Conversations with Industry Icons: Episode 6 with Steve Orr

January 24, 2020. Listen in with our Founder and CEO Eddie Thompson’s conversation with industry leader, Steve Orr, Managing Partner of the Orr Group.  Steve shares what he’s learned from his 30+ years in the nonprofit industry, having come from New York City’s financial district. 

A Donor ID Pyramid You Haven’t Seen Before

January 16, 2020.  Founder and CEO Eddie Thompson proposes a new pyramid corresponding to an individual’s affinity to your organization and how developing passion for your mission leads to greater financial support for your organization.

Conversations with Industry Icons: Episode 5 with Michael Kenyon

January 8, 2020.  Listen in on our Founder and CEO Eddie Thompson’s conversation with industry leader, Michael Kenyon, President and CEO of the National Associate of Charitable Gift Planners (NACGP).  Michael shares 2 simple reminders to keep in mind for your day-to-day work.

SECURE Act Overview

December 23, 2019. The Setting Every Community Up for Retirement Enhancement Act (known as the “SECURE Act”) was signed into law by the president on December 20, 2019, and becomes effective January 1, 2020.  The SECURE Act has several provisions that will impact how taxpayers may save for retirement and what they may do with their retirement funds. Most of these changes are helpful to taxpayers, but not all of them.

Conversations with Industry Icons: Episode 4 with Bruce Bartoo

December 11, 2019. You don’t want to miss this conversation!  In this episode, Eddie talks with Bruce Bartoo, CFRE, senior vice president and chief philanthropy officer for MedStar Health. Bruce packs in tremendous insights he’s learned over his career.  This is so good, Eddie encourages bookmarking to listen to every few weeks!

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

November 12, 2019. In this episode, Cayce and Bill discuss why owning property in another state is a potential problem when you pass away; how people can avoid transfer issues with out-of-state property; tips to help determine if a donor has property in another state, and more.

Conversations with Industry Icons: Episode 3 with Betsy Chapin Taylor

November 8, 2019. In this episode, Eddie talks with one of health care philanthropy’s most provocative thought leaders, Betsy Chapin Taylor, FAHP, where she shares what she wishes she could change about the industry; how to view donors and what they really wish to achieve; what’s required of us to provide to donors to really create impact, and more!

Complimentary Webinar: Overcoming the Biggest Challenges Facing Fundraisers

October 15, 2019. Fundraisers today face an increasing number of obstacles to overcome in their everyday work, such as budget cuts, leadership not grasping the importance of fundraising, wearing too many hats, etc. This 60-minute webinar will explore how to overcome the biggest challenges facing fundraisers.

National Estate Planning Week: October 21-27, 2019

October 10, 2019. Did you know the third week in October every year is National Estate Planning Awareness Week?  It’s quickly approaching this year… October 21-27.  This is an excellent opportunity to reach out to your supporters!

Conversations with Industry Icons: Episode 2 with Brian Sagrestano

September 25, 2019. Listen in as Brian shares with Eddie how his humbling cancer diagnosis has reshaped his focus on charitable planning; how to approach and stay close to supporters facing a serious health diagnosis; and, the important lesson he learned focusing on what donors want to accomplish for themselves, their families and the organizations they support.

 

Estate Planning Flags #16: Documents Prepared in Another State

September 17, 2019. In this episode, Cayce and Bill discuss how states handle estate planning documents executed in another state; what happens if documents are prepared in another state; and more!

 

New Podcast Series: Conversations with Icons

September 10, 2019. Eddie Thompson, CEO and Founder, brings incredible insight and inspiring stories interviewing leaders from different perspectives of the fundraising community: higher education, healthcare, consultants, academia and more!

Complimentary Webinar: How to Solicit a Gift

August 29, 2019.  When was the last time you received formal training on how to solicit a gift?  Whether it’s been way too long (if ever) or if you’d simply like to learn a few helpful tips, this webinar will prepare you for your year-end asks!  Gain confidence and eliminate any fear of asking your supporters to join your worthy cause.

Estate Planning Flags #15: Brady Bunch Family

August 13, 2019.  In this episode, Cayce and Jason discuss what we mean by a “Brady Bunch” family; what happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios, and how as development officers, what can we be listening for to know if our donors have this issue?

Winning Traditions: Are You the Patriots or the Browns?

July 31, 2019. For much of his career, our Founder and CEO Eddie Thompson has focused on what makes outstanding organizations outstanding.  In this podcast episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world.

Estate Planning Flags #14: Recently Married or Divorced

July 25, 2019. In this episode, Cayce and Jason discuss problems created by lack of planning for people recently married and/or divorced; practical things people need to do when they get married or divorced; and, as development officers, what can we be listening for to know if our donors have this issue?

How to Hire the Right Person for Annual & Major Giving Podcast

July 18, 2019.  Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.

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

July 2, 2019.  In this episode, Cayce and Jason discuss recent estate tax law changes, reducing married couples’ estate tax using a bypass trust, and why a good bypass trust a few years ago may not be good planning now.

Donor Capacity vs Donor Propensity to Give Podcast

June 25, 2019. What’s more important – a donor’s capacity to give or propensity to give? Listen in as Eddie shares why this is so important, along with specific questions to ask to determine both capacity AND propensity.