If you’ve shied away from bringing up planned giving in your donor conversations… you’re not alone! Whether you’re a major gift officer, mid-level officer, executive director of your organization – many people feel some hesitation about bringing up a topic that touches on the donor’s death.
On this podcast episode, Jeff and Richard interview Robert Shafis, our Director of Planned Giving Services, to put some of those fears to rest and give you some tools and strategies to help you feel more confident about discussing planned giving.
Remember, at its core, planned giving is an incredible way for your donors to leave a legacy that will support your organization into the future. And it truly is accessible to anyone.
Listen in to learn how you can start to have these conversations so you can make a bigger difference for your organization while providing your donors with the opportunity to leave something behind that’s meaningful to them.
Show Highlights: In this episode, you’ll learn about…

How to overcome the obstacles that are stopping you from bringing up planned giving with your donors


What it looks like when fundraisers are speaking confidently about planned giving (and when they’re not)


How to incorporate planned giving into your broader fundraising strategy


What indicators to look for and how to begin a conversation with a donor about making a planned gift