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planned giving
Explore " planned giving" with insightful episodes like "Nonprofit Fundraising, with Mark Wilkison and Wes Wicker, Columns Fundraising Consulting", "Major & Legacy Giving", "S2E3: Roadrunner Athletic Fund - Joy Grimsley, Director", "Ep. 13: Dirty Money" and "The (Extreme) Basics of Planned Giving - Fundraising @ Camp #27" from podcasts like ""North Fulton Business Radio", "Amaly Legacy", "Birds Up Podcast", "In Trust Center" and "Fundraising @ Camp"" and more!
Episodes (13)
Major & Legacy Giving
Panel discussion hosted and moderated by Wahid A. Kamalian from Amaly Legacy featuring Marisa Rizzuti from UNICEF USA, Belen Roldan from the Spanish Committee of the United Nations High Commissioner for Refugees (UNHCR), and Rawan Badarneh from Greenpeace. In this session, we explore diverse perspectives from thought leaders on major donors and legacy giving.
Podcast Post-Production & Content Strategy Team: Hemangi Sarma, Daniel Nivia & Muna Al Kindy.
S2E3: Roadrunner Athletic Fund - Joy Grimsley, Director
Ep. 13: Dirty Money
In this week’s episode, we talk with Dr. Rebekah Basinger, project director of our Wise Stewards Initiative, as she discusses the moral implication of institutions accepting "dirty money". Read more about this issue in the Spring 2022 issue of In Trust magazine here.
The (Extreme) Basics of Planned Giving - Fundraising @ Camp #27
Find this episodes show notes at https://gocamp.pro/fundraising-at-camp/extreme-basics-planned-giving
The best time to start was ten years ago…
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The Fundraising @ Camp podcast welcomes Amber Grundy to join the hosts to share insights about how to get started with planned giving. Some of today’s best tips include the following:
- Get to know your bank’s trust department
- Encourage donors to bequeath a percentage of their estate to your organization
- Have a catchy name for those who participate in your planned giving program so you can spark conversations with “Have you heard about the Legacy Society?”
Join Travis, Heather, Joe and Amber as they discuss exactly how to get going today with a planned giving program at your organization. The best time to start was 10 years ago. The next best time? It’s today.
#MoneyMovesTheMission
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Hey you! Yes, you, Fundraising @ Camp listener: did you know we are looking for a new co-host and moderator to join the Fundraising @ Camp podcast team? Email travis@gocamp.pro if you are interested in learning more.
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What is something that you want to know about fundraising at camp? Email travis@gocamp.pro, and let us know!
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This Episode’s Fundraising Tool - Make yourself a better camp fundraiser!
Joe - USB Trick
Travis - How to Survive as an Introvert - Vanessa Van Edwards videos
Heather: Free Will
Amber: GiveGrove
Your Hosts:
- Amber Grundy, CEO - Camp Tannadoonah
- Heather Withrow, President & CEO - Jumonville
- Joe Richards, Executive Director - Pearce Williams
- Travis Allison, Summer Camp Consultant - Go Camp Pro
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Thanks to our sponsors!
CampBrain
CampBrain not only coordinates your summer camp management needs, but also your conference center bookings and fundraising management, allowing you to use one database to run your camp year-round. Since 1994 CampBrain has been innovating and constantly adding new features, while being backed by a team of 50 passionate and caring staff members. For more information visit them at CampBrain.com/FAC.
Check out another one of CampBrain’s cool contributions to the camp industry:
the Administrators’ Hall of Fame.
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ACA - Illinois
The American Camp Association of Illinois is made up of nearly 289,000 members, volunteers, campers, families, and professionals who believe in the power of camp. We work to disrupt the effects of poverty by providing fundamental services for children and families, and learning opportunities for camp professionals. Learn more about ACA Illinois by visiting acail.org.
A Remarkable Donor Turnaround
An unfortunate change during Ed Berman's time as an undergrad at Drexel University “just left a bad taste in my mouth."
What do you do when an alumnus—or a potential donor for any organization—has had a bad experience?
Berman shares what happened and how the university's fundraising team was able to turn four decades of dissatisfaction into a six-figure bequest—that in the end Berman was glad to make. It's a remarkable turnaround!
Development Director Tom Zulewski joins the conversation to detail his process. It’s a model other fundraisers can use, too.
Know More. Raise More. is presented by Insightful. The team at Insightful knows connecting with donors is hard. That’s why Insightful helps fundraisers like you better know your donors (and the people you would like to be donors) so you can:
- Raise more money
- Advance your mission
- Do more good in the world
There’s a big change happening right now affecting fundraisers. Over the next decade, up to $70 trillion dollars will shift from aging baby boomers to millennials. This wealth transfer is already underway.
