Gift Planning Development Podcast

By Major and Planned Giving Development, LLC

Business

What's Gift Planning Development Podcast about?

Planned Giving Solutions for Charities, Financial Professionals and Individuals

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Gift Planning Development Podcast episodes:

02.03.2021
Paul Yeghiayan: Exploring 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 Paul Yeghiayan, a senior consultant with Copley Raff, to chat about the major gift discovery call.
12.22.2020
Tammie Ruda: Annual and Planned Giving, Partnering for Success
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...
12.01.2020
Brian Saber: Boards and Asking Styles
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”...
10.30.2020
Andrea Kihlstedt: Talking Capital Campaigns
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...
10.21.2020
Brad Caswell: Practical ways to generate more gifts from DAF’s
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...
09.15.2020
Sue Kindred: Refocus your fundraising strategies with Storytelling
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...
07.29.2020
Wayne Olson: Fundraising for Non-Profit Board Members
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...
07.01.2020
Anthony Alonso: The Phone Is The Most Powerful Tool You Own
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,...
05.28.2020
Brian Saber: What’s Your Asking Style? Hmmmmmmm?
What’s your “asking style?” Are you a rainmaker or a go-getter? Your Asking Style is based on your personality and unique set of strengths in fundraising. Understanding your strengths can pay big dividends for your fundraising program. In this episode...
05.05.2020
Daniel Greenspon: Gift Acceptance Policies and more
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...
03.06.2020
Bryan Clontz: The Real Money is in Assets
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:...
11.04.2019
Jay Browning: Are You a Coach or an Umpire?
In this episode of the Gift Planning Development podcast, Joe and sits down with Jay Browning, owner of Browning Advisors LLC and currently serving as the Vice President of Advancement at Montgomery County Community College (MCCC), to talk about a...
10.15.2019
Penny Cowden: Planned Giving in the Healthcare Sector
In this episode of the Gift Planning Development podcast, Joe and sits down with Penny Cowden of Philanthropy212 to discuss Planned Giving in the healthcare sector. Cowden brings a wealth of experience to the conversation. In her 25-year career, she’s...
10.01.2019
Dan Shephard: How to Have a Planned Giving Discussion with Donors
In this episode of the Gift Planning Development podcast, Joe and sits down with Dan Shephard, head of The Shephard Group, to discuss better ways to have the planned giving conversation with your donors.
10.01.2019
Ellen Bristol: What’s your IDP (Ideal Donor Profile)?
What is your organization’s ideal donor profile? In this episode of the Gift Planning Development podcast, Joe and sits down with Ellen Bristol, head of the Bristol Group, to discuss ways your organization can use donor profiles to better focus...
10.01.2019
Claire Meyerhoff: Make the Most of What you Have
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.
10.01.2019
Chris Cloud: Recruiting New Board Members? Put on your Major Gifts Hat
In this episode of the Gift Planning Development podcast, Joe and Chris Cloud of Constellation Advancement talk about how to use Major Gifts to recruit new, more philanthropically-minded board members.
10.01.2019
Peter Heller: How to Raise your Biggest Capital Campaign Gifts Ever
Joe and Peter Heller of the Heller Fundraising Group discuss capital campaigns and tactics your organization can use to generate larger gifts.
10.01.2019
Jay Cherney: “How To Have The Money Talk”
Joe and Jay Cherney of the Wealth 360 Network get down to the point in this podcast: MONEY. How we talk about it and how that discussion impacts the fundraising process. It’s a conversation we all, as development professionals, need...
10.01.2019
Val Jones: “Getting Your Board Involved in the Fundraising Process”
Joe sits down with Val Jones of Valerie M. Jones Associates to discuss board relationships and how your organization can better harness the power of your board members, get them more involved and encourage them to participate further in the...
10.01.2019
Brad Caswell: “Donor-Advised Funds – Beyond the Basics”
Joe sits down with the former COO of one of the largest Donor Advised Funds to chat about rules, trends, and opportunities for DAF’s that you may not have thought about.
10.01.2019
Susan Holt: “Step by Step Approach for Engaging your Board in Transformational Philanthropy”
In this edition of the GPD podcast, Joe speaks with Susan Holt, President of Vision Philanthropy. Holt has more than 30 years of not-for-profit leadership experience, as well as years working as a consultant to academic medical research centers, hospitals, higher...
10.01.2019
PODCAST: A Discussion with Lani Starkey
IN THIS PODCAST, Joe invites nationally-recognized philanthropic planning expert and founder of Fifty Rock Consulting, Lani Starkey, to the podcast. Starkey has spent his career advising CEOs, business owners, doctors, judges, university presidents, professors, librarians, deans, scientists, lawyers, accountants, investors, K-12...
