All Episodes

Episode 104: Conversations with Industry Icons - Episode 30 with Susan Doliner

Episode 103: Conversations with Industry Icons - Episode 29 with Grant Whitney

Episode 102: Conversations with Industry Icons - Episode 28 with Kelli Smith

Episode 101: Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies with Paul Hood

Episode 100: Conversations with Industry Icons - Episode 27 with Rebecca Locke

Episode 99: Conversations with Industry Icons - Episode 26 with Cindy Atmar

Episode 98: Conversations with Industry Icons - Episode 25 with Art Ochoa

Episode 97: Conversations with Industry Icons - Episode 24 with Laurie Kelley

Episode 96: Conversations with Industry Icons - Episode 23 with Randy Varju

Episode 95: Conversations with Industry Icons - Episode 22 with Susan Dolbert

Episode 94: Conversations with Industry Icons - Episode 21 with Fred Najjar

Episode 93: Conversations with Industry Icons - Episode 20 with Jodi Davis

Episode 92: Zen and the Art of Fundraising with Alex Brovey

Episode 91: Conversations with Industry Icons - Episode 19 with Joe Chickey

Episode 90: Conversations with Industry Icons - Episode 18 with Mark Larkin

Episode 89: Conversations with Industry Icons - Episode 17 with Alexandra Brovey

Episode 88: Conversations with Industry Icons - Episode 16 with Nathan Stelter

Episode 87: Storytelling: The Secret Sauce of Fundraising Success

Episode 86: Conversations with Industry Icons - Episode 15 with Larry Katzenstein

Episode 85: The Perfect Resource for Board Members

Conversations with Industry Icons - Episode 14 with Lynn Ierardi

Selling Philanthropy to Nonprofit Leadership

Conversations with Industry Icons - Episode 13 with Alice Ayres

NACGP Podcast with Michael Kenyon

Conversations with Industry Icons - Episode 12 with Charles Schultz

Conversations with Industry Icons - Episode 11 with Shannon Duval

Primary Donor Motivations

Conversations with Industry Icons - Episode 10 with Sid Mallory

Conversations with Industry Icons - Episode 09 with Bill Littlejohn

Steps for Nonprofits to Weather a Market Downturn

Conversations with Industry Icons - Episode 08 with Jerry Linzy

Fundraisers as Matchmakers

Conversations with Industry Icons - Episode 07 with David Flood

The SECURE Act: How it Affects Estate Planning

Conversations with Industry Icons - Episode 06 with Steve Orr

Donor Identification Pyramid

Conversations with Industry Icons - Episode 05 with Michael Kenyon

Conversations with Industry Icons - Episode 04 with Bruce Bartoo

Estate Planning Flags #17: Real Estate Owned Outside State of Residence

Conversations with Industry Icons - Episode 03 with Betsy Chapin Taylor

Conversations with Industry Icons - Episode 02 with Brian Sagrestano

Estate Planning Flags #16: Documents Prepared in Another State

Conversations with Industry Icons - Introduction

Conversations with Industry Icons - Episode 01 with Russell James

Estate Planning Flags #15: Brady Bunch Family

Winning Traditions

Estate Planning Flags #14: Recently Married or Divorced

How to Hire the Right Person for Annual & Major Giving

Estate Planning Flags #13: Married Couple Estate Under $5 Million

Donor Capacity vs Donor Propensity

Estate Planning Flags #12: Portability-Preserve Unused Exemption at Death of First Spouse

Estate Planning Flags #11: Taxable Estates with No Estate Planning

Advance Care Planning

The Preparation Habit

Good to Great: Maximizing Fundraising Performance and Donor-base Potential

Estate Planning Flags #10: Adding Adult Children to Financial Accounts

Estate Planning Flags #9: Lifetime Gifts of Appreciated Assets

2018 Mid-term Election Results

Estate Planning Flags #8: Estate as the Beneficiary of an IRA

Estate Planning Flags #7: Outdated Estate Plans

Estate Planning Flags #6: Medical Power of Attorney

Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts

Estate Planning Flags #4: Minor Children as Beneficiaries

Estate Planning Flags #3: Non-probate Assets

Estate Planning Flags #2: Self-prepared Estate Plans

Estate Planning Flags #1: Outright Distributions from an Estate

DEV: Introducing the Planning Services Agreement with Frank Stepp, FCEP

DEV: How to Establish a Successful Annual Gift Program with Barrett Thompson, FCEP

DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP

DEV: Capital Campaigns with Sid Mallory, MBA, FAHP

DEV: Differences Between Major Gift & Planned Giving Donors with Cayce Powell

DEV: Women in Philanthropy with Sue Thompson, MS

DEV: Culture of Philanthropy with Mike Cowart, FCEP

DEV: Introducing Philanthropy to the Wealthy with Dennis Linderbaum

DEV: Charitable Lead Trusts with Bill Gustoff, JD, FCEP

DEV: Direct Mail That Works for Nonprofits with Mike Cowart, FCEP

DEV: How to Build a Valuable Donor Recognition Wall with Paul Dyer

EP: Income in Respect of a Decedent (IRD) Assets with Johni Hays, JD, FCEP

EP: Probate with Jason Meredith, JD, FCEP

EP: Estate Planning Documents with Jason Meredith, JD, FCEP

EP: Estate Planning with Jason Meredith, JD, FCEP

EP: Transfer Taxes with Bill Gustoff, JD, FCEP

EP: The Charitable Deduction with Bill Gustoff, JD, FCEP

EP: Conservation Easements with John Webber, JD, FCEP

EP: Leaving IRD/IRA Assets to Charitable Remainder Trust (CRT) with Bob Hoffman, CSPG, CFRE, FCEP

EP: Individual Retirement Accounts (IRAs) with Johni Hays, JD, FCEP

EP: Private Foundations with Charles Slamar, JD, LL.M., FCEP

EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.

EP: Income in Respect of a Decedent (IRD) Assets with Jeremy Pharr, J.D.

DEV: Simple Bequests with Cayce Powell, MBA, J.D., FCEP

DEV: Donor Analytics with Scott Belina

DEV: How to Solicit a Major Gift with Barrett Thompson, FCEP

EP: Joint Ownership with Tom Cullinan, J.D.

EP: Types of Property with Tom Cullinan, J.D.,

DEV: The Written Word Motivating Donors with Tom Cullinan, JD

DEV: What Type of Person Makes an Estate Gift with Jeremy Pharr, JD, FCEP

DEV: The Board’s Role in Securing Gifts for Nonprofits with Bob Hoffman, CSPG, CFRE, FCEP

DEV: Characteristics of a Successful Fundraiser with Dr. Eddie Thompson, FCEP

DEV: Counting & Accounting a Planned Gift with Joe McKay, CPA, JD