The natural experiment forced on us by COVID-19 has pushed everyone to pivot and think differently. The planned giving world was no exception. Here’s how the recent past can direct our fundraising future. Continue reading The Real Impact of 2020 on Fundraising: What We Lost, What We Gained
The most successful planned giving fundraisers consistently rely on these six tools. Do you have them all? Continue reading Better Donor Conversations: Do You Have These Skills in Your Toolbox?
Most donors aren’t telling us if they’ve made a planned gift (according to a 2019 Giving USA study, fewer than 40% of legacy givers informed the nonprofit). Here we propose and solve for a key reason why: We’re not asking them! Continue reading This 1 Thing Encourages Donors to Tell You About Their Planned Gift
Planned giving is top of mind for many nonprofits this year, and for good reason. Take a look at these three fundraising facts that help make the case for planned giving. Continue reading How to Make the Case for Planned Giving: 3 Fundraising Truths
Here’s a simple way to think about fundraising from the fundraiser’s perspective: Get bored. My favorite example of this from a client was a $75,000 CGA gift from a donor who received messaging for three years before committing. They were the right person getting the right message and the donor decided when it was the right time. What does “boredom” sound like for planned giving fundraisers? Find out here: Continue reading Why You Should ‘Get Bored’ With Your Fundraising
At almost 8 months into the novel coronavirus pandemic, many of us may be scratching our heads, wondering, “What’s next? When will it end? What do I need to do to keep our nonprofit above water and moving forward with our mission?” Continue reading Latest Research: Planned Giving’s Positive Impact on Annual Giving
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!
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
Are you wondering how your nonprofit can promote planned giving this holiday season? Check out our Holiday Marketing Checklist for 10 tips to promote legacy gifts during the holidays. Continue reading 10 Ways to Promote Planned Giving During the Holidays
Take the scare out of planned giving. Here’s how to discuss 5 common donor hesitations and make planned giving a treat to complete. Continue reading Planned Giving Doesn’t Have to Be Scary
Another amazing national conference has come and gone, but the connections and learnings will impact gift planners and their work long after the last person left New Orleans. Continue reading 4 Key Takeaways from CGP 2019–In a Nutshell: Planned Giving Is Alive and Well!
National Volunteer Month is the perfect opportunity to thank your nonprofit’s volunteers. Here are 3 ways to celebrate them this April. Continue reading [FREE IMAGES] How to Make the Most of National Volunteer Month
We all know that a longstanding challenge for planned giving professionals has been to inspire donors to take action—but could estate planning tools help? Continue reading DIY Online Wills: Technology Is Putting Estate Planning Tools in the Hands of Your Donors
Today we welcome back a special guest on the blog: Stelter Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to share her insights on promoting, receiving and acknowledging donor advised fund gifts. Donor advised funds date back to the Great Depression, yet they were not actively promoted until the early 1990s when Fidelity established FidelityContinue reading What You Need To Know Now to Promote, Receive and Acknowledge a DAF Gift
A friend of mine, a retired hospice-facility fundraiser, recently made a sizable gift to a local women’s shelter. But she never received an acknowledgment or thank you. She was even told, “No thanks, we’ve got it covered,” when she volunteered to write their thank you notes. Needless to say, she’s hesitant to go any furtherContinue reading How to Cultivate Donor Loyalty: 5 Marketing Tips