the Carolinas planned giving conference!
we love this Meeting!
In this episode of Charitable Chit Chat with Cathy & Claire, we feature one of the greatest conferences in the Wonderful World of Planned Giving: The Carolinas Planned Giving Conference! It's held each year at the Kanuga Conference Center in the beautiful mountains of North Carolina.
This year, Cathy & Claire have been invited to speak and are excited about hosting two sessions: the Kanuga Keyhote Panel about the Legacy IRA Act and a workshop on one of Cathy's specialities -- Charitable Conversations.
Cathy and Claire lead a lively and informative conversation with special guests Tamisha Keith and Dana Taylor, who are both involved in the planning of the 2023 conference.
Tamisha is Director of Gift Planning at North Carolina A&T in Greensboro, NC and Dana is Director of Planned Giving at the Medical University of South Carolina in Charleston, SC.
This Episode is now LIVE and you can listen here on CharitableChitChat.com or on Spotify, Apple Podcasts, iHeart Radio or your favorite podcast provider.
Welcome to Charitable Chit Chat with Cathy & Claire
We're going to Kanuga!
Welcome to Charitable Chit Chat with Cathy & Claire, the podcast for philanthropy professionals (especially our friends in the Wonderful World of Planned Giving!).
In our next episode, we highlight one of the greatest regional meetings for planned giving professionals. It's the Carolinas Planned Giving Conference in the mountains of North Carolina at the lovely Kanuga Conference Center. Cathy & Claire are thrilled to be presenting at this conference! They're hosting a panel about the IRA Legacy Act and also holding a workshop on charitable conversations.
Our next episode features two special guests representing North Carolina and South Carolina. They're Tamisha Keith of North Carolina A&T and Dana Taylor of the Medical College of South Carolina.
Stay tuned!
Welcome Back to Charitable Chit Chat with Cathy & Claire
Season Two is HERE!
Welcome back to Charitable Chit Chat with Cathy & Claire, the podast for philanthropy professionals (especially our friends in the Wonderful World of Planned Giving!).
Our Season Two Premiere features one of the biggest names in philanthropy, Doug White, author of numerous books on philanthropy and a leading voice in our field.
In our Season Premiere, Doug walks us through two very interesting cases of "Good Gifts Gone Bad," and our lively discussion centers on a key lesson for all fundraisers -- exquisite stewardship is truly the key to successful gift outcomes.
This Episode is now LIVE and you can listen here on CharitableChitChat.com or on Spotify, Apple Podcasts, iHeart Radio or your favorite podcast provider.
Season TWO Premiere: Good Gifts Gone Bad with Special Guest Doug White (Season 2, Episode 1)
Special Guest Cheryl Mott Smith, Loyola Marymount University, Los Angeles (Season 1, Episode 9)
Season TWO Premiere: Good Gifts Gone Bad with Special Guest Doug White (Season 2, Episode 1)
In this episode of Charitable Chit Chat with Cathy & Claire, we're joined by one of our favorite people in the Wonderful World of Planned Giving. Doug White is the nation's leading expert on Philanthropy and in this episode, Doug walks us through two cases of GOOD GIFTS GONE BAD. Yes, it needs to be capitalized! What happens when a donor is unhappy with a nonprofit's decisions regarding their charitable gift? It's not pretty. Hear about these stunning cases and the important fundraising lessons to be learned.
Special Guest Steve Clark, J.D. Virginia Tech (Season 1, Episode 10)
Special Guest Cheryl Mott Smith, Loyola Marymount University, Los Angeles (Season 1, Episode 9)
Season TWO Premiere: Good Gifts Gone Bad with Special Guest Doug White (Season 2, Episode 1)
In this episode of Charitable Chit Chat with Cathy & Claire, we welcome Steve Clark, Assistant Vice President for Gift Planning at Virginia Tech in Blacksburg, Virginia. In this conversation we chat about one of Cathy Sheffield's favorite topics -- the soft skills of fundraising and we focus on those all important questions a fundraiser can ask a donor to learn more about the donor's philanthropic intent. Whether you're new to planned giving or a longtime nonprofit fundraiser, this episode with Steve Clark is a must-listen!
Special Guest Cheryl Mott Smith, Loyola Marymount University, Los Angeles (Season 1, Episode 9)
Special Guest Cheryl Mott Smith, Loyola Marymount University, Los Angeles (Season 1, Episode 9)
Special Guest Cheryl Mott Smith, Loyola Marymount University, Los Angeles (Season 1, Episode 9)
In this episode, Cathy & Claire focus on higher education with special guest Cheryl Mott Smith, who was Executive Director of Gift Planning at Loyola Marymount University in Los Angeles when we recorded this ep. Cheryl is now Senior Director of Development at the New Mexico State University Foundation. Cheryl also shares her personal story, including what she learned about others -- and herself -- while working as a frontline fundraiser as she received treatment for cancer. We hope you enjoy this wonderful episode!
