Podcasts about Planned giving

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the recently released BNY Annual Charitable Gift Report covering 2024. He will present the highlights from the annual report and share insights, best practices, and actionable strategy recommendations for planned giving success. This episode will be of particular interest to the charity executive leadership and board leadership alike. Show Notes:  Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel David Ogburn, Senior Client Strategist, BNY Wealth BNY Wealth Annual Charitable Gift Report EO Radio Show #123: Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson EO Radio Show YouTube Playlists: Private Foundations If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

20250421 Learn About Planned Giving For ACB Originally Broadcasted April 21, 2025, on ACB Media 6   It's not scary! Participants learned the basics of planned giving. They heard testimonials from ACB  leaders and found out about the ACB Legacy Endowment Fund.   Sponsored By: ACB Fundraising Steering Committee   Find out more at https://acb-community.pinecast.co

Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Kevin is the founder and an instructor of the Wealth Strategies Institute, a professional education institute that provides continuing education to certified public accountants, certified financial planners, attorneys, development officers, and insurance professionals. Kevin focuses his practice and work with families on the goal of “maximizing the utility of everyone in the family”. He talks about the meaning of this objective and how he approaches it in practice with UHNW families. Kevin describes the outcome of his work with families often being that they together identify underutilized resources and capital within the family and redeploy those in a timely, effective, and collectively fulfilling ways. He describes how this happens, where this pent-up energy is usually hidden within families, and how they can unlock it. Kevin created an intergenerational family wealth program, which he named “My Family My Wealth” that helps families structure a process to collectively talk about and share their abundance. He walks us through this program and highlights how it creates value for enterprise families. Another practical resource Kevin has formulated and recommends to families is the “Top 5 Ways to Use Your Family Wealth to Help Your Family Flourish”. He shares with our audience this framework and its components, and highlights how families can benefit from it. Enjoy this informative conversation with a successful practitioner in the UHNW family wealth space.

In this episode of What the Fundraising, Mallory is joined by Brantley Boyett, co-founder and president of GivingDocs, to unpack the world of planned giving, behavioral science, and the role of AI in fundraising. With a background as a reformed attorney and years of research alongside Duke University, Brantley brings a wealth of insights into how nonprofits can unlock the potential of legacy giving—no matter their size. Mallory and Brantley break down common misconceptions around planned giving, including why it doesn't have to be intimidating, and how organizations can integrate AI-driven behavioral insights to communicate more effectively with donors. Brantley shares what nonprofits need to have in place before launching a planned giving program, and how technology can help - but not replace - the essential human relationships at the heart of giving. If you've ever worried that planned giving isn't for your organization, or if you've been hesitant about how to start, this episode is packed with clarity, actionable strategies, and myth-busting insights to help you confidently step into this critical fundraising strategy. In this episode, you will be able to: Understand the common misconceptions about planned giving and the types of organizations it benefits. Discover the relationship between planned giving and annual giving. Explore the role of technology, particularly AI in planned giving. Discover the importance of the balance between meeting goals and genuinely connecting with donors. Understand why technology shouldn't be the first step in planned giving.  Get all the resources from today's episode here.  Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform.  Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point

We are excited to welcome in Mike Wescott, the Director of Development and Planned Giving for the Diocese of Wichita. First we discuss Mike's role and experience of fundraising in a Stewardship diocese before playing a game of Seminarian Price is Right. Finally, Mike shares the story of his vocation to marriage, his experience in ministry and the good work the Serra Club does in promoting and fostering vocations.  If you are interested in learning more about the Serra Club or supporting either a seminarian burse or the diocesan capital campaign, please contact Mike at wescottm@catholicdioceseofwichita.org

Mark Biedlingmaier, art collector & graduate of the University of Scranton, Darlene Miller-Lanning, Director of the Hope Horn Gallery at the University, and Carol Maculloch, Director of Planned Giving, speaking about the second of a two-part exhibition series: "Hudson River & Delaware Valley: Selections from the Mark Biedlingmaier Collection," running from February 3 through March 14, 2025. There will be a Collectors' Lecture on February 7th at 5:00 in the Kane Forum of Leahy Hall, 243 Jefferson Avenue. That will be followed by a Gallery Reception at 6:00 on the Fourth Floor of Hyland Hall, 301 Jefferson Avenue. www.scranton.edu/

Send us a textWhat if the key to fundraising success in 2025 isn't just about raising more money—but fundraising smarter? Fundraising is evolving, and nonprofits that stay ahead of the trends will be best positioned for long-term growth. That's why we're breaking down five must-know fundraising trends for 2025, giving you the insights and strategies to strengthen donor relationships, amplify your impact, and boost donations.Jena and Lindsey Bower unpack how nonprofits can optimize nonprofit management and fundraising strategies to thrive in the coming year.Here's what you'll learn:Individual Giving is Rebounding – How to engage donors and increase recurring gifts.Data-Driven Fundraising – Why nonprofits leveraging analytics outperform others.Digital Tools & AI – How automation can personalize donor relationships at scale.Planned Giving & The Great Wealth Transfer – Why legacy gifts are a massive opportunity. For a deeper understanding, take a listen to The Great Wealth Transfer: The Big Nonprofit Advantage here Corporate Giving & Partnerships – How to maximize employer gift matching and CSR funding.Ready to dive deeper? Check out the full blog post: Read Here.Chapters00:00  Introduction to Fundraising Trends for 202501:09   The Rise of Individual Giving04:28   Harnessing Data-Driven Fundraising08:55   Embracing Digital Tools for Engagement13:49    Exploring Planned Giving Opportunities17:48    Maximizing Corporate Partnerships and Giving✅ Subscribe for more nonprofit insights! Stay ahead of the trends and take your fundraising to the next level.  The Nonprofit Podcast

Join Sarah Olivieri in this fun and insightful episode of Inspired Nonprofit Leadership as she dives into Planned Giving with Tony Martignetti, a seasoned planned giving evangelist. Tony shares the essentials of planned giving, from its role in nonprofit sustainability to identifying prospects and debunking myths. Learn why planned giving isn't about death, but securing your nonprofit's future through simple, cost-effective strategies. Explore promoting gifts through wills, leveraging financial assets, and maximizing donor loyalty. Tony shares practical tips, expert advice, and strategies for launching successful fundraising programs, making this episode a must for nonprofit leaders aiming to enhance their fundraising initiatives. Episode Highlights Understanding Planned Giving Identifying Prospects for Planned Giving Addressing Common Naysayer Concerns Launching a Planned Giving Program Contact Information and Follow-Up Debunking Myths About Planned Giving Getting Started with Planned Giving Identifying Potential Donors Planned Giving and Other Fundraising Efforts Advanced Planned Giving Strategies Hiring Help for Planned Giving Meet the Guest Tony Martignetti is the evangelist for Planned Giving. He started as a front-line fundraiser in1997 and kicked off his consulting in 2003. He knows how to launch and grow Planned Givingfundraising programs. He used to be an attorney and a stand-up comic. Tony is active on LinkedIn and at tonymartignetti.com, where you'll find his consulting and his podcast, Tony Martignetti Nonprofit Radio, Big Nonprofit Ideas for the Other 95%. Connect with Tony: Website: tonymartignetti.com Social: https://www.linkedin.com/in/tonymartignetti/ https://twitter.com/TonyMartignetti Guide: Unleash the Game-Changing Power of Planned Giving at Your Nonprofit (link as a QR code) Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn. Connect with Sarah! LinkedIn: https://www.linkedin.com/in/sarah-olivieri/ Facebook: https://www.facebook.com/sarahfolivieri/ YouTube: https://www.youtube.com/channel/UCxB2J-XcixGeGaZvcu_cVxA Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn. Connect with Sarah: On LinkedIn>> On Facebook>> Subscribe on YouTube>>

Earlier this month, DonorsTrust partnered with the Goldwater Institute and the Arizona Free Enterprise Club for a special event in Phoenix, Arizona. At the event, Peter was joined by DonorsTrust philanthropic advisor Lukas Dwelly and Yellowstone Trust Administration executive vice president Randy Huston for a discussion about the powerful charitable tools you can employ in […]