10.01.2019
PODCAST: A Discussion with Jay Angeletti
IN THIS PODCAST, Joe sits down for a wide-ranging discussion with Jay Angeletti, founder of the Angeletti Group. A development executive with more than 30 years of experience, Angeletti’s firm partners with clients engaged in independent and higher education, healthcare...
08.13.2019
Claire Meyerhoff: Make the Most of What you Have
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.
08.13.2019
Chris Cloud: Recruiting New Board Members? Put on your Major Gifts Hat
In this episode of the Gift Planning Development podcast, Joe and Chris Cloud of Constellation Advancement talk about how to use Major Gifts to recruit new, more philanthropically-minded board members.
08.13.2019
Peter Heller: How to Raise your Biggest Capital Campaign Gifts Ever
Joe and Peter Heller of the Heller Fundraising Group discuss capital campaigns and tactics your organization can use to generate larger gifts.
07.10.2019
Jay Cherney: “How To Have The Money Talk”
Joe and Jay Cherney of the Wealth 360 Network get down to the point in this podcast: MONEY. How we talk about it and how that discussion impacts the fundraising process. It’s a conversation we all, as development professionals, need...
07.10.2019
Val Jones: “Getting Your Board Involved in the Fundraising Process”
Joe sits down with Val Jones of Valerie M. Jones Associates to discuss board relationships and how your organization can better harness the power of your board members, get them more involved and encourage them to participate further in the...
04.30.2019
Brad Caswell: “Donor-Advised Funds – Beyond the Basics”
Joe sits down with the former COO of one of the largest Donor Advised Funds to chat about rules, trends, and opportunities for DAF’s that you may not have thought about.
03.21.2019
Susan Holt: “Step by Step Approach for Engaging your Board in Transformational Philanthropy”
In this edition of the GPD podcast, Joe speaks with Susan Holt, President of Vision Philanthropy. Holt has more than 30 years of not-for-profit leadership experience, as well as years working as a consultant to academic medical research centers, hospitals, higher...
03.14.2019
PODCAST: A Discussion with Lani Starkey
IN THIS PODCAST, Joe invites nationally-recognized philanthropic planning expert and founder of Fifty Rock Consulting, Lani Starkey, to the podcast. Starkey has spent his career advising CEOs, business owners, doctors, judges, university presidents, professors, librarians, deans, scientists, lawyers, accountants, investors, K-12...
02.05.2019
PODCAST: A Discussion with Jay Angeletti
IN THIS PODCAST, Joe sits down for a wide-ranging discussion with Jay Angeletti, founder of the Angeletti Group. A development executive with more than 30 years of experience, Angeletti’s firm partners with clients engaged in independent and higher education, healthcare...
12.03.2018
Elizabeth Wagner: “Planned Gifts or Inspired Gifts?”
IN THIS PODCAST, Joe sits down with Elizabeth Wagner, Senior Vice President & Chief Philanthropy Officer at the Princeton Area Community Foundation. As gift planners, we tend to focus on the technical aspects of the gift. But now, especially after...
12.03.2018
Alex Brovey, “Zen and the Art of Fundraising”
IN THIS PODCAST, Joe speaks with Alex Brovey, author of “Zen and the Art of Fundraising: 8 Pillars of Success” and Senior Director of Gift Planning at the Northwell Health Foundation. What do donors really want? In this wide-ranging discussion,...
12.03.2018
Alex Brovey, “Zen and the Art of Fundraising”
IN THIS PODCAST, Joe speaks with Alex Brovey, author of “Zen and the Art of Fundraising: 8 Pillars of Success” and Senior Director of Gift Planning at the Northwell Health Foundation. What do donors really want? In this wide-ranging discussion,...
11.10.2018
BE PRESENT: FUNDRAISE WITH PURPOSE
IN THIS PODCAST, Joe speaks once again with Ben Lee, Regional Director, Make-A-Wish: Susquehanna Valley region. For those of us frantically moving from one prospect to the next, this podcast requires us to take some pause, and meditate on what...
11.10.2018
BE PRESENT: FUNDRAISE WITH PURPOSE
IN THIS PODCAST, Joe speaks once again with Ben Lee, Regional Director, Make-A-Wish: Susquehanna Valley region. For those of us frantically moving from one prospect to the next, this podcast requires us to take some pause, and meditate on what...
11.10.2018
FUNDRAISING FOR CHURCHES
IN THIS PODCAST, Joe speaks with Ben Lee, Regional Director, Make-A-Wish: Susquehanna Valley region. In this podcast, Joe and Ben touch on strategies for meeting the fundraising needs of churches and other religious organizations. Lee, who in addition to his...
11.10.2018
FUNDRAISING FOR CHURCHES
IN THIS PODCAST, Joe speaks with Ben Lee, Regional Director, Make-A-Wish: Susquehanna Valley region. In this podcast, Joe and Ben touch on strategies for meeting the fundraising needs of churches and other religious organizations. Lee, who in addition to his...
10.08.2018
FUNDRAISING FOR HEALTHCARE
IN THIS PODCAST, Joe speaks with Amy Buick, Director of Major Gifts, Abington Health Foundation at Abington. In a wide-ranging discussion, Joe and Amy touch on strategies and challenges when trying to raise money for healthcare institutions. From major gifts...

