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Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
Sharpe Insights: Conversations With Your Planned Giving Experts is the podcast for nonprofit development professionals looking to deepen their understanding of planned giving. Whether you’re new to planned giving or looking to enhance your existing program, we will provide you with practical tips, expert advice and real-world stories. Host Grant Miller will explore the nuances of planned giving, covering everything from building relationships with donors to understanding the various gift vehicles to learning how to ask for a planned gift. We’ll feature advice from Sharpe consultants and interviews with planned giving professionals who will share strategies for engaging donors in meaningful ways and growing your planned giving program. If you’re passionate about securing long-term support for your nonprofit, you’re in the right place. Let’s explore the world of planned giving together!
Unknown Host hosts Sharpe Insights: Conversations With Your Planned Giving Experts.
In this episode of Sharpe Insights, I sit down with Eileen Heisman, a veteran in the field of philanthropy with over 30 years of experience. Eileen shares invaluable lessons from her extensive career, including her trans
Some things are too good to be true. On this episode, City of Hope's Adrienne Gibson and Marina Katsnelson discuss the critical ways gift acceptance policies help frame donor conversations, why they can also be called no
If Marvel had a planned giving universe, silence would be a superpower. Dr. Russell James returns to the podcast to provide science-backed methods for effectual donor conversations, why using the "wrong" terminology may
R.E.S.P.E.C.T. Listening well may hold the key. Alex Brovey, author of the “Zen and the Art of Fundraising:” series, joins the podcast to share her sixteen pillars of fundraising success, why you should be prepared to le
In this episode of Sharpe Insights, host Grant Miller delves into the complexities of receiving IRA gifts for nonprofits, a challenge often overlooked until it becomes urgent. Join us as we explore the innovative RIFT Pr
The donor giveth trust and the donor can take it away—in a heartbeat. Grant Miller welcomes journalists Rasheeda Childress and M.J. Prest from the Chronicle of Philanthropy to discuss ways technology can shore up—or erod
In this episode of Sharpe Insights, join me, Grant Miller, as we dive into the innovative world of legacy challenges with John Jensen, Director of Planned Giving at Washington National Cathedral. Discover how this underu
You’ve got to cover your bases to cross the finish line. Estate settlement expert Andy Fussner joins host Grant Miller to discuss the importance of tickler systems, what may be hiding in estate accountings and inventorie
In this episode of Sharpe Insights, we explore the intricate balance between the art and science of charitable gift planning with Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners.
Show and tell. Host Grant Miller is joined by Washington lobbyist Ali Bedford who offers insights into proposed legislation affecting charitable giving, the ways the OBBBA may cause a shift in donor behavior, the importa
In this episode of Sharpe Insights, we explore the crucial role of donor data in enhancing your planned giving program. Join me, Grant Miller, as I sit down with Jim Ross, CEO of Sharpe, to discuss best practices for mai
2027 marks a milestone for the ACGA. Grant Miller and special guest Phil Purcell, ACGA board president, talk about the ACGA’s contributions, profile the typical gift annuity donor, explain how gift annuities can lead to
In this episode of Sharpe Insights, we delve into the complexities of donor relationships, focusing on the sensitive issue of repairing strained connections. Join me, Grant Miller, as I speak with Brett Bicoy, President
Join host Grant Miller and Brantley Boyett of Giving Docs as they discuss the evolution of online estate planning, how charities can benefit from providing access to digital tools and what role AI may play in legal tech
Do floors and ceilings have you reeling? Tax and planned giving experts Chris Woehrle and Barlow Mann discuss the latest OBBBA changes, offering some hopeful predictions for their impact on 2026 fundraising and beyond. P
Debra Kathman, senior director of gift planning at World Wildlife Fund, talks networking opportunities, the collegial community and the continuing education that are part of membership with Washington DC’s National Capit
Socrates, Obi-Wan Kenobi and Gandalf the Grey walk into a donor meeting … In this mind-bending episode, Dr. Russell James reveals the power of using questions as a means of self-discovery to help guide donors into making
Taking a break from checking those lists (twice) we’ve got Barlow Mann in the Insights studio at the North Pole office for a lively Q&A with the Sharpe elves—host Grant Miller and special guest Teri Sullivan. They talk t
In this episode of Sharpe Insights: Conversations with Your Planned Giving Experts, I, Grant Miller, delve into the world of donor-advised funds (DAFs) and their transformative potential for philanthropy. Joining me is S
Are digital assets the “unknown unknowns?” In a timely discussion with host Grant Miller, Sharpe Group technical consultant Chris Woehrle sheds some light on the role they can play in estate planning and planned giving.
Jim Ross
wrestling announcer · Arlington, Texas
1 appearance on this show
Russell James
professor of Personal Financial Planning at Texas Tech University
1 appearance on this show
Alex Brovey
Northwell Foundation
1 appearance on this show
John Jensen
Washington National Cathedral
1 appearance on this show
Michael Kenyon
National Association of Charitable Gift Planners
1 appearance on this show
Ali Bedford
Washington lobbying
1 appearance on this show
Phil Purcell
Salvation Army Central Territory
2 appearances on this show
Brett Bicoy
Door County Community Foundation
1 appearance on this show
Brantley Boyett
Giving Docs
1 appearance on this show
Chris Woehrle
Sharpe Group
3 appearances on this show
Debra Kathman
World Wildlife Fund
1 appearance on this show
Barlow Mann
Sharpe Group
2 appearances on this show
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Sharpe Insights: Conversations With Your Planned Giving Experts is hosted by Unknown Host. The show is categorised under Business (non-profit) and has published 0 episodes.
Sharpe Insights: Conversations With Your Planned Giving Experts regularly covers Business, Non-profit. It sits in the Business category, with a non-profit focus.
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Episodes of Sharpe Insights: Conversations With Your Planned Giving Experts average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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