Sharpe Insights: Conversations With Your Planned Giving Experts

The Science and the Sentences: Asking for an Estate Gift Without Fear or Anxiety

July 21, 2026·39 min
Episode Description from the Publisher

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.

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