Around with Randall

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Listen to the weekly podcast “Around with Randall” as he discusses, in just a few minutes, a topic surrounding non-profit philanthropy. Included each week are tactical suggestions listeners can use immediately to make their non-profit, and their job activities, more effective. Email Randall with a topic for a show: podcast@hallettphilanthropy.com Email Randall with a thought regarding specific a show: reeks@hallettphilanthropy.com

Hallett Philanthropy


    • Apr 29, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 23m AVG DURATION
    • 245 EPISODES


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    Latest episodes from Around with Randall

    Episode 227: The Psychology of Timing - When to Make the Ask and How to Know

    Play Episode Listen Later Apr 29, 2025 22:50


    1. Timing is everything — especially when it comes to making a major gift ask. In this episode, Randall explores the psychology behind donor readiness, uncovering the emotional and strategic signals that reveal the right moment to solicit transformational gifts. Learn the four critical feelings every donor must experience and the key questions to evaluate before making your move. If you want to master the art of asking at the perfect time, this episode is a must-listen.

    Episode 226: Ethical Considerations in Donor Influence and Recognition

    Play Episode Listen Later Apr 22, 2025 25:50


    In this episode, we check into the often-overlooked ethical complexities of donor recognition. Randall explores how poorly managed recognition can lead to mission drift, disproportionate acknowledgments, access inequities, problematic associations, and excessive donor involvement. With high-level donors becoming more sophisticated and competitive, nonprofits must be clear and intentional about how recognition aligns with values and long-term strategy. A thoughtful, transparent practice grounded in ethics is essential for sustainable fundraising and donor trust.

    Episode 225: Creating a Systematic Feedback Loop with Donors – Post Gift

    Play Episode Listen Later Apr 15, 2025 24:14


    Building strong donor relationships goes beyond just securing gifts—it's about creating a meaningful feedback loop that fosters deeper, lasting connections. By listening to donors' perspectives, nonprofits can identify pain points, refine processes, and show that their voices matter. Randall also explores how this approach leads to better retention, upgraded gifts, and risk mitigation, all while building a culture of trust and genuine relationship-building.

    Episode 224: Defining Strategy for a Board - The Key to Ownership and Meeting Community Need

    Play Episode Listen Later Apr 8, 2025 21:30


    What does it really mean for a board to be strategic—and why does it matter? In this episode, Randall breaks down how defining strategy is the key to unlocking true board ownership and aligning long-term impact with community needs. It's not about documents or retreats—it's about thinking ahead, asking better questions, and creating a shared vision that reshapes roles, meetings, and expectations. If your board is stuck in neutral, this might be the starting point you didn't realize you needed.

    Special Edition 18: The Great Philanthropists - Steve and Connie Ballmer

    Play Episode Listen Later Apr 1, 2025 19:03


    What can we learn from some of the world's most influential philanthropists? In this episode of Around with Randall, we explore the giving philosophy of Steve and Connie Ballmer—how their approach to philanthropy started at the kitchen table and evolved into a multi-billion-dollar effort to drive economic mobility. Discover how data, trust-based giving, and a deep commitment to impact shape their work, and what nonprofit leaders can take away to strengthen their own fundraising efforts.

    Episode 223: Who Actually "Owns" a Non-profit and Why is that Really Important?

    Play Episode Listen Later Mar 25, 2025 29:02


    Who really owns a nonprofit? Unlike for-profit businesses with clear ownership, nonprofits are technically owned by no one—but that doesn't mean responsibility is absent. In reality, the community is the true owner, and the board of directors serves as its steward. But what happens when boards become passive? CEOs can gain too much control, leading to governance failures, weakened oversight, and long-term risks for the organization. What makes this shift happen? What are the consequences? And—most importantly—how do you restore strong nonprofit governance? Find out more here.

    Episode 222: The Data Driven Rationale for Physicians as ACTIVE Referral Agents, Faculty, Boards

    Play Episode Listen Later Mar 18, 2025 20:59


    Physicians play a critical role in philanthropy, particularly in health care, as trusted referral agents for grateful patient giving. This episode explores why physician engagement is essential and how their involvement leads to significantly larger gifts. While doctors shouldn't be asking for donations directly, they can recognize moments of gratitude, engage meaningfully, and transition relationships to development teams. The broader nonprofit sector can apply this approach by leveraging board members, executives, or faculty as trusted connectors. In a shifting philanthropic landscape, where fewer donors are giving but at higher amounts, mastering these relationships is vital for long-term fundraising success.

