Sharpe Insights: Conversations With Your Planned Giving Experts
Sharpe Insights: Conversations With Your Planned Giving Experts
Podcast Description
Sharpe Insights: Conversations With Your Planned Giving Experts is the podcast for nonprofit development professionals looking to deepen their understanding of planned giving. Whether you’re new to planned giving or looking to enhance your existing program, we will provide you with practical tips, expert advice and real-world stories.
Host Grant Miller will explore the nuances of planned giving, covering everything from building relationships with donors to understanding the various gift vehicles to learning how to ask for a planned gift. We’ll feature advice from Sharpe consultants and interviews with planned giving professionals who will share strategies for engaging donors in meaningful ways and growing your planned giving program.
If you’re passionate about securing long-term support for your nonprofit, you’re in the right place. Let’s explore the world of planned giving together!
Podcast Insights
Content Themes
The podcast focuses on planned giving with content themes that include building relationships with donors, various gift vehicles, and strategies for effectively asking for planned gifts. Episode examples include discussions on why planned giving is essential for long-term sustainability and common misconceptions about the timing and benefits of planned gifts.
Sharpe Insights: Conversations With Your Planned Giving Experts is the podcast for nonprofit development professionals looking to deepen their understanding of planned giving. Whether you’re new to planned giving or looking to enhance your existing program, we will provide you with practical tips, expert advice and real-world stories.
Host Grant Miller will explore the nuances of planned giving, covering everything from building relationships with donors to understanding the various gift vehicles to learning how to ask for a planned gift. We’ll feature advice from Sharpe consultants and interviews with planned giving professionals who will share strategies for engaging donors in meaningful ways and growing your planned giving program.
If you’re passionate about securing long-term support for your nonprofit, you’re in the right place. Let’s explore the world of planned giving together!
Like peas and carrots. Sharpe consultants Julie Schuldner and Kristin Croone join host Grant Miller in a lively discussion about integrating planned giving into your year-end giving messaging. They share proven year-end communications strategies for success and discuss mistakes to avoid during the most generous time of the year.
Panelist info:
Host Grant Miller is an award-winning creative writer and senior editor with Sharpe Group.
Kristin Croone, JD, Sharpe Group Senior Consultant, has worked for both law and accounting firms and has served as director of planned giving and legal counsel for the Community Foundation of Greater Memphis. In addition, Kristin has valuable experience in donor stewardship as well as tax and estate planning law and processes, including estate settlement.
Julie Schuldner, MBA, CFRE®, Sharpe Group Senior Consultant, works with many Sharpe clients to analyze and update their donor data, plan their planned giving strategies and create effective donor communications.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.