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).
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MarketSmart Podcasts
Generate more gifts with less money and reduced resources with Engagement Fundraising. Join Greg Warner as he cuts through the noisy and confusing echo chamber of fundraising philosophies to help you become more efficient and effective generating more major and legacy gifts. Presented by MarketSmart, LLC. Learn more at www.imarketsmart.com.
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How I Built My Fundraising Consultancy - the stories behind the people driving results in the nonprofit sector
MarketSmart
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How I Built My Fundraising Consultancy is a bi-weekly interview podcast with fundraising consultants. Hear how individual consultants and consulting firm leaders got their start. Learn what it takes to launch your practice, the tools you’ll need, and the hardships you may face. Discover what it takes to build a fundraising consultancy. Check out How I Built My Fundraising Consultancy by MarketSmart.
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Michael Rubin is the Principal and Founder at Michael D. Rubin & Associates. Michael has been running his consultancy since 2002 and has built his business to support 4 other consultants, which help meet his client’s needs. Learn more about his consultancy at www.mdrubin.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Fundraising Climate Change is Here! (EF-S04-E04)
18:08
18:08
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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.By MarketSmart, LLC.
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Scott Koskoski is a Senior Performance Mentor at BrightDot. BrightDot focuses on coaching fundraisers to reach their goals. Scott got into fundraising because of his experience getting a scholarship and meeting the donor who enabled him to go to college and shares from this unique perspective as a fundraiser directly impacted by a donor. Learn more…
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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.engagementfundraisingboo…
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Mary Cahalane is the Principal at Hands-On Fundraising. Her consultancy focuses on copywriting and teaching nonprofits a donor first approach to fundraising. Learn more about Hands-On Fundraising at www.handsonfundraising.com. Learn more about MarketSmart at www.imarketsmart.com.By MarketSmart, LLC.
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The Consideration Process for Major Donors and Legacy Supporters (EF-S04-E02)
25:51
25:51
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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.By MarketSmart, LLC.
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Hannah Zollman is the Founder and Principal at Mission Driven Fundraising. Her focus is on helping mission-driven organizations build their fundraising departments to be self-sufficient and successful. Learn more about Mission Driven Fundraising at www.missiondrivenfundraising.com. Learn more about MarketSmart at www.imarketsmart.com.…
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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.By MarketSmart, LLC.
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Amy Varga is the president of the Varga Group. Learn about her background as a fundraiser and a university professor to future fundraisers. We also dive into how she determined what services to offer and how to create a successful and profitable consultancy. Amy is a very thoughtful business owner and she shares some invaluable information for thos…
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The War for Fundraising Talent with Jason Lewis (EF-S03-E10)
30:01
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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 Sho…
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What Data Fundraisers Want to Qualify and Prioritize Donors (EF-S03-E09)
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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…
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Elise Saltzberg is the owner of Saltzberg Consulting and is an expert at grants and shares the ins and outs of running a business focused on researching and writing grants in this episode. Learn more about Saltzberg Consulting at www.saltzbergconsulting.com. Learn more about MarketSmart at www.imarketsmart.com.…
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What To Do When A Donor Won’t Accept Your Outreach (EF-S03-E08)
20:53
20:53
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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.By MarketSmart, LLC.
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Dan Shephard (the Frontline Fundraiser) is the owner of the Shephard Group. He focuses on teaching fundraisers how to have a conversation with donors about charitable gift planning. Learn more about the Shephard Group at www.thefrontlinefundraiser.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Arlene Cogen is a Philanthropic Leadership Consultant, Author, Speaker, Trainer, and Coach. She works primarily with professional advisors, nonprofits and their clients to build deeper relationships and engage the next generation through leadership and philanthropy. Learn more about Arlene Cogen at www.arlenecogen.com. Learn more about MarketSmart …
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Being a Frontline Fundraiser with Dan Shephard (EF-S03-E07)
27:11
27:11
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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.By MarketSmart, LLC.
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Joe Tumolo is the CEO of Gift Planning Development. He is an expert at building relationships and helping nonprofits focus on a donor-centric approach. Learn more about Joe Tumolo at www.giftplanningdevelopment.com. Learn more about MarketSmart at www.imarketsmart.com.By MarketSmart, LLC.
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Sherry Quam Taylor is the Founder and President of QuamTaylor, a fundraising consulting group based in the Chicago area. Sherry’s company really strives to work with nonprofits on a donor-centric mindset and has expanded into helping nonprofits during the hiring process to ensure nonprofits really are hiring people that align with the nonprofit and…
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It’s Time to Ditch Fundraising Personas (EF-S03-E06)
13:44
13:44
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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.By MarketSmart, LLC.
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Learn not only about starting and running a successful fundraising consultancy, but also some fascinating insights from one of the industry’s leading researchers on what it’s like to be the donor and the experiences that they expect and want from you the fundraiser. Penelope Burk is the president of Cygnus Applied Research and the author of “Donor-…
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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.By MarketSmart, LLC.
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T.J. McGovern is the president of the McGovern Consulting Group. He was formerly the Development Manager at Fairbanks Hospital and Development Director at Ivy Tech Community College. T.J. focuses on helping nonprofits develop their message. Learn more about McGovern Consulting Group at www.mcgimpact.com. Learn more about MarketSmart at www.imarkets…
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Cathy R. Sheffield is a fundraising executive with over 20 years experience, specializing in major gifts and gift planning. She founded ThinkGiving in June of 2017. Cathy has experience in healthcare and education for organizations such as All Saints Health Foundation, Texas Health Resources Foundation, Cook Children’s Health Foundation, Texas Chri…
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Jay Frost has been a fundraising consultant and speaker for the past 28 years and shares a wealth of knowledge in this episode. Learn more about Jay at www.FrostOnFundraising.com. Learn more about MarketSmart at www.imarketsmart.com.By MarketSmart, LLC.
