Listen Now

Listen…or WATCH the latest installment of the Gift Planning Development Podcast. In this Gift Planning Development podcast/videocast, Joe sits down with Paul Yeghiayan, a senior consultant with Copley Raff, to chat about the major gift discovery call.

Listen…or WATCH the latest installment of the Gift Planning Development Podcast. In this Gift Planning Development podcast/videocast, Joe sits down with Tammie Ruda, a senior consultant with West Wind Consulting, to discuss simple ways you can integrate planned giving, especially in your annual fund. Join us for this engaging conversation as we head into the new year.

Listen…or WATCH the latest installment of the Gift Planning Development Podcast. In this Gift Planning Development podcast/videocast, Joe sits down with Brian Saber, President of Asking Matters, to discuss his latest book. In it, he talks about his “asking styles” and shows how they can be used to help make board members better – more productive – fundraisers.

Listen…or WATCH the latest installment of the Gift Planning Development Podcast. Today, Joe sits down with Andrea Kihlstedt to discuss capital campaigns, Zoom before it was cool and more! Andrea Kihlstedt is recognized as a foremost expert in the capital campaign field. As a campaign consultant for more than 25 years, Andrea has helped organizations in many sectors raise hundreds of millions of dollars. Don’t miss out on this invaluable podcast.

Listen…or WATCH the latest installment of the Gift Planning Development Podcast. Today, Joe sits down with Brad Caswell to discuss the many ways you can generate more gifts from Donor Advised Funds. As the former COO of one of the largest Donor Advised Funds, Caswell is the ideal choice to provide solid, practical advice on navigating the DAF landscape.

Storytelling isn’t just the secret sauce of fundraising. It’s the secret sauce to everything! A story must not be merely compelling; it must also be effective, resulting in action on the part of your listener. So let’s set the story straight! Joe welcomes nonprofit strategist nonprofit and founder of SK Consulting Sue Kindred to the podcast to discuss how your organization can leverage storytelling to rekindle fundraising success. No surprise endings here, just real talk about some fantastic strategies to help you refocus your fundraising efforts.  

Great friend of the podcast, Wayne Olson, stops by to chat about his latest book, Fundraising for Nonprofit Board Members: The essential resource for any board member of a nonprofit that fundraises (find it HERE). This is a book every board member needs. In it, they’ll better understand their role in fundraising for the nonprofit organization they serve. Written by someone who is on the staff of a nonprofit and who has served on several boards, Olson presents a real, no-nonsense guide to board roles, responsibilities, and the nonprofit’s role in making the board members’ volunteered time, treasure, and talent meaningful. Olson is a sought after speaker and consultant, who currently works as a gift planner for Intermountain Healthcare. Take some time to listen in, and discover how your board members can benefit from Olson’s experience.

These days, our phones mean everything. They are typically the first things we look at when we wake and the final thing we check prior to bed. They go everywhere with us. Despite the ubiquitousness of these tiny pocket PCs, we sometimes neglect to make the number of calls necessary to achieve our organizational fundraising goals.  So ask yourself: How many calls are we, as fundraisers, making each and every day to current and prospective donors? In this episode of the Gift Planning Development podcast, Joe rings up friend and fundraising consultant Anthony Alonso for a discussion of how the phone just might be the most powerful tool in your toolkit. Alonso is the President of Catapult Fundraising, which offers highly personalized telephone outreach programs designed to upgrade donors, bring lapsed donors back on board, and acquire new ones. Their programs are designed for annual fund, campaign wrap-up, and planned giving calling. Do yourself and favor and dial-up this podcast when you have some time.

In this episode of the Gift Planning Development podcast, Joe sits down with Daniel Greenspon, Founder and CEO of DG Capital Insights,LLC, to talk about organizational gift acceptance policies, non-cash gifts and more. They even do a little role-playing. Greenspon has extensive experience helping financial and non-profit institutions, as well as financial professionals and donors unlock more illiquid or complex assets for philanthropic grantmaking purposes.

Many fundraisers are typically, and understandably, focused on simple cash transactions. They’re top-of-mind and ensure bottom-line goals are met. But in focusing on cash, many development professionals miss out on what is typically the lion’s share of a donor’s wealth: Their assets. In this episode of the Gift Planning Development podcast, Joe sits down with noted expert Bryan Clontz, president/founder of Charitable Solutions, to talk about non-cash assets and how they can dramatically improve fundraising outcomes. Clontz has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.

In this episode of the Gift Planning Development podcast, Joe and sits down with Claire Meyerhoff, President of the Planned Giving Agency to discuss ways in which you can develop planned giving programs no matter the size of your organization.