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Bryan Clontz:  The Real Money is in Assets

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...
Jay Browning: Are You a Coach or an Umpire?

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 topic many often...
Penny Cowden: Planned Giving in the Healthcare Sector

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

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. Dan Shephard: How to Have a Planned Giving Discussion with...
Ellen Bristol: What’s your IDP (Ideal Donor Profile)?

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 your fundraising...