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Viewing posts categorised under: Planned Giving

PODCAST: STANDING UP IS THE NEW SITTING DOWN

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

04.08.15

When we stand, we elevate ourselves above noises and distractions.  We make ourselves heard.

IN THIS PODCAST, Joe sits down with Matt Hugg from ThinkNP.com to talk about how the simple act of standing can make your next pitch or meeting reach new heights.

 

PODCAST: WILLS, LIVING TRUSTS & KEEPING IT SIMPLE

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

21.07.15

More than 80% of all planned gifts are simple – and most donors want to keep it that way. So why don’t we spend most of our time dealing with the basics?

IN THIS PODCAST, Joe and Brian Sagrestano of Gift Planning Development, LLC (and a former attorney) discuss how many are eschewing the use of wills, preferring instead to transfer their wealth while living – in an effort to avoid the probate process. This talk deals with living trusts and other transfer vehicles (payable on death – POD – and transfer on death – TOD) – and how you can ensure your organization can benefit from staying ahead of this current asset allocation trend. 

PODCAST: THE REAL DEAL ON REAL ESTATE GIFTS

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

07.07.15

While most keep their assets in cash and stock, real estate – whether it be commercial property, a second home or land – is often an area of significant opportunity.

IN THIS PODCAST, Joe and Brian Sagrestano of Gift Planning Development, LLC discuss how you can use your planned giving program to land – no pun intended – large real estate gifts from your prospects and donors. If you’ve been looking for unexplored avenues to grow your planned giving program, look no further.


PODCAST: PLANNED GIVING AND SMALL BUSINESS

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

30.06.15

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.

 

 

 

PODCAST: HOW TO START A PLANNED GIVING PROGRAM

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

15.06.15

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.


PODCAST: THE END OF PLANNED GIVING?

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

09.06.15

Are we witnessing the twilight of Planned Giving as we know it? Perhaps. Joe’s new series of Podcasts featuring conversations with Brian Sagrestano of Gift Planning Development, LLC continues with a not-so morbid discussion that will change the way you see planned giving.

IN THIS PODCAST, they discuss the forces shaping the future of planned giving. From aging cohorts to changes in donor philosophy, this isn’t the end. It’s the beginning of a new age of planned giving. Learn how these changes can shape your current program and help you build a lasting PG agenda.


HONK TWICE IF YOU SPOT THE FUNDRAISING LESSON . . .

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

About three weeks ago, I spotted these two geese at the entrance of my office building.

jt_gooseEdit

They have been here ever since.  Day in and day out.  While I spent the past two weeks out on the road, these two geese have been here doing what it is they do.  Everyday.  Without complaint or fail.

After spending countless hours driving in the car, it occurred to me…these geese have a lesson for all of us.

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PODCAST: THE LEGACY CHALLENGE

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

22.05.15

We kick-off a new series of Podcasts featuring Joe’s conversations with Brian Sagrestano of Gift Planning Development, LLC. Brian specializes in helping charities develop integrated, donor-centered philanthropic planning programs, either from the ground up or with existing programs.

In this series of discussions, Brian will touch on a wide-range of philanthropic topics, from the current state of Planned Giving to specific techniques. He will explain how you can invigorate or grow your current programs.

IN THIS DEBUT PODCAST, Joe sits down with Brian to discuss a Planned Giving tool he calls The Legacy Challenge. Simple, yet powerful, he describes how the challenge works and how it has been used to impact a diverse group of organizations.

In this wide-ranging talk, Brian points to current, real-world examples of how The Legacy Challenge is transforming clients, increasing the amounts and volume of planned gifts and shattering organizational expectations.

GET UP, STAND UP: SIMPLE ACTS THAT INSPIRE

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

06.05.15

“Stay strong.  Stand up.  Have a voice.” – Shawn Johnson

Life is a series of meetings.  Meetings with colleagues.  Meetings with donors.  Meetings with family. Meetings with friends.  Meetings with friends of donors.  There are so many, we only remember the meetings that stand-out.  Literally.

How do YOU stand-out?

Make your next meeting memorable by STANDING.  By simply standing-up, you will make an impact on your meeting or presentation.

Here are four ways standing-up can help you make a lasting impression:

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3 STEPS TO BETTER PLANNED GIVING BOARD PRESENTATIONS

Posted by Joe Tumolo in Planned Giving | 0 comments

30.04.15

Screaming is not an option!

When it comes to Planned Giving, getting the attention of your Board Members can be one of your biggest challenges. It is an area of development that often takes a back-seat to more immediate concerns.  But, as you know, Planned Giving is vital to the future financial health of any organization.

Try a Board presentation.  I heard that groan!  Board presentations do not have to be bored presentations.  An INTERACTIVE DISCUSSION makes them fun and lively.

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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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