702. Working Session: Planned Giving Without the Overwhelm - Pedro J. Rivera

Meet Pedro J. Rivera 👋 In 30 years at the intersection of law, philanthropy, and fundraising, he has launched three planned giving programs and raised $150 million for nonprofits and universities. In this Working Session, he's here to give you a clear entry point into planned giving, no matter where you're starting from.

In this Working Session, you'll hear:

• How to talk about legacy giving in a way that feels natural
• How to find your best planned giving prospects with data you already have
• A 30-day action plan to move planned giving from overwhelming to doable

Episode Highlights:

• What is planned giving, really? (0:21)
• Why right now: The Great Wealth Transfer (3:18)
• How to talk about legacy without making it weird (4:48)
• Finding your best prospects: the 7-10 rule and more (5:50)
• Weaving planned giving into what you're already doing (8:21)
• The 30-day starter plan (12:05)
• One Good Thing: stop assuming donors don't want to talk about this (14:07)

Welcome back to Working Sessions: hands-on, clarity-filled conversations designed to help you move real work forward inside your organization.

Let's get to work.

Episode Show Notes: https://www.weareforgood.com/episode/702

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