38 min listen
Legacy Episode: Starting a Planned Giving Program from Scratch
Legacy Episode: Starting a Planned Giving Program from Scratch
ratings:
Length:
49 minutes
Released:
Feb 13, 2024
Format:
Podcast episode
Description
Did you miss this episode? Here's a chance to listen to one of our most popular interviews.
This is the year to build a sustainable planned giving program by incorporating gift planning into your annual fundraising plan. We discuss overcoming barriers, normalizing legacy giving among leadership, and how to add action-steps and accountability into your already packed to-do list. Join co-hosts Carl Newbanks and Marie Ruzek as they hear how Sarah Staiger successfully started a planned giving program. Hint: it includes seeking out advice from MN Gift Planning Association members! Sarah and her business partner Laura Vitelli, have generously offered to listeners, a free 90-minute coaching sessions. You can find them at: https://staigervitelli.com/about-us
This is the year to build a sustainable planned giving program by incorporating gift planning into your annual fundraising plan. We discuss overcoming barriers, normalizing legacy giving among leadership, and how to add action-steps and accountability into your already packed to-do list. Join co-hosts Carl Newbanks and Marie Ruzek as they hear how Sarah Staiger successfully started a planned giving program. Hint: it includes seeking out advice from MN Gift Planning Association members! Sarah and her business partner Laura Vitelli, have generously offered to listeners, a free 90-minute coaching sessions. You can find them at: https://staigervitelli.com/about-us
Released:
Feb 13, 2024
Format:
Podcast episode
Titles in the series (70)
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking by A Legacy of Generosity