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MarketSmart
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Fundraising Voices from RNL
Greg Warner at MarketSmart - Engaging major and planned giving donors the right way
Greg Warner at MarketSmart is known for challenging the norm. In this conversation, we talk about the best ways to find major and planned giving donors. Spoiler alert: it's not moves management, or relentlessly sending gift officers at them. We talk about the value of engagement, crafting a great donor experience, and how data is changing the way we work with donors. Check out MarketSmart at imarketsmart.com
2021-06-24
34 min
Giving Back Podcast
Donor Retention Is Low Because People Don’t Care!— Greg Warner with MarketSmart
Greg Warner is the CEO and Founder of MarketSmart, a marketing software specifically catered to nonprofits seeking to raise more money for their charity. Greg takes a unique approach to how you can engage your donors in a meaningful and impactful way. After feeling frustrated himself from giving to nonprofits and feeling like just a dollar sign, Greg created this software to help nonprofits really understand the best ways to make a connection. Key Takeaways: [2:45] Who is Greg and why did he start MarketSmart? [4:20] Greg has seen organizations get as much as...
2019-04-29
1h 15
Engagement Fundraising: How to Raise More Money at Lower Costs
Fundraising Climate Change is Here!
Fundraising climate change is here! Learn what this means for you and your organization. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2019-04-18
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Channel Fragmentation
We live in a world with endless inputs and channels: smartphones, tablets, television, email, and social media are just a few. Learn how to address all of these channels in a way that donors love and get value from. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2019-04-04
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
The Consideration Process for Major Donors and Legacy Supporters
Learn about the consideration process that major donors and legacy supporters go through as they determine who they want to give to. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2019-03-21
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Let Your Donors Opt-In
Learn just how important letting donors opt-in is and the value of treating your donors how you’d like to be treated. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2019-03-07
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
The War for Fundraising Talent with Jason Lewis
Jason Lewis, the author of the War for Fundraising Talent, joins Greg and Tim to discuss the value of a thank you call, fundraising conferences, and much more. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com. The War for Fundraising Talent: And How Small Shops Can Win is available on Amazon and wherever books are sold.
2019-02-21
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
What Data Fundraisers Want to Qualify and Prioritize Donors
Recently we surveyed a few hundred fundraisers to find out what they felt were the most (and least) important data points for qualifying and prioritizing major gift supporters for outreach. Greg and Tim discuss the findings in this episode. The survey results can also be found here - https://imarketsmart.com/the-top-qualification-and-prioritization-data-points-you-should-consider-before-you-reach-out-to-your-supporters-to-build-a-caseload/ Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2019-02-07
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
What To Do When A Donor Won’t Accept Your Outreach
Learn what to do when a supporter notifies you that they left your organization in their estate plan, but won’t take your calls. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2019-01-10
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Being a Frontline Fundraiser with Dan Shephard
Learn what it means to be a “frontline” fundraiser with special guest, Dan Shephard. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com. Learn more about Dan at www.thefrontlinefundraiser.com.
2018-11-29
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
It’s Time to Ditch Fundraising Personas
It’s time to ditch fundraising personas. Learn why value is such an important thing to offer donors in this episode. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2018-11-01
00 min
The Generosity Freakshow
Engagement Fundraising with Greg Warner from MarketSmart
Greg Warner is a pissed off donor which he shares more about in this episode but it's also why he started MarketSmart, to help nonprofits do fundraising better and piss off fewer donors. So if you want to piss off fewer donors maybe this show is for you. Links & Resources: MarketSmart: https://imarketsmart.com/ Engagement Fundraising: https://engagementfundraisingbook.com/
2018-10-18
43 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Success and Happiness
What is success and happiness and how can fundraisers win by working towards a lifestyle of being both successful and happy? Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2018-10-18
00 min
Fundraising Voices from RNL
Major and Planned Giving Donor Engagement - Greg Warner from MarketSmart
Looking into your database of supporters and searching for those people who are ready and able to make a major or planned gift is crucial to any organization's success. But how do you find the right people and ask them in the right way at the right time? Well, Greg Warner at MarketSmart has some ideas. In fact, he's built a name for himself by directly challenging our assumptions and the generally dated tactics we use to engage donors. I got him on the line to talk a little bit about how we can find new ways...
