Charitable Chit Chat with Cathy & Claire

Planned Giving Myth Blasters! David Moses, ADL and Juan Ros, Forum Financial: Charitable Chit Chat with Cathy & Claire

August 22, 2020 Charitable Chit Chat with Cathy & Claire Season 1 Episode 7
Charitable Chit Chat with Cathy & Claire
Planned Giving Myth Blasters! David Moses, ADL and Juan Ros, Forum Financial: Charitable Chit Chat with Cathy & Claire
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Charitable Chit Chat with Cathy & Claire
Planned Giving Myth Blasters! David Moses, ADL and Juan Ros, Forum Financial: Charitable Chit Chat with Cathy & Claire
Aug 22, 2020 Season 1 Episode 7
Charitable Chit Chat with Cathy & Claire

Time to BLAST the myths of Planned Giving!

In this episode, planned giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to David Moses, Senior Director, National Estate and Gift Planning with the Anti-Defamation League and Juan Ros a financial advisor working with philanthropic families and businesses. Along with our own Cathy Sheffield, we blast the myths standing in a nonprofit's way of planned giving success.

Our first myth is "You have to be an expert to help donors make a planned gift to your nonprofit." Our experts say this is definitely a MYTH and that the main skills you need to be a successful fundraiser are people skills. From there, we blast other myths like "Planned Giving will cannibalize major and other outright giving." Listen to the episode and hear this myth (and all the others) blasted.

Also in this episode, David shares some insights into the ADL's matching gifts campaign for planned gifts, so if your organization is considering a matching campaign, you will definitely want to hear more from David.

If your organization has been slow to embrace a proactive effort to reach and engage planned giving donors, this episode of Charitable Chit Chat with Cathy & Claire is a must-listen -- and share it with your boss and your board!

We hope you enjoy this episode of Planned Giving Myth Blasters!

If you need any help with your planned giving, just get in touch with us, because as we like to say --  "Charitable Chit Chat with Cathy & Claire is more than a podcast -- we're your friends in planned giving."

Visit our website CharitableChitChat.com

All content © 2020 

Show Notes

Time to BLAST the myths of Planned Giving!

In this episode, planned giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to David Moses, Senior Director, National Estate and Gift Planning with the Anti-Defamation League and Juan Ros a financial advisor working with philanthropic families and businesses. Along with our own Cathy Sheffield, we blast the myths standing in a nonprofit's way of planned giving success.

Our first myth is "You have to be an expert to help donors make a planned gift to your nonprofit." Our experts say this is definitely a MYTH and that the main skills you need to be a successful fundraiser are people skills. From there, we blast other myths like "Planned Giving will cannibalize major and other outright giving." Listen to the episode and hear this myth (and all the others) blasted.

Also in this episode, David shares some insights into the ADL's matching gifts campaign for planned gifts, so if your organization is considering a matching campaign, you will definitely want to hear more from David.

If your organization has been slow to embrace a proactive effort to reach and engage planned giving donors, this episode of Charitable Chit Chat with Cathy & Claire is a must-listen -- and share it with your boss and your board!

We hope you enjoy this episode of Planned Giving Myth Blasters!

If you need any help with your planned giving, just get in touch with us, because as we like to say --  "Charitable Chit Chat with Cathy & Claire is more than a podcast -- we're your friends in planned giving."

Visit our website CharitableChitChat.com

All content © 2020