Armando Contreras is the National president and CEO of United Cerebral Palsy Inc. The organization has 55 affiliates, 53 of which are here in the United States and two are in Canada. Armando grew up in East Los Angeles and then attended college at the University of Southern California where he obtained a degree in Business Administration. Later he secured a Master's degree in Divinity from the University of San Francisco.   Armando has worked both in the for profit world as well as for and with several nonprofit organizations. He tells us about all his life adventures including being a cancer survivor now for ten years.   Mr. Contreras and I have a great discussion about his vision for UCP which this year is celebrating its 75th anniversary. Along the way, UCP expanded services beyond just working with persons with Cerebral Palsy. As he explains, the same kinds of services required by people with CP also apply to persons with Downs and Autism.   I hope what Armando discusses with me inspires you as much as it did me. Please let me know what you think.     About the Guest:   Armando A. Contreras is the President and CEO of the Washington, D.C. and Vienna, Virginia-based United Cerebral Palsy Inc., one of the nation's leading health associations providing vital services and advocating for the inclusion of people living with neurodevelopmental disabilities, such as cerebral palsy, autism, and Down syndrome via its 55 affiliates (53 in the U.S. and two in Canada).   A native of Los Angeles, Armando's professional career includes having served as CEO of UCP of Central Arizona, President and CEO of the Arizona Hispanic Chamber of Commerce (AZHCC), Director of the Arizona Registrar of Contractors, and Executive Director of the Council on Small Business under former Arizona Gov. Janet Napolitano.   He was featured in Activator Magazine's March 2021 issue (“A Servant Leader's Faithful Journey”). In November 2016, Arizona Business Magazine recognized him as a top CEO in the nonprofit health sector. In 2015, Armando was named one of the most Influential Minority Business Leaders in Arizona. He was also the featured CEO in the December 2013 issue of Arizona Business Magazine, and the Phoenix Business Journal awarded him a Champions in Diversity award in 2012. Armando was a special guest on The Hill newspaper's virtual Disability Summit, featuring policymakers, business and nonprofit leaders discussing ways to increase employment across the disability community.   Armando attended the Harvard School of Business Strategic Perspectives in Nonprofit Management program. In May 2001, he was honored to meet with President George W. Bush to discuss faith-based and community initiatives during a White House gathering on the topic.   Today, Armando serves on the Board of SourceAmerica. He is a former member of the Bishop's Finance Committee of the Catholic Diocese of Phoenix, and he recently completed a term serving as a member of the Board of Directors of the Kino Border Initiative, a binational organization that promotes U.S.-Mexico border and immigration policies that affirm the dignity of the human person.   Armando earned a bachelor's degree in business administration from the University of Southern California and a master's degree in theology from the University of San Francisco. He also received certificates from the Indiana University School of Philanthropy and Harvard University.   He and his wife, Norma Contreras, live in Phoenix, where they are active in the community, particularly contributing their time and talents to faith-based social justice issues. The couple has three adult children and a grandson with another grandson on the way.       About the Host:   Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog.   Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards.   https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/   accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/   https://www.facebook.com/accessibe/       Thanks for listening!   Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below!   Subscribe to the podcast   If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset .   Leave us an Apple Podcasts review   Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.       Transcription Notes:   Michael Hingson ** 00:00 Access Cast and accessiBe Initiative presents Unstoppable Mindset. The podcast where inclusion, diversity and the unexpected meet. Hi, I'm Michael Hingson, Chief Vision Officer for accessiBe and the author of the number one New York Times bestselling book, Thunder dog, the story of a blind man, his guide dog and the triumph of trust. Thanks for joining me on my podcast as we explore our own blinding fears of inclusion unacceptance and our resistance to change. We will discover the idea that no matter the situation, or the people we encounter, our own fears, and prejudices often are our strongest barriers to moving forward. The unstoppable mindset podcast is sponsored by accessiBe, that's a c c e s s i capital B e. Visit www.accessibe.com to learn how you can make your website accessible for persons with disabilities. And to help make the internet fully inclusive by the year 2025. Glad you dropped by we're happy to meet you and to have you here with us.   Michael Hingson ** 01:21 Welcome to another edition of unstoppable mindset where inclusion, diversity and the unexpected meet, and I won't go through all that again, it's inclusion because that means we include disabilities. Diversity typically doesn't, but the unexpected is what we get to deal with a lot as well. It's all fun, and we're glad that you're able to be here with us, wherever you happen to be. Our guest today is Armando Contreras, who is the president of United Cerebral Palsy, Inc, and I'm really anxious to hear more about that keeps keeps him, and I think a lot of us busy, and there's a lot of good stories and very relevant things to talk about regarding that. So let's get to it, Armando, I want to thank you and really appreciate you being here. Michael,   Armando Contreras ** 02:06 it's such a pleasure, and really it's an honor that I can be here on your show. So thank you for the kind invitation. Well, you   Michael Hingson ** 02:15 are. You're certainly most welcome, and Armando is one of those people who came to us again because of Sheldon Lewis here at accessibe, and he's he's keeping us busy, which is a good thing, and he's probably working on getting Armando to use accessibe, unless you already are with UCP. I haven't checked the website lately. Well, we   Armando Contreras ** 02:33 have. So we've already put in that, I believe, a plugin, and some of our affiliates are actually using accessibe as well,   Michael Hingson ** 02:43 which is cool, and it does a lot to help, which is, of course, what it's all about. Because accessibe, using AI, is able to do a lot of the work with the AI widget, not all, but a lot that needs to be done. So it's really great that you guys are using it, and I appreciate that and thank you for it, or on behalf of all of us at accessibe, yeah,   Armando Contreras ** 03:04 you're welcome. Well,   Michael Hingson ** 03:06 why don't we start as I love to do at the beginning? Why don't tell us a little bit about kind of the early Armando growing up and all that sort of stuff? Yes, so might as well,   Armando Contreras ** 03:18 yeah, the early Armando, growing up, was in East Los Angeles, in East LA so my father had a disability for most of his life. He had a he was in a car accident, and the doctors had said he would never work again. And right about that time when he had that car accident. I was born. I was the first, the oldest of three and my brother Louis and my sister Elizabeth. So life really changed for him, because he was middle class entrepreneur in Mexico, while he was American citizen. Then when he married my mom, then they moved over to Los Angeles, and eventually East Los Angeles, and that's where I grew up. I grew up pretty much in, you can say, in poverty. And while we were in a neighborhood called in Barrio, it's just a neighborhood of of, really, for the most part, a lot of good people. Our neighbors were fantastic, and we knew each other. So that was kind of like the beginning of many years of really, you know, experiencing disabilities with my dad and seeing what he had gone through. And it was a it was a tough, really. It was a tough. It was tough growing up, let me put it to you that way, for for many reasons. So then later, I got involved with the Catholic Church, Saint Lucy. Catholic Church in Los Angeles or a small town called City terrace, and that kind of that really changed a lot for me, as far as getting involved with community issues, getting involved in helping people, getting involved in connecting with the kind of the local issues that were happening in the city of Los Angeles, because those priests, those Catholic priests, were very involved in that, in ministries, and they went outside of the ministries to help community members, regardless if they were Catholic or not, what. And prior to that, I got involved as a musician. So I was a trumpet player, and I played trumpet at St Lucy's church for about 23 years. But then that that did something, something of sort of a miracle for me, because when I applied after going to a junior college in Los Angeles College, and then I applied to a dream university, USC, so the University of Southern California, and I think one of the big reasons that I got in was because of my community involvement, so that that led to a full scholarship, and that was quite the blessing for me, because there was no way that that we can afford me going to a private university. So, you know, that's kind of like, in the nutshell, my my upbringing, otherwise I would be here three days, you know,   Michael Hingson ** 06:30 yeah, what year? What years were you at USC,   Armando Contreras ** 06:34 I was there. I was there in 8085 through 87 ish, around that time? Yeah, around that that time? Yeah, I graduated in 87   Michael Hingson ** 06:46 that's that's much beyond my favorite USC football game, which was, how was it? I think Notre Dame was leading SC 24 to nothing at the end of the first half. You know, the game, I can tell by the end, it was 55 to 24 USC, which is the way it should be.   Armando Contreras ** 07:07 You know, SC had his great moments, and sc has had their challenging moments. Has Yeah. So, you know, last year, it could have been a better year for us. But, you know, we look to the future. And like I always say, don't fight on. So fight on   Michael Hingson ** 07:23 is right. My wife did her graduate work at SC I've never been to a football game there or anywhere, and one of these days, I'd love to go, but she just passed away in November of 2022 we were married for 40 years, but I've already been an SC fan before I married her, and one of my favorite SC stories is that the day we got married, we arrived at the church, and it was supposed to be a wedding that would pack the church. A lot of people wanted to come and see us get together, but the wedding was supposed to start at four o'clock, and like the church was less than half full on about 412 suddenly the doors opened, and this whole crowd came in, and the wedding went forward, only about 15 minutes late. Later, we tried to find out what it was that kept people away for so long. And what we heard was everyone was in their cars waiting for the end of the USC Notre Dame game. And since SC one, it was that God clearly was on our side.   Armando Contreras ** 08:25 I love that. Yeah, it's a great story. And my my sister, condolences for loss.   Michael Hingson ** 08:31 Well, thank you. You know she her body was just slowing down. She was in a wheelchair her whole life, and just in 2022, things were kind of catching up. And as I say, the spirit tends to move ahead of the body sometimes, and that's what happened. But she's watching somewhere, and if I misbehave, I'll hear about it. I'm not at all worried I'm going to try to be a good kid. But that's great that she did go to USC, and you said something else. I think that's really interesting to me, and that is that where you grew up, people were very nice and very friendly. And I think that is so often true, and a lot of times people stray into some of these areas and they think it's going to be horrible, and they they look for the worst, and they find it because they're not looking for the best. They're not looking to try to find friendly people and and it's so unfortunate that too many, too many times, we don't really look for the best in people. And unfortunately, then it comes out.   Armando Contreras ** 09:34 Well, you know, I I could only say great things about East LA and the barrio that I, that I grew up in, were there elements in there? Of course, sure you were, we were about a block away from from the gang activity, and you just had a choice, right? And thanks to my parents that were super strict, they didn't, they didn't allow me to make those kind of choices when I was younger. You know. To join the gangs, but that element was in front of you, you know, and some of them, some of the folks I still know today, some of them that were in gangs and stuff, now they've settled down. They have families, but I just have to say that there was a sense of community there where I grew up, even, even, or despite the elements that were around us. So yes, do I hear the negativity when they somebody mentions East Los Angeles? Yes, but I could, I have to say that even though we grew up in poverty and even though there was a lot of challenges for us as a family, I I really cherish the neighbors that were there. When I remember that the kind of those gatherings, we had nothing. So there was no we played, you know, with just a regular basketball or something. There was no communication via a cell phone or anything like that. Yeah. So, you know, I have only good things to say. And part of my upbringing there today, I realized that wow, I was I was working on a strategic plan without even knowing what a strategic plan was back in the day. Yeah.   Michael Hingson ** 11:17 Do you think that today it's harder, or there's more of that kind of activity, or is it just that people are now having their attention drawn more to it, and again, still, I think all too often deal with it in such a negative way. But do you think it's worse than it was?   Armando Contreras ** 11:36 I mean, if we're talking about, if we're talking about gang activity. I mean that still, I think, is just as prominent that today, unfortunately, than what it was this as it was back. You know, when I grew up in the night, in the 60s, I believe that leaders, community leaders, our representatives, really have to invest into communities, invest in education, invest in in jobs, right? Because people, naturally, some of them, will start looking for a way of making a living, and they may choose a different route. In addition to that, gangs and they become a family. So, you know, parents do need to, you know, also be aware of what their kids are doing, and support them and and nurture them and show them love, right? And because, if you really get to the bottom of it, and you start speaking to a gang member, she or he, there's underlining problems, and maybe comes from family. You know, there could be so many things that are happening, but I truly have a vision that that someday there's going to be more funds invested into communities like East Los Angeles, because a lot of great people come out of there, and I'm not talking about myself, but there's just a lot of good people, good hearted people, that really like to help their neighbor and others. When   Michael Hingson ** 13:10 I was selling in New York, when still living in California, and would go back and spend days at a time, I stayed at a particular hotel in midtown Manhattan, Near Time Square, and if I went out at night, every so often, somebody would come up and he would say, I'm one of the guardian angels. You're familiar with them? Yes. And he said, I'm with guardian angels. I want to walk with you. And I said, you know, you don't need to. And he said, I want to. And I didn't mind, but what I always felt and and experienced was if I treated people right, if I treated people like people, if I was I was treated like someone, and I didn't really need to fear any of the other kinds of things. Now, I'm sure there were crazies around, but in general, I really do think that if we would be a little bit more open to just accepting and not fear so much those things that we don't understand, or those kinds of communities that we're not as knowledgeable about, and I'm not so much thinking of the gangs, but just all the other communities, like East LA and watts and so on, we would be a whole lot better off, and we would learn to get along with people better.   Armando Contreras ** 14:31 I totally agree with that. I think it's building relationships, right, and getting to help and getting to know, you know, folks from different ethnicities, people with different abilities, right? It all comes together. Here is that, knowing them, respecting them, listening for understanding, and then building a friendship, right? And collaborating together. Um. For the betterment of humanity. That's what I believe, where it's at, and everybody has an opportunity to do that.   Michael Hingson ** 15:08 Yeah, and I just think that we, we, we somehow also need to get the politics out of providing the funds. And I don't know, it's just people have locked themselves into some very hard political decisions sometimes that that don't help the process at all.   Armando Contreras ** 15:26 Yeah? Michael, so yes, yes. Part of it is yes, taking out the politics, but the other part of it is bringing in the politics right? Is letting our our representatives, our public officials, and on the local level, on the municipality level, state level, on the federal level, to bring them in and know what the issues are, because we're all part of the fabric of society. Yeah, all somehow we do give, and we do contribute, and I don't, I don't care what ethnicity, what religion you are, if you if you have a disability, if you don't have a disability, we're all part of the society, and I believe that our representatives really need to know that and how we contribute in a very big way.   Michael Hingson ** 16:16 I think the biggest part is they need to be open to listening to hear that some do, some don't. And I am a firm believer in the fact that over time, all the issues that we need to deal with will get dealt with.   Armando Contreras ** 16:30 I believe so too, and I think those that those that don't listen to communities, for whatever reason it is that eventually somebody in their family or them may end up in that situation themselves, and then, you know, they'll begin to have that lived experience. But while they've had a chance to make a difference, and if they ignore it, then there was a window of opportunity for them to do something.   Michael Hingson ** 17:01 Yeah, well, and, and if they choose to ignore that again, I believe that things will will happen to deal with that, whatever it is, and hopefully it it doesn't a negative, horrible thing that has to happen to make them realize it. But I think in some cases, that has been what has occurred. But I have a lot of faith in the human race. Yes, so do I. Well, so you, what was your degree in from USC?   Armando Contreras ** 17:29 It was in business administration.   Michael Hingson ** 17:32 Ah. And did you go to any football games?   Armando Contreras ** 17:35 I did, yeah, good   Michael Hingson ** 17:36 for you. My wife did too. Yeah.   Armando Contreras ** 17:38 And, and most recently, most recently, I've gone to the last two USC UCLA games. So last year, it was great. It was fantastic. We were at the Rose Bowl at, you know, in UCLA territory this year, not so good. We were so good, not so good. We were at home at the Coliseum. And, you know, it didn't, it didn't work at a while, but it was a fun game. I   Michael Hingson ** 18:04 don't know, what do you think of the coach?   Armando Contreras ** 18:07 Um, I think that he's good, and I think that he will continue to be successful this year, this next year. I think it will be better this year. Yeah, I think so. And they got this young, this young man that showed up at the at the bowl game. I'm trying to remember Miller. I think it was Miller, and it was his name, and he showed up. He was a he, he did a fantastic job. And I do see a great future for him at USC and perhaps in in the in the NFL.   Michael Hingson ** 18:40 Well, it'll be fun. I know they got a new defensive coordinator and that they needed, so we'll, we'll see how it goes. But we won't bore everyone with football and our likes, but it's nevertheless, it's part of the world. So there you go, but then you went on to the University of San Francisco, right?   Armando Contreras ** 19:01 I did. So that was a few years later, and I graduated, I believe, in 2004 and I it was, it was something that drew me, and it was an opportunity for me to get a degree in Theology at a Jesuit university. So at that time, I was working for a faith based Catholic organization, a national organization called the National Catholic council for Hispanic ministry. And what we looked at overall in the United States were the issues of upper mobility for Hispanic Catholics for immigrants, or for our sisters and brothers that are immigrants, the issues that are happening with Hispanic families, education was a huge thing. You know, how do we how do we move, you know, our children that from, you know, grammar school to. Catholic high schools and perhaps Catholic universities were, yeah, unfortunate. Unfortunately, I have to say, is that there's not a whole lot of access, and we're the backbone of the Catholic Church, right? Because it's so expensive. So those were the things that that we were part of, and one of the opportunities that came about was attending the University of San Francisco and and I received, you know, I earned a degree in theology, master's degree, yes,   Michael Hingson ** 20:32 well, let's go back a little bit. So you graduated from SC then what did you do?   Armando Contreras ** 20:37 Well, then I had several jobs after that. I worked for a nonprofit in Los Angeles that helped people get jobs. And then after that, I believe, I went into a construction company as a contract administrator. I was here for maybe a year and a half or so, and then I went on for whatever reason I was interested in real estate. So then I worked for a corporation that did mortgage loans. And in that I met a gentleman who had his own real estate company, and then we decided to start our own real estate company. So I did that for about seven, seven years, and then I I got hired to work with this nonprofit, the National Catholic council that I just mentioned a little bit ago. I was there for about 10 and a half years. So I had I had a chance to travel around the nation and to meet with Hispanic Catholic leaders, lay leaders. I got to meet with religious orders of men and women from Jesuits, Franciscans, many other different orders. So it was, it was really a insightful time for me in those 10 and a half years about our church. And then after that, we moved from Los Angeles to Phoenix. And shortly after that, I got hired. Let's see here. I'm trying to remember the I got hired by governor Janet Napolitano, but I was her small business advocate, and in about 11 months, I moved into being a deputy director of a one of her departments, the Arizona register of contractors, and soon after that, I was on her cabinet. So I was honored to serve under Janet Napolitano when she moved to Washington, DC, because President Barack Obama appointed her as Secretary of Homeland Security. Then I moved on to the Hispanic Chamber of Commerce, here Arizona, Hispanic Chamber of Commerce. And then about a year later, then that's where I had folks come to me and said, there's an organization here that is the United Cerebral Palsy association of central Arizona. And I said, Well, I'm going to maybe put the word out and see who might be interested in that position, which was a CEO position. And then they said, No, we're looking for somebody like you. So to make a long story short, I got hired. And that was really a beginning of of a lot of things. I got hired not because I had the clinical background, or the researcher background, or that I had been involved with disabilities. I got hired so then I can take take that organization to another level, where they wanted to increase the revenues, they wanted to increase their brand awareness. They wanted to make sure that we had stronger collaborations in the community in Arizona, in in Phoenix, and that's why I got hired, to make sure that we enhance that to benefit the children and adults that we were serving.   Michael Hingson ** 24:05 Well. So what do you think about the differences since you've been in a position to have done both working in the for profit corporate kind of world, as opposed to working in the the nonprofit sector? That's,   Armando Contreras ** 24:21 that's Michael. That's a really interesting question, because there are similarities,   Michael Hingson ** 24:27 I know, and I've done the same thing. I've worked for both as well. Well,   Armando Contreras ** 24:31 look, you know, I'm working for a nonprofit, and those that are going to be listening to this, that are CEOs are working in development for both for profits and nonprofits. There's not a whole there's not a big difference there. Because we strive to be sustainable, like a for profit. We strive to look at years to come, because we want to be around and help people in the next 1015, 75, Years which we we're celebrating this year, our 75th anniversary. So part of our responsibility as a leader, as a president and CEO, is really looking beyond the years that you're going to be there. You can, you can serve for one year, 10 years, 20 years, 30 years. But really the i i truly believe that the test is, once you leave, will that organization continue to survive because of what you put together? So to answer your question, a lot of similarities between a for profit and a non profit. However, at the end of the day, the mission for us is to not make a profit, but to be sustainable so we can continue our life saving work   Michael Hingson ** 25:49 and for not, not for profits. Nonprofits generally tend to work more in an arena where they're trying to make a social difference. And although they're they're still selling products. The products are different. They're oftentimes less tangible, although a lot of the services that that they provide, like UCB, UCP provides and so on, end up being very tangible, but still there's there's an intangibility, but still, I agree with you that the reality is that they're very similar. Development is extremely similar to what a for profit company does. And in reality, when you're in development, you're in sales, and when you're in sales, you're in development, it's just that people have come up with two words for the same thing, but they're so similar in what you ultimately are trying to get from them, and ultimately, how you present to people who you want to be your customers or your donors, is so much the same as well.   Armando Contreras ** 27:00 Yeah, I agree with you, Michael, so in development, because I also have a background in fundraising, it's aligning with the folks that have the same vision and that would want to contribute for an impact that's happening in society. So with United Cerebral Palsy and our affiliates are providing direct services to children and adults with cerebral palsy and many other conditions. So there are people that are very, very generous, but I have to say that in the world of philanthropy now, donors are becoming a lot more informed, and they want to make sure that the dollar that they're going to donate, that it's going to go a long way. Yeah, so obviously they're looking at at administrative costs versus your program program costs, right? And that's a good thing. I encourage the philanthropic community to do that, to do their research and to pick those nonprofits in the United States or maybe around the world that are really making a huge impact. Michael, we we serve 100 and approximately 155,000 children and adults on an annual basis, and this is our affiliates that are working day in and day out to provide those services, vital services, life saving services, and services that maybe other organizations don't or people don't want to do. So those are the things that that people that are going to invest their return is really what's happening in the lives of 1000s and hundreds of 1000s of people. Many,   Michael Hingson ** 28:45 many years ago, I remember watching a little bit of a telethon. It was actually on Channel 13 out here, kcop, and it was back in what had to be the early to mid 80s, I think, and it was a telethon put on by the Society for the Prevention of blindness, which I don't even know whether they're around anymore, but at the end of the telethon, they had raised, I think, like $200,000 it was a local, Just independent television station doing it. But what we learned was that 95% of the cost of the telethon went to pay for it, and that the organization only ended up with about 5% of that $200,000 which is, of course, a real problem.   