    Episode 221: How to Better Deal with Donor Advised Funds - Acquisition, Communication, and Retention

    Play Episode Listen Later Mar 11, 2025 24:10


    Donor-advised funds (DAFs) are growing rapidly, presenting both challenges and opportunities for nonprofits. While they offer donors tax advantages, investment growth, and simplified giving, they also create barriers between nonprofits and the donors themselves. To effectively engage with DAF donors, nonprofits must proactively promote DAF giving options, retrain gift officers to discuss them, and build relationships with financial advisors and community foundations. By embracing DAFs and integrating them into fundraising strategies, organizations can strengthen donor relationships and unlock new philanthropic potential. The key is adapting to this shifting landscape rather than resisting it.

    Episode 220: Up-skilling and Why it is Important to You

    Play Episode Listen Later Mar 4, 2025 24:00


    This episode of Around with Randall explores the concept of upskilling, inspired by Amazon's billion-dollar investment in workforce development. Randall discusses how acquiring new skills enhances career growth, job security, and personal satisfaction, particularly in the evolving nonprofit sector. He highlights practical ways to upskill—such as online courses, mentorship, and learning new software—while emphasizing the importance of data analytics and cybersecurity knowledge. By continuously improving, nonprofit professionals can increase their value to their organizations and adapt to an ever-changing landscape.

    Episode 219: Screening in Philanthropy: Yesterday, Today and Tomorrow, And the Need for Embracing AI

    Play Episode Listen Later Feb 25, 2025 25:30


    Wealth screening has long been a staple of donor identification, but the future lies beyond wealth—it's about connection and inclination. Let's explore the evolution of screening, from manual processes to internet-driven data aggregation, and now the rise of artificial intelligence. AI is shifting the focus from static wealth indicators to behavioral patterns, predicting not just who can give but who is most likely to engage. This transformation presents opportunities for deeper donor relationships, it also raises challenges in adoption, ethics, and the role of gift officers. As AI continues to refine donor strategies, organizations that embrace the change will be better positioned to thrive in the next era of philanthropy.

    Episode 218: How Emotions/Life Perspective of Others Affect You: How to Deal with Negative People

    Play Episode Listen Later Feb 18, 2025 25:55


    In this week's episode of Around with Randall, we discuss the impact of positive and negative influences in our personal and professional lives, especially in the nonprofit sector. What is the science of emotional contagion, how others' emotions affect our well-being and productivity, and the importance of surrounding ourselves with positive individuals? We end with some practical advice for evaluating potential hires based on their emotional impact, highlighting the value of creating a supportive, uplifting environment for personal and organizational success.

    Episode 217: Endowing Positions Outside of Higher Education - Strategic priority but terribly underused

    Play Episode Listen Later Feb 11, 2025 26:50


    In this week's episode, we focus on the importance of endowing positions, particularly outside higher education, to create financial stability and attract top talent to nonprofits. Look at universities that have successfully endowed faculty chairs. How much could those endowments help nonprofits manage rising costs and ensure critical roles are funded? The goal is to help nonprofits adopt this model, enabling long-term sustainability and greater impact in their communities.

    Episode 216: To Automate and/or Individualize Stewardship - Maximum Output with Outside Assistance

    Play Episode Listen Later Feb 4, 2025 27:48


    Balancing personalization and automation in donor stewardship is a challenge every nonprofit faces. In this episode, Randall dives into the critical question of how to effectively engage donors at all levels—ensuring major donors feel valued while nurturing smaller donors with potential. He explores practical tactics for segmenting, automating, and personalizing stewardship efforts, from data-driven donor screening to leveraging volunteers for thank-you calls. The key takeaway? Thoughtful stewardship isn't just about efficiency—it's about strategically building relationships that elevate giving over time.

    Episode 215: The Cornerstone of Fundraising - TRUST How to get and keep it with Prospects and Donors

    Play Episode Listen Later Jan 28, 2025 26:26


    In the world of philanthropy, trust is the backbone of any successful donor relationship. A recent lawsuit against the Red Cross, over their handling of restricted donations for Haiti, highlights how crucial this element is. Donors feel their contributions weren't used as promised, and that breach of trust could lead to a class action lawsuit. This situation underscores the importance of building genuine, transparent, and lasting relationships with donors, a theme central to philanthropy but often overlooked in discussions about fundraising strategy.

