Charitable Chit Chat with Cathy & Claire – Détails, épisodes et analyse

In this episode, Charitable Chit with Cathy & Claire shine a spotlight on the fantastic regional planned giving conference -- The Carolinas Planned Giving Conference!

Special guests are Tamisha Keith, J.D., Director of Gift Planning at North Carolina Agricultural and Technical College in Greensboro, North Carolina and Dana Taylor, CFRE, Director of Planned Giving a at the Medical University of South Carolina.

Both are instrumental in the planning of the 2023 Carolinas Planned Giving Conference which is held every year at the beautiful Kanuga Conference Center in the beautiful mountains of North Carolina.

In this episode, Cathy &. Claire lead an informative and fun conversation with their guests and delve into the main reasons why the Carolinas Planned Giving Conference is one of the greatest meetings in the wonderful world of planned giving: it's casual, features excellent programming and encourages friendships among the philanthropy professionals.

Learn more about Charitable Chit Chat with Cathy &. Claire and connect with Cathy Sheffield and Claire Meyerhoff on LinkedIn.

In this episode, the noted philanthropy expert and author Doug White walks us through two extremely interesting cases of a nonprofit nightmare...

When GOOD gifts go BAD.

The first is a case from New Jersey that went to trial. It was a 50k gift to a no-kill animal shelter from a couple who were promised the gift would be used to build a specific area for larger breed and other types of hard to place pets. The charity merged with another, did not fulfill the donors wishes -- and so the donors sued -- and won their case.

The second case was the subject of Doug's book Abusing Donor Intent: The Robertson Family's Epic Lawsuit Against Princeton University, which delves into the massive legal wrangling lasting years and tallying up nearly 100 million dollars in legal fees.

Throughout our discussion, experienced fundraiser and Charitable Chit Chat co-host Cathy R. Sheffield shares so many helpful insights about how to keep good gifts from going bad: proper stewardship, good communication between the nonprofit and the donor and yes, to always have an "escape clause" in a gift agreement with a donor, which provides leeway.

Thank you to Doug White for brining his expertise to Charitable Chit Chat with Cathy & Claire.

To learn more about Doug White, visit DougWhite.net.

Connect with Cathy R. Sheffield and Claire Meyerhoff on LinkedIn and visit CharitableChitChat.com for all podcast episodes.

Planned Giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to Alex Brovey, J.D, Senior Director, Gift Planning, Northwell Health Foundation. In this conversation, they discuss healthcare philanthropy during the time of Covid-19 and which areas of support planned giving donors are interested in right now. They also discuss an increased level of interest in Charitable Gift Annuities and many other topics of interest to people in the world of planned giving.

As Charitable Chit Chat with Cathy & Claire hostesses like to say, "it's more than a podcast, we're your friends in planned giving."

Visit our website CharitableChitChat.com

Planned Giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to Alex Brovey, J.D, Senior Director, Gift Planning, Northwell Health Foundation. In this conversation, they discuss healthcare philanthropy during the time of Covid-19 and which areas of support planned giving donors are interested in right now. They also discuss an increased level of interest in Charitable Gift Annuities and many other topics of interest to people in the world of planned giving.

As Charitable Chit Chat with Cathy & Claire hostesses like to say, "it's more than a podcast, we're your friends in planned giving."

Visit our website CharitableChitChat.com

 In this episode, planned giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to Bill Strickland, Planned Giving Officer with the California Community Foundation.

This episode is just the interview with Bill Strickland.

You can sit back and enjoy their conversation about philanthropy in the City of Angels, Los Angeles, California where actors, athletes and everyday philanthropists are making their community a better place. In this interview, Claire & Cathy ask Bill about CCF's response to Covid-19 and they take a deep dive into a hot topic -- Donor Advised Funds. Bill shares his love for philanthropy and discusses working with the many professional advisors who are helping their clients with philanthropic solutions.  You can also hear Bill's stories about his original career as a professional singer and dancer, before he went to law school, worked as a trust officer for Bank of America and started his planned giving career with the Nature Conservancy.

Charitable Chit Chat with Cathy & Claire is the essential radio show for philanthropy professionals. We're more than a podcast. We're your friends in planned giving.

Learn more by visiting CharitableChitChat.com

Planned giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to Bill Strickland, Planned Giving Officer with the California Community Foundation.

You can sit back and enjoy their conversation about philanthropy in the City of Angels, Los Angeles, California where actors, athletes and everyday philanthropists are making their community a better place. In this interview, Claire & Cathy ask Bill about CCF's response to Covid-19 and they take a deep dive into a hot topic -- Donor Advised Funds. Bill shares his love for philanthropy and discusses working with the many professional advisors who are helping their clients with philanthropic solutions.  You can also hear Bill's stories about his original career as a professional singer and dancer, before he went to law school, worked as a trust officer for Bank of America and started his planned giving career with the Nature Conservancy.

This is the full episode of Charitable Chit Chat with Cathy & Claire for May 2020 and includes two additional segments: Ask Cathy and Creative with Claire.

Ask Cathy focuses on gift acceptance policies and Creative with Claire features tips for nonprofit fundraisers just getting started with planned giving.

Learn more by visiting CharitableChitChat.com

Charitable Chit Chat with Cathy & Claire. We're more than a podcast. We're your friends in planned giving.

Are you just getting started in planned giving?

In this episode of Charitable Chit Chat with Cathy & Claire, marketing specialist Claire Meyerhoff tells you how your nonprofit can get started in planned giving simply by putting some solid information on your website. She also shares the nifty Planned Giving Toolkit produced by the California Community Foundation in Los Angeles.

Learn more by visiting CharitableChitChat.com

Charitable Chit Chat with Cathy & Claire. We're more than a podcast. We're your friends in planned giving.

Thanks for listening!

We ask planned giving specialist Cathy Sheffield about the need for a nonprofit to have gift acceptance policies.  She gets an assist from another expert, Bill Strickland, Planned Giving Officer with the California Community Foundation in Los Angeles.

Learn more by visiting CharitableCharitableChitChat.com

Charitable Chit Chat with Cathy & Claire. We're more than a podcast. We're your friends in planned giving.

May 2020

Charitable Chit Chat with Cathy and Claire is a podcast for philanthropy professionals. Coming soon! Listen to learn a little bit more...

In this episode, meet Steve Clark, Assistant Vice President for Gift Planning at Virginia Tech in Blacksburg, Virginia.  Our hostesses Cathy Sheffield and Claire Meyerhoff chat about college planned giving efforts with this experienced development professional.

We also discuss the very important "soft skills" of fundraising, such as listening well and asking the right questions. Learning from your donor about their full-philanthropic interests and what matters them.  Steve has a few great questions that every fundraiser should think about, especially those who are newer to the field.

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