Dr. Russell James UNPLUGGED! (Season 1, Episode 8)
CGP Conference Preview: Meryl Cosentino Conf. Chair & Board Chair Kent Weimer (Season 1, Episode 7)
Special Guest Cheryl Mott Smith, Loyola Marymount University, Los Angeles (Season 1, Episode 9)
Unplugged! Welcome Dr. Russell James, the preeminent scholar who has done incredible research into many aspects of planned giving. Dr. James along with Charitable Chit Chat's Cathy R. Sheffield and Claire Meyerhoff, have an in-depth discussion about his research and also find out about his very interesting first job. The answer will likely surprise you! We hope you enjoy our conversation with Dr. James!
CGP Conference Preview: Meryl Cosentino Conf. Chair & Board Chair Kent Weimer (Season 1, Episode 7)
CGP Conference Preview: Meryl Cosentino Conf. Chair & Board Chair Kent Weimer (Season 1, Episode 7)
CGP Conference Preview: Meryl Cosentino Conf. Chair & Board Chair Kent Weimer (Season 1, Episode 7)
Listen as Meryl and Kent preview the 2020 CGP Conference, share their enthusiasm and offer some behind-the-scenes insights into the first ever virtual CGP Conference. Meryl is this year's Conference Chair and Kent is the current Board Chair of the National Association of Charitable Gift Planners. This is a must-listen for everyone in the wonderful world of planned giving! Thank you, Meryl and Kent!
Charitable Gift Annuities with Special Guest Tia Graham, J.D., PBS Foundation (Season 1, Episode 6)
CGP Conference Preview: Meryl Cosentino Conf. Chair & Board Chair Kent Weimer (Season 1, Episode 7)
CGP Conference Preview: Meryl Cosentino Conf. Chair & Board Chair Kent Weimer (Season 1, Episode 7)
Charitable Gift Annuities (CGA) are a popular philanthropic choice for nonprofit supporters who would like income as they make their gift.Our special guest Tia Graham and Charitable Chit Chat's own Cathy Sheffield share their experience and insights around they why's and how's of Charitable Gift Annuities. Tia also gives us a preview of her 2020 CGP National session. Tia, thank you for being on our show!
Mythblasters! David Moses of the ADL and financial expert Juan Ros (Season 1, Episode 5)
Mythblasters! David Moses of the ADL and financial expert Juan Ros (Season 1, Episode 5)
Mythblasters! David Moses of the ADL and financial expert Juan Ros (Season 1, Episode 5)
There are many myths about Planned Giving preventing nonprofits from becoming successful. In this episode of Charitable Chit Chat with Cathy & Claire, we invite experts David Moses of the ADL and financial advisor Juan Ros to help us blast those myths like "But you need to be an expert to help your donors make bequest and other planned gifts." If your nonprofit staff is making excuses about why NOT to focus on planned giving, this is a great episode to share with them!
charitable chit chat with Cathy Sheffield & Claire Meyerhoff
We're more than a podcast. We're your friends in planned giving. We're Charitable Chit Chat with Cathy & Claire.
Charitable Chit Chat is a radio magazine-style podcast by and about philanthropy professionals. It's hosted by planned giving and philanthropy expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff. Together, they introduce you to the nicest and smartest people in planned giving and share useful information to help you as you help your nonprofit organization. We love your feedback, questions and show topic and guest recommendations. Just look for us on LinkedIn. Cathy Sheffield & Claire Meyerhoff. Thanks for listening!
Welcome to Charitable Chit Chat with Cathy & Claire
Are you a planned giving person?
Are you a busy fundraiser who wants to help your nonprofit raise money "beyond the checkbook" with bequests, IRA gifts, donor advised funds and other charitable planned gifts? Learn more about planned giving with Charitable Chit Chat. If you're a planned giving pro who misses your colleagues, you can with old friends or meet new ones by listening to our special guest interviews. Cathy & Claire promise to bring you the most interesting guests and topics from the wonderful world of planned giving.
Meet our special guests.
We introduce you to our friends in planned giving who share their experience, knowledge and stories. Guests include philanthropy professionals from all types of nonprofit organizations. Stay tuned!
We'll bring you news, too.
When something happens that affects nonprofit development professionals like you, Charitable Chit Chat will let you know. You can follow us on LinkedIn, Facebook, Twitter and visit our news page to keep up.