Holt has more than 30 years of not-for-profit leadership experience, as well as years working as a consultant to academic medical research centers, hospitals, higher education institutions and arts organizations. She founded Vision Philanthropy Group in 2009. She is a thought leader in creating a culture of philanthropy and a specialist in campaign design and execution, transformational and mega-gift development and philanthropic strategic planning.
What is “transformational philianthropy” and how do you engage your board in this practice? Listen to this edition of the podcast.
Gift Planning Development Podcast
Susan Holt: "Step by Step Approach for Engaging your Board in Transformational Philanthropy"
IN THIS PODCAST, Joe invites nationally-recognized philanthropic planning expert and founder of Fifty Rock Consulting, Lani Starkey, to the podcast. Starkey has spent his career advising CEOs, business owners, doctors, judges, university presidents, professors, librarians, deans, scientists, lawyers, accountants, investors, K-12 educators, financial planners, celebrities, homemakers, widows/widowers, and many more.
IN THIS PODCAST, Joe sits down for a wide-ranging discussion with Jay Angeletti, founder of the Angeletti Group. A development executive with more than 30 years of experience, Angeletti’s firm partners with clients engaged in independent and higher education, healthcare and academic medicine, and community building initiatives.
What’s your “asking style?” Are you a rainmaker or a go-getter? Your Asking Style is based on your personality and unique set of strengths in fundraising. Understanding your strengths can pay big dividends for your fundraising program. In this episode of the Gift Planning Development podcast, Joe sits down with noted expert and author Brian Saber to discuss his simple test to determine a person’s “asking style.” Saber built Asking Matters – a web-based company that trains people on how to ask for money and motivates them to do it. This is one discussion that will provide you with some deep insight into how you go about the work you do – and how you can leverage Saber’s system to elevate your game.
IN THIS PODCAST, Joe sits down with Elizabeth Wagner, Senior Vice President & Chief Philanthropy Officer at the Princeton Area Community Foundation. As gift planners, we tend to focus on the technical aspects of the gift. But now, especially after tax reform, planned giving – more than ever – is about legacy. Wagner encourages us to listen, more than we talk in an attempt to engage donors into making, what she calls, “inspired gifts.”
Gift Planning Development Podcast
Elizabeth Wagner: "Planned Gifts or Inspired Gifts?"
