
Join your hosts, Andy Ragone and Kimberly Jetton, as they interview professionals to explore all things related to gift planning. How does an organization build AND sustain a program? What should orgs consider when orchestrating, securing, and marketing for planned gifts? Metrics, board and executive team development, legacy societies, gift processing, campaigns, nonprofit leadership, running educ... more
| Publishes | Infrequently | Episodes | 10 | Founded | a year ago |
|---|---|---|---|---|---|
| Categories | Non-ProfitBusiness | ||||

Michael Davis brings a rare, dual-lens perspective to philanthropy that few professionals possess. As Senior Vice President and National Director of Philanthropic Services at U.S. Bank—and as a former planned giving officer in higher education—he und... more
Brian Nielson of Azimuth Legal Solutions reminds us that fundraising is about guiding. When fundraisers step up as philanthropic advisors and connect donors with the right professionals, magic happens. Bigger gifts. Smarter giving. Greater impact. It... more
Last time, we only dipped a toe in the water. We had Javier and Cassie Reyes on, and what unfolded was the beginning of a much bigger conversation—one that touches the messy, magical intersection of generosity and real estate.
You see, saying "yes" ... more
Hidden Real Estate Gold or Huge Headache?Javier and Cassie Reyes crack open a truth we don’t talk about enough: Real estate has huge potential for transformative momentum for most nonprofit organizations. Hidden in every parcel of land is a story, a ... more
Today’s guest brings a rare and powerful dual perspective.
Liam Dunphy is the owner of a home care company that serves older adults with dignity and compassion—but before that, he was a seasoned planned giving officer helping donors leave meaningfu... more
Legacy isn’t a stack of documents or a dollar amount. It’s a story—told through choices, values, and the people we trust to carry them forward.Tiffany knows this. She doesn’t just interpret tax codes or navigate estate plans. She translates complexit... more
Jay Harvill doesn’t just work in fundraising—he helps people imagine the impact they can have for generations. For over two decades, he’s served as a bridge between generous hearts and the transformational change they want to create. His leadership h... more
Kevin Barry is an AVP at Mount Saint Mary's University and brings a fresh perspective towards relationship driven leadership and donor connectivity. Kevin is an exceptional fundraiser, storyteller, optimist, philanthropist and has recently become a d... more









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