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The Great Wealth Transfer Is Here — Is Your Nonprofit Ready?
Published 6 months, 2 weeks ago
Description
Planned giving is one of those things that lives permanently on the "we'll get to it someday" list, and that someday keeps getting pushed back. But the Great Wealth Transfer is already happening, and nonprofits that aren't at least laying the groundwork are going to miss out on one of the biggest funding opportunities of our generation.
On this week's episode of The Small Nonprofit Podcast, Maria is joined by Tess Conrad, CFRE, a planned giving specialist. We're breaking down the four core components you need to get started, why "planned giving" is actually the wrong term to use with donors, and how to start having legacy conversations without it feeling awkward or morbid.
- Free Planned Giving website guide with examples: www.fullpotentialfundraising.com/freeguide
- Connect with Tess on Linkedin: https://www.linkedin.com/in/tess-conrad-cfre/
- Learn more about done-for-you Planned Giving: https://www.fullpotentialfundraising.com/
- Email Tess at tess@fullpotentialfundraising.com