Podcast appearances and mentions of legacy giving

What does it take to lead meaningful change in healthcare philanthropy? In this episode, we go behind the scenes of one of BC's premier healthcare foundations with two powerhouse leaders shaping the future of giving at VGH & UBC Hospital Foundation.Join us as we speak with Liza Jerome, Senior Vice President of Community Giving and Engagement, and Samantha Rogers, Director of Community Giving. Together, they offer a compelling look at the foundation's culture of collaboration, innovation, and impact—and introduce a pivotal new role: the Associate Director of Legacy Giving.You'll hear how this opportunity isn't just about fundraising—it's about shaping donor journeys, building deep community connections, and becoming a strategic voice in legacy and planned giving. Whether you're a seasoned development professional or curious about working at the intersection of philanthropy and healthcare, this conversation offers a rare peek inside a mission-driven team with heart and vision. Tune in to discover how you could be the next chapter in this legacy.

A legal dispute between Freedom From Religion Foundation and American Atheists over a donor's estate raised eyebrows—but the reality was far less dramatic. After questions emerged over a handwritten memo altering distribution plans, the parties sought transparency, not a fight. The case was settled amicably, with all organizations receiving more than expected. The panel unpacks lessons in ethics, optics, and legacy.News Source: Friendly Atheist by Hemant Mehta, April 8, 2025https://www.friendlyatheist.com/p/two-influential-atheist-groups-have?utm_source=share&utm_medium=android&r=oa4eg&triedRedirect=trueThe Non-Prophets 24.16.3 with Scott Dickie, Jonathan Roudabush and Eli Slack Two Atheist Groups Settle Estate Dispute Peacefully

Pastor Terry reminded us that, like David, our greatest legacy is serving God's purpose in our generation and setting up the next to go even further. With deep love and devotion, David gave generously to build a house for the Lord—not out of duty, but out of worship. Today, as we bring our Legacy Giving, we do so with grateful hearts, knowing our gifts make a lasting impact and honor the God who has given us everything.

Frankie dives into the SECURE 2.0 Act and what changes have been made for individuals and companies when it comes to contributing to a 401k account, including Roth options. He also touches on legacy and estate planning and reveals a shocking statistic about how many people don't have a will in place. Connect with the team at A Better Way Financial  to get a second opinion on your retirement plan today! Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”See omnystudio.com/listener for privacy information.

Josh Connally is the President of CBG Surveying Texas, LLC where they strive to make a positive impact through serving their community at the highest level possible. From their employees to their clients to their communities, they believe in service first and giving back. We are in the business of growing people. Providing opportunity for professional growth, fundamental happiness, and confidence. www.cbgtxllc.com He is also the founder of NDC Outdoor Legacy a non-profit organization that empowers and supports veterans and at-risk youth by providing transformative outdoor experiences. We believe in the healing power of nature and aim to facilitate opportunities for individuals to connect with the outdoors and themselves, fostering personal growth, resilience, and community. Check out NDC Outdoor Legacy Andy Mitchell is the President of Sights on Christ, a non-profit organization whose mission is to impact youth lives, by spreading the gospel, while experiencing the great outdoors. Check out Sights on Christ. 

Dr. Mike Chupp is joined by George Courtney, who serves as CMDA's Vice President of Stewardship and Legacy Giving. Together, they reflect back on all the ways God worked through the ministries CMDA throughout 2023.  RESOURCES FOR THIS EPISODE: Give to CMDA CMDA Bookstore Campus & Community Ministries Advocacy Standing Strong in Training Legal Inquiries Global Health Outreach Medical Education International Faith Prescriptions Bridging the Gap CMDA Today CMDA Learning Center Biblical Tours

Pastors and brothers to one another, Jason and Josh Surratt talk a bit about what it's like to lead this  church, as they both were only kids when their parents started it back in 1988.  They let us in on some of those "brother dynamics" and how they play out in doing ministry together.  They also give a snapshot of how Seacoast is spending the money that the generous people of Seacoast contribute together through Seacoast's Legacy Giving. On this episodeJason Surratt, Older Brother / Facebook Josh Surratt, Younger Brother / Instagram Joey Svendsen, host / InstagramLynne Stroy, host / InstagramGive to one of our Legacy ProjectsStay ConnectedWebsite | Facebook Discussion PageExecutive Producer: Josh SurrattProducer/Editor: Joey SvendsenSound Engineer/Editor: JT PriceSound Engineer: Katelyn VandiverMusic, including theme song: Joel T. Hamilton Music

In this episode of Health411, host Dr. Jonathan Karp and producer Daniel Geller interview Heather Kearns-Latini, Annual and Legacy Giving Manager at Capital Health. Heather shares valuable insights into the importance of philanthropic support in the healthcare sector, discussing how donors can make a lasting impact on patient care and research initiatives. Stay tuned as we delve into the broad responsibilities of her role, gaining a deeper understanding of how she drives philanthropic initiatives to support and enhance healthcare outcomes for our community.

