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 […]

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 topic many often think about but have trouble cultivating: LEADERSHIP. Browning brings more than 20 […]

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 held executive-level positions at major health systems and institutions in Washington, Colorado, Virginia and Arizona.

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.

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 your fundraising efforts.

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.

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.

Joe and Peter Heller of the Heller Fundraising Group discuss capital campaigns and tactics your organization can use to generate larger gifts.

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 to perfect. Understanding the psychology of wealth can only help to further the effectiveness of your organization’s fundraising activities.

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 fundraising process.