    Episode 214: Institutionalist vs. Change - How to Keep the Basic Core of who you are While Embracing Change

    Play Episode Listen Later Jan 21, 2025 25:44


    This episode of Around with Randall explores the balance between preserving core institutional values and embracing necessary change in the nonprofit sector. While institutions serve as the foundation of trust, mission, and community impact, stagnation leads to decline. Drawing from historical figures like Martin Luther King Jr. and Franklin Roosevelt, illustrates how institutions can evolve through strategic process changes without compromising their core missions. As a BONUS, explore a roadmap for nonprofits, focusing on identifying sacred values, engaging stakeholders, incremental change, and consistent communication to ensure long-term growth and sustainability.

    Episode 213: Your Nonprofit is Directly Affected by a Natural Disaster - What Should You Do?

    Play Episode Listen Later Jan 14, 2025 25:30


    In times of disaster, nonprofits face unique challenges, especially when they're directly serving within the disaster zone. Today, we highlight the importance of preparedness, including having a clear plan for data access and communication, and the need to prioritize core functions like payroll and outreach. Effective disaster response involves not just immediate action, but also long-term strategies such as engaging disconnected donors, utilizing crowdfunding, and collaborating with other organizations to rebuild and maintain operations.

    Episode 212: Comparing Philanthropy to Sales – Similarities, Difference and Learned Lessons

    Play Episode Listen Later Jan 7, 2025 27:22


    In this episode, we'll unpack why building donor relationships is a bit like buying a car—except instead of haggling over prices, you're building trust and listening to what your donors actually want. We talk about the art of prospecting (it's not just for salespeople, promise), handling objections (like “I don't know if I want to give this year”), and stewardship (because who doesn't love a thank-you call?). Buckle up for a ride through the wild world of philanthropy and learn how to turn your donors into lifelong fans, minus the high-pressure sales pitch!

    Episode 211: Looking into the Future - Philanthropy Predictions for 2025

    Play Episode Listen Later Dec 29, 2024 22:53


    It's that special time of year on Around with Randall, when Randall sets his predictions for 2025! This year highlights three key areas: the economy, giving trends, and the nonprofit industry's trajectory. He also discusses the potential impact of tax policy changes, the growing prominence of planned giving, and the challenges posed by a "K-shaped" economic recovery. With fewer donors contributing larger gifts, and increased emphasis on addressing basic needs like food and housing, nonprofits face a dynamic and competitive landscape. And a bonus: strategic insights to help organizations prepare for these shifts and thrive in the year ahead.

    Special Edition 17: The Holiday Nonprofit Team | Staff, consultants, leadership, donors – Holiday Style

    Play Episode Listen Later Dec 22, 2024 12:10


    In this festive episode of Around with Randall, we imagine the perfect holiday nonprofit team. Santa stars as the visionary CEO (because who else could handle that job?), Rudolph beams his way through major gift asks, and the Grinch—shocker!—steals bad ideas as the perfect change manager. Frosty keeps his cool under pressure at events, while Mrs. Claus proves she's the real COO running the show. With holiday cheer, Randall shows how nonprofits can sleigh their way to success.

    Episode 210: Reviewing Philanthropy Predictions Made in Dec 2023 for 2024. Is 80% correct possible?

    Play Episode Listen Later Dec 17, 2024 24:42


    Episode 209: Creating and Using and Advisory Group to Benefit the Nonprofit and the Volunteers

    Play Episode Listen Later Dec 10, 2024 40:33


    In this episode, we highlight the power of advisory groups in enhancing nonprofit outcomes and fostering community connections. These groups bring expertise, credibility, and fresh ideas while offering volunteers meaningful engagement. Success requires clear roles, listening to advice, and recognizing contributions. Done right, advisory groups can elevate both mission impact and community support.

    Episode 208: The Critical 10 Seconds of Moves Management-Qualification to Cultivation - What to Do

    Play Episode Listen Later Dec 3, 2024 20:05


    Episode 207: Thanksgiving for Trust and Faith - Realizing your Impact on Others

    Play Episode Listen Later Nov 26, 2024 17:14


    This Thanksgiving episode we sit down at the family table to discuss the transformative power of gratitude in our lives. Randall reflects on the top reasons for gratitude, from health and supportive relationships to personal growth, freedom, and a sense of purpose. He shares heartfelt insights about the profound trust and faith others have placed in him— personally and professionally. Randall invites listeners to reflect on the people and experiences that bring meaning to their lives, encouraging gratitude not just for the destination, but for the journey and those who walk it with us.

