All Episodes

#106 Membership Tour: Client Services

#105 Win-Win Solutions: Gifts That Pay Income

#104 Membership Tour: Gift Administration

#103 Membership Tour: Marketing

#102 The Referral Process

#101 Best of - Women and Wealth

#100 Making the Most of Your Marketing

#99 Best of – Legacy Society Best Practices

#98 Supporter Survey and Follow-Up Program

#97 SECURE Act 2.0: Implications and Opportunities

#96 Best of – Marketing as Background Music

#95 Reflections and Projections

#94 Best of – What Happens in a Planning Meeting?

#93 Gifts That Reduce Taxes (Client Live Training)

#92 Classic Podcast: Story Smart: Maximizing the Impact of Donor Stories

#91 Legacy Society Best Practices

#90 Classic Podcast - Next Level Fundraising: Member Case Study: The Navigators

#89 4th Quarter Marketing

#88 Classic Podcast: Next Level Fundraising: Unique Asset Gifts

#87 The People In Your Plan (Live Training for Clients)

#86 The Ministry of Planned Giving

#85 Do You Know Jack?

#84 Classic Podcast - Sharing Donor Stories

#83 Women and Wealth

#82 Classic Podcast – Next Level Fundraising: Stewarding Long-Term Relationships

#81 Gifts that Pay Income (Live Client Training)

#80 Classic Podcast - Next Level Fundraising: Initiating Conversations with Prospects

#79 Supporter Survey and Follow-Up

#78 Classic Podcast - Next Level Fundraising: Connecting to the Donor's Heart

#77 Marketing as Background Music

#76 Classic Podcast: A Collaborative Roadmap to Donor Stories

#75 Family Matters

#74 Classic Podcast: Complex Gifts Made Simple

#73 What Happens in a Planning Meeting?

#72 Classic Podcast: Referrals: Before and After

#71 A Year in Review...And What's New For 2022!

#70 Classic Podcast: The Low Down on Donor Advised Funds

#69 Giving Stock and Marketable Securities

#68 Giving From An IRA

#67 Giving Real Estate and Business Gifts

#66 Giving Cryptocurrency

#65 Giving Through a Donor-Advised Fund

#64 4th Quarter Marketing Plan

#63 Classic Podcast: Beyond the Will

#62 7 Reasons to Review Your Will

#61 Classic Podcast: Introducing the Legacy Society Starter Kit

#60 Marketing Truths We Can't Ignore

#59 A Collaborative Roadmap to Donor Stories

#58 Giving Cryptocurrency

#57 Giving Real Estate

#56 Adapting to a Limited Marketing Budget

#55 Asking The Right Questions

#54 The Fundraising Game-Changer

#53 Planned Giving Promotion At Events

#52 Marketing Non-Cash Gifts

#51 Creating Internal Buy-In for Planned Giving

#50 Meet Your New Planners

#49 Planned Giving In A Capital Campaign

#48 Celebration and Sneak Peek

#46 Face to Face Planned Giving Conversation

#45 Giving Commodities and Other Assets

#44 Giving Real Estate and Business Gifts

#43 Giving From An IRA

#42 Giving Marketable Securities

#41 Planned Giving on Your Website

New Member Orientation Month 12: Annual Assessment

#40 Year-End Marketing

#39 Donor Stories: Why and How to Share Them

New Member Orientation Month 11: Networking and Training

#38 Let's Talk About Death

#37 Legacy Societies

New Member Orientation Month 10: Legacy Societies

#36 What's Got You Stuck?

#35 Why Non-Cash Gifts?

New Member Orientation Month 9: Gift Administration and Policies

#34 Planned Giving MVP: Legacy Societies

#33 Inside a Planner's Meeting

New Member Orientation Month 8: Shepherding Your Prospects

#32 What to Expect When You're Bequesting

#31 Planned Giving in Times of Uncertainty

New Member Orientation Month 7: Charitable Planning

#30 Introducing FreeWill

New Member Orientation Month 6: Quarterly Marketing Plans

New Member Orientation Month 5: Planned Giving Messaging

New Member Orientation Month 4: Identifying Your Prospects

#29 The Coronavirus Aid, Relief, and Economic Security (CARES) Act

#28 Stories that Compel Generosity

#27 The SECURE Act: What You Should Know

#26 The Golden Years: Positive Approach to Care

#25- 7 Key Qualities of Senior Supporters

#24 The Golden Years: Generational Intelligence

#23 Gift Acceptance Policies, Don t Leave Your Office without One!

#22 FAQs for Year-End Giving

#21 Your New Member Statement

#20 The Importance of Asset-Based Fundraising

#19 Simple and Effective Ways to Promote Gifts at Year End

New Member Orientation Month 3: Customizable Resources

New Member Orientation Month 2: Overview of Planned Gifts

New Member Orientation Month 1: You’re a Member… Now What?

#18 What Happened After Boot Camp