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Sharpe Insights: Conversations With Your Planned Giving Experts: Daily Summaries Delivered
by Grant Miller
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!
Latest Episodes
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- 2 weeks ago34 min
Up for the (Legacy) Challenge
In this episode of Sharpe Insights, join me, Grant Miller, as we dive into the innovative world of legacy challenges with John Jensen, Director of Planned Giving at Washington National Cathedral. Discover how this underutilized strategy transforms future-focused planned gifts into immediate impact for nonprofits. John shares insights from their successful campaign, which unlocked significant funding while engaging donors in ways they had not anticipated. We explore the mechanics of a legacy challenge, its benefits over traditional matching campaigns, and the lessons learned from implementation. If you're looking to elevate your planned giving program, this conversation is packed with practical tips and inspiring stories that can help you secure long-term support for your organization. Tune in to learn how to embrace the legacy challenge and enhance your fundraising efforts.
- 3 weeks ago32 min
The Ins and Outs of Estate Settlement with Andrew Fussner
You’ve got to cover your bases to cross the finish line. Estate settlement expert Andy Fussner joins host Grant Miller to discuss the importance of tickler systems, what may be hiding in estate accountings and inventories, common and costly mistakes to avoid and how nonprofits can team up when named jointly in a will or trust.
- Apr 28, 202625 min
The National Association of Charitable Gift Planners: The Art and Science of Gift Planning
In this episode of Sharpe Insights, we explore the intricate balance between the art and science of charitable gift planning with Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners. We delve into how CGP supports professionals in the nonprofit sector through education, community building, and advocacy, emphasizing the importance of establishing trust-based relationships with donors. Michael shares insights on the evolving landscape of planned giving, the significance of national standards, and the upcoming trends, including the great wealth transfer. Join us as we uncover practical strategies to enhance your planned giving program and secure long-term support for your organization.
- Apr 14, 202628 min
Shifting Ground: Helping Nonprofits Navigate Change in Washington
Show and tell. Host Grant Miller is joined by Washington lobbyist Ali Bedford who offers insights into proposed legislation affecting charitable giving, the ways the OBBBA may cause a shift in donor behavior, the importance of advocacy at the local and state levels and why it’s the perfect opportunity through storytelling and education to change the narrative on Capitol Hill.
- Mar 31, 202621 min
Current, Correct and Complete: Turn Donor Data Into Opportunities
In this episode of Sharpe Insights, we explore the crucial role of donor data in enhancing your planned giving program. Join me, Grant Miller, as I sit down with Jim Ross, CEO of Sharpe, to discuss best practices for maintaining accurate and actionable donor files. We dive into the importance of having complete, current, and correct data to build trust and tailor your outreach effectively. Jim shares insights on updating donor information, identifying valuable opportunities, and how generational differences can impact communication strategies. Whether you're new to planned giving or looking to refine your approach, this episode offers practical tips to strengthen donor relationships and maximize your fundraising efforts. Tune in to gain invaluable knowledge that can elevate your nonprofit's impact.
- Mar 17, 202630 min
Built to Last: The 100-Year Story of the American Council on Gift Annuities
2027 marks a milestone for the ACGA. Grant Miller and special guest Phil Purcell, ACGA board president, talk about the ACGA’s contributions, profile the typical gift annuity donor, explain how gift annuities can lead to planned gifts, discuss when (and if) (and how) to start a gift annuity program and why there’s strength in numbers when it comes to gift annuities.
- Mar 3, 202633 min
When Giving Gets Personal: Repairing Strained Donor Relationships
In this episode of Sharpe Insights, we delve into the complexities of donor relationships, focusing on the sensitive issue of repairing strained connections. Join me, Grant Miller, as I speak with Brett Bicoy, President and CEO of the Door County Community Foundation. Together, we explore early warning signs of eroding trust, common pitfalls that can damage donor confidence, and actionable strategies for rebuilding these vital relationships. Learn how to own mistakes, communicate openly, and strengthen your organization’s credibility with donors. By understanding the nuances of these interactions, you can ensure long-term support for your nonprofit mission. Tune in for valuable insights that can transform your approach to planned giving.
- Feb 17, 202620 min
From Ink to Interface: Giving Docs and The Future of Planning Your Charitable Legacy
Join host Grant Miller and Brantley Boyett of Giving Docs as they discuss the evolution of online estate planning, how charities can benefit from providing access to digital tools and what role AI may play in legal tech in the future. Panelist info: Host Grant Miller is an award-winning creative writer and senior editor with Sharpe Group. Brantley is the co-founder and president of Giving Docs. He is a former (recovering) attorney, having practiced for more than a decade before starting Giving Docs in 2015 in Austin, TX. In 2017 Brantley moved to Durham, North Carolina, when Giving Docs partnered with Duke University to use behavioral science to advance legacy giving. Brantley received his JD and BFA in Economics at the University of Texas in Austin. He has also taught Law and Entrepreneurship at Duke University School of Law.
About Sharpe Insights: Conversations With Your Planned Giving Experts
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!
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