    Episode 206: Kenny Rogers Was Right - Hold Them or Fold Them - Should you make that year-end ask?

    Play Episode Listen Later Nov 19, 2024 21:50


    Don't want to be the gambler with that year-end ask? We get it. You have to know when to hold 'em and know when to fold 'em in your push for year-end major gifts. Make the ask or wait for the right moment to ensure transformative impact. Great fundraising isn't about the nonprofit's calendar—it's about the donor's timing, passion, and connection. Whether it's a December 31 gift or a future commitment, “every hand's a winner” when you prioritize your donors' needs and goals.

    Episode 205 - Partnering with the Easy Referral Agents or the Correct Referral Agents

    Play Episode Listen Later Nov 12, 2024 22:41


    In this week's episode, we look at the importance of leveraging referrals from board members, clinicians, and data to maximize major gift fundraising efforts. Learn how referrals significantly increase the likelihood of donor engagement and gift size, with studies highlighting how connections from trusted sources like board members and physicians improve fundraising success. Finally, we answer the question: What are the strategic approaches can you use today to select the right referral sources?

    Episode 204: Changing the Emphasis of Moves Management Meetings - Putting Passion First

    Play Episode Listen Later Nov 5, 2024 22:10


    This week on Around with Randall, we share invaluable advice for younger nonprofit professionals. What is the importance of staying observant and proactive, keeping your heads down and ears open to understand the dynamics of a workplace? We'll also bring key recommendations, how to strategically take chances, and prioritize skill development over career advancement. Integrity, mentorship, and continuous learning are essential for long-term success in the nonprofit sector.

    Episode 203: What I Would Tell My Younger Self About Professional Success - And How to Get There

    Play Episode Listen Later Oct 29, 2024 27:47


    This week on Around with Randall, we share invaluable advice for younger nonprofit professionals. What is the importance of staying observant and proactive, keeping your heads down and ears open to understand the dynamics of a workplace? We'll also bring key recommendations, how to strategically take chances, and prioritize skill development over career advancement. Integrity, mentorship, and continuous learning are essential for long-term success in the nonprofit sector.

    Special Edition 16: The Great Philanthropists - Joel Fleishman - Professionalizing Philanthropy into an Industry

    Play Episode Listen Later Oct 22, 2024 13:07


    Joel Fleischman, though not widely known, profoundly shaped modern philanthropy by professionalizing the field and championing transparency and accountability. His work at Duke University and his book, A Great American Secret foresaw the growing influence of fewer major donors and the need for foundations to be held accountable for their impact. Fleischman's legacy continues to influence how we approach giving and measure the effectiveness of philanthropic efforts today.

    Episode 202: Case Statements - And not Just for the Formal Large Campaigns

    Play Episode Listen Later Oct 15, 2024


    Today on Around with Randall, Randall Hallett explores the importance of developing concise, two- to three-page case statements for nonprofits, moving beyond traditional multi-page documents typically used in large campaigns. These shorter statements foster organizational alignment by clarifying needs and facilitating conversations between departments and leadership, ultimately enhancing donor engagement. By focusing on measurable outcomes and balancing emotional stories with data, nonprofits can create impactful mini-campaigns that resonate with potential donors.

    Episode 201: The Connection Between Hope & Philanthropy - Finding, Identifying, & Creating it-Personally & Organizationally

    Play Episode Listen Later Oct 8, 2024 25:23


    In this edition of Around with Randall, we examine the role hope plays in philanthropy and our communities. How does hope motivate action and foster resilience, especially in challenging times? Looking at historic examples, we see that hope is not merely an emotion, but a powerful catalyst for positive change, encouraging us to engage and uplift those around us in our quest to make the world a better place.

    Guest Synopsis | Vibrant Vulnerability: Mastering Philanthropy for Today and Tomorrow's Healthcare CEOs

    Play Episode Listen Later Oct 5, 2024 33:43


    In this special edition podcast, we bring a guest synopsis of Vibrant Vulnerability: Mastering Philanthropy for Today and Tomorrow's Healthcare CEOs generated by AI.

    Episode 200: Onboarding at a High Level - Bringing on new employees the right way (or being that new employee)

    Play Episode Listen Later Oct 1, 2024 26:27


    New employees, whether hiring or being one yourself, can be hard. In this episode, we delve into onboarding new employees, particularly within philanthropic organizations. What are the challenges? What does a thoughtful onboarding process (that extends beyond the basics like benefits, bathroom locations and parking information) look like?A well-executed onboarding leads to stronger team integration, reduced confusion, and faster productivity—key factors in retaining top talent.Plus, bonus insights! – How to create a welcoming environment that aligns with an employee's professional goals, helping them feel valued from day one.