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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.By MarketSmart, LLC.
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Emma Kieran is the principal of Pilot Peak Consulting, which she started in June of 2014. Learn how her background as both a teacher and a fundraiser has influenced what she set out to do with Pilot Peak Consulting. Learn more about Pilot Peak Consulting at www.pilotpeakconsulting.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Engagement Fundraising in Action with Erin Troia (EF-S03-E03)
38:55
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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.co…
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Sarah Jackson is the president of Sarah J Consulting found at SarahJConsulting.com. SJC has been in operation since January of 2012 and is based in the Boston area. Prior to starting her own business Sarah worked at a variety of nonprofits in the Boston area and has a BA in communications from Emmanuel College. Learn more about MarketSmart at www.i…
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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.By MarketSmart, LLC.
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Claire Axelrad, principal at Clairification, comes from a background of almost 30 years in the nonprofit fundraising world before starting up her business in 2009. You may know her by the name of Clairification Claire. Topics discussed include her focus in education, how her business has changed over the years, where the name Clairification came fr…
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What Everyone Is Missing About The Giving USA 2018 Annual Report (EF-S03-E01)
14:22
14:22
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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.By MarketSmart, LLC.
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Matthew Dubins is the founder of Donor Science. He is a developer and programmer who helps nonprofits through his data science consultancy. Learn more about Donor Science at www.donorscience.ca. Learn more about MarketSmart at www.imarketsmart.com.By MarketSmart, LLC.
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Sam Laprade of Gryphon Fundraising is the host of the radio show “An Hour to Give” and has been working in the nonprofit sector for the past 15 years. She recently transitioned to becoming a full-time consultant. We discuss that transition, what her biggest challenges are and much more. Learn more about Gryphon Fundraising at www.gryphonfundraising…
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Andrew Olsen is Senior Vice President at Newport One, a direct response fundraising agency headquartered in Duxbury, MA. Prior he was an independent fundraising consultant and is the author of Rainmaking: The Fundraiser’s Guide to Landing Big Gifts. Learn more about MarketSmart at www.imarketsmart.com. Learn more about Newport One at www.newportone…
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Sheila Dwyer Schwartz is the founder and principal of Dwyer Philanthropy. She started her consultancy because she wanted to work for mid-level nonprofits. Her experience was in working for larger organizations and this was her way of working with a bunch of organizations she felt she could make an impact with. You can find more information about he…
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Missy Gale is president of M. Gale & Associates. She has been running her business since 2009 and builds on her experience in the healthcare sector and her marketing and advertising education. M. Gale & Associates showcases what a great team based consultancy can look like. You can find more information at www.mgaleassociates.com. Learn more about …
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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.comBy MarketSmart, LLC.
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Nadine Gabai-Botero has been the principal of Focus Fundraising for the past 9 years. Her background is in fundraising for arts organizations, but as you’ll hear in the interview she has expanded to help different types of nonprofits meet their goals by focusing on creating a great strategy. You can find more information about Focus Fundraising at …
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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.By MarketSmart, LLC.
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Jeff Brooks is a fundraising consultant and Fundraisingologist at Moceanic. His expertise is in writing and you’ll learn some great tips in this episode on how writing for fundraising is different from other industries. You can find more about Jeff Brooks at www.jeff-brooks.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Prospect Research and the Consideration Continuum with Kelley McGeehan (EF-S02-E08)
32:30
32:30
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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…
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Jim Langley is president of Langley Innovations, which he started 8 years ago. He has extensive experience in the higher education sector. You can find more information about Langley Innovations at www.langleyinnovations.com. He also runs a philanthropic training company that you can find at www.langley-sells.com. Learn more about MarketSmart at ww…
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Using Facebook to Acquire Donors with Mark Santiago (EF-S02-E07)
32:17
32:17
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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.dig…
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Michael Rosen is president of ML Innovations, which he started 18 years ago. Learn how he built his business and how his journalism background has impacted his consultancy. You can find more information about Michael’s consultancy at www.MLInnovations.com. Learn more about MarketSmart at www.imarketsmart.com.…
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Silver BBs and Culture with Andrew Olsen (EF-S02-E06)
33:56
33:56
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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 ww…
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Andrea Kihlstedt has been running Capital Campaign Masters for the past 4 years and prior worked with Gail Perry and other consultants at a few different consultancies. She has over 30 years of experience in the nonprofit fundraising world where she’s focused on capital campaigns. I think you’ll find this interview informative as we discuss Andrea’…
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Road Rage Effect and Being Fair to Donors with Jim Langley (EF-S02-E05)
31:02
31:02
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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 …
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Amy started her business in August 2008 and prior was director of development for a few different nonprofits. Amy Eisenstein has done a fantastic job creating a personal brand that fundraisers recognize. In this interview you’ll hear some invaluable tidbits on creating evergreen content that will bring you business. You can find more information ab…
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Rotting Door Wake Up Call for Fundraisers with Jim Langley (EF-S02-E04)
16:28
16:28
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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 MarketS…
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Kelley McGeehan is the founder of McGeehan Research. Kelley brings an interesting perspective to the show as her consultancy focuses on prospect research. We dive into some of the details in running a business that focuses just on the research aspect of fundraising. You can find more information about Kelley at www.mcgeehanresearch.com.…
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