The Logic of Generosity
The Logic of Generosity
Podcast Description
Join your hosts, Andy Ragone and Kimberly Jetton, as they interview professionals to explore all things related to gift planning. How does an organization build AND sustain a program? What should orgs consider when orchestrating, securing, and marketing for planned gifts? Metrics, board and executive team development, legacy societies, gift processing, campaigns, nonprofit leadership, running educational seminars, and everything to run a comprehensive gift planning strategy will be addressed on this show over time.
Podcast Insights
Content Themes
Covers critical topics related to planned giving, including building and sustaining gift planning programs, metrics for success, and organizing educational seminars, with episodes discussing legacy society formation and effective campaign strategies.
Join your hosts, Andy Ragone and Kimberly Jetton, as they interview professionals to explore all things related to gift planning. How does an organization build AND sustain a program? What should orgs consider when orchestrating, securing, and marketing for planned gifts? Metrics, board and executive team development, legacy societies, gift processing, campaigns, nonprofit leadership, running educational seminars, and everything to run a comprehensive gift planning strategy will be addressed on this show over time.
Today’s guest brings a rare and powerful dual perspective.
Liam Dunphy is the owner of a home care company that serves older adults with dignity and compassion—but before that, he was a seasoned planned giving officer helping donors leave meaningful legacies.In this episode, Liam and I dive into what fundraisers need to know about working with elderly donors—especially those who may be vulnerable, isolated, or navigating complex family dynamics.We talk about:
- Handling cognitive decline concerns
- Communicating clearly and respectfully with aging donors
- Ethical stewardship and donor protection
- Building trust without crossing lines
If you work with older donors—or plan to—you’ll want to hear what Liam has to say. Let’s get into it.For more information about Liam, please visit: https://assistinghands.com/For more information about Stillwater Capital Management, please visit: https://www.stillwatercapitalmgmt.com/For more information about Pleiades Nonprofit Advisors, please visit: https://pleiadesnpa.com
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