Abundant Vision Fundraising Podcast

THOMAS DAUBER

Spend 20 minutes each week with host Tom Dauber as he shares insights, tips and expert interviews to help you on your journey to #majorgiftmastery.  

  1. Why Planned Giving Thrives When Everything Else Slows Down w/ Joe Bull

    11/24/2025 · VIDEO

    Why Planned Giving Thrives When Everything Else Slows Down w/ Joe Bull

    Economic downturns test every fundraiser’s patience and creativity—but Joe Bull has seen enough recessions to know that generosity doesn’t disappear, it just shifts form. In this conversation, Joe and Tom Dauber unpack how planned giving holds steady when annual and major gifts tighten, and what leaders can do now to build resilience before the next market slide. In this episode, Joe shares: Why donor motivation doesn’t vanish in bad economies—it only changes timing and form How planned giving bridges short-term uncertainty with long-term commitment Data from researcher Russell James showing why nonprofits that accept non-cash assets raise significantly more Lessons from Joe’s own Carnegie Mellon analysis revealing estate gifts often triple lifetime giving Practical ways to start a planned giving program with almost no new budget The myth that “planned giving is only for the wealthy” and what every fundraiser should actually know Why patience, stewardship, and curiosity build the kind of donor relationships that survive any recessionIf you’ve ever wondered how to stabilize fundraising when the markets stumble, this episode will leave you with perspective, proof, and a few next steps you can take tomorrow. Website: philanthropyadvisorycouncil.com • Email: joebull@philanthropyadvisorycouncil.comLooking for fundraising coaching?  Check out www.abundantvision.net

    23 min
  2. The Unplanned Career in Planned Giving w/ Joe Bull:  A Practical Look at How Fundraisers Build Skills, Confidence, and Calling.

    11/09/2025 · VIDEO

    The Unplanned Career in Planned Giving w/ Joe Bull: A Practical Look at How Fundraisers Build Skills, Confidence, and Calling.

    Joe Bull never set out to become one of the most respected voices in planned giving. Trained in law and athletic administration, he thought he’d spend his career on the sidelines of college sports—not in development offices. One unplanned job at Duke University changed everything, launching a forty-year journey through higher ed, national nonprofits, and the evolution of modern fundraising. In this episode, Joe talks with host Tom Dauber about: How an accidental entry into Duke’s planned giving office became the start of a lifelong vocation Lessons from early mentors and the value of being “in the right place at the right time” The growing professionalism of planned giving—from two-person shops to major enterprise teams Transitioning from Duke to NC State to Ohio State and leading his first campaign Moving from higher education to The Nature Conservancy just before the 2008 financial crash Why networking and timing shape more careers than strategy ever will The origin of “fractional planned giving” work and why many nonprofits need it todayThis conversation offers a rare look at how one unplanned turn can define a lifetime of impact. Website: philanthropyadvisorycouncil.com • Email: joebull@philanthropyadvisorycouncil.com Looking for fundraising coaching and free fundraising resources?  Check out www.abundantvision.net

    23 min

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About

Spend 20 minutes each week with host Tom Dauber as he shares insights, tips and expert interviews to help you on your journey to #majorgiftmastery.