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.
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.
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!
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!
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!
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 (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!
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!
Doug White, philanthropy expert and author on Good Gifts Gone Bad
Steve Clark, Virginia Tech on the soft skills of fundraising
Cheryl Mott Smith, Loyola Marymount, Los Angeles on Empathy
Dr. Russell James -- UNPLUGGED!
Meryl Cosentino and Kent Weimer preview CGP 2020
Tia Graham, PBS Foundation discussing Charitable Gift Annuities
David Moses, ADL and Juan Ros help us blast Planned Giving myths
Dianne Belk, Girl Scouts of the USA on exquisite legacy stewardship
Jackie Franey, Nature Conservancy and gifts of non-cash assets
Alex Brovey, Northwell Health on philanthropy during Covid-19
Bill Strickland, California Community Foundation discusses philanthropy in Los Angeles
Cathy Sheffield of ThinkGiving on gift acceptance policies
Claire Meyerhoff with creative marketing strategies
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!
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.
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!
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.