Giving Docs

It's been so great getting know the infectious Mallory Erickson this last year, and big thanks to Nathan Chappell, MBA, MNA, CFRE for finally getting us together. I'm thrilled with the work these two are doing at Fundraising.AI, and it's been so fun seeing Mallory's new platform Practivated come together and go to launch! Of course I said yes when she asked me to join her podcast What The Fundraising! I'm thrilled to announce my interview "Unlocking the potential for planned giving" is out now at the link below! https://lnkd.in/e5Wz8T5w

We’re grateful to partner with the American Cancer Society and everyone at Giving Docs is consistently inspired by their mission to End cancer as we know it, for everyone. Thank you Arif Kamal MD, MBA!!

?? Happy One-Year Anniversary, Alison! ?? One year ago, Alison J. Hay Hay joined Giving Docs as a Customer Success Manager, and it didn’t take long for her dedication, leadership, and unwavering commitment to shine. ?? Her deep care for our partners and their missions, combined with her ability to anticipate needs and go the extra mile, quickly made an impact. It was no surprise when she stepped into the role of Head of Success, where she continues to elevate the way we support our partners and their donors every day. ? ?? Alison doesn’t just bring excellence to her work—she brings heart. Whether she’s strengthening planned giving programs, mentoring others, or finding ways to give back to her own community, she leads with generosity and a drive to make a difference. Ali, we are so grateful for all you do and can’t wait to see what’s ahead in the years to come! Please join us in celebrating her one incredible year at Giving Docs! ??

?? A huge shoutout to our VP of Sales, Tyler Bacon, on his first anniversary at Giving Docs! From day one, Tyler has been more than just a leader—he’s been a coach, mentor, and motivator, both in and out of the office. ?? ?? ?? ? ? Over the past year, Tyler has driven revenue growth, strengthened partnerships, and led our sales team with strategy and heart. He has a natural ability to lift up those around him, pushing the team to reach new heights while ensuring every person has the support they need to succeed. Tyler, we’re so grateful for everything you bring to Giving Docs. Here’s to another year of success, growth, and innovation! ?? ?? Share how Tyler has shown up for you in the comment section below. #Leadership #SalesExcellence #GivingDocs #NonprofitInnovation #PlannedGiving #Teamwork #Putmeincoach #nonprofittechnology

At Daylight, we believe collective expertise fuels transformative change in philanthropy. We partner with organizations committed to this vision, building a collaborative learning community to empower advisors. Our partners enjoy special rates on professional development programs, and our learners benefit from select partner perks. Explore our partner network: https://lnkd.in/gZbqNGeJ AiP (International Association of Advisors in Philanthropy) CHIP (Changing How Individuals Prosper) Giving Docs ideas42 National Center for Family Philanthropy (NCFP) PhilanthPro Solutions Philanthropy Together ValuesAdvisor Women of Color in Fundraising and Philanthropy (WOC)?

Attention: Houston friends and fundraisers. Please join me for the Houston Responsive Nonprofit Roadshow--hosted by our friends at Virtuous on February 27th from 7:30-11:00am. I'll be speaking on this panel: From Strategy to Success: Leveraging Automation to Transform Fundraising alongside Ashley Carter, MBA and Scott H. There will also be a keynote: Solving Today's Fundraising Challenges with Responsive Fundraising hosted by Andrew Olsen and Matt Bailey. This event is FREE and is a great way to be introduced to or learn more about the amazing work that our friends at Virtuous are doing for nonprofits. Thanks to Mallory Greer and Gabe Cooper for having me! Register for FREE at the link below: https://lnkd.in/epN8yh_A

I'm humbled to share that I have accepted a role as Advisory Board Member at Daylight. Aside from being two of the best speakers on the conference circuit, Dien Yuen JD/LLM,CAP?, AEP? and Crystal Thompkins,CAP?,CSPG (she/her) bring an energy to their work every day that is undeniably contagious. They have brought their vast industry experience together to be deployed as Daylight, a global home for learning, practice and research. As an advisory board member, I will be joining Faye Ong, Alisia Robin, CAP?, Edward Wang, Dianne Chipps Bailey, Nina Cohen, CAP?, Padric Scott, Avery Fontaine and others as we collaborate together to advance the mission of Daylight. The heart of the work at Daylight is their groundbreaking Impact Philanthropy Advisor program, a mix of expert facilitation and on demand instruction over 20 weeks. "Designed by industry leaders for industry practitioners, IPA is a state-of-the-art program for all types of wealth and philanthropic advisors. It equips you with the technical and practical skills to support and attract clients today. You'll leave with updated knowledge of social impact vehicles and strategies,?financial and estate planning synergies, successful philanthropic conversations with clients and other advisors, and more! You'll also make new connections, receive CE credits, and get first access to our Advisor Hub and Learning Labs." They've also recently launched Certificates (see image below) including a Behavioral Philanthropy Certificate created in partnership with ideas42 which I can't wait to join myself. I encourage all of the advisors, executives, and gift officers in my network to sign up for the IPA program through Daylight. Reach out to Director of Engagement extraordinaire Megan Lemieux Bell to learn more and sign up. Several members of the Giving Docs team will be joining the various cohorts in 2025--and we hope to see you there! (The next one starts in January and there are still a few spots available!!) Learn more about Daylight here: https://lnkd.in/eHSxcWrw

?? Our partnership with Daylight will empower nonprofits to deepen donor relationships and elevate their planned giving programs! ?? We are so excited to see this rollout and look forward to sharing how this partnership helps to make philanthropy more impactful. #PlannedGiving #PhilanthropyAdvisor"

What an honor to be invited to speak with Scott Holthaus of Virtuous for their Ask a Responsive Fundraiser series. At Giving Docs we are all big fans of the team at Virtuous (Especially Mallory Greer and Erik Tomalis ?? (also an Ask a Responsive Fundraiser alum)), so I of course jumped at the opportunity to share a little of the knowledge I've gleaned about the planned giving sector over the last ten years with their expansive and growing nonprofit audience. Thanks so much for having me, and I'd be happy to join again anytime!

??? You asked, we answered! ??? In this week's video edition of Ask a Responsive Fundraiser, we’re thrilled to feature Brantley Boyett, President and Co-Founder of Giving Docs, who shares invaluable insights into planned giving for nonprofits. Whether you're new to planned giving or looking to refine your approach, Brantley offers advice on: ?? Introducing donors to planned giving ?? Integrating planned giving seamlessly into existing fundraising strategies ??Guiding supporters through the process with clarity and care Let’s dive in and transform planned giving from a complex hurdle into a powerful opportunity for your organization’s future! ?? Read more ?? https://vrtuo.us/3ARNHBf ?Share your questions in the comments! #NonprofitFundraising #PlannedGiving #LegacyGiving #FundraisingTips