Dan Shephard – Episode 37

Tim Chaten

January 08, 2019

Dan Shephard (the Frontline Fundraiser) is the owner of the Shephard Group. He focuses on teaching fundraisers how to have a conversation with donors about charitable gift planning.

Learn more about the Shephard Group at www.thefrontlinefundraiser.com.

Click here to listen on YouTube!

Topic Timestamps
• Introduction and Free Audiobook Offer [00:00]
• The Frontline Fundraiser [01:51]
• How are you unique? [02:13]
• Why’d you decide to focus on CGP? [03:01]
• What have been some of your favorite moments as a teacher? [04:16]
• Why’d you decide to take this approach? [05:32]
• When did you come up with the name the “frontline” fundraiser? [06:21]
• How many students do you like to take on at a single time? [07:00]
• Where’d you start your fundraising career? [08:00]
• How has your business changed in the 10 years you’ve been running it? [08:19]
• How do you market yourself today? [10:36]
• Why’d you start your own business? [11:22]
• What were your first few years like? [12:06]
• Would you of changed anything if you were starting fresh? [13:11]
• Do you work with other consultants? [13:46]
• Any advise for consultants getting started? [14:08]
• What’s your typical schedule? [15:17]
• What is your approach to LinkedIn? [17:07]
• Free Audiobook Offer – Engagement Fundraising [19:13]
• Lightning Round [19:54]
• Where can people find more info about you? [22:17]
• Closing and Free Audiobook Offer [22:48]

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