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

Episode notes

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 natural How to find your best planned giving prospects with data you already have A 30-day action plan to move planned giving from overwhelming to doable Episode 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: // Join the We Are For Good Community—completely free.