Charitable Chit Chat shows
September 2020 Show: Charitable Gift Annuities with Special Guest Tia Graham, PBS Foundation
July 2020 Show with Special Guest Dianne Belk, Juliette Gordon Low Society, Girl Scouts of the USA
September 2020 Show: Charitable Gift Annuities with Special Guest Tia Graham, PBS Foundation
Charitable Gift Annuities are a popular choice for nonprofit supporters who want income, stability and make a contribution to their favorite nonprofit. In this episode of Charitable Chit Chat with Cathy & Claire, Our friend Tia Graham of the PBS Foundation shares her insights and experience with Charitable Gift Annuities and the donors who love them. Chit Chat co-hostess Cathy Sheffield is also an expert on CGA's and together they answer the big questions about CGA's and what organizations need to know before embarking on a CGA program. Tia also gives us a preview of her CGP session!
August 2020 Show: Planned Giving Myth Blasters with Special Guests David Moses and Juan Ros.
July 2020 Show with Special Guest Dianne Belk, Juliette Gordon Low Society, Girl Scouts of the USA
September 2020 Show: Charitable Gift Annuities with Special Guest Tia Graham, PBS Foundation
There are a lot of myths about Planned Giving and they're preventing nonprofits from becoming successful. In this episode of Charitable Chit Chat with Cathy & Claire, we invite our friends and experts David Moses of the ADL and financial advisor Juan Ros to help us blast those myths. Some of the myths are "But you need to be an expert to help your donors make bequest and other planned gifts" and "Planned Giving with cannibalize major and other outright 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!
July 2020 Show with Special Guest Dianne Belk, Juliette Gordon Low Society, Girl Scouts of the USA
July 2020 Show with Special Guest Dianne Belk, Juliette Gordon Low Society, Girl Scouts of the USA
July 2020 Show with Special Guest Dianne Belk, Juliette Gordon Low Society, Girl Scouts of the USA
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In this conversation, Girl Scouts of the USA volunteer Dianne Belk shares how she went from planned giving donor to spearheading an effort to ask other Girl Scouts to include the nonprofit in their estate plans. In less than ten years, more than 4,000 Girl Scouts made a planned gift and joined the Juliette Gordon Low Society. Dianne shared her insights into peer to peer outreach, the simplicity of "the ask" and elevating the planned giving donor with "exquisite stewardship." As Girl Scouts themselves, Cathy & Claire thoroughly enjoyed this conversation!
July 2020 Show with Special Guest Jackie Franey, The Nature Conservancy
Special Guest Interview with Alex Brovey, Northwell Health Foundation (interview only)
July 2020 Show with Special Guest Dianne Belk, Juliette Gordon Low Society, Girl Scouts of the USA
In this episode of Charitable Chit Chat with Cathy & Claire, we meet Jackie Franey, Director of Gift Planning, The Nature Conservancy. As a highly experienced philanthropy professional, Jackie discusses the wide variety of non-cash assets which can be used to make charitable gifts. Jackie explains how "strategic curiosity" helps fundraisers engage donors in order to make their best gift possible. Jackie started her career on Wall Street and she shares insights gleaned from her long career in finance and fundraising.
June 2020 Show with Special Guest Alex Brovey, Northwell Health Foundation
Special Guest Interview with Alex Brovey, Northwell Health Foundation (interview only)
Special Guest Interview with Alex Brovey, Northwell Health Foundation (interview only)
In this episode of Charitable Chit Chat with Cathy & Claire, we meet Alexandra Brovey, J.D. Senior Director, Gift Planning, Northwell Health Foundation in metropolitan NYC. Alex shares her insights on healthcare philanthropy, the current interest in charitable planned gifts like bequests and charitable gift annuities. An attorney, she also talks about her transition from working in a law firm to becoming a planned giving professional at her alma mater, Penn State. An accomplished author, Alex offers advice for aspiring authors.
