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
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
Going from point A (introductions) to point B (gift finalization) is not an aimless pursuit; follow the most direct route that gets all of you to the final mutual and rewarding destination. Here are 5 ways to stay on course. Continue reading Prospects Lost? Give Them a Road Map to the Gift
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