Armando Contreras ** 29:39 It is so like I mentioned before, is that today you're having more informed donors, right, that are looking at that ratio, right? Yeah, how much of their dollar is going to go to actual services, right? Versus cost for putting on a. For putting like you mentioned, a telethon today, there's not a whole lot of telethons going on. Have a million channels, but back in the day, I remember the channels 13, 574, and maybe 11 nine. Yeah, 11 nine. So there was a few more today. What do you have? 234, 100, and then more and all of that. There's other ways that I certainly believe that that can be as impactful and less expensive than the telethons. But sure, you bring up a really good point, is that if you're going to, if you're a donor, if you're a philanthropist, if you really want to have your money change people's lives, they have to do some homework. Yeah, they have to look at that nonprofit and to make sure that 90% of your dollars not going into it, and 90% is not going into it, administrative expenses. It   Michael Hingson ** 30:55 may well be that that 90% works or maybe a little bit less. You're spending a little bit more money on administration, if you can justify it, to say, but look out of that we are able to reach more people and thus get more money. But I do think it's, it's a it's a tight rope.   Armando Contreras ** 31:20 Yeah, I definitely agree with that, that you have to be strategic when you're out fundraising and your your case statement really has to be where it's so compelling that and then showing the data and and and bringing children and adults to tell their story, right of how their lives have been changed. Those are the storytelling is really part, one part, or a major part, of development and fundraising.   Michael Hingson ** 31:56 Well, tell us a little bit about UCP, the history and so on, if you would to inform more people about it.   Armando Contreras ** 32:02 Well, one, you know, I'm, I'm so excited to share with everybody that we're celebrating our 75th anniversary, right? Uh, 75 years of providing vital services, right? 75 years of having our direct service professionals, the folks that are working at home, under the home community based services. We have we have pre Ks, the different therapies that are out there. We have group homes, we have transportation, we have employment. There's so many things that we're bringing to the community. But it started in 1949 right? It started with concerned citizens and concerned parents, that they felt that in that time, which was a totally different world for people with disabilities, that they felt that something more had to happen, that no more can society or the doctors or people in authority can say, would your kids have to go to an institution no matter if they had Down syndrome? Well, maybe autism wasn't. Were so prevalent back then, maybe not as prevalent, but cerebral palsy, spinal bifid, all of that that their kids suddenly were taken away from their home.   Michael Hingson ** 33:22 Well, my parents were told by our doctors that they should send me to a home when it was discovered I was blind, and my parents rejected that, which was very fortunate, but   Armando Contreras ** 33:32 yeah, and good for your parents. And that's how it started, right? I think, I think a lot of nonprofits started in that way, but back in 1949 that's when a group of parents got together and said, we have to do something more right. Then today, we've evolved where we're in the disability world, there's greater access than there was before, there's more inclusion than there was before, right? We're trying at least that used because UCP national and our affiliates, we're trying to help people be more independent, if it's through legislation, research, therapies, everything that we're trying to do. And we're very we're very centric to those issues that are out there, and we're trying to make a huge difference. So what I'm looking at is, I'm looking at another 75 years and that United Cerebral Palsy. One we're trying to in here. Four goals. One is brand awareness. Also let folks know about our 75th year anniversary. But one of the bigger things Michael that is the challenge for us is that United Cerebral Palsy serves children and adults with cerebral palsy and other conditions, so we're trying to bring that message out. And figuring out, how can we let the community know that if your child has Down syndrome autism, that we are there providing vital services for for them as well. The next goal is development, or what we just spoke about, connecting with the philanthropic community, because we, while a lot of our affiliates rely on government funding and reimbursement, I believe that there's another level that we have to engage with, and that's the philanthropic community right. There are millions and millions of dollars. Michael, I go to this to a an event called the heckling event in Orlando, I've been going there for now five years, and those professionals that are working with Planned Giving, some of them will come to me and say that their clients don't know where to give their money to. That's why we're present there, and that's why other profits are there too, as well. Is that we need to educate the community that that you can actually invest in something that's going to bring back this return of investment, but more of a humanity return, and something that's going to be great for society. The other goal that we have is advocacy. So we're known throughout the federal government, the Biden administration, as well as the Trump administration community, communicated with us, especially during COVID So we had communications with the White House. We still do. We're engaged at the Congress and Senate level with various representatives and senators to make sure that they create legislation that's going to be beneficial for our for the for the disability community, and that we don't ever go back to the institutions that that would be their only option. Unfortunately, Michael, today, there's still institutions that exist, not as many as before, but there's still institution the last goal we have is to grow our footprint, not only nationally, but but internationally. So we're having discussions locally, in places that were not present, to grow our footprint, to see how we can collaborate. We're also having, I'm having conversations with people on the global level, like the International cerebral palsy society, like aacpdm, the Academy for cerebral palsy. I've been invited twice, once, well, I got invited last year to the International Congress on cerebral palsy in Mexico City, I got invited again. I was their president, and I gave a speech. And I got invited again this year, in March, I'll be in medida Yucatan at an international congress again, and that brings a lot of awareness for us, brand awareness, and the main thing is really collaboration. So I kind of touched upon some of the some of the goals, Michael, and some of the things that important things and vital things that our affiliates are doing. So if there's, if there's something else that you want me to elaborate, I'd be glad, more than glad to do. So how are   Michael Hingson ** 38:19 you working toward creating more and better brand awareness to the general population?   Armando Contreras ** 38:27 Well, one of the things that we're doing, given that we have this window of opportunity that we're celebrating our 75th year, and that begins in that started in February, and we'll go all the way through January 31 is that one, we have a lot of partners out there that are doing things like you're doing access to be right, that invited me on this program. And that's one of the beautiful things that in social media, it's not it's not very expensive for us to be out there. So we're using the media vehicles such as LinkedIn, Facebook and the others that are out there. And we're also using YouTube to spread the message out there. So we're we're also sharing the stories of our affiliates and their accomplishments and the people that are being served, the parents and their children, so they can share those great stories that sometimes are miracle stories because of the people that are serving them and providing quality services, care and love. So that's one vehicle. The other one is that I I was on 26 I traveled to 26 locations last year, so I'm also providing that message out there. And then within our affiliate network, they're also doing marketing, and they're doing. Brand awareness as well. So it's a whole it's really this whole core nation that we want, not only the nation, no, but globally. Let the people know who is you at UCP and United Cerebral Palsy,   Michael Hingson ** 40:16 what caused UCP to add in as part of the services that are provided, services for people with downs and autism, as opposed to just UCP   Armando Contreras ** 40:32 or UCP. Yeah, so if I go back to when I was at the local United Cerebral Palsy the UC central Arizona. It just happened to be that the programs, the same programs that were provided for children and adults with cerebral palsy, also were beneficial to other conditions. I'm not a researcher, but when there's a breakthrough in cerebral palsy or in autism or in a different condition, they try to see if that same breakthrough will help people with different conditions. What we do know is that the therapies that are being offered to children and adults with cerebral palsy, those same types of therapies are also impactful to other conditions. So what was happening is that, then parents started to to, I guess, the word went out, and what we have across the board in the United States is that we have a high percentage of non cerebral palsy clients, or we'll call them family members, that are are getting services because that's much needed. One Michael is like respite, like respite care. You know any, any family can use that rest, that respite care, no matter what the condition is. So if you're offering that, then you can offer it to the disability community, a broad range of of people that have various conditions,   Michael Hingson ** 42:13 which makes perfect sense, because a lot of the care that needs to be provided is very similar. Well, or is the same? Yes, well, you know, you, I understand, had a an involvement with cancer, and you survived that. How has that affected you and in your attitude? Because, clearly, you're a very sensitive person and very much involved in community and family and helping people. But what, what was the whole situation with you in cancer?   Armando Contreras ** 42:42 You know, I think it's that. I think that's, it's the experience that all people go through when they first hear that you have cancer, right? First thought is, are you going to survive? You know, the first, first thing that comes to you is that it's, it's terminal, right? You're not going to get through it. You know this when you hear news like that, and you know, maybe it's the same as parents hearing that their child has cerebral palsy or disability, you know, you just, you just, it's a scary moment. It's a scary time. So what? Yeah, it was a difficult time for me and for my family, especially, I think my family knowing that I had transitional carcinoma, high grade, and it was a it was a tumor in my bladder that was nine and a half centimeters. I haven't really talked about it a lot, but it's been 10 years. So February, when I had seen that as a suggestion, like you want to talk about that, my first thought was, No, I think I'm going to skip it. But a few seconds later, I said, maybe it's time for me to share with the community, because it's been 10 years since I was diagnosed so and I'll try to make this short, I got diagnosed huge tumor. They had asked me if I wanted that tumor to be taken out, otherwise I could die. And I said, of course. So they took out the tumor. I had a brilliant surgeon that did that. And then after that, they basically said to me that if I don't, if I don't do radical surgery, taking out my bladder, taking out some lymph nodes, my prostate, that I wouldn't live very long, that I had really, like a 35% chance or less to live. So I had said that I wanted to put a pause on this rush, and that perhaps there's an option out there, perhaps there was another way, because I knew that billions of dollars have been raised for cancer. And maybe because this is a whole new journey for me, that the cure was somewhere out there. Well, after going to five different doctors for second opinions, they all said the same to me, that I only had one choice, and that choice radical surgery. And even after that, even after that, I was still I was confused, I was scared, but I was still. There was a pause that I felt that maybe there was something out there. So thanks to my sister, she really saved my life. She connected me with the scientists that she was researching, and that scientist said, you know, I only, I've only done lab studies on this particular oil called frankincense oil. I haven't done any clinical studies, and today, Michael, there's still no clinical studies on frankincense oil. So I started doing that three months after they they took the tumor out. I had 20 more tumors come back in my bladder. But they were small. They were lesions. So I just asked them to scrape, scrape them. The doctors were furious with me. I get it. I mean, that was, that was a protocol. I totally get it, you know. But something, people say that I had a lot of courage. I'm not sure if it was, like just something, it could have been something was telling you. I mean, I definitely there was a lot of prayer during that time. Yeah, a lot of prayer happening at that time. I just couldn't see myself dying, and I didn't want that to happen. So just to kind of, like, kind of close on this is that when those 20 tumors came back, they scraped them. They were supposed to be a lot more coming back, or it was going to invade my body. Three months later, I had nothing, absolutely nothing. Three months after that, I had six lesions come back, and that was March of 2015, so it's been nine years since the last reoccurrence. It's been 10 years since I was diagnosed, and I get checked very often. Once a year in the beginning, I would go in and get checked every three months. So it's been quite the miracle. But I have to say, this is that one I changed. I had changed my diet at the time for about four and a half years, I was strictly doing a lot of juicing, no sugar, a lot of prayer, a lot of family love, a lot of support. I did the frankincense oil. So I think in a comprehensive way, that helped me, and that gave me another option. And I'm very grateful for that, and I'm very grateful that every day I wake up and I say to God, thank you for sparing me. But on the advocacy side, Michael, I just didn't leave it there. I've had conversations with with the with the University of Arizona, with the Arizona State University, with Cancer Centers of America, with St Joseph's Hospital, with my alma mater, USC, and the last conversation I had was with Georgetown University, and these were top CEOs. And I was sharing my documentation, because I have it all there. But sadly, I have to say that they're not interested. They're not interested in a cure, and I'll continue to pursue it when the opportunity continues on, but it's only my story, and I didn't want to leave it where. Well, Lord, thank you so much. You know it never came back, so thank you. No, I have a responsibility to figure out some ways, somehow, that my my story, can turn into a clinical study, and that someday, and maybe not in my my time, that there's going to be an option for millions of people that will contract cancers. So that's my story in a nutshell. Thank you for asking.   Michael Hingson ** 49:04 So what did the frankincense oil actually do? I assume that you feel it was a very significant part of your ability to deal with it.   Armando Contreras ** 49:12 Yeah, it's a good question, because medically, I can't tell you, because we haven't done right? Yeah, we haven't done clinical studies. And I've been, I've been asking these universities and these hospitals and these cancer firms, you know that are out there, and said, Why don't we do the clinical studies so you can so you can see exactly what it did. I can't tell you that what it did. The only thing I can tell you is that is that as they, as they as they took samples of the cancerous tumors. So you had the big tumor, and then the 20 small tumors, and then you had the six lesions that, according to the scientists, dr, dr Lynn, HK Lynn, what he did see is that the cancer cells were becoming less aggressive. And at the end, some of the cancer cells actually turn into good cells. Now, you know, people can believe that or not. I'm I'm okay with that. Sure, only thing I'm saying, Michael is that there should be, there should be clinical studies on this, because I believe it would save hundreds of 1000s of lives. What was it? We don't know. Was it the combination? Is it the combination of me juicing on a daily basis for four and a half years? Was it that, as a Catholic, you know, I was going through all the different sacraments, prayers and healing masses? So I believe there was a holistic healing process. And then my family that was supporting me during a very difficult time,   Michael Hingson ** 50:49 sounds to me like it's time to write a book.   Armando Contreras ** 50:54 I've I've been asked many times, and I think when I think, when, when I feel that, that when I'm ready for that, that, yeah, that's that will happen.   Michael Hingson ** 51:03 Yes, you've got to, you've got to feel ready and feel that it's the right time. But that might be one way to bring visibility to it. Yes, well, you know, you you value family a lot. I understand that there are music connections in your family, has music always been a part of your life or   Armando Contreras ** 51:24 or, yeah, I think I think so. I think that. Well, I know so, because when I was the trumpet player, young trumpet player at St Lucy's Catholic Church, a few years later, my lovely wife, Norma, joined the choir. I didn't know she was married, but she joined the choir. And you know, we have this thing that she doesn't agree with me, but I say, hey, when I when I met you, when I seen you, was love at first sight. And and I said, but not for you. It took a while. And she says, no, no, but so So music, I was playing trumpet, normal was singing. And then later we got married, and then we had our first child. Was Andrea, Andrea Michelle, our daughter, our beautiful daughter, who's with child today, her and her husband, Fabian. So she knew that in our home there was a lot of music happening, and if it was church or at home. And then our second child, Armando, Michael, he started catching on a little bit, but we started to notice that he started to sing and sing right in tune. And then we said, hey, maybe there's something here. So his first recital in Los Angeles, he's saying pop by the Sailor Man and over the rainbow. And he did pretty good. So later he joined as a as a young child, you know, five years old, he joined the choir at St Lucy's. And then we moved. We moved from, we moved from Los Angeles over to Phoenix, Arizona, which was a great blessing being here. And we then were exploring how we can continue to support his talent. And he joined the Grammy Award winning Phoenix boys choir, and that's where he began to sing. Got to meet some wonderful people. They had wonderful directors there, and had a great experience. That experience led him to fall in love with the classics. Oh, there he began to be part of some of the local, local opera performances. So to make a long story short, Norma, my wife and I supported him. He went to the Cleveland Institute of Music, from there in vocals, and then from there, he went to the University of Missouri in Kansas City for his masters. And today he's a professional opera singer. He's a baritone. So it's it's been amazing. All our kids are amazing. I also have to mention that our youngest Andrew, Matthew. He went to Gonzaga University and then graduated from Lewis and Clark in clinical psychology. He's worked with a lot of kids with disabilities. He's a drummer and he's a guitar player. So yes, music is a big part of our family.   Michael Hingson ** 54:28 Well, it is getting to be that time of the year that Gonzaga will become visible again as we get back down to march madness. I actually, I actually had the pleasure of going up there once to speak and and I hadn't really known a lot about Gonzaga at the time, and they were the ones who told me, however, one always said, Where is Gonzaga? You know what? What kind of a place is it? And so I've kept up with it ever since, but it is kind of funny that their basketball team is good. Yeah.   Armando Contreras ** 54:59 Yeah, it's a, it's a beautiful place. It's a great Jesuit university. We, I, you know, he had a great experience. This is Andrew. He had a great experience out there. So, yes, I totally agree. Yeah, we had a chance to go out to Bob, trying to remember the city here. Spokane, yeah, yeah, yeah. Spokane, various times with him,   Michael Hingson ** 55:25 that's pretty cool. Well, so is he professionally doing music now? No, so,   Armando Contreras ** 55:30 So Andrew, our youngest, he's professionally now a clinical psychologist. Ah, yeah, now and now. Armando, Michael, he is a professional opera singer, right? And that's what he does. So, you know, his, his, one of his dreams, is going to be singing at the Metropolitan Ooh, we do see that perhaps happening within a year or two, because they he'll be, right? He'll be auditioning for that, probably very soon, and he's very young. He's just 34 years old.   Michael Hingson ** 56:03 So that'd be super What would you like people to know about the disability community in general, when we think about disabilities, you know, when there's so many prejudices, what would you like people to know and in terms of disabilities and how to maybe change attitudes, yeah,   Armando Contreras ** 56:23 well, they're definitely part of the fabric of society, and we, nobody, not me, or anybody else in in any organization, can speak for them. We need to allow for them and give them that opportunity and space to voice their concerns, to voice whatever joy they have, to voice things that we need to hear in our community. We have to provide while we're here in the United States, and there's been laws that have been enacted, enacted that laws now have to be updated. We have antiquated laws that do not even pay people with disabilities even minimum wage, right? So, so that we really have to be conscious of a community that is part of our society. We need to engage. Furthermore, we have to collaborate. We need them as public, public officials. They need to run for office, right? Some of them do. They have to be part of the decision making, decisions that are being made from all levels of government, all levels of corporation, all levels of nonprofits. And that's the way, that's the way I really see it. Is that, and we also have to have breakthroughs in research, right? What are some of the things that that we can do so we can those lives can be more that they would have more of a more access, right? That even if you go to certain states in the United States that I've been, there's not even accessibility for wheelchairs. And just speak about the airlines, right? How, how and why are people thinking in those corporations that a person that has a disability can easily go into their bathrooms. There's no way, right flying, especially if it's a long flight. So no, there's, there's been some great things Michael that have, that have evolved and happened through a collaboration of a lot of advocates, and a lot of them are self advocates, but we still have a long way to go.   Michael Hingson ** 59:08 Yeah, and I think that's absolutely true. So what is UCP Inc doing to celebrate its 75th anniversary? What kinds of plans do you have and where do you go from here?   Armando Contreras ** 59:19 Well, we do have a an annual conference coming up in Orlando, and this year in April. So that's a good thing for us, you know. But the bigger thing for us is to celebrate is really bringing that education, bringing that awareness of what we're doing, not only in here in the United States, but we also have affiliates in Canada. So as we celebrate, part of our celebration is educating the society about exactly what we do and please, you know, knock on our door for for help. So that's that's really part of it. The other part of it is acknowledge. Gene, the folks that started UCP back in 1949 right? Like the, like the golden sins, and also the housemans and many others that that have helped us get through the 75 years.   Michael Hingson ** 1:00:18 Yeah, well, it's, a great milestone to be able to celebrate 75 years, and I am sure that you, with your background, is very concerned about making sure that there is great sustainability for the future, which is really important and cool that you're thinking about that, because it's something that always needs to be with us in whatever we're doing. That's a good thing. Any kind of last thoughts that you have that you want to convey to people who are listening or watching us.   Armando Contreras ** 1:00:51 Yes, one is first, I want to share my gratitude for inviting me, Michael. And then second, please reach out to us the disability community. Please find us@ucp.org we may be in your backyard. If there are organizations out there that want to become an affiliate of United Cerebral Palsy, please reach out to us as well. We are here. We want to continue to be here for the next 75 years, so that our community can be part and be an inclusive part of our society. That we can bring that help, bring that independence, but we can continue to see those miracles, that children that we're told, and families that were told that they would never walk. I've seen them walk, and were physicians that said to a mom and dad that their child would never move or never speak, and I've seen them hug their parents and tell them that they love them, right? And we want to continue to make those miracles happen through therapies, through early detection, through early intervention, all these forms of of of a reach that we have through United Cerebral Palsy in the United States and Canada and and watched for us in the near future as we begin to go global, and that's really a vision that that I have. But and also, again, is that it's important to know that we know that I know that, Michael, you know that is that everybody is a fabric at society, some way, somehow, no matter their abilities. And that's really important, important message for people to know.   Michael Hingson ** 1:02:43 I agree. Well, I want to thank you for being here with us and conveying all this information, and I hope people will take it to heart and that they'll support UCP and and reach out and learn more about the organization and that you are doing, and will continue to do a lot to just help people in general, with disabilities, which is cool. I appreciate that, and I want to thank Go ahead. No, no.   Armando Contreras ** 1:03:10 I just wanted to thank and I also want to thank accessibe, right? That's how we got here. So I really thank them for what they're doing and providing. I love their model that they have. They have a for profit, a for profit model. However, the services that they, that they provide for nonprofits, are free, and that's that's amazing. So we're really happy with the services, the access services for websites, the accessibility that they're providing for people in the disability community to have that access. Well,   Michael Hingson ** 1:03:48 thank you, and we're excited about the time ahead and and I think that's that's a good thing, and we'll all work to make it happen. Well, I want to thank everyone who was listening and watching today. We really appreciate it. I hope that you'll give us a five star rating wherever you're observing our podcast. We value that. Love it. If you'd reach out to me, give me your thoughts, your opinions and Armando for you and for all of our guests, our listeners and so on today, if you know of anyone else who ought to be a guest on unstoppable mindset, please let us know. Provide introductions. We're always looking for guests. You can reach out to me directly at Michael H, i@accessibe.com that's m, I, C, H, A, E, L, H, I at accessibe, A, C, C, E, S, S, I, B, e.com, or go to our podcast page, www dot Michael hinkson.com/podcast, and Michael Hinkson is spelled M, I C, H, A, E, L, H, I N, G, S o, n.com/podcast, so we really do value all the thoughts and and information and suggestions that people provide. Yeah, as I think I've mentioned to many of you before, I also do travel and speak, especially after September 11, 2001 if anyone needs a speaker, please reach out. You can get me easiest at speaker at Michael hingson.com but however you do it, you've got all sorts of ways to reach out to me. Love to hear from you. And you know, once again, Armando, I want to thank you very much for being here, and thank you for all of your time today.   Armando Contreras ** 1:05:24 Michael, thank you many blessings to you and your family, and many blessings to everybody out there who is going to listen to this podcast interview.   Michael Hingson ** 1:05:39 You have been listening to the Unstoppable Mindset podcast. Thanks for dropping by. I hope that you'll join us again next week, and in future weeks for upcoming episodes. To subscribe to our podcast and to learn about upcoming episodes, please visit www dot Michael hingson.com slash podcast. Michael Hingson is spelled m i c h a e l h i n g s o n. While you're on the site., please use the form there to recommend people who we ought to interview in upcoming editions of the show. And also, we ask you and urge you to invite your friends to join us in the future. If you know of any one or any organization needing a speaker for an event, please email me at speaker at Michael hingson.com. I appreciate it very much. To learn more about the concept of blinded by fear, please visit www dot Michael hingson.com forward slash blinded by fear and while you're there, feel free to pick up a copy of my free eBook entitled blinded by fear. The unstoppable mindset podcast is provided by access cast an initiative of accessiBe and is sponsored by accessiBe. Please visit www.accessibe.com . AccessiBe is spelled a c c e s s i b e. There you can learn all about how you can make your website inclusive for all persons with disabilities and how you can help make the internet fully inclusive by 2025. Thanks again for Listening. Please come back and visit us again next week.

