Raise Nation

Demystifying planned giving, while inspiring nonprofits to build donor legacies that last. SHOW NOTES:June 5, 2025 - Episode # 187Legacy in the Making: Turning Donor Dreams into Enduring Impact What if your donors could make a lasting difference, long after their final gift? In this thought-provoking episode of Raise Nation Radio, host Dawn Lego is joined by Dan Radcliff, Program Director at Eder Financial, to explore the transformational power of planned giving and legacy gifts. With a unique perspective shaped by his transition from the for-profit banking world to serving nonprofits exclusively, Dan brings clarity, compassion, and strategy to a topic many organizations shy away from. Discover how donor-advised funds, tax advantages, and personal passions converge to create not just gifts, but enduring legacies. Whether you're new to planned giving or looking to revamp your approach, this episode delivers practical insights, deep expertise, and a call to action for nonprofits to own their financial future…starting now. Guest Reflection: "Planned giving isn't about preparing for death, it's about preparing for impact. When donors align their financial plans with their passions, they don't just give; they live on." -- Dan Radcliff Episode Highlights: - Why nonprofits must initiate planned giving conversations before donors are nearing end-of-life decisions. - The importance of donor control, flexibility, and tax-smart strategies in legacy gift planning. - Breakdown of various planned giving vehicles, including donor-advised funds and non-cash gifts. - The emotional side of giving: how passion and purpose drive powerful philanthropic legacies. - Tips for analyzing your donor database to identify ideal planned giving prospects. Connect with our Guest: Daniel Radcliff - https://www.linkedin.com/in/daniel-radcliff-61259b8a/Episodes Resources: Eder Financial - https://ederfinancial.org/Deferred Gifts - https://ederfinancial.org/Deferred-GiftsThank you for tuning in wherever you listen to your favorite podcast. Please like, follow, and subscribe to grow our community. Stay Fearless!

Tuned In & Turned Up Raise SeriesThat's a wrap for Raise 2024, but the inspiration and content from the Conference are far from over!We had six incredible podcasters on-site, capturing the latest and greatest insights from the nonprofit world to bring you all the highlights straight from Music City.In the first of six special Raise Nation Radio episodes, we're featuring inspiring conversations with:Samantha Swaim & Kristin Steele - Swaim StrategiesTom Riles - Tom Riles Auctions & Life of DadMike Wilkinson - Human Rights Campaign (HRC)Get ready for your next dose of fundraising inspiration! Tune in to all six episodes of this series and follow Raise Nation Radio on your favorite podcast platform, or check us out on the OneCause YouTube channel.Highlights of this episode:Building a community around your true northReimagining events with a focus on fundraising successCreating authentic and engaging event experiencesUsing current headlines to inform future fundraising strategiesOffering exclusive pre-sale opportunitiesListening to donors and adapting to their needsConnect with our guests on LinkedIn:Samantha SwaimKristin SteeleTom RilesMike WilkinsonConnect with our Raise Amplifiers:Dawn Lego OneCause & Raise Nation RadioMatt Bitzegaio DonorDock & Beyond the DonationSamantha Swaim The Fundraising Elevator & Elevate 2.0Kristin Steele The Fundraising Elevator & Elevate 2.0Taylor Shanklin Barlele & Creative ShizzleCindy Wagman Cindy Wagman Consulting & ConfessionsUtopia

Nonprofits have a lot on their minds. Constant concerns about donor acquisition, retention, and lapsed donors are just the tip of the iceberg. The need to innovate, keep up with AI advancements, and explore new giving opportunities such as donor-advised funds adds to the complexity.Staying current with the evolving fundraising landscape is time-consuming. Combine that with limited resources and the effort required to learn and implement new tools, all while running your nonprofit like a business and scraping for every dollar, and it's truly daunting.However, one area that can bring some relief is donor retention—particularly when you have a robust giving plan in place. That plan should focus on recurring gifts.Meet Stephen King, Founder and CEO of GrowthForce, a firm that manages advanced accounting and CFO services for nonprofits. Stephen has a passion for helping nonprofits reach their growth potential, and a key part of that strategy is a focus on recurring gifts, which he refers to as the Nonprofit Sustainer Program.Stephen believes that every nonprofit should offer a sustainer program to their donor base, as it is the best vehicle for donor retention. However, a sustainer program is more than just a one-line payment option on a giving form. Donors enrolled in recurring gifts need to be engaged and informed about the impact of their giving, and more importantly, about what happens without their recurring gift.Tune in as Stephen takes you through the mechanics behind sustainer programs, why they are crucial for nonprofit organizations, the first steps to creating a sustainer program, and how to overcome common challenges when implementing recurring gifts.In this episode:Explore why having a sustainer program is crucial for ensuring long-term success and stability for your nonprofit.Discover the compelling statistics behind the annual giving of donors enrolled in recurring gift programs.Gain valuable insights on how to establish or enhance your nonprofit's sustainer programs.