In this episode, we talk with Kimberley Pittman-Schulz. For over 20 years, Kimberley has been the guiding hand behind successful donor strategies for major universities and child development organizations globally. Known for her candid approach, she whole-heartedly steps foot into territories many avoid – discussing end-of-life matters and grieving. A passion for supporting people through loss prompted her to become a grief and life transitions mentor, providing compassionate guidance during times of profound change. And now she has connected her work as a grief counselor to her work with nonprofits through legacy giving guidance. There is so much about legacy giving that we don't understand as a sector, and many of us avoid the topic altogether because of the vulnerabilities it activates. Which is exactly why I wanted to navigate these waters with Kimberly.  The truth is, the world of philanthropy was not where Kimberley Pittman-Schulz expected to find her life's purpose. Having worked extensively in various roles over 20 years, she gradually found herself becoming a bridge between donors and the organizations they wished to support. She facilitated conversations around grief, loss, and end-of-life decisions - topics often avoided by even the most seasoned professionals. Yet, in those emotionally charged conversations, Kimberley found a deep well of understanding and connection. She discovered the transformative power of these discussions on donors' giving patterns and their perception of legacy. Her unique ability to empathize and engage without crossing professional boundaries earned her the admiration and trust of her donors, and a fulfilling career that brought a profound sense of purpose and meaning to her life. This episode will help you…. Understand the art of deepening donor relationships through legacy giving. Realize the profound impact of comprehending your donors' driving forces in fostering substantial involvement. Gain knowledge on navigating sensitive matters around loss and grief, and how it promotes donor trust and openness. Understand the vast potential of planned giving and how it unlocks more than mere financial gains. Unearth expert techniques to confirm and fulfill donor intentions within the complex realm of estate planning. Get all the resources from today's episode here.  Many thanks to our incredible sponsors at DonorPerfect. DonorPerfect has a lot of free educational resources for fundraisers. Learn more and download some of their guides and tools today at donorperfect.com/mallory. Connect with me: Instagram: https://www.instagram.com/whatthefundraising_ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. 

As fundraisers, we know that navigating the challenges of legacy giving can be difficult. We also know monthly givers have the highest potential and probability of making legacy gifts.In this episode, Lynne Boardman and I delve into not just the how, but the why and the what of legacy giving. Lynne shares her valuable insights and practical advice on how to make legacy giving an integral part of your fundraising strategy.You'll learn about the potential pitfalls, the surefire strategies, and most importantly, how to sustain and grow your legacy program. So, if you've ever struggled with legacy giving, or felt overwhelmed by it, this episode is a must-listen.RESOURCES MENTIONED IN THIS EPISODERaise & Shine The PodcastThe Healthy Nonprofit: Inspirational Thoughts on Leadership, Purpose and Success by Harvey McKinnonWestern Canada Fundraising Conference (WCFC)Gryphon FundraisingCanadaHelpsGiving USAThe 7 Habits of Happy Kids by Sean CoveyCONNECT WITH OUR GUEST ONLINELinkedin / Twitter / Instagram / Website / EmailTHANK YOU TO OUR SPONSORSBloomerangThank you to our friends at Bloomerang for being a sponsor of The Intentional Fundraiser podcast.Bloomerang gathers the best tools, resources, and people in a single place and, through its donor management platform, empowers nonprofit organizations like yours to carry out their missions.Learn how First Tee of Greater Akron doubled its unique donors, improved donor stewardship, and raised more funds in the first year with Bloomerang.iWaveFor more than three decades, iWave has been aggregating wealth, philanthropic, and biographic data and turning it into the actionable intelligence that fundraising teams need to learn more about their donors, raise more money and maximize their impact.Learn more about iWave.RATE, REVIEW & FOLLOW ON APPLE PODCASTS “I love Tammy and The Intentional Fundraiser Podcast”

This episode with Dr Claire Routley, an expert in expert legacy fundraising, was recorded in early March 2020, when the world felt very different. Nevertheless, in a time of increased home-working, our subjects of culture change and breaking down inter-team barriers now feel more relevant than ever. So I'm really pleased to share the episode again. We talk about a piece of research Claire carried out on behalf of the National Trust, all about how to increase interest in promoting legacies across the various teams within a charity. Though we talk largely about the cross promotion of legacy giving, in truth these ideas can be applied to any concept that should be understood by various teams, rather than just the so-called specialists. Claire explains the three key themes she discovered and brings these to life with examples of specific tactics that various charities have used in their change management programmes. If you want to hear my first interview with Claire, which is all about ways to make it easier to have conversations about legacies with your supporters, do check out Episode 28 of this podcast. If you want to share this episode – thank you!! – or get in touch, Claire and I would love to hear from you – we're both on Linked In, and on twitter Claire is @claireyJaneR and I'm @woods_rob.