Earlier this month, DonorsTrust partnered with the Goldwater Institute and the Arizona Free Enterprise Club for a special event in Phoenix, Arizona. At the event, Peter was joined by DonorsTrust philanthropic advisor Lukas Dwelly and Yellowstone Trust Administration executive vice president Randy Huston for a discussion about the powerful charitable tools you can employ in your planned giving. Lukas is a chartered philanthropic advisor, an accredited estate planner, and charted financial advisor. Randy is certified financial planner with expertise in charitable estate planning and has worked in the charitable trust field for nearly 40 years. In this episode, Lukas covers the basics of bequest gifts, life insurance, and leveraging the full power of your IRA. And Randy gives an excellent overview of charitable remainder trusts and charitable lead trusts. The panel discussion will help you think more strategically about the tools available to you, including donor-advised funds.

An emotional and thought-provoking episode with our guest, co-host, and friend, Wendy F. Adams. Wendy bravely shares her deeply personal story of gift legacies and the challenges of managing estates after significant family losses. Wendy, a seasoned nonprofit professional herself and now a consultant to nonprofit leaders, discusses the heart-wrenching reality of being both a fundraiser and someone navigating the death of loved ones--uncovering critical lessons about donor stewardship and the importance of recognizing consistent donors. Wendy lost several family members in quick succession, including her mother, and was tasked with managing their estates. As someone who had dedicated her career to fundraising and nonprofit leadership, she found herself on the other side of the desk—grieving, making difficult phone calls, and uncovering truths about the ways organizations steward their donors. “By the time I got to the third call, I said, ‘OK, this is not someone who's just young in the field and doesn't know.' We've got a breakdown,” Wendy recounted. Her mother, a dedicated nurse and a longtime donor, had been supporting several nonprofits for over 15 years, often giving $60 a month to at least seven different organizations, adding up to tens of thousands of dollars. Despite her consistent generosity, when Wendy called to inform these nonprofits of her mother's passing, she was met with polite condolences but no recognition of the impact her mother had made. “I was floored and amazed to actually do the math myself,” she shared, “but what floored me in not a good way was the response I received when I called...there was not a word to say thank you.” Wendy's very human experience highlights the profound need for nonprofits to do better in stewarding donors, especially those who give consistently over long periods. Her story reminds us of the importance of having these conversations early and often, ensuring that donors like her mother feel appreciated not only during their lifetime but beyond. As Wendy passionately stated, “We have to do better. I'm still in the sector, and I love it, but we need to rise to the occasion.” Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Mike Goorhouse, Founder of Inspiring Impact, explains how planned giving can be transformational for nonprofits.Speaker BioMike Goorhouse is Founder and Lead Consultant at Inspiring Impact, LLC, a firm dedicated to helping nonprofit and philanthropic organizations effectively inspire change in their community.He has spent his entire career in philanthropy including working with Family Foundations, Community Foundations and Youth Grantmakers while at the Council of Michigan Foundations and serving as President/CEO for the Community Foundation of the Holland/Zeeland Area (CFHZ) for 10 years.Mike's most notable accomplishments during his time at CFHZ include successfully completing a $35 million unrestricted endowment campaign which included 100 new estate gift commitments and launching a multi-sector collaborative effort to significantly improve the affordability of local housing options. During his leadership, CFHZ tripled its assets from $40 million to $120 million, grew annual gifts from $5 million to $20 million and expanded its community impact strategies to include significant investments in strengthening the local nonprofit sector, impact investing and an equity focused grantmaking strategy.Over the years Mike has been recognized for his commitment to philanthropy and the community. In 2011 he was named one of the top 30 Civic Leaders under the age of 30 in the nation by the National Conference on Citizenship. In 2017 he was named Young Executive of the Year as part of the MiBiz Best Managed Nonprofit Awards. Finally, he has been recognized as one of the Grand Rapids Business Journal's Forty Under 40 Business Leaders six times and three times has been named one of GRBJ's top 200 most influential business leaders in WestMichigan.Mike has served on numerous local, state, national and international nonprofit boards including: Association for a More Just Society, Bread for the World, Housing Next, Movement West Michigan, Grand Valley University Foundation and Kids Food Basket.Mike has a degree in Secondary Education from Calvin University and a Masters' degree in Public and Nonprofit Administration from Grand Valley State University.

