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Sharpe Insights: Conversations With Your Planned Giving Experts: Daily Summaries Delivered
by Grant Miller
Sharpe Insights: Conversations With Your Planned Giving Experts is the podcast for nonprofit development professionals looking to deepen their understanding of planned giving. Whether you’re new to planned giving or looking to enhance your existing program, we will provide you with practical tips, expert advice and real-world stories. Host Grant Miller will explore the nuances of planned giving, covering everything from building relationships with donors to understanding the various gift vehicles to learning how to ask for a planned gift. We’ll feature advice from Sharpe consultants and interviews with planned giving professionals who will share strategies for engaging donors in meaningful ways and growing your planned giving program. If you’re passionate about securing long-term support for your nonprofit, you’re in the right place. Let’s explore the world of planned giving together!
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago39 min
The Science and the Sentences: Asking for an Estate Gift Without Fear or Anxiety
If Marvel had a planned giving universe, silence would be a superpower. Dr. Russell James returns to the podcast to provide science-backed methods for effectual donor conversations, why using the "wrong" terminology may be the right thing to do, the critical role of storytelling in donor meetings, an easy-to-memorize formula for listening and suggested language shifts to broaden your planned giving audience.
- 3 weeks ago29 min
Title: The Art of Listening: Zen, Black Belts and Better Donor Conversations
R.E.S.P.E.C.T. Listening well may hold the key. Alex Brovey, author of the “Zen and the Art of Fundraising:” series, joins the podcast to share her sixteen pillars of fundraising success, why you should be prepared to leave your agenda at the donor's door, how to spot cues and clues to identify gift potential and the importance of having a sense of humor and trusting your gut. Panelist info: Host Grant Miller is an award-winning writer and editor for Sharpe Group who works closely with Sharpe clients to create compelling donor interviews for their newsletters. In addition to hosting the podcast, he frequently contributes to the Sharpe blog and Sharpe Insights Newsletter. Alexandra (Alex) Pia Brovey, JD, LLM, has more than 25 years of gift planning experience and is assistant vice president, gift planning at Northwell Foundation, which recently completed a $1.4 billion campaign. She worked at Penn State University, Pace University and Stony Brook University, and previously practiced law (estate planning) in Delaware, Pennsylvania and New York. Alex is a board member of the American Council on Gift Annuities (ACGA) where she co-chairs the 100-year task force and serves on the Programs and Engagement Committees; president emeritus of the Philanthropic Planning Group of Greater New York; past board member and treasurer of CGP, chair of the Leadership Institute and a mentor; and a member of the Estate Planning Council of Long Island. Alex lectures nationally on many topics with an emphasis on Zen and the Art of Fundraising (she has a published trilogy) and serves on the editorial boards of “Planned Giving Today” and “Trusts & Estates” magazine. Alex earned a B.A. from Penn State, a JD from Georgetown and an LLM Estate Planning from the University of Miami.
- Jun 23, 202633 min
Keys to Unlocking IRA Gifts: Lessons from the RIFT Project
In this episode of Sharpe Insights, host Grant Miller delves into the complexities of receiving IRA gifts for nonprofits, a challenge often overlooked until it becomes urgent. Join us as we explore the innovative RIFT Project, launched by attorney Johnny Hayes, designed to streamline the process of collecting IRA funds after a donor's passing. Discover how this initiative addresses the significant delays and bureaucratic hurdles faced by charitable organizations when claiming these gifts. Johnny shares valuable insights on advocating for timely releases of funds and the steps nonprofits can take to navigate the often confusing landscape of financial institutions. Tune in for practical advice that can enhance your planned giving program and ensure your organization receives the support it deserves.
- Jun 9, 202634 min
The Human Element: Trust and Technology in Fundraising
The donor giveth trust and the donor can take it away—in a heartbeat. Grant Miller welcomes journalists Rasheeda Childress and M.J. Prest from the Chronicle of Philanthropy to discuss ways technology can shore up—or erode—donor relationships, the short- and long-term effects of damaged trust, the importance of a “good apology” and why the human touch will always be integral to planned giving fundraising.
- May 19, 202634 min
Up for the (Legacy) Challenge
In this episode of Sharpe Insights, join me, Grant Miller, as we dive into the innovative world of legacy challenges with John Jensen, Director of Planned Giving at Washington National Cathedral. Discover how this underutilized strategy transforms future-focused planned gifts into immediate impact for nonprofits. John shares insights from their successful campaign, which unlocked significant funding while engaging donors in ways they had not anticipated. We explore the mechanics of a legacy challenge, its benefits over traditional matching campaigns, and the lessons learned from implementation. If you're looking to elevate your planned giving program, this conversation is packed with practical tips and inspiring stories that can help you secure long-term support for your organization. Tune in to learn how to embrace the legacy challenge and enhance your fundraising efforts.
- May 12, 202632 min
The Ins and Outs of Estate Settlement with Andrew Fussner
You’ve got to cover your bases to cross the finish line. Estate settlement expert Andy Fussner joins host Grant Miller to discuss the importance of tickler systems, what may be hiding in estate accountings and inventories, common and costly mistakes to avoid and how nonprofits can team up when named jointly in a will or trust.
- Apr 28, 202625 min
The National Association of Charitable Gift Planners: The Art and Science of Gift Planning
In this episode of Sharpe Insights, we explore the intricate balance between the art and science of charitable gift planning with Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners. We delve into how CGP supports professionals in the nonprofit sector through education, community building, and advocacy, emphasizing the importance of establishing trust-based relationships with donors. Michael shares insights on the evolving landscape of planned giving, the significance of national standards, and the upcoming trends, including the great wealth transfer. Join us as we uncover practical strategies to enhance your planned giving program and secure long-term support for your organization.
- Apr 14, 202628 min
Shifting Ground: Helping Nonprofits Navigate Change in Washington
Show and tell. Host Grant Miller is joined by Washington lobbyist Ali Bedford who offers insights into proposed legislation affecting charitable giving, the ways the OBBBA may cause a shift in donor behavior, the importance of advocacy at the local and state levels and why it’s the perfect opportunity through storytelling and education to change the narrative on Capitol Hill.
About Sharpe Insights: Conversations With Your Planned Giving Experts
Sharpe Insights: Conversations With Your Planned Giving Experts is the podcast for nonprofit development professionals looking to deepen their understanding of planned giving. Whether you’re new to planned giving or looking to enhance your existing program, we will provide you with practical tips, expert advice and real-world stories. Host Grant Miller will explore the nuances of planned giving, covering everything from building relationships with donors to understanding the various gift vehicles to learning how to ask for a planned gift. We’ll feature advice from Sharpe consultants and interviews with planned giving professionals who will share strategies for engaging donors in meaningful ways and growing your planned giving program. If you’re passionate about securing long-term support for your nonprofit, you’re in the right place. Let’s explore the world of planned giving together!
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