2018-10-10
20 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Who Is This Guy? (EF-S03-E04)
Learn who Greg Warner is and why you should listen to him in this retrospective episode of Engagement Fundraising. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2018-09-06
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Engagement Fundraising in Action with Erin Troia
Greg interviews Erin Troia about her “Engagement Fundraising” experiences. Erin recently finished reading an advanced copy of Engagement Fundraising and tried out some of the concepts she read about in the book. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2018-08-23
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
To Fundraise is Human
Greg interviews Tim about his “Engagement Fundraising” experiences at MarketSmart. Learn more about MarketSmart at www.imarketsmart.com. Learn more about the Engagement Fundraising Book at www.engagementfundraisingbook.com.
2018-08-09
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
What Everyone Is Missing About The Giving USA 2018 Annual Report
Learn what everyone is missing about the 410 billion dollars in giving as reported by Giving USA’s 2018 annual report. Learn more about MarketSmart at www.imarketsmart.com.
2018-07-26
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
The Day of Reckoning
The day of reckoning is coming for nonprofits all across the world. Will your organization be ready? Learn what is coming and how to be ready. Learn more about MarketSmart at www.imarketsmart.com
2018-05-17
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Fundraising Climate Change
The climate has changed for donors, nonprofits, and fundraising. Learn about this change and how to adapt to meet these new donor expectations. Learn more about MarketSmart at www.imarketsmart.com.
2018-05-03
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Prospect Research and the Consideration Continuum with Kelley McGeehan
Kelley McGeehan is Principal Consultant and Owner of McGeehan Research. She is a prospect researcher and in this episode we get a chance to explore why prospect research is valuable, the consideration continuum, why some organizations fail even with the right data at the right time and much more. You can find Kelley at www.McGeehanResearch.com. You can also listen to episode 15 of the How I Built My Fundraising Consultancy podcast for a different discussion that dives into how she built her business as well as some more prospect research topics. Learn more about MarketSmart at...
2018-04-19
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Using Facebook to Acquire Donors with Mark Santiago
Mark Santiago from Converge.Digital shares how to use Facebook strategically to build trust and acquire new donors. Learn more about MarketSmart at www.imarketsmart.com. For more info about how Converge helps Nonprofits get more donors, visit: www.Converge.Digital. You can also download his free Facebook Fundraising Blueprint here: www.converge.digital/facebookfundraisingblueprint
2018-04-05
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Silver BBs and Culture with Andrew Olsen
Joining Engagement Fundraising is Andrew Olsen, senior vice president of Newport One. If you are a fundraiser trying to find that silver bullet then this episode is for you. Andrew will be diving into why there are no silver bullets and unicorns and instead why it takes a lot of little things to make a big impact. Learn more about MarketSmart at www.imarketsmart.com.
2018-03-22
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Road Rage Effect and Being Fair to Donors with Jim Langley
We are joined again by special guest, Jim Langley, president of Langley Innovations. Make sure to listen to the last episode to hear the first part of this conversation. Educational institutes adapting to donor needs and being fair to your donors are the main topics discussed. Learn more about MarketSmart at www.imarketsmart.com and Jim Langley at www.langleyinnovations.com.
2018-03-08
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Rotting Door Wake Up Call for Fundraisers with Jim Langley
We are joined by a very special guest, Jim Langley, president of Langley Innovations. Learn from the expert on taking a top down approach, working with board members, maintaining and building trust with your donors, and much more. This is just the first part of the conversation, stay tuned for the next episode for the rest! Learn more about MarketSmart at www.imarketsmart.com. Learn more about Jim Langley at langleyinnovations.com.