In this episode, Ligia Peña, a CFRE and president of Globetrotting Fundraiser, discusses the importance of legacy planning and starting a planned giving program for nonprofits. She emphasizes the need to understand donor engagement and focus on gifts and wills as the primary vehicle for planned giving. Ligia also highlights the importance of starting small, analyzing donor data, and seeking help from experts or consultants. The key takeaway is to just start and take small steps towards building a successful planned giving program.TakeawaysLegacy planning and planned giving are essential for nonprofits to secure future funding.Focus on gifts and wills as the primary vehicle for planned giving.Understand donor engagement and non-financial indicators to identify potential planned giving donors.Start small, analyze donor data, and seek help from experts or consultants to build a successful planned giving program.Chapters00:00 Introduction and Sponsorship01:00 Ligia Peña's Background and Inspiration for Globetrotting Fundraiser02:53 The Importance of Legacy Planning and Fundraising for Nonprofits05:12 Delving into Donor Data and Engagement07:32 Different Types of Planned Gifts and Focusing on Gifts and Wills09:58 Non-Financial Indicators and Engaging Donors Properly11:23 The Role of Stewardship and Delighting Donors13:51 Sprinkling Legacy Messaging in Existing Communication Tools16:14 Starting with Gifts and Wills and Building from There18:06 Avoiding Overwhelm and Focusing on Simple Strategies20:59 Comparing Plan Giving in the US, UK, and France25:26 Coaches Corner: Increasing Engagement of Nonprofit Email Newsletters31:29 Starting a Plan Giving Program: Three Key Steps38:36 Final Thoughts and Encouragement to Start TodayGuest BioLigia Peña, CFRE is President of GlobetrottingFundraiser, specializing in helping charities develop & implement their fundraising and legacy strategy. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she's trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review.Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.Got a question that you'd like to ask a nonprofit professional? Email your questions to IMPACTcoaches@IMPACTability.net

