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Planned Giving Perspectives With John Jensen

Planned Giving Perspectives With John Jensen

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 In this episode of Sharpe Insights: Conversations With Your Planned Giving Experts, I sit down with John Jensen, Director of Planned Giving at Washington National Cathedral, to explore the evolving landscape of planned giving. John shares his extensive experience, discussing the importance of investing in planned giving, the impact of consistent messaging, and strategies for engaging with older donors. We delve into the types of gifts gaining popularity, like retirement plan beneficiary forms, and those fading, such as pooled income funds. John also offers insights on maintaining long-term donor relationships and the significance of storytelling. Whether you're new to planned giving or a seasoned professional, this episode is packed with valuable lessons and practical advice to enhance your nonprofit's long-term support. Join us for an enlightening conversation with a true expert in the field. John Jensen, CFP®, is planned giving director for Washington National Cathedral. He has almost 50 years’ experience in nonprofit fundraising specializing in estate and gift planning. Earlier in his career, John led fundraising efforts for the National Wildlife Federation and The Nature Conservancy. Before joining the Cathedral’s team, John was a senior consultant for Sharpe Group. John has received numerous awards, including the Lifetime Distinguished Service Award from the National Capital Gift Planning Council in 2014. Kristin Croone, JD, Sharpe Group Senior Consultant, has worked for both law and accounting firms and has served as director of planned giving and legal counsel for the Community Foundation of Greater Memphis. In addition, Kristin has valuable experience in donor stewardship as well as tax and estate planning law and processes, including estate settlement.
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