Philip Purcell is a Consultant and Adjunct Faculty at the Indiana University Lilly Family School of Philanthropy, where he teaches nonprofit organization law and planned giving. He is also Adjunct Faculty at the Indiana University Maurer School of Law, where he teaches law and philanthropy, and nonprofit law.

Philip is the Editor of Planned Giving Today, and a Senior Consultant in Legacy and Estate Planning at Heaton Smith Group. He is Lead Counsel for the Community Foundation Legal Help Desk, a Member of the American Bar Association, and a Charitable Committee Member of the Internal Revenue Service Tax-Exempt Organization Advisory Committee.

Kris Putnam-Walkerly is a trusted adviser to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, philanthropic advisor, speaker, and award-winning author, Kris has helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts.

Kris’s clients include the J.M. Smucker Company, Charles and Helen Schwab Foundation, and the National Center for Family Philanthropy. She has been named one of America’s top 25 speakers for the past three years and is the author of the book,...

Deniz Tasdemiroglu Conger is a Certified Fundraising Executive and the Chief Development Officer for the organization, Alliance for a Healthier Generation. As a Certified Fundraising Executive, Deniz has raised more than $150 million leading capital and comprehensive campaigns for nonprofit organizations in Michigan, Oregon, and national organizations.

Deniz has a 22-year track record of success in the arts and culture, healthcare, human services, and higher education not-for-profit spaces. Her two most recent campaigns have been honored for being innovative game-changing projects and she’s recognized as a leading force among her peers.

She serves on the local and regional board of not-for-profits and volunteers with youth education, schools, and art organizations in her...

Dr. Jessica Louie is the CEO and Founder of Spark Joy in Healthcare, a community to uplift and inspire healthcare professionals. She is also the CEO and Founder of Clarify Simplify Align, where she helps burned-out pharmacists and health care professionals transition their lives from surviving to thriving.

Dr. Louie is a certified coach in the KonMari Method to help declutter your life, which she implements in her own technique as a Burnout Coach and chats about on her podcast, The Burnout Doctor. Dr. Louie has a Doctor of Pharmacy degree from the University of Southern California, is a board-certified critical care pharmacist, and currently teaches as an Associate Professor at West Coast University School of Pharmacy.

Dr. Diana Rangaves is a Google Scholar Award-Winning Ghostwriter and Founder of Clinical Consultant Services and her ghostwriting business, Diana Rangaves Ghostwriting Services. She holds a Doctorate from the University of California, San Francisco, and has over 30 years of leadership experience and over 15 years as an academic professor. With her expertise, she offers progressive experiences in the development and oversight of academic programs, policies, and initiatives that promote student growth and achievement.

Dr. Rangaves is the author of the Rosy Posy Papillion children’s series, donating 100% of her author royalties to Pap Haven Rescue. She also donates 100% of her royalties for her growth educational books Escape into Excellence and...

Pete Waldron is the President of The Catholic Foundation of Eastern Pennsylvania, a non-profit that focuses on building and managing endowment funds. He has over 35 years of experience leading corporate citizenship, marketing, communications, and philanthropy efforts.

Pete started his career in the newspaper industry before pivoting to public service as an appointed government official. He later landed a sugary-sweet consulting job in the candy industry with The Hershey Company before taking on a corporate affairs post at a wholesale petroleum company.

Dr. Rusell James is very well known in the philanthropic and estate planning fields. He is currently the Professor of Charitable Financial Planning at Texas Tech University where he is leading research on charitable giving and fundraising in pursuit of his focus to make and share words, pictures, and discoveries that help others to encourage generosity.

His research has been cited in The Economist, The Wall Street Journal, The New York Times, US News and World Report, CNN, NBC News, Bloomberg News, ABC News, USA today and the Chronicle of Philanthropy.

In the world of fundraising, if people are not moved emotionally, things are harder to get done. Putting up a list of people and what they have done isn’t enough--people want to feel seen and recognized for doing something in a tangible manner that has a personal touch. And what better way is there to bridge the community together than through an artwork that makes someone a part of what represents what an organization stands for.

This is what Christina does for her clients over at Amri Studio.

Christina Amri is the founder, principal, and lead designer of Amri Studio in Portland, Oregon. Her artistic vision, leadership, and technical expertise have made her studio one of the most sought after Donor Recognition and art glass studios in the US today. She began her training...

Bill Littlejohn is one of the nation's leading healthcare philanthropy professionals with more than three decades of experience. He has led & directed philanthropic programs that have generated more than half a billion dollars. He is a 1980 graduate from the University of Virginia with a Bachelor of Arts degree in Economics. He is also a past chairperson of the Association of Healthcare Philanthropy.

In this episode, Penny Cowden talks with Bill Littlejohn about the role of metrics in creating and sustaining successful philanthropic programs. They discuss the evolution of metrics in philanthropy, how to balance leadership objectives and goals with metrics, and how to effectively use metrics to build authentic and lasting donor relationships.

When it comes to strategic planning, the biggest mistake often made is that the people involved try to do too much. They have too many goals yet there’s no way they can accomplish all of them. They get overwhelmed.

To have a successful strategic plan, you have to be realistic about it. For the annual plan, you want to pick a few things which the foundation can accomplish in a reasonable timeframe.

In this episode, Penny Cowden talks about the process of creating a good strategic plan, how often it should be done, how many goals you should have, and who should be involved to make it a success.

"Motivation is lighting a fire under someone and inspiration is lighting a fire within someone."

And when inspired, people do remarkable things. Inspiration is for the long term while motivation is for the short term. Leaders need to find ways of inspiring employees so that they can do amazing things for their customers.

Dr. Lance Secretan is one of the world's top authorities in inspirational leadership. He's a trailblazing teacher, adviser, and expert on corporate culture whose best selling books, inspirational talks, and life-changing retreats have touched the hearts and minds of thousands of people worldwide. He's the author of 21 books with the latest being "The Bellwether Effect". He is a speaker and acknowledged globally as one of...

A board can make or break your entire development program. So if you have a weak board or a board that is not involved, un-willing to give, receive, or talk to people, then your program will not go very far.

Fundraisers are not equal to donors. Peer to peer fundraising has been proven time & time again to be the most effective way to raise money. So having a strong board gives you that leverage with donors, that their peers are asking them to consider participating in the mission of the organization.

Penny Cowden sits down with John Cocoran to talk about strategic recruitment of board members, the difference between governance & management in board roles, and what board trainings/retreats should involve.

The culture of an organization is very important in philanthropy. It is also just as important that the entire organization gets involved in building that culture and not get too bogged down in the business side of philanthropy.

Culture eats strategy every time, meaning that if you don’t pay attention to your culture, your strategies are not going to be as effective or even effective at all.

In this episode, Penny Cowden talks about building a culture of Philanthropy, how to get the entire foundation involved, and examples of organizations that encourage giving back to society.

High achievers have a strong will and a high degree of confidence in who they are. They are open to learning and have very high expectations of themselves and of others.

Dr. Tricia Groff is a psychologist, writer, and speaker. She specializes in the personal and professional development of high achievers. She obtained her Masters of Science at Millersville University in Pennsylvania and Doctorate of Philosophy at Ball State University in Arizona. She currently maintains a private practice in Phoenix, Arizona.

In this episode, Penny Cowden talks to Dr. Groff about working with high achievers, improving retention rates in fundraising organizations, and how to build strong, trusting relationships with donors.