702. Working Session: Planned Giving Without the Overwhelm - Pedro J. Rivera

Meet Pedro J. Rivera 👋 In 30 years at the intersection of law, philanthropy, and fundraising, he has launched three planned giving programs and raised $150 million for nonprofits and universities. In this Working Session, he's here to give you a clear entry point into planned giving, no matter where you're starting from.In this Working Session, you'll hear:How to talk about legacy giving in a way that feels naturalHow to find your best planned giving prospects with data you already haveA 30-day action plan to move planned giving from overwhelming to doableEpisode Highlights:What is planned giving, really? (0:21)Why right now: The Great Wealth Transfer (3:18)How to talk about legacy without making it weird (4:48)Finding your best prospects: the 7-10 rule and more (5:50)Weaving planned giving into what you're already doing (8:21)The 30-day starter plan (12:05)One Good Thing: stop assuming donors don't want to talk about this (14:07)Welcome back to Working Sessions: hands-on, clarity-filled conversations designed to help you move real work forward inside your organization.Let's get to work.Episode Show Notes: https://www.weareforgood.com/episode/702Join us at ImpactUp: Story! Join us online from 12-1:30 CST for a free virtual session including a keynote with storytelling phenom, Afdhel Aziz, and a roundtable convo with 4 amazing nonprofit leaders. Then that evening, in nearly 50 cities around the world are hosting local meetups to keep the conversation going in person.Find a meetup near you or join us virtually! //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