The Smee and Ford Legacy Awards took place on the 27th April and I had the pleasure of being a judge and Chair of one of the panel discussion sessions. I share my learning's from both experiences to help you in your future legacy marketing. As mentioned in the episode, The Smee and Ford Legacy Trends Report you can get your copy here https://smeeandford.com/reports-whitepapers/2022-smee-ford-legacy-trends-report/

When you have a thriving monthly giving program you aren't just building in financial sustainability for your organization, you're also increasing the number of people you can have conversations with for other opportunities. So what do you do with all these contacts? Patrick Kirby is here to share all the amazing ways you can create deeper relationships with your monthly donors. What you'll learn: → why a monthly giving program is a good idea. → how to start conversations with monthly donors. → why you shouldn't be afraid to ask. → leveraging your CRM to help you. → getting your board members involved. Want to skip ahead? Here are key takeaways: [11:05] Who should you start conversations with? Start with those that have given the longest or have given the most number of times. These people are primed and more likely to have a conversation with you about legacy or major gifts. Focus more on longevity vs total gifts. [20:13] Consistency and clarity matter in your messaging. Don't be afraid to say the same stories, to reach out over and over, and to show up via different communication tools. People aren't paying attention and need to see your messaging over and over again to connect and take action. [23:39] Leverage your CRM. Put in reminders so that you automatically know when to follow up with people. Then personalize the conversation by sharing their unique impact! Use their donor-versary or other milestones as an excuse to reach out and say thank you! Always make them the hero. [28:54] Your board members can support you in reaching out. This does a couple of things. #1 it allows them to share their impact and #2 it allows them to hear more stories from donors. Both will create deeper connections. [32:26] Patrick's quick hit list. Identify who has given to you the longest. Figure out how many you can reasonably connect with weekly and who is doing the reach out. Write down questions that you want answers to. Rinse and repeat. Resources EP 94 | Starting Conversations with Patrick Kirby EP 123 | Giving Tuesday with Patrick Kirby Connect with us: The First Click LinkedIn Watch on YouTube: https://youtube.com/ Download our guide - 9 Ways for Non-Profits to Raise More Money Online 

Ed Pitaro who has been involved with non-profit legacy giving at Planned Parenthood and Consumer Reports

George Courtney, CMDA's Vice President of Stewardship and Legacy Giving, joins Dr. Mike Chupp to discuss how God has been at work through CMDA during 2022, while also looking ahead to opportunities for ministry in 2023. Continue reading Reflecting Back on 2022 at Christian Medical & Dental Associations® (CMDA).

Panel discussion hosted and moderated by Wahid A. Kamalian from Amaly Legacy featuring Marisa Rizzuti from UNICEF USA, Belen Roldan from the Spanish Committee of the United Nations High Commissioner for Refugees (UNHCR), and Rawan Badarneh from Greenpeace. In this session, we explore diverse perspectives from thought leaders on major donors and legacy giving.Podcast Post-Production & Content Strategy Team: Hemangi Sarma, Daniel Nivia & Muna Al Kindy.

Pastor James Lynch and James Lawrence have a discussion with Tara about Legacy Giving. They answer the questions of what exactly is Legacy Giving, why does it matter biblically, and what does it look like practically. Resources www.theJLawFirm.com theJLawFirm411@gmail.com

On today's podcast, we're revising the best advice and proven practices on how to get more gifts in wills.For many of your donors, the gift they leave in their will might the largest gift they ever make to your charity. Not only that, but research has shown that donors who choose to leave a gift in their will, often times also end up increasing their giving while they're still alive. So in today's rewind, we're going back to some key insights our guests have shared on this podcast when it comes to legacy giving, including: the difference a little legacy checkbox in a direct mail reply device can makewhy talking to donors about gifts in wills isn't about death, but about life how printing little legacy nudges on stickers might be the best money you spend---➡️  Join our FREE training on how to create compelling fundraising messages that lead donors to action and raise more money, from more people, more often—simply by changing the words you use: https://www.5minutefundraisingfix.com/register 

Three simple steps to making a will, legacy giving in Ireland and why it is so vital for charities, how people can go about leaving a legacy gift in their will. With all the details Jonathan spoke to Aoife Garvey Chairperson of My Legacy and Head of Acquisition at Concern Worldwide and Bernadette Parte Solicitor specialising in health care and probate law.

As individuals and as a church, we desire to steward our resources to the best of our ability for God's work in our lifetimes and beyond. In this session, hear how you can conduct personal estate planning at a reduction of the cost and how you can set up your will to ensure that a portion of your resources are invested in Kingdom causes.

This episode is a first for Next in Nonprofits: A podcast cross-over episode with A Legacy of Generosity podcast! Kristi Ackley and Carl Newbanks are two of the hosts of that program, "dedicated to provide professional development content for every fundraiser with special attention to planned and legacy giving." Kristi and Carl join host Steve Boland to talk about the questions and challenges approaching and supporting and large donors in making choices around big gifts to charities. One option would be to create or give to an endowment - earning money for future needs. Another would be to invest in a "big swing" - spending a much larger amount of money all at once to create a larger-scale impact that in turn ripples over time. Our hosts discuss the conversation with those donors, the focus of Boards in how to pursue larger-scale gifts, community-centric giving models and much more. 

