129. Back to Basics: Planned Giving - Jonathan McCoy, CFRE and Becky Endicott, CFRE
Back-to-Basics continues this week with the topic with diving into the ultimate realization of playing the long game: Planned Giving. Planned giving is the convergence of some of our favorite topics - value alignment, having meaningful conversations and telling incredible stories of quite possibly our most rabid fans. We discuss a starting point, Pro Tips and even provide a glossary of terms for those words you've never been brave enough to ask about in a staff meeting. If we can do it, so can you.
- Back to the basics: Planned Giving (2:00)
- Definitions of planned giving (4:00)
- The giving vehicles in planned giving (6:45)
- Do you have a gift acceptance policy? It is ok to say no. (10:30)
- Do your data mining (11:30)
- Planned giving pro tips (15:00)
- Explore creative hybrid giving options (18:50)
For more information and episode details visit: www.weareforgood.com/episode/129
The We Are For Good Podcast is co-hosted by Jonathan McCoy, CFRE and Becky Endicott, CFRE and welcomes the most dynamic nonprofit leaders, advocates and philanthropists to share innovative ideas and lessons learned 3x a week!
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