    Episode 199: What to Ask for in a Solicitation - Cost and General Requests Can't Compare to Impact

    Play Episode Listen Later Sep 24, 2024 24:03


    In this episode of Around with Randall, we explore a recent study on the best ways to ask for donations. We'll chop up how the study reveals that donors respond most to requests framed around specific outcomes, such as the number of people their gift will help. At the end of the day, nonprofits need to rethink their fundraising strategies to maximize donor engagement and support.

    Episode 198: Accepting Innovation - The Change That Will Help Both Nonprofits and its Professionals

    Play Episode Listen Later Sep 17, 2024 24:03


    In this episode of Around with Randall, Randall explores the importance of embracing innovation in nonprofits and drawing parallels to Ignaz Semmelweis's groundbreaking but initially rejected handwashing practice. Emphasizing that overcoming barriers to change—such as discomfort, fear, and resource constraints—is essential for organizational growth. Fostering internal talent, reinterpreting rejections as ‘not yet,' and accepting small failures as part of the innovation process, allows nonprofits to better navigate the evolving landscape and enhance their impact.

    Episode 197: Selecting Board Members - The Correct Ones in the Correct Timeframe

    Play Episode Listen Later Sep 10, 2024 24:56


    Episode 196: The Journey of Philanthropy - And That Enormous Gift Alone Not Being the Holy Grail

    Play Episode Listen Later Sep 3, 2024 24:00


    This week Randall explores the shift from transactional to transformational gifts in philanthropy and the importance of building deeper, long-term donor relationships. He examines focusing on a donor's lifetime value, involving volunteer boards for engagement efforts, and learning from unsuccessful asks. And a reminder to appreciate the journey of giving, celebrating small victories and the meaningful impact philanthropy has on individuals and communities.

    Episode 195: Corporate Giving Trends | By Looking Back, the Future is More Clear

    Play Episode Listen Later Aug 27, 2024 20:31


    In this week's episode of Around with Randall, our host reflects on an experience at a Giving Institute conference, and a discussion about corporate philanthropy. Randall leans in on the importance of understanding the history and evolution of corporate giving. Especially noting the shift from individual-driven philanthropy to employee engagement and community impact. We are also reminded that philanthropy is not just about money, but about making a meaningful difference.

    Episode 194: That Dreaded Evaluation: Why it is Hard and What to do to Make it Better

    Play Episode Listen Later Aug 20, 2024 22:15


    Evaluations can be challenging. They're judgmental in nature and often ineffective. This week Randall emphasizes the importance of understanding organizational culture and using evaluations as a professional development tool rather than a mere judgment. We also talk about why leaders should avoid surprises and ensure evaluations are consistent with ongoing feedback, while employees should see evaluations as an opportunity for growth. The goal is to make the evaluation process less stressful and more constructive for everyone involved.

    Episode 193: Aesop was Right 2500 Years Ago – Why I Tell so Many Stories

    Play Episode Listen Later Aug 13, 2024 21:55


    Stories create connections by sharing personal experiences and vulnerabilities, helping others see their own paths through self-discovery. They are more memorable and engaging than mere lessons, as they evoke emotions and foster empathy. Effective storytelling should include personal failures, be relevant, concise, and provide a clear summary to ensure impact. Ultimately, storytelling builds trust and rapport, which are crucial for meaningful relationships in both personal and professional settings.

    Episode 192: Pet the Cat Backwards - Those Feline Like Special Events

    Play Episode Listen Later Aug 6, 2024 23:09


    Today we dig into a controversial topic - special events in nonprofit fundraising. The inefficiency and resource drain these events cause, taking away focus from building individual relationships. Perhaps partnering internally and externally to reduce staff involvement in events and using data to advocate for more effective fundraising strategies is the key. Where is the appropriate balance between strategic, relationship-based fundraising and event-centric efforts?

    Episode 191: Collaboration – Important, Underutilized, and Needed for Success

    Play Episode Listen Later Jul 30, 2024 23:17


    In this edition of Around with Randall, we focus on collaboration. From the moon landing to scientific discoveries, all rely on a collective effort rather than individual achievement. We will also address the benefits and challenges of collaboration, stressing the importance of clear roles, effective communication, and trust to overcome obstacles and achieve shared goals.

