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 OverviewBack 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/129The 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/helloAbout Our Sponsor VirtuousYou know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here’s the thing, Virtuous created a fundraising platform to help you do just that. It’s much more than a nonprofit CRM. Virtuous is committed to helping charities reimagine generosity through responsive fundraising. We love it because this approach builds trust and loyalty through personalized engagement.Learn more about Virtuous at www.virtuous.org///Join the We Are For Good Community—completely free.Join fellow changemakers, share takeaways from this working session, and keep collaborating in a space built for connection, inspiration, and real impact: www.weareforgoodcommunity.comSay hi 👋LinkedIn / Instagram / Facebook / YouTube / Twitter