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Plain English Planned Giving Podcast

Podcast


1 – Mom Already Gave You the Best Advice to Succeed at Planned Giving

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2 – Learning to Drive the Gift Vehicles

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3 – Why Your Board Might Not Want to Work With You on Planned Giving

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4 – Overcoming CEO/CFO Concerns

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5 – Goals, Tasks, Timelines, Analytics-How to Create Program Success

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6 – What is the Concept of Major Versus Planned Gift?

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7 – Making Planned Giving Everyone’s Job

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8 – The WIFM Factor-is There a Science to Achieving Success?

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1 – Launching Your Program–Hard Truths About Your Organization

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2 – How Does the Outside World See Your Organization

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3 – Avoiding Friction Internally with Other Development Programs

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4 – Double Asks and Sharing the Income And Assets

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5 – Can Capital Campaigns and Planned Giving Live Together

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6 – Is It Your Job to Train Others in Your Organization

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7 – Do You Have the Capacity to Manage a Planned Giving Program

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8 – Creating the Capacity to Manage the Program

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1 – Planned Giving as a Contractual Relationship Between Donor and Donee

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2 – Will, Trusts and Planned Gift Vehicles

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3 – Deductions Made Really Simple

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4 – I Have an IDEA for You

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5 – How to Plan Your Marketing

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6 – Contemplating a Marketing Plan

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7 – Marketing Plan Step One–Three Pools of Prospects

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8 – Analyzing Prospects for Planned Giving Inclination

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1 – The Marketing Plan- Step Two, Target Markets

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2 – Primary Characteristic of Target Markets

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3 – Marketing Plan Step Three-Designing Gift Structures

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4 – Gift Structures for Specific Target Markets

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5 – Marketing Plan Step Four-Positioning, USP.

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6 – Marketing Plan Step 5-Outreach and Communications.

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7 – Marketing Plan Step Six-Getting to One-on-One

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8 – A Simple Business Plan for Planned Gifts

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1 – The Five Steps of the Donor’s Planning Process

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2 – How Does A Client Plan an Estate

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3 – Transactional Planning Versus Estate Planning

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4 – Five Things That Get in the Way of Planning

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5 – Matching Needs with Tools in Planning

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6 – Donor Assets and the Asset Acceptabillty Tool

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7 – Control Issues that Affect Planning

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8 – Reading Your Donor’s Mind

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1 – How to Start Talking with the Prospect

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2 – Moving into Chat Cultivation

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3 – Getting Permission to Send a Proposal

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4 – Writing the Planned gift Proposal

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5 – Financial Presentations

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6 – Persuasion-What is it Exactly

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7 – Turning Objections into Objectives

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8 – Close, Thank, Restate, Avoid Buyer’s Remorse

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1 – Managing the Gift Intake Process

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2 – Counting and Accounting-Two Very Different Things

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3 – Planned Giving Policies

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4 – Working with Gift Restrictions

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5 – Endowment and UPMIFA English

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6 – Operational Aspects of Endowment

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7 – Substantiation and Appraisal Rules

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8 – Tax Penalties on Donors and Donees

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1 – Changes, Changes and More Changes n the Future

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2 – Is the big Wealth it Really happening

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3 – Romancing the Futue to Make Planned Giving Happen

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4 – Recogniton in Asset-Based Philanthropy 3

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5 – Rewards in Asset-Based Philanthropy

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6 – Reinforcing the Closed Gift as Made

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7 – Record-keeping Excellence and Future Gifts

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8 – Awakening the Planned Giving Giant

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