    Episode 190: The Decreasing Tenure of a Nonprofit CEO - Why and How Philanthropy Offices Should Help

    Play Episode Listen Later Jul 23, 2024 21:46


    This week, we put nonprofit CEOs on a slide, power up the philanthropic microscope and examine the alarming trends of burnout and high turnover rates among our nonprofit leaders. We also talk about the importance of effective board engagement, community interaction, and strategic planning in bolstering CEO tenure and organizational stability.

    Episode 189: Summertime (or Wintertime) Connection with Away Donors - Staying in Contact, Deeping Relations

    Play Episode Listen Later Jul 16, 2024 22:56


    In this episode of "Around with Randall," we discuss the challenges nonprofits face in maintaining donor relationships during the summer when donors are often away. We look at the importance of staying engaged through virtual events, personalized communications, and leveraging data to justify travel expenses for face-to-face interactions, with the ultimate goal of maintaining and deepening donor connections.

    Episode 188: The Six-Month Halfway Uplift - How to Have a Great Holidays by Planning NOW

    Play Episode Listen Later Jul 9, 2024 21:14


    Congratulations! You made it to July. Now, let's look at how to maximize our efforts in the next six months, whether you follow a calendar or fiscal year. The key? Plan and focus on building strong relationships with your top prospects. Prioritize your efforts, set detailed plans, and establish good daily habits. Additionally, maintaining a balanced personal life is crucial for professional success. Let's prepare to make the next six months productive and impactful.

    Episode 187 - The Giving USA Report for 2023 - Highlights and Important Take Aways

    Play Episode Listen Later Jul 2, 2024 20:40


    At long last, Giving USA released its philanthropic giving data for 2023. Today, we eagerly dive into the numbers and more importantly, what they mean for non-profits and those who work in support of their missions. Philanthropic giving in the United States reached approximately $557 billion- an increase in pure dollars, but how does that stack up when adjusted for inflation? Uncover what the numbers really mean in this special episode of Around with Randall.

    Episode 187: Dealing with Difficult Donors - From Appropriate Involvement to Saying Goodbye

    Play Episode Listen Later Jun 25, 2024 21:14


    In the latest episode of Around with Randall, we delve into the issue of when it's necessary for nonprofits to part ways with certain donors. The delicate balance between financial necessity and maintaining organizational integrity. Hallett provides actionable insights on identifying problematic donor relationships and implementing strategies to uphold the nonprofit's mission and values, ensuring that leadership prioritizes ethical stewardship and staff well-being.

    Episode 185: Celebrating Small Wins - Starting with this Being Podcast 200!

    Play Episode Listen Later Jun 18, 2024 26:10


    Episode 200! Today, we reflect on the significance of celebrating small wins, emphasizing their role in fostering motivation, confidence, momentum, positivity, learning, and team spirit. We look at various ways to celebrate achievements, from sharing with others to setting new goals. Finally, we will examine the value of recognizing and cherishing each step in the journey toward success.

    Episode 184: Non Compete Agreements for Nonprofit Professionals | Signs of Coming Issues

    Play Episode Listen Later Jun 11, 2024 24:06


    Today we discuss the issue of non-compete agreements in the nonprofit sector, their impact on employees. What is behind the rise in non-compete agreements? What are the positives and negatives of non-competes and why is important to understand the implications of non-competes and making informed decisions to safeguard your career.

    Episode 183: The Importance of Trusting Prospect Management Team: Your Partner, Believe it or not

    Play Episode Listen Later Jun 4, 2024 23:01


    Today's episode looks at the relationship between prospect management teams and gift officers. Why are their head winds and how to effectively compare and challenge the status quo. How to remove the implied hierarchy between the two positions to bring success to the entire team and more, the organization's mission.

    Episode 182: The Questions in Relationship Development | Stewarding for the Future (Part 5 of 5)

    Play Episode Listen Later May 28, 2024 24:00


    The fifth and final section in the relationship development series will dive into stewardship. How do you track your stewardship efforts, what levels of engagement are appropriate and what are the tactics you can start using today?

    Episode 181: The Questions in Relationship Development - When Soliciting and Closing Gifts (4 of 5)

    Play Episode Listen Later May 21, 2024 23:56


    The fourth in a five-part special series in relationship development, we look at soliciting and closing gifts. Be it annual giving or a major gift, plan gift, principal gift, any type of communication, individual relationships. These are the questions you need to be prepared to answer as you move through the process.

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