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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...
Claire Meyerhoff: Make the Most of What you Have

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. Claire Meyerhoff: Make...
Jay Cherney: “How To Have The Money Talk”

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 to perfect. Understanding the...
Brad Caswell: “Donor-Advised Funds – Beyond the Basics”

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. Brad Caswell: “Donor-Advised Funds – Beyond the Basics”Gift Planning Development...
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