Join us for this first ever crossover episode with Next in Nonprofits podcast! Steve Boland is the host of that program, "featuring tools, technologies and trends for nonprofit growth." Carl, Kristi & Steve talk about the questions and challenges approaching and supporting large donors in making choices around big gifts to charities. One option would be to create or give to an endowment - earning money for future needs. Another would be to invest in a "big swing" - spending a much larger amount of money all at once to create a larger-scale impact that in turn ripples over time. Our hosts discuss the conversation with those donors, the focus of nonprofit boards in how to pursue larger-scale gifts, community-centric giving models and much more. We didn't solve all the world's problems in this show, but we sure gave it a shot!

Farra Trompeter, co-director, interviews Lori Kranczer, founder and CEO of Everyday Planned Giving, about her work in the planned giving space and how organizations can develop their legacy giving programs and have better connections with their donors.

There's no better way to kick off March, Women's History Month, than to feature the National Association of Charitable Gift Planner's new Chair, Kelli Smith! In this 14-minute podcast, Kelli jam-packs three critical lessons she's learned and how she's achieved them: Be fearless; Have solid relationships; and, Be fully present. Don't miss this insightful podcast!  Kelli also shares how she overcame the imposter syndrome. 

Don't miss a single podcast of CMDA Matters. You can subscribe through iTunes or GooglePlay, download our free CMDA app and or listen on our website at www.cmda.org/cmdamatters. This weekly podcast hosted by Dr. Mike Chupp features one interview with brief news and announcements that matter to you. On this week's CMDA Matters episode, Dr. Mike Chupp is joined by George Courtney, who serves as CMDA's Vice President of Stewardship and Legacy Giving. Together, Mike and George are taking time to look back on all the amazing things God has accomplished in 2021 through CMDA as they share some incredible stories of God's faithfulness and power as we look ahead to the future of CMDA.

Spotlighting a special seminar coming up November 11 at the Tibbits Opera House. See omnystudio.com/listener for privacy information.

Do charities need legacy giving strategies? Spoiler alert: YES! On this episode of Frontier FM, Ben is joined by Julia Magnuson-Ford to discuss some of the best practices for effective legacy giving cultivation and the conversations fundraisers can't afford to avoid.   You will want to hear this episode if you are interested in... Getting to know Julia Magnuson-Ford [1:04] What it means to outsource legacy giving [4:42]  Uncomplicating legacy giving [6:39]  Developing a legacy giving strategy [13:32]  Keeping a donor centric attitude towards legacy giving [18:37]  Teaching generosity and staying connected as an organization [25:01]   Resources & People Mentioned Email Matt and Ben YOUR fundraising questions at junkmail@frontier.io!    Connect with Julia Magnuson-Ford Follow Julia on LinkedIn PGgrowth.com   Connect With Frontier https://Frontier.io Frontier on Facebook: https://www.facebook.com/frontiermarketingco/ Frontier on LinkedIn: https://www.linkedin.com/company/frontiermarketingco/

For many donors, the largest gift they will ever make to charity is the one they leave in their will. Carrying on their legacy and keeping alive the values that were important to your donors in their lifetime is a tremendous responsibility. It's also a tremendous opportunity for you to increase your organization's impact in the world. Most donors only include charities in their will that have done a great job of communicating shared values, stewarding them, and building the kinds of relationships that are mutually uplifting and significant.That's why the state of your legacy giving program is also a great indicator of the overall health of your fundraising operations—because valuable donor relationships don't happen overnight.If you are ready to launch, build, or improve your legacy giving program, today's show is for you.We are talking to Hala Al-Madi from Amnesty International. Hala has been the Legacy Giving Marketing Officer at Amnesty International in Ottawa Canada since 2013. She has helped lead the program's growth from $600,000 to just over 1.4 million, and she's also grown the number of expectancies by 75%. And over the last few years, she's doubled the number of self identifying prospects. Hala introduced a range of marketing approaches to achieve this growth, including trickle email marketing, direct mail marketing, sharing testimonials of supporters, launching donor surveys, and creating high-touch supporter outreach points.Today on the podcast, Hala is going to share how Amnesty grew their program specifically by doing things that charities of all sizes and budgets can do. Today we'll cover:[5:40] - Unpacking the Legacy Giving mindset    [10:17] - Donor stories, donor response, and donor love    [16:43] - How to market your legacy program    [23:20] - Using communications from other departments    [24:41] - Using donor surveys          [31:50] - Responding to the donor you survey    [34:36] - Legacy giving during a pandemic    [37:51] - Stewarding legacy donors     [39:44] - Hala's encouragement for nonprofit leaders, fundraisers, and marketers    Please consider subscribing to, rating, or sharing the BuildGood Podcast on your preferred platform. You can do that by clicking here. 

How can individuals and charities steer clear of conflicts in legacy giving? In this episode we speak with Andrew Wilkinson about this, as well as understanding what charities should be doing to build long-term relationships with their supporters.

