We encourage fundraisers to see philanthropy from two distinct levels, “below-the-line” and “above the line.” The “HOW” of making a Planned Gift, or the “nuts and bolts” of giving is below-the-line details. Tax planning, financial planning tools and the Planned Gift options should be handled by professional advisors. Above-the-line covers the “WHY.” These are the reasons our prospects seek to make a donation such as creating a meaningful legacy or setting the values they want to pass on to their children.
IN THIS PODCAST, Joe discusses these two types of conversations and gives fundraisers great tips on how they can have more meaningful discussions with their donors.
“However you’re mobilizing resources, if you’re doing it with lots of authenticity and a transformational mindset, not the kind of ‘old-school’ sales mindset where it’s just about the goals and the numbers then it should be invigorating, exciting and you should be growing as a human being as well.”
This is the center of Jennifer McCrea’s vision. It will not only enrich your work connections, but the communities in which you live. McCrea is a Senior Research Fellow at the Hauser Institute for Civil Society at Harvard University, speaker and educator. She is a pioneer in encouraging Boards, non-profit leaders and philanthropists towards “thinking more creatively and collaboratively about ways in which to align strategic direction and resources to address some of the most profound needs on the planet.”
Joe spoke to McCrea about her beginnings as a young fundraiser. She explains how we can remove the obstacles that prevent us from achieving real connection. How we can break free of the “transactional” mindset into one that is more “transformational,” and how this “transformational” approach informs, and enriches, the generosity network.
Joe recently joined Iris Creative’s Beth Brodovsky on her podcast series Driving Participation for a wide-ranging discussion focusing on steps organizations can take to simplify and grow their Planned Giving programs.
Find out how to:
Communicate with donors about interest in Planned Giving
Explain the benefits of Planned Giving to a donor
Work really well in attracting people to programs
Ensure that a person who decides on Planned Giving still believes it’s a good decision when the money comes due
Go about starting a new Planned Giving Program?
Launch a “Legacy Society Membership Drive,” and why is it so successful
Make Planned Giving a team sport
A full transcript of the discussion with additional resources can be found HERE.
To explore other episodes of Iris Creative’s terrific podcast series, Driving Participation, click HERE. Episodes of the podcast can also be found on iTunes.
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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