2018-02-22
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
How It Feels To Be A Donor with Jen Willett
We are joined by Jen Willett to discuss what it’s like to be a donor. Hear stories from our experiences donating to various nonprofits. Learn more about MarketSmart at www.imarketsmart.com.
2018-02-08
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Why Fundraisers Won’t Call Major Donors
On today’s episode we continue our discussion on phone calls. The big topic this week is why fundraisers are afraid to call major donors. Make sure to listen to the season 1 finale for the first part of this discussion.
2018-01-25
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Engagement Fundraising in Action with Jeff Giannotto and Lizzie Weiland
Season 2 of the podcast kicks off with a special episode featuring Jeff Giannotto and Lizzie Weiland. This season is all about engagement fundraising in action. Learn about the power of surveys and hear some success stories about organizations that have implemented engagement fundraising. Learn more about MarketSmart at www.imarketsmart.com.
2018-01-18
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Making Fundraising Phone Calls
On today’s episode we talk about phone calls; who should be answering your phone, how best to initiate a conversation and much more. Learn more about MarketSmart by visiting www.imarketsmart.com.
2017-12-14
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
LinkedIn for Fundraisers
On today’s episode we discuss how fundraisers can utilize LinkedIn. Learn more about MarketSmart at www.imarketsmart.com.
2017-11-30
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Creating the Disney Experience
On today’s episode we discuss creating the Disney experience for your donors. Visit www.imarketsmart.com for more information about MarketSmart.
2017-11-16
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
What’s Next for Engagement Fundraising?
A quick announcement about what’s next for the Engagement Fundraising Podcast. Learn more about MarketSmart at www.imarketsmart.com.
2017-11-09
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Creating Your Fundraising Caseload - Part 2
On today’s episode we continue discussing creating a strong fundraising caseload. Learn more about MarketSmart at www.imarketsmart.com.
2017-11-02
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Creating Your Fundraising Caseload - Part 1
On today’s episode we discuss creating a strong fundraising caseload. As you’ll hear, we dive pretty deep into this topic, so this discussion is split into 2 episodes. Stay tuned next week for the conclusion to this discussion. Learn more about MarketSmart at www.imarketsmart.com.
2017-10-26
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Why You Should Hire a Fundraising Consultant
On today’s episode we discuss fundraising consultants and why you as a fundraiser should consider hiring one. Learn more about MarketSmart by visiting www.imarketsmart.com. Check out the How I Built My Fundraising Consultancy Podcast on Apple Podcasts, Google Play, Stitcher and other podcast directories.
2017-10-19
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Private vs. Public Schools and Fundraising Marketing Channels
On today’s episode we discuss our second set of listener submitted questions. This time on if the approach to public and private school fundraising is different and how to determine what fundraising marketing channels to focus on. You can have your question discussed on the show by emailing me - tim@imarketsmart.com. Visit www.imarketsmart.com for more information about MarketSmart.
2017-10-12
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
2017 Major Gifts Fundraising Benchmark Study
On today’s episode we discuss the 2017 Major Gifts Fundraising Benchmark Study. This study is the first of its kind by focusing on major gifts. You can download the report at www.iMarketSmart.com/2017BenchmarkStudy.
2017-10-05
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Donor Advised Funds
On today’s episode we discuss donor advised funds. What they are and how your organization can take advantage of them. Learn more at www.imarketsmart.com.
2017-09-28
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Changing Mindsets is Hard!
On today’s episode we discuss our first user submitted question on cultivating relationships with donors and why it’s so hard to change the mindset at an organization that’s always done something a certain way. You can have your question discussed on the show by emailing -tim@imarketsmart.com.
2017-09-21
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Job Titles For Fundraisers
On today’s episode we discuss job titles for fundraisers and how the wrong job title can negatively affect the donor’s perception. Not sure what engagement fundraising is or how job titles affect your success as a fundraiser? Well you will soon! Learn more at www.imarketsmart.com
2017-09-14
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
The Donor Rubik’s Cube (Wants, Needs, and Interests)
On today’s episode I sit down with Greg Warner to discuss donor wants, needs and interests. Learn how you as a fundraiser can identify what those are. Learn more about MarketSmart by visiting www.imarketsmart.com
2017-09-07
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Why People Give
Learn why people give in this episode of Engagement Fundraising. Visit www.imarketsmart.com for more information.