Between 10-15% of women will experience a miscarriage as they endeavour to get pregnant. While most people know or have known someone who's lost a baby, many are ill-equipped with the right words or resources to support a mother/family through this type of grieving. Why are we all so bad at this? Listen in as expert death doula, Leigh Naturkach, sheds some light on this heavy topic. About Leigh: Leigh is the Senior Director, Philanthropy and Legacy Giving for Women's College Hospital Foundation. Leigh has over two decades of experience in media, the women's sector, philanthropy and social justice. As a death doula focused on equity and grief literacy, Leigh is a volunteer at Hospice Toronto and member of the National End of Life Doula Alliance. Leigh has held a number of Board and volunteer roles – including at Dying with Dignity Canada, Canadians for Choice, and Arrabon House. Currently, Leigh has chosen a community of practice approach to her work, working with organizations as well as individuals in the death and dying space. She loves dogs, laughing, and chicken fingers.

Join co-hosts Mark Beenken and Kristi Ackley with their guest, Brenda Moore, as they discuss three areas of plan execution that will determine our success in 2021. Last month Brenda shared with our listeners some time-tested tips on how to start their year out right by putting together a solid plan. In this episode, she'll share insight on how to execute those plans to grow your legacy portfolio. Brenda is President at Brenda Moore & Associates, LLC, where she works primarily with faith-based organizations to meet their fundraising goals.

A huge transfer of wealth is coming. How can charities benefit from this in order to fund the causes that are more vital than ever for a better world? Gifts in wills - legacy giving, may offer charities large and small the opportunity to find long-term funding solutions that can help them to create a better world in the future. In this episode we speak with Jon Brewer about legacy giving, how charities should navigate the possible pitfalls, and how to ensure a win-win for charities and their supporters without who they would not be able to continue.

Interview with Ligia Pena CFRE (CAN) - Legacy Fundraising/Gifts in Wills Coach & Consultant at Globetrotting Fundraiser. Over the past 20 years Ligia Pena has worked as a fundraiser for organisations in Canada and internationally and was previously the Global Legacy Manager for Greenpeace International. Today, Ligia is a highly sought after legacy fundraising coach and consultant through her consultancy Globetrotting Fundraiser. Included in this episode: Section 1: The beginning of Ligia's fundraising career and key lessons learnt Section 2: Working as the Global Legacy Manager at Greenpeace International and implementing a complex global legacy giving program Section 3: Creating an impactful Legacy Giving Strategy for your Nonprofit Section 4: The importance of serving on Boards for your professional development Section 5: Ligia's final advice to inspire and fulfil fundraisers and nonprofits --- Send in a voice message: https://anchor.fm/fulfilled-fundraisers/message

Sermon Audio, November 15, Legacy Series

How would you like to be remembered years from now? Your legacy can be to leave a massive impact on the world and make it a healthier place for all of its inhabitants.   On this episode of The Exam Room™ podcast, “The Weight Loss Champion” Chuck Carroll is joined by Alysoun Mahoney who honored her late husband by carrying on the work they began together as advocates for a plant-based lifestyle and animal welfare. Following his sudden passing, Alysoun established the Gregory J. Reiter Memorial Fund.   It is thanks in no small part to the fund that countless animals are being saved, major shifts have been made on the federal level toward healthier practices, and tens of thousands of people have learned the benefits of adopting a vegan diet.   So what would you like your legacy to be? What work would you like to continue for years to come? You will learn how you can make a huge difference without millions of dollars. Your legacy — a healthy legacy — can be solidified with far less and do far more good than you can possibly imagine.   Chuck is also joined by Kim Intino, Director of Legacy Giving for the Physicians Committee, who walks us through how to simplify the process of cementing your legacy so that you can support the tireless efforts of the Physicians Committee well into the future.   Get ready to change the world.   Legacy Giving Planning Event Register: http://bit.ly/LegacyEventPCRM — — — Kim Intino kintino@pcrm.org — — — Gregory J. Reiter Memorial Fund https://gregoryreiterfund.org/ — — — Chuck Carroll Twitter: @ChuckCarrollWLC IG: @ChuckCarrollWLC Facebook: https://wghtloss.cc/ChuckFacebook — — — Physicians Committee Twitter: @PCRM IG: @PhysiciansCommittee Facebook: https://wghtloss.cc/PCRMFacebook YouTube: https://bit.ly/PCRMYouTube — — — Share the Show Please subscribe and give the show a 5-star rating on Apple Podcasts, Spotify or many other podcast providers. Don’t forget to share it with a friend for inspiration!

I recorded this interview with Dr Claire Routley, an expert in expert legacy fundraising, in early March 2020, when the world felt very different. Nevertheless, our subjects of culture change and breaking down barriers within your charity, are as relevant as ever. We talk about a piece of research Claire carried out on behalf of the National Trust, all about how to increase interest in promoting legacies across the various teams within a charity. Though we talk largely about the cross promotion of legacy giving, in truth these ideas can be applied to any concept that should be understood by various teams, rather than just the so-called specialists. Claire explains the three key themes she discovered and brings these to life with examples of specific tactics that various charities have used in their change management programmes. If you want to hear my first interview with Claire, which is all about ways to make it easier to have conversations about legacies with your supporters, do check out episode 28 of this podcast. And if you’d like more powerful strategies to help you raise funds during the pandemic, then do check out my new free E-book: Power Through The Pandemic – Seven ways to raise money with major donors, corporates and trusts, even now. You can download it for FREE here: www.brightspotfundraising.co.uk/power If you want to share this episode – thank you!! – or get in touch, Claire and I would love to hear from you – we’re both on Linked In, and on twitter Claire is @claireyJaneR and I’m @woods_rob. I thoroughly enjoyed talking to Claire, and I hope you find this conversation helpful too.

