Sharpe Insights: Conversations With Your Planned Giving Experts copertina

Sharpe Insights: Conversations With Your Planned Giving Experts

Sharpe Insights: Conversations With Your Planned Giving Experts

Di: 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! Economia Gestione e leadership Management
Episodi
  • Before the Gift: Family, Communication and Estate Planning

    Before the Gift: Family, Communication and Estate Planning
    Sep 15 2026
    Estate planning attorney Jennifer Norton joins host Grant Miller in a discussion about ways family dynamics can ruin a gift, why it's important to have a purpose statement as part of an estate plan, what fundraisers should focus on in a donor meeting and why having intentional touches with your older planned giving donors is essential. 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.  Jennifer Norton is an attorney and owner of Norton Estate Planning & Elder Law Firm, LLC. Graduating from Indiana University-Bloomington with a degree in Finance, and from Maurer School of Law in 2008, she has focused her practice exclusively on estate planning since 2013. She provides comprehensive services including wills, trusts, powers of attorney (health and financial), living wills, guardianship/conservatorship assistance, probate administration and strategic Medicaid qualification. Jennifer is a member of the National Network of Estate Planning Attorneys and serves as the vice president of the Trust & Estates Section of the National Bar Association.
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    31 min
  • Beyond the Next Budget: Building Financial Resilience Through Planned Giving

    Beyond the Next Budget: Building Financial Resilience Through Planned Giving
    Sep 1 2026
    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 min
  • 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
    Aug 18 2026
    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 min
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