The Ins and Outs of Estate Settlement with Andrew Fussner

Keys to Unlocking IRA Gifts: Lessons from the RIFT Project

In this episode of Sharpe Insights, host Grant Miller delves into the complexities of receiving IRA gifts for nonprofits, a challenge often overlooked until it becomes urgent. Join us as we explore the innovative RIFT Project, launched by attorney Johnny Hayes, designed to streamline the process of collecting IRA funds after a donor's passing. Discover how this initiative addresses the significant delays and bureaucratic hurdles faced by charitable organizations when claiming these gifts. Johnny shares valuable insights on advocating for timely releases of funds and the steps nonprofits can take to navigate the often confusing landscape of financial institutions. Tune in for practical advice that can enhance your planned giving program and ensure your organization receives the support it deserves.

The Human Element: Trust and Technology in Fundraising

The donor giveth trust and the donor can take it away—in a heartbeat. Grant Miller welcomes journalists Rasheeda Childress and M.J. Prest from the Chronicle of Philanthropy to discuss ways technology can shore up—or erode—donor relationships, the short- and long-term effects of damaged trust, the importance of a “good apology” and why the human touch will always be integral to planned giving fundraising.

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.