In this podcast, Joe sits down with Andrei Jablokow, a high performance leadership executive, speaker and consultant to discuss techniques you – and your staff – can use to approach “go givers.”
From ways in which you can add value to relationships, to tactics you can employ to help you understand this type of motivated giver, this podcast will help your organization develop methods you can utilize to build strong relationships necessary for longterm organizational stability.
With technology moving at breakneck speed, development pros have more tools available to them then they are able to fully evaluate.
In this second podcast with Marge King of the InfoRich Group, the conversation centers around these tools, how to make sense of the variety of products available on the market and where you and your organization can find adequate reviews. King is a seasoned researcher, and is currently the co-editor of the newly founded Prospect Research Review. If you’re looking to upgrade your fundraising toolkit, this is a discussion you won’t want to miss.
The question isn’t how much. It’s why.
In this podcast, Joe sits downs with MARGE KING of The InfoRich Group, Inc. and co-editor of the Prospect Research Review, for a ‘nuts and bolts’ discussion on the advantages – and necessity – of having an organizational “CASE FOR SUPPORT.” If your organization doesn’t have a written ”case,” King will help guide you through the process – how to craft one, what should be included and how this information should be used as it relates to current donors and prospects.
What can churches do to be better prepared to accept and solicit planned gifts?
In PART TWO of Joe’s conversation with Randy Nyce, an Everence Charitable Services Representative with Mennonite Foundation, the conversation delves into how religious organizations can reach out to potential supporters, how to thank these prospects and more. LISTEN NOW!
Joe sits down with Jay Cherney – psychologist and co-founder of Wealth 360 – for a wide ranging discussion on philanthropy and legacy; on what matters most to donors – focusing on the emotional impacts of personal wealth and money.
IN THIS PODCAST: Cherney touches on what drives financial decisions, the psychology behind investment and how to ensure potential prospects get in touch with the “true” reason behind their giving. It’s a fascinating 20-minute talk that will inform how you approach current and potential donors – leading to a greater understanding of the impetus behind successful gifts.
In my experience, the best approach is usually the most direct.
Walking out of a convenience store recently, I was approached by a guy asking me if I wanted a hair cut. It turns out this fella owned a barber shop in the adjacent shopping mall and was beating the pavement, looking for customers. I was traveling, away from home and what hair I have left was sorely in need of some tending. Not exactly sure when I’d have the opportunity to head over to my hometown stylist, I agreed and ended up getting a great haircut.
But the quality of the cut isn’t the real revelation here – it’s the sales approach.
As I was sitting in the chair, I saw this very motivated barber snag another customer using the very same direct approach. Afterward, he told me he does it all the time. For every 10 people he asks, about 2 will get a haircut – about a 20% return on his FREE investment.
With the web, email and all manner of INdirect communication, it occurred to me that this sort of self-promotion is a modern day rarity. In fact, the vast majority of barbers, retailers and others sit in their shops and wait for customers – usually relying on some form of indirect advertising to sell their message. In contrast, this enterprising young man decided to go out and get the clients.
This reminded me of a quote: “Successful people make a habit of doing things others are afraid or just refuse to do.”
Fundraising, as we all know, is more competitive then ever. Because of this, we need to get creative in our donor outreach. If you keep calling a donor to set up a visit and they don’t respond, here are THREE other ways you can grab a donor’s attention:
Search the term “overcoming objections” on Google and you’ll get roughly 492,000 results. It’s an obvious issue in a multitude of fields, especially philanthropy.
IN THIS EDITION, Joe does his first ever solo podcast on a subject we all have to face, providing concrete tips on how you can overcome ANY objection.
The scenario is common: A older donor’s finances soon become the purview of his/her children. Aware that this could mean they lose out on an inheritance, the relationship crumbles. Over time, they ignore your overtures and disregard your charity. In the end, a potentially sizable bequest is lost. But could it have been salvaged? Absolutely.
IN THIS PODCAST, Joe and Brian Sagrestano of Gift Planning Development, LLC discuss how different generations view philanthropy and present simple solutions to bridging the generational gap – without losing out.
Are you focusing all of your planned giving resources on individuals and pending retirees? You’re not alone. In the latest installment of Joe’s new series of Podcasts featuring conversations with Brian Sagrestano of Gift Planning Development, LLC the two discuss how focusing your efforts on small businesses and entrepreneurs can yield big results.
IN THIS PODCAST, Brian and Joe discuss the rules surrounding sole proprietorships and other business relationships and how various planned giving vehicles can offer not only huge tax benefits, but personal rewards as well.
Seeing what is right in front of you is easy. Getting up above the clouds can provide an even greater perspective. With that sentiment in mind, Joe’s new series of Podcasts featuring conversations with Brian Sagrestano of Gift Planning Development, LLC continues with a discussion that just might help launch your Planned Giving Program into the stratosphere.
IN THIS PODCAST, Joe and Brian get back to basics, presenting a wide-ranging primer on the various elements of a successful Planned Giving Program. From start-up considerations to marketing and more, this 10 minute discussion is a must for any development professional looking to get their Planned Giving Program off the ground.