Special Guest Interview with Alex Brovey, Northwell Health Foundation (interview only)
Special Guest Interview with Alex Brovey, Northwell Health Foundation (interview only)
Special Guest Interview with Alex Brovey, Northwell Health Foundation (interview only)
In this episode of Charitable Chit Chat with Cathy & Claire, we meet Alexandra Brovey, J.D. Senior Director, Gift Planning, Northwell Health Foundation in metropolitan NYC. Alex shares her insights on healthcare philanthropy, the current interest in charitable planned gifts like bequests and charitable gift annuities. An attorney, she also talks about her transition from working in a law firm to becoming a planned giving professional at her alma mater, Penn State. An accomplished author, Alex offers advice for aspiring authors.
May 2020 Show with Special Guest Bill Strickland, California Community Foundation
Ask Cathy! Planned Giving Specialist Cathy Sheffield answers questions about gift acceptance policie
Special Guest Interview with Bill Strickland, California Community Foundation (interview only)
In our inaugural episode of Charitable Chit Chat with Cathy & Claire, philanthropy experts Cathy Sheffield and Claire Meyerhoff introduce you to their special guest, Bill Strickland, Planned Giving Officer with the California Community Foundation. Bill shares insights about a hot topic in philanthropy -- Donor Advised Funds. They also talk about the important role of professional advisors who help their clients with philanthropic strategies. This is the full episode including the Ask Cathy and Creative with Claire features. (59 minutes total)
Special Guest Interview with Bill Strickland, California Community Foundation (interview only)
Ask Cathy! Planned Giving Specialist Cathy Sheffield answers questions about gift acceptance policie
Special Guest Interview with Bill Strickland, California Community Foundation (interview only)
The May 2020 featured interview is with Bill Strickland, Planned Giving Officer with the California Community Foundation. Philanthropy experts Cathy Sheffield and Claire Meyerhoff lead a conversation ranging from Donor Advised Funds to CCF's Covid-19 response to working with professional advisors and Bill's early career as a professional singer and dancer. If you work in planned giving, you know everyone has an interesting background! This is just the featured interview with guest Bill Strickland. Thanks for listening. (39 minutes)
Ask Cathy! Planned Giving Specialist Cathy Sheffield answers questions about gift acceptance policie
Ask Cathy! Planned Giving Specialist Cathy Sheffield answers questions about gift acceptance policie
Ask Cathy! Planned Giving Specialist Cathy Sheffield answers questions about gift acceptance policie
Ask Cathy about...
Gift acceptance policies!
Does your nonprofit have or need gift acceptance policies? Learn more when planned giving expert Cathy Sheffield answers the big question "What are gift acceptance policies and why are they important?" She gets an assist from another expert, Bill Strickland, Planned Giving Officer with the California Community Foundation in Los Angeles. (11 minutes)
Creative w/Claire! Do you work for a teeny-tiny nonprofit? Yes, you CAN start a planned giving progr
Creative w/Claire! Do you work for a teeny-tiny nonprofit? Yes, you CAN start a planned giving progr
Ask Cathy! Planned Giving Specialist Cathy Sheffield answers questions about gift acceptance policie
If you work for a small nonprofit (or any nonprofit with a small budget!) you'll appreciate marketing specialist Claire Meyerhoff's ideas for planned giving outreach and communication. Get started with planned giving simply by putting some key information on your nonprofit's website. In this podcast, Claire talks you through it and if you need a little more help, send her an email and ask your questions. Claire@pgagency.com . Claire loves helping small nonprofits get started with planned giving!
Mentioned on the Show
Creative w/Claire! Do you work for a teeny-tiny nonprofit? Yes, you CAN start a planned giving progr
Mentioned on the Show
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Looking for a tip sheet, sample letter or other resource mentioned on the show? You can probably find it here!
Cathy & Claire
Creative w/Claire! Do you work for a teeny-tiny nonprofit? Yes, you CAN start a planned giving progr
Mentioned on the Show
Learn more about Cathy Reagan Sheffield and Claire Meyerhoff and find contact information and other links.