Are you prepared to work with millennials?
Start by downloading Insightful’s free ebook:
9 Insights Fundraisers Need to Know to Prepare for Millennial Major Donors. Just head to insightfulphilanthropy.com/ebook
Creating a Planned Giving Plan
Planned giving plans are hard because it’s hard to talk about the end, right? Wrong! Lori Kranczer opens our minds to the possibilities of planned giving outside of estate gifts. While bequests are a form of legacy giving, they’re not the only form.
“Legacy giving is bigger than planned giving.”
Somehow, along the fundraising journey, the sector began to associate legacy giving with bequests, estate gifts, and post-mortem benevolence most commonly referred to as “planned giving.”
The truth is, a legacy gift can be the seed money for an endowment fund, support through a donor-advised fund (DAF), or even a non-cash gift. The distinguishing factor is that the process is donor-centric and the mechanism is tied to the individual or family’s legacy. When we take a broader and more creative approach to addressing planned giving, it becomes easier - both for us and for our supporters!
“Everyone has the capacity to do some sort of legacy gift.”
I share a story in this episode about a transformational gift an organization I formerly led received through a bequest. The gift was completely unexpected and came from an individual who would not show up on any wealth research engines or top donors list. He was a humble, dedicated, volunteer who donated no more than $100 over the course of any one year. He died unexpectedly and the liquidation of some of his property funded a renovation of one of the organization's oldest buildings.
My intent in sharing that story was to demonstrate that planned giving is not an activity reserved for top donors. Lori confirms this belief and stated it far more elegantly: “everyone has the capacity to make some sort of legacy gift.”
When and How to Get Started with Planned Giving
Planned giving gets so much buzz these days that newer nonprofits may feel pressure to take it on as a fund development initiative. Lori recommends waiting until year ten, and only after annual fundraising is in good shape. For mature organizations that have their annual funding in a healthy place, the time to start is now.
Lori reminds us that while planned giving is cemented in a one-on-one conversation, it needs to be part of your organization’s marketing strategy and annual plan. She describes working with her clients to not only prioritize featuring planned giving but to work into gaps or complementary areas of their marketing and communications.
Acronyms and Terms Mentioned
DAF | Donor-Advised Fund: A donor gifts funds to a public charity (often a Community Foundation) and thereby receives an immediate tax deduction. Over time, the donor can recommend the funds be granted out per their desires.
QCD | Qualified Charitable Distribution: This giving vehicle provides a way for donors who are 70.5 or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions.
Bequest: a gift of assets that occurs after death, typically through a will.
Endowment (fund): a gift to an organization that is held in a fund that receives and dispurses income to the nonprofit on an annual basis.
Get free nonprofit professional development resources, connections to cause work peers, and more at https://nonprofithub.org
EP 109 | Cynthia Kersey - Giving is Good for Business (and you).
We’re kicking off this holiday season with a big message – GIVING IS GOOD FOR BUSINESS! It can also transform you into the best version of yourself.
On today’s episode, I’m speaking with Cynthia Kersey who is the Founder & CEO of the Unstoppable Foundation whose focus is to ensure that every child on the planet has access to the life-long gift of education. Cynthia walks us through her journey and shares with us how giving was her key to overcoming adversity and building her resilience. We also speak about the range of benefits that giving brings individuals and companies…. some you may know and others you may not even expect!
If you’re looking to start off the holiday season with a full heart – then this is the episode for you!
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Interested in learning more about Michelle including how she can support you as a Coach or Speaker? Click HERE.
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Donate to The Unstoppable Foundation by clicking HERE.
Learn more about our incredible guest, Cynthia Kersey, by visiting her website. You can also connect with her organization on Facebook or Instagram.
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.
Episode Overview
- 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!
Want to hear insider details and to get our best roundup of tips, freebies, resources and show notes from each episode? Join the Good Community - it's free! Visit www.weareforgood.com/hello
About Our Sponsor Virtuous
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About our Sponsor Good United
GoodUnited is a fundraising software that helps nonprofits of all shapes and sizes get the most out of social media. If you’re looking to Supercharge Your Social Fundraising, Good United is hosting a digital event on March 14th that’s just for you. Go to events.goodunited.io to register for this free event today.
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Episode 312 - How God Saved Me And Is Using Me with Joe Petrone
Joe Petrone from www.orchardalliance.com, shares his journey of coming to faith, then experiencing huge disappointment in two of his first three churches he attended. Successful, driven, and prosperous, Joe was broken on the inside. A moving story!