Created with Sketch.
The Planned Giving Podcast
16 minutes | Jul 5, 2016
Ep 9- Legacy Societies
Today I sit down with Mark Filips who is a longtime friend and colleague. Mark describes how a Legacy Society can be a great way to thank donors, retain donors, and secure new potential donors.
25 minutes | Jun 28, 2016
Charitable Gift Annuities
In this episode I visit with Nick Dietzen of the Montana Community Foundation. Nick is a planned giving officer and shares his thoughts on the benefits of using charitable gift annuities as a planned giving tool.
25 minutes | Apr 12, 2016
In this episode I visit with Michigan Estate Planning attorney Tom Doyle which gives some great advice on how the nonprofit world can approach legacy planning in a holistic way.
16 minutes | Apr 5, 2016
Golf and Planned Giving
In the episode I share the lessons that golf has taught me about Planned Giving. Yes, both topics are quite similar. You need good tools, lots of practice, and an important third ingredient! Listen to this podcast to see what a day on the golf course can teach us about success in Planned Giving.
16 minutes | Mar 29, 2016
Recruiting and Retaining Volunteers
Volunteers are a critical resource in a planned giving program. In this episode, I sit down with Jim Back who chairs a planned giving committee. He shares how his committee works and describes some of their successes and challenges.
20 minutes | Mar 22, 2016
The Three BIGGEST myths in Planned Giving
These three myths have caused so many nonprofits to miss huge opportunities with Planned Giving. In this episode I name, dissect, and dispel these myths so that you can have a great year of Planned Giving!
18 minutes | Mar 15, 2016
The Community Foundation Connection
In this episode I visit with Scott Wylie of the Vanderburgh Community Foundation who describes the awesome resource that his Foundation provides to any nonprofit that would like to get started with Planned Giving.
17 minutes | Mar 8, 2016
Two Roads Diverged: A New Perspective on Planned Giving
The world of planned giving is undergoing massive change. The strategies that used to work in cultivating gifts are failing. It is time for a new look at successful methods of beginning the important planned giving conversation with your donors.
15 minutes | Mar 8, 2016
Wills and Bequests from a Hospital Perspective
Description: Rick Peltier is a former sportscaster and is now the director of a hospital foundation with a great planned giving program. In this episode, Rick shares his experience with will and bequests.
17 minutes | Mar 1, 2016
The “About This Podcast” Episode
Welcome to The Planned Giving Podcast! This episode describes what this podcast is all about. I am committed to helping nonprofits of all sizes engage in the important fundraising field of planned giving. There are 77 million Baby Boomers and they are retiring with trillion of dollar in assets. This podcast will: be short, give advice you can use right away, feature guests who are experts in the field, and we won’t be selling you anything! I hope you will give us a chance to be your “go to” podcast Read More
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2022