『Sharpe Insights: Conversations With Your Planned Giving Experts』のカバーアート

Sharpe Insights: Conversations With Your Planned Giving Experts

Sharpe Insights: Conversations With Your Planned Giving Experts

著者： Grant Miller
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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! マネジメント マネジメント・リーダーシップ 経済学
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  • Beyond the Next Budget: Building Financial Resilience Through Planned Giving

    Beyond the Next Budget: Building Financial Resilience Through Planned Giving
    2026/09/01
    Host Grant Miller welcomes Friends of the Children's National CEO Terri Sorensen to discuss the valuable lessons she has learned in the nonprofit's expansion, why balancing growth with sustainability is both art and science, the payoff of investing in growing your endowment and how one planned gift gave the organization the confidence to think big.
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    20 分
  • Lessons from a Lifetime in Philanthropy: Leadership, Donor Advised Funds Then and Now, and What Lies Ahead for Gift Planning

    Lessons from a Lifetime in Philanthropy: Leadership, Donor Advised Funds Then and Now, and What Lies Ahead for Gift Planning
    2026/08/18
    In this episode of Sharpe Insights, I sit down with Eileen Heisman, a veteran in the field of philanthropy with over 30 years of experience. Eileen shares invaluable lessons from her extensive career, including her transformative role at the National Philanthropic Trust, where she helped shape the landscape of donor-advised funds in the U.S. We discuss the importance of understanding both the technical and psychological aspects of planned giving, the necessity of cultivating enduring relationships with donors, and the evolving role of technology in philanthropy. Join us as Eileen provides insights on navigating challenges in the sector and the future of charitable giving, ensuring that you walk away with practical takeaways to enhance your own planned giving efforts.
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    44 分
  • When No, Thank You Is the Right Response: Gift Acceptance Policies and Protecting Your Organization

    When No, Thank You Is the Right Response: Gift Acceptance Policies and Protecting Your Organization
    2026/08/04
    Some things are too good to be true. On this episode, City of Hope's Adrienne Gibson and Marina Katsnelson discuss the critical ways gift acceptance policies help frame donor conversations, why they can also be called non-acceptance policies, how to work with other charities if a gift isn't right for your nonprofit, and timing your "no" to preserve and strengthen donor relationships.    Panelist info: Host Grant Miller is an award-winning writer and editor for Sharpe Group who works closely with Sharpe clients to create compelling donor interviews for their newsletters. In addition to hosting the podcast, he frequently contributes to the Sharpe blog and Sharpe Insights Newsletter.  Adrienne Gibson serves as a senior executive director of planned giving at City of Hope. As a frontline fundraiser she cultivates, solicits and stewards deferred gifts. Adrienne strives to partner with donors to create personalized consultative plans that demonstrate the donor’s passion and provide creative solutions for real estate, income, and tax-related issues. Adrienne’s career in philanthropy began at Scripps College where she spent 13 years building her fundraising toolkit in annual giving, alumnae relations and planned giving. She then led the philanthropy arm at the YMCA of Greater Whittier for 2.5 years as the executive director of financial development. Marina Katsnelson currently serves as the senior executive director, estate administration at City of Hope. In this role, Marina oversees the estate and trust administration program, which includes managing probate and trust litigation, handling gifts of complex assets and facilitating realized bequests to City of Hope. Prior to joining City of Hope in 2021, Marina managed estate administration at The Nature Conservancy for eight years. During her time with The Nature Conservancy, Marina regularly provided expertise to fundraisers on estate planning questions, oversaw litigation matters, and worked on complex real estate gifts that included devises, conversation easements, and retained life estates. Marina received her law degree from the University of San Diego School of Law. She has significant experience with estate and trust administration matters and has previously given presentations at the National Association of Charitable Gift Planners Conference led a webinar for The NonProfit Times.
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    47 分
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