Planned giving is an essential part of relational fundraising, yet so many fundraisers avoid it simply because they don’t have a system that supports them to engage donors in this way. In this episode, we discuss the three legs that make up a successful planned giving program. Listen in to learn how to build a program that will support your fundraisers in securing more planned gifts for your organization’s mission.

We recommend starting your year-end planning now, but we know it can be overwhelming to think about everything you need to do. In this episode, we’re sharing some of our favorite tips and ideas to help you build efficiencies into your year-end plan, so that this time of year can stop being overwhelming and start being fun, creative, and impactful.

In this re-release of one of our most popular episodes, Jeff and Richard discuss the obstacles that are holding leaders back from investing in major gifts. They also share about the average ROI you can expect from a mature major gifts program, and the foundational elements you need to have in place in order to see those benefits.

Having a culture of collaboration is critical to your success in fundraising. Poor communication and competition between departments means that your donor is not getting the best possible care and service, and they may choose to give elsewhere. In this re-release of one of our most listened-to episodes, Jeff and Richard discuss how fundraisers can promote better relationships within their organizations so that everyone is aligned in supporting the donor journey.

In this episode re-release from 2021, Jeff is joined by Lisa Robertson, Director of Client Services at Veritus Group. Together, they share five ideas for what you can do this summer that will set you up for a successful year-end. Listen in for tips on how to get creative with your donor outreach, prioritize your professional development, and more!

Even before the pandemic, finding and hiring the right candidates for fundraising roles was a challenge. Now, many organizations are struggling to even get a good pool of candidates, let alone find the right candidate from within that pool. In this podcast episode, Jeff, Karen, and special guest Paul Towne, Executive Search Consultant with Cooper Coleman, discuss why organizations are having such a tough time hiring fundraisers and offer advice on attracting applicants and selecting candidates who are a good fit for your organizational culture and community.