2017-08-31
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Donor Expectations
Learn the six expectations donors have of non-profits. Learn more about MarketSmart at www.imarketsmart.com.
2017-08-24
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Content Offers Donors Love
Learn why content offers work, what things to keep in mind as you create content, and some content ideas that donors will love! Learn more about MarketSmart at www.imarketsmart.com
2017-08-17
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
The Four Selfs
Learn about the four selfs of Engagement Fundraising. Learn more about MarketSmart at www.imarketsmart.com.
2017-08-10
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Email as a Fundraising Tool
Learn how to use email in a way donors love, how to use it to track engagement, some pitfalls to avoid, and much more. Visit iMarketSmart.com to learn more about MarketSmart.
2017-08-03
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
Donor Surveys
Learn the power of surveys, what words to use, why donors like them, how best to utilize them, and much more. Learn more about MarketSmart at www.imarketsmart.com
2017-07-27
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
8 Core Components of Engagement Fundraising
Learn about the 8 core components of engagement fundraising and how to use these components to raise more major and planned gifts. Learn more about MarketSmart at www.imarketsmart.com
2017-07-20
00 min
Engagement Fundraising: How to Raise More Money at Lower Costs
7 Core Principles of Engagement Fundraising
Learn about the 7 core principles that make up engagement fundraising. Learn more at www.imarketsmart.com.
2017-07-13
00 min
The Law and Taxation of Charitable Gift Planning
Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Take the test now to earn CFRE credits - https://goo.gl/iciBqp
2017-04-06
20 min
The Law and Taxation of Charitable Gift Planning
Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
20 min
The Law and Taxation of Charitable Gift Planning
Life Insurance in Charitable Planning (Part 2) - The ILIT
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
14 min
The Law and Taxation of Charitable Gift Planning
Life Insurance in Charitable Planning (Part 1) - Wealth Replacement
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
23 min
The Law and Taxation of Charitable Gift Planning
Donating Retirement Assets (Part 3) - Roth Conversions & Charity
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
08 min
The Law and Taxation of Charitable Gift Planning
Donating Retirement Assets (Part 2) - Giving at Death
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
12 min
The Law and Taxation of Charitable Gift Planning
Donating Retirement Assets (Part 1) - Giving During Life
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
13 min
The Law and Taxation of Charitable Gift Planning
Charitable Lead Trusts (Part 4) - Income Tax Planning
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
18 min
The Law and Taxation of Charitable Gift Planning
Charitable Lead Trusts (Part 3) - Special Trust Types
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
16 min
The Law and Taxation of Charitable Gift Planning
Charitable Lead Trusts (Part 2) - Estate Tax Calculations
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
14 min
The Law and Taxation of Charitable Gift Planning
Charitable Lead Trusts (Part 1) - Introduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
18 min
The Law and Taxation of Charitable Gift Planning
Charitable Remainder Trusts (Part 6) - Solutions & Problems
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
13 min
The Law and Taxation of Charitable Gift Planning
Charitable Remainder Trusts (Part 5) - Special Trust Types
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
14 min
The Law and Taxation of Charitable Gift Planning
Charitable Remainder Trusts (Part 4) - Taxing Distributions
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
09 min
The Law and Taxation of Charitable Gift Planning
Charitable Remainder Trusts (Part 3) - Calculating Deductions
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
27 min
The Law and Taxation of Charitable Gift Planning
Charitable Remainder Trusts (Part 2) - Tax Benefits
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
17 min
The Law and Taxation of Charitable Gift Planning
Charitable Remainder Trusts (Part 1) - Introduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
16 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 7) - Donor Advised Funds
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
07 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 6) - Investments
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
13 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 5) - Distributing Income
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 4) - Insider Benefits
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
17 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 3) - Tax Rules
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
