Nearly 1,500 nonprofits of all shapes and sizes seek our help. Whoa, that’s a lot.
Here’s a look at some of the ways we’ve tackled the challenge.
Riffs on what’s new, noteworthy or just plain interesting in planned giving and around our world.
Dozens of free reports, research, videos and guides on planned giving, marketing and fundraising topics.
Learn where we’re speaking, exhibiting or traveling next. We’d love to meet you!
We Are Family! Nearly 20 years before Sister Sledge released its iconic song, Paul Stelter launched a family business from a metal desk in the basement of his Midwestern home. True to our roots and focused on our clients’ success: We give love in a family dose!