Lessons from a Lifetime in Philanthropy: Leadership, Donor Advised Funds Then and Now, and What Lies Ahead for Gift Planning

In this episode of Sharpe Insights, I sit down with Eileen Heisman, a veteran in the field of philanthropy with over 30 years of experience. Eileen shares invaluable lessons from her extensive career, including her transformative role at the National Philanthropic Trust, where she helped shape the landscape of donor-advised funds in the U.S. We discuss the importance of understanding both the technical and psychological aspects of planned giving, the necessity of cultivating enduring relationships with donors, and the evolving role of technology in philanthropy. Join us as Eileen provides insights on navigating challenges in the sector and the future of charitable giving, ensuring that you walk away with practical takeaways to enhance your own planned giving efforts.