This week of Givers, Doers, & Thinkers, Jeremy sits down with Dr. Russell James to unveil why donors give.  Russell James, J.D., Ph.D., CFP® is a professor of the CH Foundation Chair of Personal Financial Planning and Charitable Giving Program Director at Texas Tech University's School of Financial Planning. Before joining Texas Tech University, Dr. James was the Director of Planned Giving for Central Christian College in Moberly, Missouri, and later served as president of the college. His research has been quoted numerous times by various news outlets, including The Economist, The New York Times, and the Chronicle of Philanthropy, and his financial neuroimaging research was profiled in The Wall Street Journal's Smart Money Magazine. He has authored several books, including The Storytelling Fundraiser, The Socratic Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving.During this episode, Jeremy and Dr. James explore donor identity and what leads to donor retention and meaningful donor engagement. Dr. James highlights the importance of a donor's backstory—appreciating the “why” behind a gift. He shares his extensive research around legacy giving and how to steer away from its sometimes negative associations. They also discuss Socratic fundraising, the psychology of transformational donations, how scientific research ought to inform fundraising, and what the Bible might have to tell us about fundraising. We'd love to hear your thoughts, ideas, questions, and recommendations for the podcast! You can shoot Katie Janus, GDT's producer, an email anytime!Be sure to follow us on Apple Podcasts, Spotify, and YouTube to make sure you never miss an episode!Center for Civil Society's YouTube Channel

Ever felt the sting of microaggressions while doing your nonprofit work?  Or perhaps you've noticed that most fundraising departments are predominantly white, leaving women of color to navigate tricky, often unwelcoming spaces?  I am here to help as I welcome a powerhouse panel of experts who delve into the world of Black women fundraisers, the difficulties they face, and the importance of inclusive support networks. Learn firsthand from Christal Cherry, Aquanetta Betts, Ninjia Miles, and Christal Crosby as they share their journeys, insights, and powerful advice. ⭐Christal Cherry: Founder of F3 (Fabulous Female Fundraisers) and a veteran in the nonprofit sector, her career is a testament to resilience and the power of community. ⭐Aquanetta Betts: Director of Planned Giving at George Mason University, Aquanetta emphasizes the importance of creating knowledge-sharing spaces within the fundraising community.  ⭐Ninjia Miles: Director of Development for Black Philanthropy at Indiana University Foundation, Ninjia provides insights into the philanthropic contributions of communities of color and the critical need for diverse fundraisers who understand these nuances. ⭐Christal Crosby: Director of Events and Programs at Case Western University, Christal shares her experiences and the importance of institutions preparing adequately to support and integrate diverse leadership. Navigating the nonprofit sector can be a daunting task, especially for women of color.  This episode provides not only a candid discussion but practical advice for executive directors on how to foster an inclusive culture that truly supports BIPOC fundraisers.  Don't miss out on this critical conversation! Hit play on this insightful episode of Nonprofit Lowdown to arm yourself with the knowledge and tools to make lasting, positive changes in your organization.  Let's create a more inclusive world, one fundraiser at a time! Important Links:  fabfemalefundraisers.org --- Support this podcast: https://podcasters.spotify.com/pod/show/nonprofitlowdown/support

In this episode, David Targonski, a nonprofit development expert, shares his insights on the power of direct mail in fundraising. He emphasizes that direct mail is not dead and can still be an effective tool for nonprofits to raise funds. He discusses the advantages of direct mail over email, highlighting the tactile nature of mail and the higher likelihood of response. Dave also provides tips on how to make direct mail stand out, such as using different envelope sizes and colors. He emphasizes the importance of storytelling and personalization in direct mail campaigns. Additionally, he discusses the role of direct mail in identifying major gift prospects and the importance of stewardship in building donor relationships.TakeawaysDirect mail is still a powerful tool for fundraising and can be more effective than email in certain situations.Using different envelope sizes, colors, and personalization can make direct mail stand out and increase response rates.Storytelling and personalization are key components of successful direct mail campaigns.Direct mail can be used to identify major gift prospects and build donor relationships.Stewardship is crucial in maintaining and growing donor support.Chapters01:04 The power of direct mail in fundraising14:16 The role of storytelling in direct mail29:30 Using direct mail to identify major gift prospects35:19 Tips and techniques for making direct mail stand out39:36 The importance of stewardship in direct mail fundraisingGuest BioDavid Targonski, Director of Development at St. Michael the Archangel Parish and School, has worked in nonprofit development for more than 24 years serving in various roles and responsibilities from Annual Giving to Planned Giving to Direct marketing. He has raised more than $100 million in his career.Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review.Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app.Got a question that you'd like to ask a nonprofit professional? Email your questions to IMPACTcoaches@IMPACTability.net and listen to next episode to see if your question gets answered!This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

A fun conversation about simplifying the often-misunderstood world of Planned Giving for nonprofits, with Tony Martignetti, a former attorney turned planned giving consultant.  With his candid charm, Tony reveals his journey from despising his attorney gig to embracing the predictability and impact of planned giving, belaying a clear message that planned giving is not as complex as it seems. Watch on video!Tony begins by explaining, “Planned giving fundraising does not change that much. It would take a major overhaul of the estate tax law for planned giving to change significantly, and there hasn't been one of those in at least two decades.” This insight into the stability of planned giving will resonate with you if you're looking for long-term fundraising strategies. At the heart of the discussion is the simplicity of starting a planned giving program. Tony emphasizes the most common and simplest form of planned giving: bequests. “Launching the dealing with the most basic, simplest, most common planned gift by far, just feels that's the place to launch your planned giving,” he states. This straightforward approach demystifies the process, making it accessible even to nonprofits just starting with planned giving. Tony then shares an inspiring statistic that underscores the profound impact of planned giving on donor relationships: “75% of people who leave a gift in their will, that will increase their other giving to your nonprofit.” This reveals how deepening donor engagement through planned gifts can enhance overall giving, a testament to the emotional and financial bonds that planned giving can forge between donors and nonprofits. Throughout the show, cohosted by Julia Patrick and Sherry Quam Taylor, Tony advocates for those making the ‘Asks' to focus on life and sustainability rather than the morose topic of death, which many mistakenly associate with planned giving. His approach is life-affirming, emphasizing the ongoing impact of donor contributions well into the future. This perspective not only enriches the dialogue around planned giving but also aligns it closely with the core missions of nonprofits—sustaining and nurturing community life through enduring support. The episode wraps with a clear takeaway: start simple, think long-term, and engage deeply with your donors. Tony's closing comments echo a call to action for nonprofits to embrace planned giving not as a daunting venture but as a natural extension of their existing donor relationships.  Learn more at TonyMartignetti.comFollow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Welcome back to the Lead with Heart podcast! In today's episode, find out why one consultant dressed in drag to motivate volunteers and learn the importance of making fundraising fun again.Guest Rob Webb, a seasoned nonprofit consultant with over 35 years of experience, discusses the sustainability of fundraising efforts through volunteer-led campaigns. By empowering volunteer leaders to spearhead fundraising initiatives, nonprofits can navigate challenges stemming from staff turnover more effectively.Rob discusses defining a culture of philanthropy over charity and the importance of passion for the mission. We discussed key techniques like making the ask comfortable, involving all organization levels, and viewing rejection as an opportunity. In this episode:[2:30] Rob's unexpected journey into nonprofit fundraising from swim coach to consultant[7:21] Defining the culture of philanthropy vs charity and the importance of passion for the mission[13:31] How volunteer-led campaigns empower donors and sustain fundraising efforts[16:40] Techniques for training volunteers to feel comfortable asking for donations[25:47] Involving all organization members in fundraising – from executives to frontline staff[35:07] Viewing rejection as an opportunity[36:03] Setting up sustainable systems so campaigns continue despite leadership changesRESOURCESTake the leap into successful fundraising with the Savvy Fundraiser Fundamentals Course. The ultimate guide designed for nonprofits that have been around for a while, but haven't delved into the world of fundraising yet. This course covers everything from crafting compelling campaigns to collaborating effectively with your team, ensuring you have all the tools you need to elevate your fundraising efforts.CONNECT WITH ROBRob Webb is the President and CEO ofIn 2012, I started a nonprofit in a small village in Malawi, living alone without water or electricity. Facing many challenges, I built a successful organization. This book is a tale of resilience, passion, and community strength. Discover the highs, lows, lessons learned, and unforgettable moments that shaped my journey. Whether you're in the nonprofit world, thinking of starting one, or just love a great story, pre-order HERE< The EmC Masterclass by Dr. Lola Gershfeld will help you enhance your communication skills to raise more revenue for your mission. This groundbreaking Emotional Connection process has been integrated into top universities' curriculum and recognized by international organizations. Use code LEADWITHHEART to enjoy a -10%.CONNECT WITH HALEYHaley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.Instagram: @thesavvyfundraiser LinkedIn: Haley Cooper, CFREWebsite: thesavvyfundraiser.com

Send us a Text Message.Brace yourself for a seismic shift in philanthropy! We're diving into the $84 trillion Great Generational Wealth Transfer that's set to redefine the nonprofit landscape. This unprecedented transfer of wealth offers a golden opportunity for nonprofits to connect with a new wave of donors and drive significant impact.Meet the Great Generational Wealth Transfer head-on, fully understanding its implications for your nonprofit: Understand the Impact: Get clarity on what this monumental wealth transfer means for the nonprofit sector and how it can transform your organization's future.Engage Legacy Donors: Discover effective strategies to connect with potential legacy donors and nurture long-term relationships that can sustain your nonprofit for years to come.Connect with Emerging Donors: Learn how to engage millennials and Gen Xers, who are set to inherit the bulk of this wealth, and understand the dynamics of generational giving.Ensure Transparency: Explore diverse giving channels and understand the importance of maintaining transparency and accountability to build and retain donor trust.Join Jena, Education & Community Engagement Manager at Donorbox, as she guides you through this transformative period and equips you with the knowledge and tools to make the most of this extraordinary opportunity.Dig deeper into Gen Z and their preferences in our last episode 4 Nonprofit Strategies to Engage Gen Z Donors, and in our blog, here:Gen Z Donors: How to Reach the Next Generation of Philanthropistshttps://donorbox.org/nonprofit-blog/gen-z-donors What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox's nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact. Take a tour right now and start fundraising in just 15 minutes: → https://donorbox.org/The Nonprofit Podcast, and a wealth of nonprofit leadership tutorials,  expert advice, tips, and tactics, are available on the Donorbox YouTube channel, subscribe today and never miss an episode:

Nonprofits are supported by people at all stages of life. When we invite more conversations about legacy, we help the people who care about their mission consider how they can support the causes they care about when they aren't here anymore. In this episode, Nancy and Sarah reflect on some lessons Nancy learned with her mother's passing. They discuss:Why it is helpful to have a fundraising strategy that offers many ways to support across donor life stagesWhat a nonprofit can do to encourage donors to create a will, which most Americans don't have in place (according to PlannedGiving.com )How to have conversations about legacy with people in the last stages of their livesYour donors care about your mission. They want you to continue to achieve your mission after they are no longer around to write checks or show up at events. When you invite conversations about legacy into your organization, you invite the stories that remind us why people care about what we do. It is a gift to donors to hear those stories and give them ways to act on their legacy. You got this. Enjoyed this episode? Share it with a friend. Want to request a topic? Email us at nonprofitradioshow@gmail.com.You can also follow us on these social media channels: Facebook: www.facebook.com/nonprofitradioshow Instagram: www.instagram.com/nonprofitradioshow Twitter: @smallnonprofits LinkedIn: www.linkedin.com/company/nonprofit-radio-show/ You got this.

