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.
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.
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.
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.
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!
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.
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!
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.
April 18, 2019. Recently, we interviewed one of our oldest and most successful clients. Read the resulting case study to learn how they’ve been successful for so long!