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.
Last time, we only dipped a toe in the water. We had Javier and Cassie Reyes on, and what unfolded was the beginning of a much bigger conversation—one that touches the messy, magical intersection of generosity and real estate.
You see, saying ”yes” to a gift of property sounds like the right kind of generosity. But what if that gift ends up creating a financial nightmare for the organization receiving it?That’s why we invited Javier and Cassie back. Because due diligence is what separates a gift from a liability.
In today’s episode, we dig deeper. What should you really be checking into before accepting that property? What stories sit with the title company? What about seller disclosures as well as finding an accurate appraisal? What about insurance or the overall condition of the property? And how do you honor the donor’s intent without putting your organization at risk?Let’s explore the questions most people are too polite—or too busy—to ask.

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