Episode Details

Planned giving won’t grow if we keep rewarding gift officers as if it doesn’t exist. When incentives focus only on cash and pledges, we unintentionally steer MGO’s away from the very conversations that unlock transformational wealth. This episode tackles the internal challenge head-on: how nonprofits can count planned gifts (without violating accounting rules) in ways that motivate the right behaviors. Change the incentives, and you change the outcomes.