Rhen is again joined by Tara Doyon, director of operations and senior consultant for Petrus, in this week's episode of the Petrus Development show.  Tara and Rhen broach the potentially intimidating topic of planned giving, and they work to make the idea of planned gifts more accessible for fundraising professionals.   The primary lesson that Tara and Rhen share in this discussion is that fundraisers don't have to be the planned giving experts.  On the subject of planned giving, it's best to know the basics.  Beyond that, fundraisers simply need know which community experts can offer assistance with the specifics.  The most important thing that fundraisers need to do regarding planned giving is to find ways to start the conversation with their donors.   In this episode, Tara and Rhen answer the following questions:What is planned giving?  What are typical types of planned gifts?Who are top planned giving prospects?  Who should you be talking to about planned gifts?How do we encourage planned gifts?What is a gift acceptance policy and why is it necessary for your organization?As Rhen mentions at the end of the episode, Petrus created a free planned giving cheat sheet to help you get the planned giving conversation started.  If you'd like to receive this resource, please click here for more information.    

Join Dr. Preston Cherry and Dr. Russell James, as they discuss how charitable giving and tax planning can work together. Plus, they break down tricky tax stuff, including how to deal with estate and income taxes smartly.Want to learn more? Connect with us below! Dr. Russell James on LinkedInDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry's WebsiteReady to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.Click here to go to our website: https://concurrentfp.com

Meet Ronen. He's a deeply passionate marketer and fundraiser, focused on the donor experience. With over a decade under his belt in fundraising, working on the org and agency sides, he's at Nature Conservancy of Canada (NCC) as Director, Integrated Marketing & Fundraising

My friend, colleague, and fellow podcaster Tony Martignetti was in the Atlanta area and stopped by to record this incredible episode about planned giving. Since my podcast studio is super-small, we recorded this week's episode at my dining room table. (And I'd bet many of the best conversations with your planned giving prospects might happen at their dining room table.)  Together, we explore planned giving's transformative power to help your organization achieve sustainable funding. Pull up a chair and get ready to learn why and how your organization should launch a planned giving program.  With years of experience and a passion for helping nonprofits build sustainable funding, Tony offers invaluable insights, practical advice, and inspirational stories that empower organizations to embrace planned giving.  This conversation goes beyond the basics, discussing innovative approaches, common misconceptions, and actionable strategies for making planned giving a cornerstone of your fundraising efforts. Whether you're new to planned giving or looking to enhance your current planned giving efforts, this episode is a must-listen for executive directors and development directors dedicated to making a lasting impact. This episode answers the following questions: Should my organization have a planned giving fundraising program? (Yes!) How do I start a planned giving program? When is a donor too old to be solicited for a planned gift in their will?  Should I ask my donors under 60 about planned giving? How do I overcome my board or staff objections to starting a planned giving program?  Links mentioned in this episode: Planned Giving Accelerator  Tony Martignetti's Website  Looking for more? Check out this amazing episode: Ep 157: Generosity Post-Mortem: Legacy Giving with Lori Kranczer (Apple | Spotify | Our Home Page)

How is gift planning beneficial for KFUO Radio and its donors? Mike Fischer, Senior Gift Planning Advocate with LCMS Mission Advancement, joins Andy and Sarah during Sharathon 2024 to talk about his work with Mission Advancement, what Mission Advancement's guiding theme of "Blessed to be a Blessing" means for KFUO Radio listeners, and how Mission Advancement can help KFUO listeners with planned giving. For more information, contact Mary Schmidt at (314) 996-1518. Learn more about Sharathon 2024 and give now at kfuo.org/sharathon.

In this episode of Retirement Unlimited, Randy and the group look at the financial specifics of charity and giving. Enjoy!

Do you feel like your fundraising events are discounted from your overall fund development plan and donor cultivation strategy? Listen in to our interview with Anne Rodenberg, Director of Major & Planned Giving at Wilder Foundation in St. Paul for some insight on how you can change that. Our host for this episode, Kristi Ackley with Growth By Design, asks Anne about her approach to events, ideas for building relationships related to major, planned and legacy gifts, and how to maximize these opportunities to be face to face with donors and friends of your organization.

You don't want to miss this inspiring episode of Conversations with Industry Leaders featuring Susan Doliner from Maine Medical Center. In this 12-minute podcast, Sue shares: The priceless key to making a tremendous impact; Where the spirit of philanthropy shows up; The most important ingredient in philanthropy; How to overcome imposter syndrome; and more! Sue's insights are inspiring for all in the fundraising world; from the new gift officer to seasoned leaders. Take a listen! 

Did you miss this episode? Here's a chance to listen to one of our most popular interviews. This is the year to build a sustainable planned giving program by incorporating gift planning into your annual fundraising plan. We discuss overcoming barriers, normalizing legacy giving among leadership, and how to add action-steps and accountability into your already packed to-do list. Join co-hosts ⁠Carl Newbanks⁠ and ⁠Marie Ruzek⁠ as they hear how Sarah Staiger successfully started a planned giving program. Hint: it includes seeking out advice from MN Gift Planning Association members! Sarah and her business partner Laura Vitelli, have generously offered to listeners, a free 90-minute coaching sessions. You can find them at: ⁠https://staigervitelli.com/about-us

The topic of this episode was brought about by the following question sent to the Pastor's Inbox: On listening to the episode "Giving to the needy." If giving is *not* sacrificial (ie, budgeted, planned, doesn't hurt), what is an RB view on the relative value of the said gift? #CBTSeminary Informed Scholarship | Pastoral Heart Helping the church to prepare men to undertake the full range of pastoral responsibilities in serving Christ and His kingdom. Visit https://cbtseminary.org/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/cbtseminary/message Support this podcast: https://podcasters.spotify.com/pod/show/cbtseminary/support

The topic of this episode was brought about by the following question sent to the Pastor's Inbox: On listening to the episode "Giving to the needy." If giving is *not* sacrificial (ie, budgeted, planned, doesn't hurt), what is an RB view on the relative value of the said gift? #CBTSeminaryInformed Scholarship | Pastoral HeartHelping the church to prepare men to undertake the full range of pastoral responsibilities in serving Christ and His kingdom.Visit https://cbtseminary.org/

In this episode, we are joined by Kelsey Tyler from Second Harvest Heartland. Kelsey is the Development Officer for Gift Planning at one of the nation's largest hunger relief organizations. She is moving into this role from Major Giving and is now creating and expanding their work in Planned Giving. Her time in the non-profit industry has included everything from large higher education development departments to smaller teams where they are just beginning their formal planned giving journey. Join Legacy of Generosity podcast host, Ali Schneider, as they talk about Kelsey's unique perspective on donor relationships and shares how she is going to use her experience to build a successful planned giving program.

On this episode of the NC State Philanthropy Podcast, we're joined by Katherine Miller, the executive director of NC State's Office of Gift Planning, to discuss planned giving and its importance to the university's ongoing success. A bequest is a gift made through your will or trust, but it is much more than simply leaving money to NC State in your long-term financial plans. It is one of the most popular and flexible ways that you can support the university, and it even comes with benefits that you can enjoy in the present. Miller discusses all of this in our interview, along with how she came to be part of the Wolfpack following time spent in the private sector as a CPA. For more information on how you can benefit NC State through planned giving, please visit ncsugift.org. If you'd like to hear even more stories of Wolfpack success, please subscribe to the NC State Philanthropy Podcast today in the Apple or Google Podcast stores, on Spotify or through Stitcher. Be sure to leave a comment and rating to let us know how we're doing. Thanks for listening, and as always, go Pack! Transcript available here.

There's no better way to kick off the relaunch than with experienced charitable gift planner, Grant Whitney. Previously with Harvard for 21 years, Grant is celebrating his first anniversary at Mass General Hospital. In this 19-minute podcast, Grant shares what inspired his work in philanthropy; what he's learned to appreciate about the work; what he learned from mentors and what ingredients led to his success, and more! He also shares a donor story from Harvard that continues to remind and inspire for excellency in all we do.

Planned Giving shouldn't be mysterious!Despite many nonprofits having everything a planned giving program takes, they're not making use of a game-changing source of income.  Are you one of them?Join Cara and Tony Martignetti, host of Nonprofit Radio and Planned Giving strategist, as they tackle the what, why, who, and when of creating a planned giving program for nonprofits and their donors.  From the basic concepts and types of planned gifts to the many, sometimes surprising, benefits Tony shares his expertise.  Yes, including tackling the uncomfortable conversations that deter so many fundraisers from maximizing the full potential of planned giving.Tony is a renowned planned giving consultant, leadership coach, and podcast host, with over 20 years of experience helping organizations and individuals achieve their fundraising and leadership goals.  You can find out more about Tony's Planned Giving Accelerator course, or catch his Nonprofit Radio podcast here: https://tonymartignetti.com/ We also have an excellent blog to get you on the path to a successful planned giving program in our comprehensive Nonprofit Blog, be sure to explore while you are there: 

In episode nine of Mission + Markets, Heather Shanahan and Jade Bristol, chief development officer at GivingDocs, discuss DEI efforts in planned giving and estate planning. GivingDocs is an online estate planning platform designed to help nonprofits improve their planned giving initiatives.  The conversation addresses diversity, equity, and inclusion (DEI) within planned giving and estate planning. Jade discusses the organization's mission to enhance planned giving efforts for nonprofits, and the history of inequity in philanthropy.   Jade and Heather emphasize the importance of authentic conversations, cultural awareness, and empathy when working with diverse donors in the realm of planned giving. Their discussion underscores the crucial mission of nonprofits to make a positive impact through thoughtful and respectful engagement with donors.  Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.  

Chris Miller interviews Mark Lail, President of the Nazarene Foundation, as they discuss how foundations can assist churches with financial planning and giving. Subscribe to the Leadership and the Church podcast here: http://eepurl.com/db5Pcb Read the highlights from the episode at: LeadershipAndTheChurch.com

In this episode of the First Day Podcast, host Bill Stanczykiewicz is joined by renowned guest Russell James III, an authority on planned gift fundraising. Together, they explore the world of planned giving principles, offering valuable insights for nonprofits and fundraisers alike. Russell, the author of Chapter 36 in Achieving Excellence in Fundraising, 5th Edition, shares his journey from law school to becoming a leading expert in planned giving. The conversation highlights the transformative potential of planned giving, challenging misconceptions and emphasizing its role in wealth sharing. Discover practical strategies for identifying prospective planned gift donors, initiating positive conversations, and integrating planned giving into your nonprofit's fundraising plan. Learn how planned giving can lead to remarkable long-term fundraising growth, revolutionizing your organization's ability to make a lasting impact.

