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Viewing posts categorised under: Planned Giving

VIDEO: WHAT’S YOUR BATTING AVERAGE?

Posted by Joe Tumolo in Donor Visits, Fundraising, Planned Giving | 0 comments

28.03.16

Spring training is a time to focus your skills and get geared up for the long season ahead.

In this short training video, Joe explains that it’s simply a numbers game. How successful you are as a fundraiser all comes down to your ability to “hit for average.” Learn how to boost your batting average, pitch for power and knock your visits out of the park.

THE “OUTS” OF INSIDE BASEBALL

Posted by Joe Tumolo in Planned Giving | 0 comments

18.03.16

“I’d give my right arm to be ambidextrous” — Yogi Berra

According to Wikipedia, the phrase “inside baseball” refers to a ‘detail-oriented approach to the minutiae of a subject, which in turn requires such a specific knowledge about what is being discussed that the nuances are not understood or appreciated by outsiders.’

It’s easy to over explain things to people.

Some people are big picture, others do want more detail. So what’s the best way to know? Ask them! Ask your prospect if they would prefer a high-level explanation or a more detailed one. This applies to both your oral and written communications. You can say “some donors I speak with want a high-level explanation, others want more detail, what is your preference?” People will appreciate the fact that you care enough to ask. Here’s How:

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PODCAST: DOMINATE THE LISTENING

Posted by Joe Tumolo in Planned Giving, Podcast | 0 comments

25.02.16

In this second of SIX podcasts, Joe delivers outtakes from one of his recent seminars.

The initial podcast focused on asking, this one deals with listening. In this short talk, learn how to hone your listening skills to become a more effective advocate for our organization.

PIC OF THE DAY: GOAL SETTING…KEEP IT SIMPLE!

Posted by Joe Tumolo in Planned Giving, Sales Training | 0 comments

Spotted this car in parking lot the other day. The runner’s “checklist” on the back window says it all. What a great lesson in goal setting.

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Here are three quick things we can learn – and ALWAYS keep top of mind –  about goal setting from this straightforward list.

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YOU DON’T HAVE TO BE GREAT TO GET STARTED, BUT YOU DO HAVE TO GET STARTED TO BE GREAT

Posted by Joe Tumolo in Planned Giving | 0 comments

25.01.16

It may sound like some sort of wiseacre riddle, but allowing fear to hold you back is a literal non-starter.

Let’s take the tale of a man named Rob. Down on his luck, Rob had his demons. He struggled with addition. This led to him losing his job, wife and kids. Bare and bereft, Rob drifted through the days in a haze of quiet desperation. Without his family to ground him, his job to give him some sort of purpose, he spent his hours rudderless and inert. He was a man in need of something to jolt him back to life, to imbue him with that sense of vitality that his addiction has taken from him.

One day, while mindlessly channel surfing, he saw a commercial for a sky diving school. Despite being horribly afraid of heights, there was something in that ad that kept him coming back. It stuck with him. Perhaps the literal act of jumping – of taking a leap – would give him the courage he needed to face his fears and rekindle his passion for life. So Rob took action. He signed up for a jump, and after a few hours of training, Rob found himself 12,000 feet up in the ether, on the precipice of his first skydive.

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PODCAST: HOW TO BE CLEAR WITH DONORS

Posted by Joe Tumolo in Donor Visits, Planned Giving, Podcast | 0 comments

Clarity of intention is key.

In this FINAL of THREE conversations with Brian Saber of Asking Matters, the discussion centers around honesty. The goal of every donor meeting is not the gift – the goal is to build the relationship. Which means that authenticity is ALWAYS the first order of business. How do we achieve that clarity of intention? Listen up.

If this conversation piqued your interest, DOWNLOAD THIS BROCHURE to learn how you can schedule a half-day ASKING MATTERS training seminar for members of your organization.

PODCAST: NEED vs. VISION

Posted by Joe Tumolo in Fundraising, Planned Giving, Podcast | 0 comments

14.01.16

It’s very easy to talk about what we need. Our organizations NEED money. It’s simple. When there’s a natural disaster, we respond in kind. If our local food bank needs assistance during the holidays, we give. When we respond to need, there’s something visceral that happens. We act. But these gifts, the one’s that buy food or supplies, tend to be small. The bigger gifts are one’s that respond to vision.

In this SECOND of THREE conversations with Brian Saber of Asking Matters, the conversation centers around how you can install that sense of vision and future in your donors to create gifts of vision. Bigger gifts that lead to far-reaching impact.

If this conversation piqued your interest, DOWNLOAD THIS BROCHURE to learn how you can schedule a half-day ASKING MATTERS training seminar for members of your organization.

PODCAST: FUNDRAISING TOOLS AND PRODUCT REVIEWS

Posted by Joe Tumolo in Fundraising, Planned Giving, Podcast | 0 comments

14.12.15

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.

PODCAST: MAKING A CASE…FOR THE CASE

Posted by Joe Tumolo in Fundraising, Planned Giving, Podcast | 0 comments

08.12.15

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.


USE OPEN ENROLLMENT TO SPARK PLANNED GIVING DISCUSSION

Posted by Joe Tumolo in Planned Giving | 0 comments

24.11.15

Decisions, decisions.

It’s that time of year again. No, not holiday shopping season. Although planning does make for a less stressful December.

We’re referring to open enrollment season. That time when your employer sends you the bad news – that insurance costs are likely to creep upward, your deductible rises and the scope of your potential health plan shrinks. Doing less with more. That’s how we development professionals have been operating for quite some time. We’re used to it, but have we incorporated that message into our work?

Here’s how you can use your organization’s open enrollment period as a time to showcase your development efforts. Trust us, it’s a logical connection. In fact, it’s the perfect time to promote planned giving to your employees.

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Do you have a CLEAR FUTURE?

Why Joe?

For more than eleven years, Joe has worked with hundreds of charities of all shapes and sizes. Two of Joe’s greatest value propositions are:

1) A simple approach to Planned Giving. Many charities want to start a Planned Giving Program but see it as an overwhelming, out-of-reach proposition that requires too many resources. Joe shows fundraisers and donors how easy it is to make a Planned Gift.

2) A more strategic approach to working with donors. Joe teaches his clients how to combine relational selling with fundraising.

Joe’s proven process gets his clients measurable results in a short amount of time. Joe has a deep passion for the work he does (and for Tye, his rescue dog and mascot) (pictured), and is committed to ensuring that his clients are successful. Clients love "Coach Joe" because he keeps them focused and energized and he is always available to brain-storm and strategize about donor opportunities.
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