04 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 2) - Private Foundations vs. Public Charities
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
11 min
The Law and Taxation of Charitable Gift Planning
Private Foundations (Part 1) - What are PFs and DAFs
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
15 min
The Law and Taxation of Charitable Gift Planning
Retained Life Estates (Part 5) - Rules After the Gift is Made
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
09 min
The Law and Taxation of Charitable Gift Planning
Retained Life Estates (Part 4) - Calculating the Deduction for a Home
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
11 min
The Law and Taxation of Charitable Gift Planning
Retained Life Estates (Part 3) - Advanced Planning Strategies
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Retained Life Estates (Part 2) - Calculating the Deduction for Farmland
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
08 min
The Law and Taxation of Charitable Gift Planning
Retained Life Estates (Part 1) - Introduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
13 min
The Law and Taxation of Charitable Gift Planning
Partial Interest Gifts (Part 3) - Owning Only a Partial Interest
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
09 min
The Law and Taxation of Charitable Gift Planning
Partial Interest Gifts (Part 2) - The Undivided Share
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
14 min
The Law and Taxation of Charitable Gift Planning
Partial Interest Gifts (Part 1) - Rule Against Partial Interest Gifts
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
13 min
The Law and Taxation of Charitable Gift Planning
Taxation of Charitable Gift Annuities (Part 4) - Gift Taxes and Special Assets
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
11 min
The Law and Taxation of Charitable Gift Planning
Taxation of Charitable Gift Annuities (Part 3) - Taxes on Payments with Capital Gains
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
19 min
The Law and Taxation of Charitable Gift Planning
Taxation of Charitable Gift Annuities (Part 2) - Taxes on Payments
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
14 min
The Law and Taxation of Charitable Gift Planning
Taxation of Charitable Gift Annuities (Part 1) - Calculating the Deduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
18 min
The Law and Taxation of Charitable Gift Planning
Charitable Gift Annuities (Part 5) - Risks for Charities
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
17 min
The Law and Taxation of Charitable Gift Planning
Charitable Gift Annuities (Part 4) - Special CGA Types
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
06 min
The Law and Taxation of Charitable Gift Planning
Charitable Gift Annuities (Part 3) - Risks for Donors
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
05 min
The Law and Taxation of Charitable Gift Planning
Charitable Gift Annuities (Part 2) - Uses for Donors
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Charitable Gift Annuities (Part 1) - Introduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Bargain Sale Gifts (Part 3) - Special Tax Benefits
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
12 min
The Law and Taxation of Charitable Gift Planning
Bargain Sale Gifts (Part 2) - Capital Gain Property
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Bargain Sale Gifts (Part 1) - Introduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
06 min
The Law and Taxation of Charitable Gift Planning
Income Limits on Charitable Deductions (Part 5) - Complex Combinations
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
20 min
The Law and Taxation of Charitable Gift Planning
Income Limits on Charitable Deductions (Part 4) - Carryover Deductions
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
07 min
The Law and Taxation of Charitable Gift Planning
Income Limits on Charitable Deductions (Part 3) - Gifts to Private Foundations
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Income Limits on Charitable Deductions (Part 2) - Gifts to Public Charities
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
15 min
The Law and Taxation of Charitable Gift Planning
Income Limits on Charitable Deductions (Part 1) - Introduction
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
10 min
The Law and Taxation of Charitable Gift Planning
Valuing Charitable Gifts of Property (Part 4) - Penalties
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
2017-04-06
05 min
Through the Noise
#62 MarketSmart - Greg Warner
Kevin Costner was wrong. If you build it, it will need lots of work. Especially if you are looking to raise money for a good cause. Greg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more money more efficiently. In 2013, Greg coined the phrase "Engagement Fundraising" to encapsulate his breakthrough fundraising formula for achieving extraordinary results. MarketSmart's innovative products and services use Internet tracking technologies to help fundraisers focus on the donors that are most likely to support their organizations with large, major or legacy...
2015-01-07
25 min