May 4, 2021. Before we can “sell” planned giving to donors, we have to sell it to our organization. While decision-makers might be development directors, executive directors, board members, or others, this webinar focuses on the toughest customer to increase investment in philanthropy: the CFO.
April 20, 2021. Eddie spends time with Jodi Davis, Chief Philanthropy Officer with California healthcare provider Sutter Health. In this 9-minute podcast, Jodi shares the approach she utilizes to learn everyday, making life more enjoyable and people and situations more interesting; the three best questions to ask your donors to clarify their needs; knowing when to let donors go; and, the importance of reminding people why philanthropy exists at her organization, and why it’s more important than ever right now.
April 13, 2021. You likely recognize this popular book trilogy by none other than Alex Brovey titled Zen and the Art of Fundraising. We sit down with Alex to discuss what compelled her to write the first book, which quickly grew into a trilogy, and how this practical series can empower fundraisers to be successful.
March 30, 2021. Join Pamela Davidson and Eddie Thompson as they review sample situations that may come up in your everyday conversations and how to listen and respond.
March 25, 2021. Eddie sits down with Joe Chickey, from the Sharpe Group. Joe shares what he learned when a donor made an eight-figure gift to another charity; what’s critically important to the success of a planned giving program; how to calculate the percentage of planned giving dollars your organization ought to be raising; and, why you should treat donors like family.
February 23, 2021. Join us as we talk with Mark Larkin, President of Boca Raton Regional Hospital’s Foundation. Mark shares how you can get much greater levels of giving (for the same amount of time spent); the three components he looks for to replenish his major giving list; the key to a successful fundraising event or capital campaign, and more!
February 9, 2021. For our next industry leader, you likely have one of her books on your shelf. Join Eddie as he sits down with industry veteran, Alexandra Brovey, to hear what she has learned during her 21 years in gift planning.
January 21, 2021. These supporters are the best prospects for making a major gift of assets because they have both ability to give and interest in giving to your organization. But, how do you know who they are?
January 12, 2021. Join Eddie as he talks with 20-year planned giving marketing veteran Nathan Stelter, President of The Stelter Company, where Nathan shares the quality he thinks one must acquire for success; the most important component to hiring a new team member, & more!
December 22, 2020. As you prepare to take some time away from the office (or your home office desk!) for the holidays, we have the perfect fireside reading recommendation for you.
December 15, 2020. Hear a short message from our Founder and CEO Eddie Thompson about the astounding possibilities that 2021 offers.
December 8, 2020. Join Eddie as he talks with Larry Katzenstein, a nationally-known authority on estate planning and planned giving. Larry divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at nonprofits nationwide.
December 1, 2020. In preparation for Giving Tuesday, we’ve compiled these resources for you to have meaningful conversations with your supporters about the opportunities available for year-end planning in 2020.