In this episode we chat to Rob Cope, Director of Remember A Charity, about charitable legacy gifts and legacy fundraising: what they are, what role they play in the overall charity landscape and how they have changed during the COVID pandemic. Including How big a part of the landscape for charitable giving in the UK are legacies? How has this changed over time? If legacies have been a growth area in recent years (as many figures suggest), why is this? Is there greater awareness, more fundraising, or are people simply more likely to leave wills? What particular role do legacies play in the overall funding mix for charities? (i.e. what is their unique value?) Why do people leave legacies? How to fundraisers tap into some of the complex psychological drivers? How do legacy gifts relate to other forms of giving at an individual level? (i.e. do most legacy gifts come from people who already give in other ways, or do they come instead of other gifts?) Does discomfort when it comes to talking about death present an ongoing barrier to legacy fundraising? Does uncertainty about the legal status of legacy gifts (and a number of high-profile cases of legal challenge) present a risk? How has the COVID crisis affect the charitable legacy market? Has increases awareness of mortality resulted in more will-making (and consequently more legacy gifts?) Have there been issues with existing legacy gifts during the crisis? (Either in terms of sustaining them, or finalising them in some cases). What effect has the impact of the pandemic on normal end-of-life processes such as funerals had on legacy giving? (E.g. has it resulted in more in-memory gifts from those who have been unable to commemorate the loss of loved ones properly?) How has new legacy fundraising been affected by lockdown measures and restrictions on physical interaction? Have fundraisers had to be more sensitive to the challenges of discussing legacy gifts at a time when many older people have felt particularly nervous or afraid as a result of the pandemic? What impact might the short and medium term economic downturn caused by the pandemic have on the legacy market?   Related Links:   Remember A Charity’s website Remember A Charity on Twitter Civil Society article: The Wombles to feature in this year’s Remember A Charity Week campaign Our CAF Giving Thought podcast episode “Philanthropy, Death & Taxes Part 1” CAF Giving Thought blog, “Millions Now Giving Will Never Die: Life Extension, Whole-Brain Emulation and Philanthropy”

Today's guest is Lori Kranczer. Lori believes firmly that planned giving, or “legacy giving,” which are ways donors make impactful gifts through endowments, bequests in wills or other structured gift vehicles, should be a vital part of the fundraising practice of every nonprofit organization, no matter the size, budget or mission. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future. Lori has over 20 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals. Prior to consulting, Lori held senior planned giving roles at major New York-based nonprofits, and in each, expanded the reach and depth of the legacy programs. An experienced attorney, Lori applies her knowledge of complex giving structures to the practice. She has also taught planned giving at New York University and Yeshiva University, and she frequently speaks at staff trainings and board of directors meetings. She graduated from Binghamton University and New York Law School. Lori lives in Ditmas Park, Brooklyn with her husband and two children. In her spare time she enjoys renovating her 100+ years old creaky Victorian house. Be sure to subscribe to Inspired Nonprofit Leadership so that you don’t miss a single episode, and while you’re at it, won’t you take a moment to write a short review and rate our show? It would be greatly appreciated!   Let me know the topics or questions you would like to hear about in a future episode. You can do that, and follow us, on Facebook. To learn more about our previous guests, listen to past episodes, and get to know your host, go to: Hiland Consulting Get your free gift by going to 6 Steps to Unleash Your Board's Potential. You can find out more about Lori at Everyday Planned Giving. Connect with Mary Hiland! LinkedIn: https://www.linkedin.com/in/maryhiland Inspired Nonprofit Leadership Facebook group: https://www.facebook.com/groups/Inspirednonprofitleadership/ Website: https://www.hilandconsulting.org/ Company Facebook: https://www.facebook.com/hilandconsulting

Lori Kranczer believes firmly that planned giving, or “legacy giving,” which are ways donors make impactful gifts through endowments, bequests in wills or other structured gift vehicles, should be a vital part of the fundraising practice of every nonprofit organization, no matter the size, budget or mission. We talk about: Why legacy giving is vital to an organization's long-term fiscal stability How legacy can bring in dependable income, and how much is enough? How an organization can start to create a legacy program. The interaction between legacy giving and other fundraising efforts. We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.

Looking to boost your incoming donations?  Not sure how to do that given our uncertain economic climate?  Then check out today’s episode on legacy giving.  Join Lori Kranczer, lawyer and legacy giving expert, to hear her tips for creating and marketing an effective legacy giving campaign. 

