things Successful Nonprofits Have Figured Out
The Future of Planned Giving: 5 Marketing Trends for the New Year
Nobody has ever had to plan for a year like this. While it’s difficult to prepare for the unpredictable, I put together 5 planned giving marketing trends that I think will stand the test of time. Continue reading The Future of Planned Giving: 5 Marketing Trends for the New Year
How to Design the Perfect Marketing Strategy
Kathryn W. Miree, President of Kathryn W. Miree & Associates, Inc., recently presented “Designing the Perfect Marketing Strategy for Your Planned Giving Program” as part of Stelter’s monthly webinar series. It’s a timely webinar, filled with practical tips for refining or creating your planned giving marketing plans. Kathryn covers audience segmentation and messaging, as well as the importance of integrating planned giving into an overall development communications plan. The webinar has many valuable takeaways, and today I’m excited to share a few of my favorites. Continue reading How to Design the Perfect Marketing Strategy