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Viewing posts from: November 2000

PODCAST: MIND THE G.A.P
(Part 1 of 4 with Laura Solomon, Esq.)

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

This week: Joe sits down with noted lawyer, Laura Solomon, Esq. Solomon and her team at Laura Solomon and Associates work exclusively with not-for-profits, providing legal advice throughout the complete lifecycle of a nonprofit — from formation through merger or dissolutions — while providing much-needed legal support for day to day operations. Their clients engage them for their expertise in tax and corporate matters, charitable trusts, real estate, and finance.

In the FIRST of their FOUR part discussion, Joe and Laura talk about the often neglected – yet vital – tool known as an organizational gift acceptance plan (GAP). Informative, and chock full of real world information, this podcast series is a must for anyone working in development today.

PODCAST: PLANNED GIVING AND THE CHURCH, PART 2

Posted by Joe Tumolo in Fundraising, Podcast | 0 comments

28.10.15

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!

PODCAST: JAY CHERNEY AND THE “PSYCHOLOGY OF MONEY”

Posted by Joe Tumolo in Fundraising, Podcast | 0 comments

22.10.15

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.

 

PODCAST: PLANNED GIVING AND THE CHURCH

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

14.10.15

What can churches do to be better prepared to accept and solicit planned gifts?

In this podcast, Joe sits down with Randy Nyce, an Everence Charitable Services Representative with Mennonite Foundation, for a wide ranging discussion geared towards answering this – and other church-related – giving issues. They touch on concepts of “need v. vision,” pastoral care, endowment policies, transformational gifts, how to gift plan and more.

US vs THEM: HOW YOU SPEAK TO DONORS MATTERS

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

14.08.15

IN THIS PODCAST, Joe and Matt talk language. What you say is just as important as how you say it. It’s a we thing, you understand. So stop talking and listen – it’ll do your program some good.

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: OVERCOMING OBJECTIONS

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

28.07.15

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. 

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: “YOU’RE GIVING AWAY MY INHERITANCE”

Posted by Joe Tumolo in Fundraising, Podcast | 0 comments

14.07.15

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.

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.


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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