The Logic of Generosity

Erin Kathleen Jones is a Certified Specialist in Planned Giving and a Certified Fund Raising Executive who brings a rigorous and intentional approach to donor engagement. As the Director of Planned Giving and Major Gifts for the University of San Diego, she leads initiatives that encourage donors to connect more deeply with the institution's mission and long-term priorities. In this session, E...

Michael Davis brings a rare, dual-lens perspective to philanthropy that few professionals possess. As Senior Vice President and National Director of Philanthropic Services at U.S. Bank—and as a former planned giving officer in higher education—he understands both donors' aspirations and nonprofits' operational realities. Michael serves as a trusted bridge between organizations seeking mean...

Brian Nielson of Azimuth Legal Solutions reminds us that fundraising is about guiding. When fundraisers step up as philanthropic advisors and connect donors with the right professionals, magic happens. Bigger gifts. Smarter giving. Greater impact. It’s about shifting the role from solicitor to trusted guide, helping donors see what’s possible and giving them the confidence to act on it. ... Brian...

Last time, we only dipped a toe in the water. We had Javier and Cassie Reyes on, and what unfolded was the beginning of a much bigger conversation—one that touches the messy, magical intersection of generosity and real estate. You see, saying "yes" to a gift of property sounds like the right kind of generosity. But what if that gift ends up creating a financial nightmare for the organiza...

Hidden Real Estate Gold or Huge Headache? Javier and Cassie Reyes crack open a truth we don’t talk about enough: Real estate has huge potential for transformative momentum for most nonprofit organizations. Hidden in every parcel of land is a story, a legacy, and yes, a powerful opportunity for giving. But, hidden gold can often turn into a huge headache without significant due diligence up front....

Today’s guest brings a rare and powerful dual perspective. Liam Dunphy is the owner of a home care company that serves older adults with dignity and compassion—but before that, he was a seasoned planned giving officer helping donors leave meaningful legacies. In this episode, Liam and I dive into what fundraisers need to know about working with elderly donors—especially those who may be vulnerable...

Legacy isn’t a stack of documents or a dollar amount. It’s a story—told through choices, values, and the people we trust to carry them forward. Tiffany knows this. She doesn’t just interpret tax codes or navigate estate plans. She translates complexity into clarity, aligning families, advisors, and nonprofits around what truly matters. She’s the connective tissue—linking financial strategy to pers...

Jay Harvill doesn’t just work in fundraising—he helps people imagine the impact they can have for generations. For over two decades, he’s served as a bridge between generous hearts and the transformational change they want to create. His leadership has turned planned giving from a quiet corner of development into a bold, strategic force. At Methodist Hospital Foundation in Arcadia, where Jay has l...

Kevin Barry is an AVP at Mount Saint Mary's University and brings a fresh perspective towards relationship driven leadership and donor connectivity. Kevin is an exceptional fundraiser, storyteller, optimist, philanthropist and has recently become a doctoral candidate in leadership and innovation. Our Sponsors washingtontimes.com stillwatercapitalmgmt.com pleiadesnpa.com Business, no matter wha...

Jill Rode has emerged as a rising star in the gift planning space. Within her five-year tenure at the Music Academy of the West, Jill has helped increase its endowment funded by legacy gifts by $20M. Jill Rode, CFRE Director of Philanthropy Music Academy of the West 1070 Fairway Road Santa Barbara, CA 93108Office/805-695-7911 jrode@musicacademy.org About Jill: Jill Rode, CFRE, has built a 30+ year...

Wayne Olson has been in the planned giving space for more than 20 years. He's seen a lot of change in the industry and has some of the essentials for anyone operating in the planned giving world. Our Sponsors washingtontimes.com stillwatercapitalmgmt.com pleiadesnpa.com wayneolson.com About Wayne: Wayne Olson is an author, planned giving mentor and speaker and trainer to nonprofits and for-pro...