For your organization to continue to grow, you need to invest in an organized program for identifying and stewarding planned gifts. Planned giving is an essential part of relational fundraising, yet so many fundraisers avoid it simply because they don't have a system that supports them to engage donors in this way. So for this podcast episode, we'll be talking about the three legs that make up a successful planned giving program. Listen in to learn how to build a program that will support your fundraisers in securing more planned gifts for your organization's mission. Show Highlights: In this episode, you'll learn about…  How we define the three legs of planned giving, and where these areas can support each other Organizational division of labor for these functions – whether you have a distinct position for each role, or one person who manages them all What can go wrong when an organization is not properly supporting all three areas of planned giving Opportunities for collaboration between major gifts and planned giving

Published: September 20, 2022 We are currently experiencing the “Great Transfer of Wealth,” and over the next few decades, financial experts predict that between $40 trillion and $140 trillion will be passed from one generation to the next. Up to one-third of this wealth will be transferred to nonprofits through planned giving. We are joined today by Renée Underwood, CFRE, the Chief Development Officer for the Diocese of Fort Worth's Advancement Foundation who will share advice and her experience with facilitating Planned Gifts for Parishes and her Diocese. This episode was recorded on July 29, 2022. Pre-order the new book “The Generosity Crisis” by Authors Brian Crimmins, Nathan Chappell, and Michael Ashley on Amazon by clicking here. Send us a question about the new book, the Generosity Crisis for our upcoming interview with Brian Crimmins and Nathan Chappell by sending Jim Friend an email. Join Jim Friend at the new Catholic Crypto Conference on November 17-18, 2022, in Valley Forge, Pennsylvania. Join Changing Our World at the International Catholic Stewardship Conference on October 2-5, 2022, in Anaheim. Stop by our booth and visit with Jim Friend, Tom Farrell and Anna Vallez. About Renée Underwood, CFRE, has served in stewardship, development, and Catholic foundation management roles for dioceses since 2009. As Chief Development Officer of the Diocese of Fort Worth Advancement Foundation, she has responsibility for annual and planned giving, endowment funds and capital campaigns. The current Region X Board Representative to the International Catholic Stewardship Council, Renée has extensive board experience for nonprofit organizations. She currently serves on the executive committees of Lone Star Council Charitable Gift Planners, Fort Worth Metro Chapter of Association of Fundraising Professionals (AFP), Fort Worth Serra Club, and the Southwestern Lieutenancy of the Equestrian Order of the Holy Sepulchre of Jerusalem. Prior to her nonprofit career, Renée served in advertising, marketing and executive management roles. She holds a bachelor's degree from Texas Tech University, an MBA from The University of Texas at Dallas and has completed additional graduate studies toward a Master's Degree in Pastoral Studies from Loyola University New Orleans. Renée is a widow, a mother of two sons, a grandmother of three and a spiritual director. Watch the Video Presentation of this Conversation https://youtu.be/14YWo2yYO4s Recorded July 29, 2022 Don't miss Changing Our World's FORGING FORWARDDon't miss the webinar series FORGING FORWARD, a virtual philanthropic conference designed to bring you nonprofit experts from around the country who are leading through the COVID-19 crisis. Daily Spiritual Reflection and Prayers on “Kristin's Crosses” Join Jim and Kristin Friend and their family on Kristin's Crosses YouTube Channel for “Today's Catholic Prayers.” Jim and Kristin offer the daily Gospel and Reflection along with the Rosary and Catholic Prayers of the day. Click here to visit the YouTube Page and subscribe. If you would like to join the Kristin's Crosses prayer group on Facebook, click here to request to join.

Published: October 26, 2020 Shawn Trahan, Senior Managing Director for Changing Our World talks with Msgr. Louis Marucci, about his very successful capital campaign at St. Andrew the Apostle Church in Gibbosboro, New Jersey, and his unique approach to fundraising. The two also discuss his role in the Diocesan Capital Campaign that Changing Our World conducted in partnership with the Diocese of Camden. Shawn Trahan brings over 20 years of fundraising experience in Catholic Philanthropy to this great conversation. Rev. Msgr. Louis A. Marucci, D.Min Monsignor Louis Marucci was born in Philadelphia, PA. He grew up in Gibbstown, NJ, and was educated at St. Michael Elementary School and St. James High School in Carney's Point, NJ. He attended Christ the King Seminary in East Aurora, New York, and was ordained on May 23, 1987.  He was named a Chaplain of His Holiness by Pope John Paul II on March 18, 2000, and given the title Reverend Monsignor.Monsignor Marucci holds four Master's Degrees and a Doctorate of Ministry.  He received a Master of Divinity Degree from Christ the King Seminary in East Aurora, NY, a Master of Arts Degree in Medical Moral Theology from St. Charles Borromeo Seminary in Wynnewood, PA, a Master of Arts Degree in Philanthropy and Development from The University of St. Mary in Winona, Minnesota and the Master of Science Degree in Church Management from Villanova University in Villanova, PA. In addition, he earned a Doctor of Ministry Degree (Specializing in Medical Moral – End of Life Issues) from The University of St. Thomas in St. Paul, Minnesota.  Monsignor holds the Vatican Diploma for Catechesis and a Certification in Catholic Social Teaching in addition to the Certification in Planned Giving. His areas of specialization are in the fields of Medical Moral Theology, Organizational Leadership, Strategic Planning, Operational Administration, and Philanthropy & Development.  He was appointed Pastor of St. Andrew the Apostle parish on June 14, 2010. Despite his paralysis, consequential to his diagnosis of Multiple Sclerosis (six months after he was ordained), he sees every challenge as an opportunity.  Monsignor Marucci loves to ski using adaptive equipment and has a passion for Music as a harpist.  In addition to his Pastoral Ministry at St. Andrew the Apostle, he serves as a consultant to several non-profit organizations assisting in Strategic Planning and the incorporation of “Best Practices” to establish Comprehensive Development Initiatives. Don't miss Changing Our World's FORGING FORWARDDon't miss the webinar series FORGING FORWARD, a virtual philanthropic conference designed to bring you nonprofit experts from around the country who are leading through the COVID-19 crisis. Daily Spiritual Reflection and Prayers on “Kristin's Crosses” Join Jim and Kristin Friend and their family on Kristin's Crosses YouTube Channel for “Today's Catholic Prayers.” Jim and Kristin offer the daily Gospel and Reflection along with the Rosary and Catholic Prayers of the day. Click here to visit the YouTube Page and subscribe. If you would like to join the Kristin's Crosses prayer group on Facebook, click here to request to join.

Published: September 30, 2019 Meet David DiNapoli, the Director of Development for the Diocese of Portland in Maine. On today's show, Jim Friend talks with David about his role in the Diocese and some of the challenges and opportunities that he is pursuing as he leads a development office that covers 33,215 square miles with a population of 279,159 Catholics. David's office oversees the Annual Appeal and Planned Giving, and he provides support to the 55 parishes and the Catholic School system in the Diocese.We begin our show today with an interview with Brandi Holys. Brandi is a Senior Director with Changing Our World who is currently assigned to a $70 Million Capital Campaign for the Diocese of Green Bay. Brandi shares some stories about her career and what she does for fun.About David DiNapoliPrior to taking the lead Development position with the Diocese of Portland, David DiNapoli served as a Director for Changing Our World, conducting Capital Campaigns and studies with a number of Diocese and Archdiocese as well as other nonprofits.  Prior to that, David served as a consultant designing & implementing a strategic planning process for all parishes in the Archdiocese of Chicago. In the Archdiocese of New York, David provided professional stewardship education and fundraising services to Archdiocesan parishes & effectively lead numerous campaigns in the areas of increased offertory & capital campaigns. In the beginning of his career, David worked in executive management within the hospitality industry, where he oversaw the complete renovation efforts of an organization in addition to managing the entire staff.David holds a Bachelor's degree in Theology from Franciscan University of Steubenville and was fortunate to study abroad in Austria. During his college years, David participated in missions in the jungles of Ecuador. Daily Spiritual Reflection and Prayers on “Kristin's Crosses” Join Jim and Kristin Friend and their family on Kristin's Crosses YouTube Channel for “Today's Catholic Prayers.” Jim and Kristin offer the daily Gospel and Reflection along with the Rosary and Catholic Prayers of the day. Click here to visit the YouTube Page and subscribe. If you would like to join the Kristin's Crosses prayer group on Facebook, click here to request to join.

February 09, 2020 Changing Our World‘s Jim Friend visits the Archdiocese of San Francisco to talk with Rod Linhares, Director of Development, and Florian Romero, Director of Stewardship.Rod oversees fundraising for the Archdiocese, where he has been a resident his whole life. Rod's personal mission is to help everyone to understand the magnitude of services and ministries that are offered throughout the Archdiocese. Rod discusses the Annual Appeal, Planned Giving, the Archbishop's Circle, and a survey the Archdiocese just conducted to understand what parishioners love about their home parish. Rod brings great passion and expertise to his role.Florian is a seasoned professional in fundraising, but for many years, she has been focused on the spirituality of Stewardship. Florian works closely with parishes to help them understand Stewardship as a way of life and a culture change for parishes. Florian describes how Archbishop Cordileon is personally committed to the model of Stewardship and how this kind of transformation can take many years to solidify and bear fruit. Florian brings a spirit of generosity and God's love to the parishes she serves. Daily Spiritual Reflection and Prayers on “Kristin's Crosses” Join Jim and Kristin Friend and their family on Kristin's Crosses YouTube Channel for “Today's Catholic Prayers.” Jim and Kristin offer the daily Gospel and Reflection along with the Rosary and Catholic Prayers of the day. Click here to visit the YouTube Page and subscribe. If you would like to join the Kristin's Crosses prayer group on Facebook, click here to request to join.

Nonprofit Fundraising, with Mark Wilkison and Wes Wicker, Columns Fundraising Consulting (North Fulton Business Radio, Episode 682) Mark Wilkison and Wes Wicker, both partners and principals at Columns Fundraising Consulting joined host John Ray to chat about nonprofits and nonprofit fundraising. They discussed the needs they see when they engage with a client, some of […] The post Nonprofit Fundraising, with Mark Wilkison and Wes Wicker, Columns Fundraising Consulting appeared first on Business RadioX ®.

Many nonprofit leaders don't discuss the topic of planned giving, yet it can be a critical strategy for building a sustainable and robust nonprofit. ...

If you follow me on instagram @devdebrief, you saw that I went out to Annapolis in March. There, I met the US Navy development team and learned about their approach to fundraising. Mike Hoffman is an amazing leader who is growing programs, posting new positions, and argues teams are best built in person. Mike joined the U.S. Naval Academy Foundation in March 2013 and currently serves on the Foundation's senior leadership team as the Vice President, Development. Mike began his tenure at Navy as a Major Gifts Officer and grew into a series of roles with increasing responsibility before taking the VP position last year. As the Naval Academy Foundation builds out a team in anticipation of their next campaign, Mike will lead a staff of 15 on the Development team, which includes the Regional Development program, which is comprised of the organization's major gifts and high-end leadership annual giving initiatives, and the Planned Giving program. In his role, he also works closely with the Foundation's EVP, Board of Directors and other organizational leaders to play a central role in campaign planning and execution. Additionally, Mike manages a portfolio of top donors across the country with a focus on principal gifts. Since 2004, Mike has worked in education at both the independent school and higher education levels, with most of that experience in development positions. Prior to joining the Foundation, Mike was at Johns Hopkins University in their Regional and International Programs development office. Mike graduated from Loyola University Maryland with a Bachelor of Arts in political science. He lives in Annapolis with his wife and three children.   --- Support this podcast: https://podcasters.spotify.com/pod/show/devdebrief/support

Remember that time you came across a contact report that made your eyes bug?

In this episode, we chat with Tony Martignetti, an expert in planned giving programs. Planned giving is a way for everyday people to make a big impact on their favorite nonprofits by giving a gift through their will or estate. Tony shares his insights on what makes a successful planned giving program and how organizations can get started without a lot of resources or technical expertise. He also recommends the Planned Giving Accelerator, an online course that offers a step-by-step guide to creating a successful program. Check out the Planned Giving Accelerator at plannedgivingaccelerator.com "Don't think that planned giving is only for your wealthy donors." - Tony --- Support this podcast: https://podcasters.spotify.com/pod/show/nonprofitlowdown/support

Meet Tony. If you term “planned giving” strikes either fear or confusion in your heart, get excited, because we brought the OG of planned giving knowledge and dispelling  tired myths about this part of our business. For more than two decades, he's been starting and growing planned giving programs at nonprofits across the United States. He's sharing how to know when your nonprofit is ready to take this step and what it takes to set up a planned giving program. Tune in to have all your planned giving anxieties eased