In this episode you will meet Rogue Retreat Board Member Mike McClain and you will learn about building your legacy through Planned Giving. Please join us for this informative Podcast. It was our very first Podcast that we recorded via Zoom. Thanks everyone! --- Support this podcast: https://anchor.fm/rogue-retreat/support

This week's podcast is all about death life! Simon talks to Ligia Peña CFRE (twitter.com/ligiafpena) - one of the few experts in the world on Legacy Giving! They chat through donor's wills, the legacy funnel, making that ask, life and death, and much more! Find Ligia and her excellent blog and resources over at globetrottingfundraiser.com  

Absolute Trust Talk Host Kirsten Howe brings you a powerful new episode featuring Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation. Michael started his career as a public accountant specializing in high-end financial and estate tax planning at international accounting firms such as Ernst & Young and Arthur Anderson. After eight years he found a new opportunity in the Office of Gift Planning at the University of Washington. Over the last eighteen years, Michael has worked with individuals and families at the University of Washington, University of California, Irvine, and the John Muir Health Foundation to help implement a values-based approach to philanthropy known as Legacy Planning.  Legacy Planning is a donor-centered approach that recognizes that philanthropic decisions are connected to an individual’s core value system and seeks to integrate the intellectual, emotional, spiritual and physical dimensions of a person with an organization’s core social mission. In this episode, Kirsten and Michael dive into the details behind this gift planning approach, how the landscape has shifted with recent changes in law, and how families can successfully go about becoming involved in charitable giving. Highlights from Episode #025: What is your WHY behind your donation? Share it with your family members – it gives them opportunities to share your values and what’s important to you. It can provide a sense of pride and inspiration to others who hear your story and your WHY. Don’t be afraid to ask the charities you support to help you with the process of sharing their history and your reason for supporting them. Time-stamped Show Notes: 3:28 – Michael highlights the mission of the John Muir Health Foundation 6:37 – Kirsten and Michael discuss how the changes in tax law have had an impact on charity 10:30 – Michael shares what he has seen because of the changes in tax law 17:55 – What is the John Muir Health strategy on growth? 19:09 – Michael shares some of the growth accomplishments built out of the successful partnerships of the John Muir Health Foundation 21:49 – Michael discusses vehicles in which families can get involved in charitable giving Episode #025 Freebie: Don’t miss out on the chance to plan, build, and share your legacy planning story. Along with this episode, legacy planning expert and guest Michael Crvarich is offering exclusive access to a few valuable planning tools: A Workbook on creating a family mission statement – This resource allows you and your family to go through the process of identifying shared vision, values, goals, and purposes. It will then guide you in crafting your mission statement, tagline, or phrase for your family. A variety of E-Booklets that explore the different ways of giving under the new tax law. Visit givehealthjmh.org/Legacy for a look at these and other informative tools. 1-hour consultation – For anyone interested in exploring values-based philanthropy and giving, or to discuss philanthropy in general. Call John Muir Health Foundation at 925-947-4449 or email Michael.Crvarich@givehealthjmh.org and mention the Absolute Trust Talk podcast.   Resources/Tools/Links Mentioned in This Episode: John Muir Health Foundation  

What does the Bible say about giving?

What does the Bible say about giving?

Legacy giving, or inherited funds, is something that churches often do not pursue. Today we discuss why that's often a mistake and how to do so. The post Should a Church Pursue Legacy Giving? appeared first on Church Answers.

After a long association with Mr. Edward K. Hamada '46, first as one of his football players and later as a colleague in the Advancement Office, Chris Shimabukuro '85 is heading up a group that's establishing the Eddie Hamada Legacy Project. Please subscribe to the 'Iolani School Podcast. Mahalo!

Legacy and planned giving is a huge boost to charities - we speak to Michael Clark, who has a great deal of legacy giving knowledge and experience. Michael spoke to Charity Chat about how legacy giving works, how people can leave gifts in their wills and how charities could benefit from talking about legacies.

15/10/201 Legacy, Giving -David Devine by KSBC

Ed Sluga and Tracey Church, well known and well regarded Prospect Research Professional, talk about how to use the techniques of prospect research in a Planned Giving Program. Research is often reserved for Major Giving and Campaign Giving programs. This podcast rethinks that conventional wisdom in the new era of Planned Giving Campaigns.

Ed Sluga and Colleen De Jager - Trust Officer and Fundraising Executive - discuss the process of Estate Administration from the perspective of the charity. The process is to ensure the charity is properly represented but the reason is not what you think. In short, its important to understand so that the wishes of the donor are protected and met. Colleen and Ed talk about steps to take and details to be focused on.

In this third of our three part series on being 'Worthy and Prepared' in the Planned Giving context, Peter Barrow and Ed Sluga discuss some practical steps to take to best position a charitable organization to truly be ready to receive and activate the funds that donors would give to support their mission.

In this second podcast of this three part series, Peter Barrow and Ed Sluga examine the concept of being 'prepared' for legacy gifts. To purchase their book 'Worthy & Prepared' go to www.charityinfo.ca To comment on this podcast, please email info@pggrowth.com or visit us at www.pggrowth.com

Every charity feels that they are worthy of donations. In fact, at some point, each charity has felt confused as to why they are not getting even greater amounts of support from donors given the worthiness of their mission. In this conversation with Peter Barrow - marketing guru, university lecturer, writer, business owner, philanthropist and co-author of the book Worthy & Prepared - the notion being 'worthy' is explored as a purposeful activity rather than an assumed fact. This is the first in a three part series taking the concepts of the book Worthy & Prepared and articulating them in the Planned Giving context.

