10 episodes

Planned Giving Solutions for Charities, Financial Professionals and Individuals

The Gift Planning Development Podcast Gift Planning Development, LLC

    • Non-Profit

Planned Giving Solutions for Charities, Financial Professionals and Individuals

    Jay Browning: Are You a Coach or an Umpire?

    Jay Browning: Are You a Coach or an Umpire?

    In this episode of the Gift Planning Development podcast, Joe and sits down with Jay Browning, owner of Browning Advisors LLC and currently serving as the Vice President of Advancement at Montgomery County Community College (MCCC), to talk about a topic many often think about but have trouble cultivating: LEADERSHIP. Browning brings more than 20 years of professional experience to his work as a trainer, consultant, and advancement pro.

    • 54 min
    Penny Cowden: Planned Giving in the Healthcare Sector

    Penny Cowden: Planned Giving in the Healthcare Sector

    In this episode of the Gift Planning Development podcast, Joe and sits down with Penny Cowden of Philanthropy212 to discuss Planned Giving in the healthcare sector. Cowden brings a wealth of experience to the conversation. In her 25-year career, she’s held executive-level positions at major health systems and institutions in Washington, Colorado, Virginia and Arizona.

    • 54 min
    Dan Shephard: How to Have a Planned Giving Discussion with Donors

    Dan Shephard: How to Have a Planned Giving Discussion with Donors

    In this episode of the Gift Planning Development podcast, Joe and sits down with Dan Shephard, head of The Shephard Group, to discuss better ways to have the planned giving conversation with your donors.

    • 54 min
    Ellen Bristol: What’s your IDP (Ideal Donor Profile)?

    Ellen Bristol: What’s your IDP (Ideal Donor Profile)?

    What is your organization’s ideal donor profile?  In this episode of the Gift Planning Development podcast, Joe and sits down with Ellen Bristol, head of the Bristol Group, to discuss ways your organization can use donor profiles to better focus your fundraising efforts.

    • 54 min
    Claire Meyerhoff: Make the Most of What you Have

    Claire Meyerhoff: Make the Most of What you Have

    In this episode of the Gift Planning Development podcast, Joe and sits down with Claire Meyerhoff, President of the Planned Giving Agency to discuss ways in which you can develop planned giving programs no matter the size of your organization.

    • 54 min
    Chris Cloud: Recruiting New Board Members? Put on your Major Gifts Hat

    Chris Cloud: Recruiting New Board Members? Put on your Major Gifts Hat

    In this episode of the Gift Planning Development podcast, Joe and Chris Cloud of Constellation Advancement talk about how to use Major Gifts to recruit new, more philanthropically-minded board members.

    • 40 min

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