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Sharpe Insights: Conversations With Your Planned Giving Experts

Sharpe Insights: Conversations With Your Planned Giving Experts

Auteur(s): Grant Miller
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À propos de cet audio

 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! Développement commercial et entrepreneuriat Entrepreneurship Gestion et leadership Économie
Épisodes
  • Socratic Fundraising Featuring Dr. Russell James

    Socratic Fundraising Featuring Dr. Russell James
    Jan 6 2026
    Socrates, Obi-Wan Kenobi and Gandalf the Grey walk into a donor meeting … In this mind-bending episode, Dr. Russell James reveals the power of using questions as a means of self-discovery to help guide donors into making their gift of a lifetime. Panelist info: Host Grant Miller is an award-winning creative writer and senior editor with Sharpe Group. Dr. Russell James is a professor of Personal Financial Planning at Texas Tech University and one of the nation’s leading experts on charitable giving. Dr. James has published more than 150 works on philanthropy and behavioral economics and is frequently cited by media outlets such as The New York Times, The Wall Street Journal and The Chronicle of Philanthropy.
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    32 min
  • Mistletoe, Markets and the True Meaning of Year-End Giving

    Mistletoe, Markets and the True Meaning of Year-End Giving
    Dec 16 2025
    Taking a break from checking those lists (twice) we’ve got Barlow Mann in the Insights studio at the North Pole office for a lively Q&A with the Sharpe elves—host Grant Miller and special guest Teri Sullivan. They talk tax law changes, December giving strategies and the best-laid plans for 2026. Panelist info: Santa’s elf and podcast host Grant Miller is an award-winning creative writer and senior editor with Sharpe Group. Barlow “Santa” Mann, JD. Sharpe Group’s General Counsel, attended National Planned Giving Institute Seminars, joining the faculty in the late 1970’s. He began his career at several university development offices and a healthcare center. In his decades at Sharpe Group, he has focused on consulting, seminar training and developing planned and major gift marketing efforts for small, medium and large nonprofit organizations. Santa’s elf #2, Teri Sullivan, is the vice president of marketing for Sharpe Group. She has been a marketing professional for more than three decades. Prior to joining Sharpe, she was led promotion strategies for a public broadcasting station and served on the board of a literacy organization.
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    23 min
  • Donor-Advised Funds: Unlocking Potential for Philanthropy

    Donor-Advised Funds: Unlocking Potential for Philanthropy
    Dec 2 2025
    In this episode of Sharpe Insights: Conversations with Your Planned Giving Experts, I, Grant Miller, delve into the world of donor-advised funds (DAFs) and their transformative potential for philanthropy. Joining me is Sarah Barba, an expert in philanthropy and tax policy, who shares her insights on why DAFs have surged in popularity among donors. We discuss the flexibility, tax advantages, and ease of use that make DAFs an attractive option for charitable giving. Sarah clarifies the mechanics of DAFs, including how they can streamline grant-making while providing donors with advisory privileges. We also explore the implications of recent legislative changes and how fundraisers can adapt to engage effectively with DAF donors. Tune in for expert tips and practical strategies to enhance your planned giving efforts.
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    33 min
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