In this podcast, we revisit a discussion with internationally known Planned Giving consultant Richard Radcliffe. Richard has spent years researching donors and how they wish to be engaged by those charitable organizations they care about with regard to Planned Giving. His thoughts are insightful and provide a deep understanding of the donor journey toward making a gift.

A charitable legacy can support the causes people care about for generations to come. Take Oscar Murray, a former B&O Railroad president, as a prime example: his charitable bequest to help the widows of railroad workers still helps the Baltimore community - one hundred years after he died. What does it take to create a charitable legacy? Join BCF's Rosemary Calderalo and Gigi Wirtz to find out.

In this last of the three part series with Ken Ramsay, Ed and Ken discuss how to implement a Planned Giving campaign methodology into an existing Planned Giving program so that an organization can take advantage of the current opportunity. For more Planned Giving Podcasts and to sign up for our regular updates, please go to www.pggrowth.com and look for our series Planned Giving Tip of the Week. These are in informative series of podcast giving practical tips on how to start and be successful with a Planned Giving program at your charitable organization.

Ed Sluga and Ken Ramsay, noted thought leader and Planned Giving marketing 'guru' discuss how the current economic and charitable giving circumstances have made this the most important time for charities to launch a Planned Giving program to ensure their future financial security. For more Planned Giving Podcasts and to sign up for our regular updates, please go to www.pggrowth.com and look for our series Planned Giving Tip of the Week. These are in informative series of podcast giving practical tips on how to start and be successful with a Planned Giving program at your charitable organization.

2014 LEADERSHIP CONFERENCE FOR WOMEN IN THE ARTS keynote speaker Patricia Wilson Aden, President and CEO of the African American Museum in Philadelphia Saturday, October 18th 8:30 am – 4:30 pm More than 100 women (and a few men!) learned how to nurture their artistic voices, envision the future, design 21st Century careers in the arts and overcome fear of success at Moore’s 2014 Leadership Conference for Women in the Arts. Held on October 18, 2014, the daylong conference explored current topics related to college women who are, or who are interested in being, leaders in art and design fields. Moore President Cecelia Fitzgibbon kicked off the morning by welcoming conference attendees from Moore and other colleges and organizations. “Today you will all discover that you are leaders and hopefully learn how you might grow and think about your leadership in a different way,” she said. “Yes, leadership can be learned.” She stressed that credibility is the foundation of leadership and something that is earned over time. “Credibility, respect and loyalty are earned when leaders demonstrate by their actions that they believe in the inherent self worth of others.” Fitzgibbon then introduced keynote speaker Patricia Wilson Aden, President and CEO of the African American Museum in Philadelphia, who spoke to students about being authentic, finding a way to push through adversity and be adventurous and strategic in their career choices. "I've come to firmly believe that life is 10 percent circumstance and 90 percent what you do with the circumstance," she said. "Now that you've made your choices, how do you define success?" Aden said she finds her passion, fulfillment and measure of success not in the amount of money she makes, but in the sense of adventure. "Know yourself well enough to not only know why you do what you do but to embrace the why of why you do it. Own it and celebrate it. Be purposeful in how you use your why. Talent alone is not enough to compete or succeed in today's cultural marketplace." Following her remarks, students broke into the first of three breakout sessions on a variety of topics led by strong female leaders and artists, including Ellen Owens, Dr. Judith Weinstein and Moore students and alumni. During one breakout session, Moore alumna Kia Weatherspoon ’10, Interior Design, emphasized the power of networking, building relationships, being sincere and smiling. “Be the best version of yourself all the time,” she said. “You have to believe in yourself.” Delia Ascher, a first-year Fashion Design student, attended a session about conflict resolution for women in leadership. She said she learned how to appropriately handle complicated business situations. “It was important to learn tips on how to resolve conflicts as a woman,” she said. “Women aren’t always as respected in the business world. I would like to be an entrepreneur and own my own small business one day, so it’s important to learn about the business world.” Flor Jazmin Gutierrez, a junior Curatorial Studies major, said she learned that “there are a lot of people going through a turning point with combining what they learned at school with the professional world. Everything adds up to figuring out what your core values are and that develops you as a person, personally and professionally.” A lunch and panel discussion held in the Great Hall was moderated by President Fitzgibbon and featured Beth Feldman Brandt, Executive Director of the Stockton Rush Bartol Foundation; Magda Martinez, Director of Programs & Community Engagement at Samuel S. Fleisher Art Memorial; Rachel McCausland, Manager of Leadership & Legacy Giving at Opera Philadelphia; and Laurie McGahey, Director of Development at the James Michener Museum. The panelists spoke about their career trajectories, how they took advantage of opportunities, mistakes they had made professionally and their leadership philosophies. “How you take advantage of opportunities is really important,” Martinez told the students. “How you take advantage of your education right now will reap rewards for so long. All things are connected in the end. To know a little about everything is a good thing.” The conference concluded with a networking reception in Fox Commons.

Tip of the Week 7 Planned Giving or Legacy Giving - 'what's in a name?'