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, isolated, or navigating complex family dynamics.We talk about:

• Handling cognitive decline concerns
• Communicating clearly and respectfully with aging donors
• Ethical stewardship and donor protection
• Building trust without crossing lines

If you work with older donors—or plan to—you’ll want to hear what Liam has to say. Let’s get into it.For more information about Liam, please visit: https://assistinghands.com/For more information about Stillwater Capital Management, please visit: https://www.stillwatercapitalmgmt.com/For more information about Pleiades Nonprofit Advisors, please visit: https://pleiadesnpa.com

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 personal purpose. For nonprofits, she unlocks deeper conversations with donors. For advisors, she brings cohesion to the planning table, ensuring the family’s vision stays front and center.Tiffany isn’t selling advice. She’s building alignment—around legacy, generosity, and impact.If your work touches lives—through philanthropy, planning, or purpose—this episode will reframe how you think about your role in someone’s bigger story. Because in the end, it’s not just about wealth. It’s about what we leave behind—and who helps shape it.For more information about Tiffany, please visit: https://giftplanninginstitute.com/ For more information about Stillwater Capital Management, please visit: https://www.stillwatercapitalmgmt.com/For more information about Pleiades Nonprofit Advisors, please visit: https://pleiadesnpa.com

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 led Gift & Estate Planning and Major Gifts since 2005, he’s helped redefine what's possible. Under his guidance, the team has exceeded campaign goals, multiplied planned giving revenue fivefold, and built a 15-year expectancy pipeline that mirrors current annual revenue—ensuring long-term sustainability for the hospital’s mission. But metrics only tell part of the story. Jay's real work is human—coaching staff, earning donor trust, and working shoulder-to-shoulder with financial advisors, attorneys, and community leaders to craft charitable plans that are as smart as they are generous.He’s the kind of leader who doesn’t shy away from complexity. Whether it’s stewarding gifts of commercial land or designing life income plans that align with a donor’s retirement vision, Jay brings clarity, strategy, and a deep respect for the values that drive giving.Before his time at Methodist, Jay led planned and major gift efforts at Braille Institute, where he built strong, personal connections with donors, and launched marketing strategies that helped grow awareness of philanthropic opportunities in bold new ways.And before philanthropy called, Jay cut his teeth in the corporate world—helping business clients navigate banking, wealth planning, and succession at Citigroup and Wells Fargo, and negotiating major corporate agreements at Hughes Aircraft. He even spent time on the front lines of higher ed outreach with Pepperdine’s business school, leading the region in student enrollments.Jay brings together a rare mix: strategic mind, relational heart, and a clear sense of why it all matters. He believes giving is not a transaction—it’s a legacy. And his career is proof that when you empower people with vision and generosity, extraordinary things happen.Our Sponsorswashingtontimes.comstillwatercapitalmgmt.compleiadesnpa.comFor Dr. Russell James' work, please visit: encouragegenerosity.com