The Great Wealth Transfer Is Here — Is Your Nonprofit Ready?
Small Nonprofit: Fundraising Tips, Leadership Strategies, and Community-Centric Solutions
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
If this episode was useful, grab the 30-Day Board Fundraising Challenge at gofurthertogether.ca/boardchallenge — it's free and it gives your board actual structure.
Book a Discovery Call with Further Together if you need help raising money in a way aligned with your values.
More 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
If this episode was useful, grab the 30-Day Board Fundraising Challenge at gofurthertogether.ca/boardchallenge — it's free and it gives your board actual structure.
Book a Discovery Call with Further Together if you need help raising money in a way aligned with your values.
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.