38 min listen
Leveraging Volunteers for Planned Giving Success
Leveraging Volunteers for Planned Giving Success
ratings:
Length:
30 minutes
Released:
Aug 23, 2022
Format:
Podcast episode
Description
In this episode, we focus on engaging volunteers for planned giving initiatives. Carl & Kristi invite fellow Legacy of Generosity co-host and Wells Fargo Philanthropic Advisor, Marie Ruzek, to share her lessons learned from creating three volunteer planned giving committees. She shares six easy steps you can take to set your volunteer committee up for success. She also offers insights into the composition of her most successful committee (and how you might want to structure your next one). The episode concludes with practical dos and don'ts to help you launch and maintain a vibrant, active, and successful volunteer planned giving committee. If you want your organization to be more successful in planned and legacy giving, tune in and be ready to take some notes!
Released:
Aug 23, 2022
Format:
Podcast episode
Titles in the series (70)
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking by A Legacy of Generosity