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Viewing posts from: November 2000

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.


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.

PODCAST: CHILL OUT, IT’S ONLY A COLD CALL

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

13.04.15

The cold call is a necessary part of the fundraisers toolkit. But that doesn’t mean it needs to be uncomfortable. There are ways to approach the prospective call that can make it both fruitful and rewarding.

IN THIS PODCAST, Joe sits down with Matt Hugg from ThinkNP.com to take the fear out of making that cold call. Proper research and preparation will have you primed and ready to warm up that next cold call.


PODCAST: HOW TO ASK FOR MONEY

Posted by Joe Tumolo in Fundraising, Interview, Podcast | 0 comments

07.04.15

Fundraising is not begging. Fundraising is helping people achieve a goal. If we approach it from that vantage point, asking for money becomes less about the ask and more about the donor.

IN THIS PODCAST, Joe turns the tables and interviews Matt Hugg from ThinkNP.com about the ways fundraisers can approach that most difficult of tasks: how to ask for money. Joe and Matt touch on the many ways fundraisers can approach the ask with less trepidation in ways that establish clear benefits to your organization and its donors. Go ahead, ask away! You will make the connection and both the donor and the organization reap the rewards.


PODCAST: WHY ASK “WHY?”

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

31.03.15

When asked about our jobs, family, hobbies and interests, we often respond with the“What.”. In his book “Start With Why,” Simon Sinek suggests that we begin where it all began, with the initial motivation.

IN THIS PODCAST, Matt Hugg sits down with Joe to find out the reasons we should use “Why?” during discussions with donors and prospects. Joe provides step-by-step examples that will open up a whole new world of possibilities for you and your fundraising program.

 

PODCAST: NEED AN “EMOTIONAL RESCUE?”

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

22.03.15

Are you approaching Planned Giving from a place where logic reigns? Are the various types of gift vehicles taking up a large part of the discussion. Perhaps your donor visits could use a little “emotional rescue.”

IN THIS PODCAST, Matt Hugg sits down with Joe to discuss emotion and how it plays into our work as fundraisers. Opening these lines of communication with our prospects can often give us a competitive advantage, which can lead to more robust donor relationships.

PODCAST: ANNUITY? WE GUARANTEE!

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

14.03.15

A charitable gift that pays the donor? Welcome to the scintillating world of CHARITABLE GIFT ANNUITIES. Don’t laugh. This is a fabulous tool to raise money and deliver a literal return on investment.

IN THIS PODCAST, Matt Hugg sits down with Joe to talk about the often misunderstood CHARITABLE GIFT ANNUITY. Joe will describe the ways to incorporate it into your Planned Giving approach with potential donors and more. There is plenty to get excited about in this Podcast, especially when it comes to making believers in your work happy. It is a way to fund the mission, while “paying back” your strongest supporters.

PODCAST: ENGAGING YOUR BIGGEST PLANNED GIVING ALLIES

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

02.03.15

An active, participatory Board is a vital piece of the Planned Giving puzzle. Getting your Board involved is the difference between a vital Planned Giving Program or one that is barely gaining traction. Unfortunately, one of our biggest allies is often on the sidelines during the creation and implementation of any Planned Giving effort. While it isn’t always easy, it is absolutely essential to engage these partners.

IN THIS PODCAST, Joe discusses simple ways you can inform, engage and involve your Board in order to build a stronger and more balanced Planned Giving Program.

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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