Sharpe Insights: Conversations With Your Planned Giving Experts

Before the Gift: Family, Communication and Estate Planning

Estate planning attorney Jennifer Norton joins host Grant Miller in a discussion about ways family dynamics can ruin a gift, why it's important to have a purpose statemen

Beyond the Next Budget: Building Financial Resilience Through Planned Giving

Host Grant Miller welcomes Friends of the Children's National CEO Terri Sorensen to discuss the valuable lessons she has learned in the nonprofit's expansion, why balanci

Lessons from a Lifetime in Philanthropy: Leadership, Donor Advised Funds Then and Now, and What Lies Ahead for Gift Planning

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 less

When No, Thank You Is the Right Response: Gift Acceptance Policies and Protecting Your Organization

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 d

The Science and the Sentences: Asking for an Estate Gift Without Fear or Anxiety

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 con

The Art of Listening: Zen, Black Belts and Better Donor Conversations

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 fun

Keys to Unlocking IRA Gifts: Lessons From the RIFT Project 

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 ur

The Human Element: Trust and Technology in Fundraising

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 Philanthro

Up for the (Legacy) Challenge

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 Washi

The Ins and Outs of Estate Settlement with Andrew Fussner

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

The National Association of Charitable Gift Planners: The Art and Science of Gift Planning

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

Shifting Ground: Helping Nonprofits Navigate Change in Washington

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 OBBB

Current, Correct and Complete: Turn Donor Data Into Opportunities

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

Built to Last: The 100-Year Story of the American Council on Gift Annuities

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 annu

When Giving Gets Personal: Repairing Strained Donor Relationships

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, Gra

From Ink to Interface: Giving Docs and The Future of Planning Your Charitable Legacy

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 digi

The OB3. May the Force Be With You (As You Navigate This Tax Bill)

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

Membership Has Its Privileges: The National Capital Gift Planning Council

Debra Kathman, senior director of gift planning at World Wildlife Fund, talks networking opportunities, the collegial community and the continuing education that are part

Socratic Fundraising Featuring Dr. Russell James

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

Mistletoe, Markets and the True Meaning of Year-End Giving

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 M