The Stelter Company :: Research/White Papers: Metrics That Matter: The Links Between Advisors, Donors and Nonprofits
Stelter's 2013 Insight Report examines the behaviors, attitudes and characteristics of professional advisors who interact with individuals and nonprofits on the topics of estate planning and planned giving. Our goal was to uncover intelligence to help guide nonprofits in their interactions with advisors and to position their organizations for greater fundraising success. Key insights include:
Advisors' attitudes surrounding ethics in introducing planned giving;
Who advisors trust for technical information on planned gifts;
Characteristics of advisors deemed "high producers";
Opportunities for greater synergy between advisors and nonprofits.