Planned Giving 101: Secure Your Organization's Future

Hope isn't a fundraising strategy. If your nonprofit starts every year counting on the gala, the grants, and year-end giving to come through, this episode is for you. In this episode of Kari's Confessions, Kari Anderson breaks down planned giving, one of the most underutilized tools nonprofits have for building long-term sustainability. Forget the myths about attorneys, trusts, and wealthy estates. Planned giving is about relationships, trust, and making sure your mission outlives any single campaign. Kari shares why your best legacy donors are already in your database, the two types of planned gifts every organization should know, and a simple 90-day plan to launch a planned giving program without adding staff or budget. You'll also learn exactly what to say in a legacy conversation, the role your board should (and shouldn't) play, and the stewardship mistakes that put future gifts at risk. Whether you're an executive director, board member, or fundraiser, this episode will change how you think about nonprofit fundraising strategy and donor relationships. Because nonprofits don't become sustainable by accident. They become sustainable by building healthy people, healthy systems, and healthy organizations from the inside out. Subscribe for more practical nonprofit leadership insights, and visit inciteconsultinggroup.com for tools and resources to strengthen your organization. –––––––––––––––––––––––––––––––––––––––– 🔔 Don't forget to like, subscribe, and share this episode with your team or board! For more nonprofit leadership strategies, hit the bell so you never miss an episode. 🎧 Available wherever you stream your favorite podcasts. –––––––––––––––––––––––––––––––––––––––– Let's stay connected: 🌐 Website: https://inciteconsultinggroup.com 📬 Email: [email protected] 💼 LinkedIn: https://www.linkedin.com/in/kariraeanderson/ 📞 Book a Chat: http://bit.ly/workingwithkari