What's Gift Planning Development Podcast about?

Download our free app to listen on your phone

Gift Planning Development Podcast episodes:

Paul Yeghiayan: Exploring the Major Gift Discovery Call

Tammie Ruda: Annual and Planned Giving, Partnering for Success

Brian Saber: Boards and Asking Styles

Andrea Kihlstedt: Talking Capital Campaigns

Brad Caswell: Practical ways to generate more gifts from DAF’s

Sue Kindred: Refocus your fundraising strategies with Storytelling

Wayne Olson: Fundraising for Non-Profit Board Members

Anthony Alonso: The Phone Is The Most Powerful Tool You Own

Brian Saber: What’s Your Asking Style? Hmmmmmmm?

Daniel Greenspon: Gift Acceptance Policies and more

Bryan Clontz: The Real Money is in Assets

Jay Browning: Are You a Coach or an Umpire?

Penny Cowden: Planned Giving in the Healthcare Sector

Dan Shephard: How to Have a Planned Giving Discussion with Donors

Ellen Bristol: What’s your IDP (Ideal Donor Profile)?

Claire Meyerhoff: Make the Most of What you Have

Chris Cloud: Recruiting New Board Members? Put on your Major Gifts Hat

Peter Heller: How to Raise your Biggest Capital Campaign Gifts Ever

Jay Cherney: “How To Have The Money Talk”

Val Jones: “Getting Your Board Involved in the Fundraising Process”

Brad Caswell: “Donor-Advised Funds – Beyond the Basics”

Susan Holt: “Step by Step Approach for Engaging your Board in Transformational Philanthropy”

PODCAST: A Discussion with Lani Starkey

PODCAST: A Discussion with Jay Angeletti

Claire Meyerhoff: Make the Most of What you Have

Chris Cloud: Recruiting New Board Members? Put on your Major Gifts Hat

Peter Heller: How to Raise your Biggest Capital Campaign Gifts Ever

Jay Cherney: “How To Have The Money Talk”

Val Jones: “Getting Your Board Involved in the Fundraising Process”

Brad Caswell: “Donor-Advised Funds – Beyond the Basics”

Susan Holt: “Step by Step Approach for Engaging your Board in Transformational Philanthropy”

PODCAST: A Discussion with Lani Starkey

PODCAST: A Discussion with Jay Angeletti

Elizabeth Wagner: “Planned Gifts or Inspired Gifts?”

Alex Brovey, “Zen and the Art of Fundraising”

Alex Brovey, “Zen and the Art of Fundraising”

BE PRESENT: FUNDRAISE WITH PURPOSE

BE PRESENT: FUNDRAISE WITH PURPOSE

FUNDRAISING FOR CHURCHES

FUNDRAISING FOR CHURCHES

FUNDRAISING FOR HEALTHCARE