As each year new year approaches, I like to review the last 12 months: the successes, the learning opportunities and everything in between. Then, I try to determine a theme for that year. When reflecting on 2018, the word “change” comes to mind. Changes in the industry, from tax reforms to charitable gift annuity rates.Continue reading Best of 2018
Last Friday was Black Friday, perhaps you’re familiar with it. It’s a day dedicated to saving money. (As a nonprofit officer you’ve probably made an art of this.) While I stayed out of the stores, it did get me thinking. What are some more ways nonprofits can save? Like where I’m headed? I thought youContinue reading How to Save Your Nonprofit Money with Plannual Giving
Hard to believe we’re two days away from Thanksgiving. Your office chatter, like ours, has probably temporarily turned from planned giving to potlucks. Whether you’re enjoying goodies or tying up plans for Giving Tuesday: Press pause and give thanks to those who support your nonprofit’s works through every season. We’re not talking anything big hereContinue reading [FREE IMAGES] Last-Minute Ways to Thank Your Donors
Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to provide us with steps you can take to collect IRA proceeds. Naming a charity as a beneficiary of an IRA is easy… Collecting the proceeds is harder. Charitable organizations often highlight the ease and flexibilityContinue reading [FREE DOWNLOAD] How to Collect IRA Proceeds
Have you heard? The kindness is catching, and it’s going global. Knowing you, my planned giving friends, you’re already committing random acts of kindness daily. It’s who you are and what you’re inclined to do, especially in the realm of nonprofit work. The good news is that we’re taking it to the streets: World KindnessContinue reading 3 Ways to Thank Your Supporters on World Kindness Day
Let’s face it, planned giving has a spooky side. As fundraisers, you may have your share of nonprofit horror stories. But being prepared, makes things a whole lot less scary. SCARY TRUTHS OF PLANNED GIVING Gift planning isn’t easy, and it can be confusing. Bequests, CGAs, DAFs—these acronyms can overwhelm your donors. That’s why you’reContinue reading Scary Truths About Planned Giving
