Sharpe Insights: Conversations With Your Planned Giving Experts

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.

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.

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.

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.

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.