FREE RESOURCES: Podcasts, Videos, Articles + MORE!
PODCAST: HOW TO START A PLANNED GIVING PROGRAM
Seeing what is right in front of you is easy. Getting up above the clouds can provide an even greater perspective.
IN THIS PODCAST, Joe and Brian get back to basics, presenting a wide-ranging primer on the various elements of a successful Planned Giving Program. From start-up considerations to marketing and more, this 10-minute discussion is a must for any development professional looking to get their Planned Giving Program off the ground.
How To Start A Planned Giving Program
PODCAST: PLANNED GIVING AND SMALL BUSINESS
Are you focusing all of your planned giving resources on individuals and pending retirees? You’re not alone. In the latest installment of our podcast series, Joe and Brian discuss how focusing your efforts on small businesses and entrepreneurs can yield big results.
IN THIS PODCAST, they go over the rules surrounding sole proprietorships and other business relationships and how various planned giving vehicles can offer not only huge tax benefits, but personal rewards as well.
Planned Giving and Small Business
PODCAST: THE END OF PLANNED GIVING?
Are we witnessing the twilight of Planned Giving as we know it? Perhaps.
IN THIS PODCAST, Joe and Brian discuss the forces shaping the future of planned giving. From aging cohorts to changes in donor philosophy, this isn’t the end. It’s the beginning of a new age of planned giving. Learn how these changes can shape your current program and help you build a lasting PG agenda.
Planned Giving and Small Business
PODCAST: ENGAGING YOUR BIGGEST PLANNED GIVING ALLIES
An active, participatory Board is a vital piece of the Planned Giving puzzle. Getting your Board involved is the difference between a vital Planned Giving Program or one that is barely gaining traction. Unfortunately, one of our biggest allies is often on the sidelines during the creation and implementation of any Planned Giving effort. While it isn’t always easy, it is absolutely essential to engage these partners.
IN THIS PODCAST, Joe discusses simple ways you can inform, engage and involve your Board in order to build a stronger and more balanced Planned Giving Program.
Engaging Your Biggest Planned Giving Allies
PODCAST: PRACTICAL TIPS FOR REACHING OUT
Need some practical tips for reaching out to donors and customers. On this podcast, we give you ten ideas that won’t take much time or money, but can make a huge difference for you.
Practical Tips for Reaching Out
PODCAST: THE POWER WE HAVE THAT IS SELDOM USED
Too often we think we can’t make a difference. It is too complicated or takes too many resources to change the world. Actually, the power could be as close as our fingertips. In this podcast, we learn of an invention that, if used, would save lives – and we already have it, right at our fingertips.
The Power We Have That is Seldom Used
PODCAST: BEGIN WITH THE END
The key to finishing first is to start best. Today we learn the questions to ask at the beginning that lead to a winning finish.
Begin With The End
PODCAST: THE POWER WE HAVE THAT IS SELDOM USED
Too often we think we can’t make a difference. It is too complicated or takes too many resources to change the world. Actually, the power could be as close as our fingertips. In this podcast, we learn of an invention that, if used, would save lives – and we already have it, right at our fingertips.
The Power We Have That is Seldom Used
PODCAST: COUNTING ON GIFT COUNTING
How can you count a gift? Let us count the ways.
Whether you’re talking about stock gifts, in-kind donations or other more complex vehicles, gift counting can be daunting. In this podcast, Joe and David J. Toll, JD, Senior Associate Vice President Gift Planning, Institutional Advancement at Drexel University, talk in hypotheticals to get at some hard and fast truths
Counting on Gift Counting
PODCAST: AT THE INTERSECTION OF ETHICS AND FUNDRAISING
There is a “bottom line” nature to fundraising that can sometimes place many practitioners in some ethically murky waters.
IN THIS PODCAST, Joe sits down with David J. Toll, JD, Senior Associate Vice President Gift Planning, Institutional Advancement at Drexel University, for a discussion on the intersection of ethics and fundraising. Does the age and faculty of a donor matter when closing a gift? Are there times when you should turn down a bequest? With decades of experience and an ease of explanation, Toll helps us navigate these fundraising grey areas, ensuring your planned giving efforts are always on the up-and-up.
At the Intersection of Ethics and Fundraising
Free Webinar: Simplify For the Board
Articles & Publications
Concierge Stewardship, By Brian Sagrestano
From Advancing Philanthropy, Winter 2014
The Increasing Role of Professional Advisors in Gift Planning
Brian M. Sagrestano, JD, CFRE and Robert E. Wahlers, MS, CFRE
Reinvent Individual-Gifts Fundraising
BY BRIAN M. SAGRESTANO, J.D., CFRE, AND ROBERT E. WAHLERS, M.S., CFRE
From Advancing Philanthropy, Winter 2013