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PODCAST: AT THE INTERSECTION OF ETHICS AND FUNDRAISING

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

davidToll2 (1)There is a “bottom line” nature to fundraising that can sometimes place many practitioners in some ethically murky waters.

IN THIS PODCAST, Joe sits down with David J. Toll, JD, Senior Associate Vice President Gift Planning, Institutional Advancement at Drexel University, for a discussion on the intersection of ethics and fundraising. Does the age and faculty of a donor matter when closing a gift? Are there times when you should turn down a bequest? With decades of experience and an ease of explanation, Toll helps us navigate these fundraising grey areas, ensuring your planned giving efforts are always on the up-and-up.

 

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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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