What are the most insidious myths about planned gift fundraising?

What I initially appreciated about my conversation with Tony was that, after he found himself dissatisfied with his work as an attorney, he re-engineered himself as a fundraiser and has since found planned giving to be very meaningful and rewarding work. Tony describes himself as an evangelist of planned giving and is the founder and the creator of the Planned Giving Accelerator which helps nonprofit leaders design and implement a planned giving program for their organizations.  As we have had very few podcast conversations about planned giving, I was especially grateful that Tony came prepared to address several of the myths that often get in the way of launching a successful planned giving effort. 

After Tony addressed what is perhaps the most insidious of planned giving myths - the idea it is a conversation about death - we explored a few others that linger close behind on the list. As I shared with Tony, I recall early in my career making the assumption that planned giving was highly technical work that only highly trained individuals were qualified to do. I also recall numerous times throughout my career hearing that discussions about planned gifts would undermine an organization’s opportunity for more immediate support. 

As always, we are especially grateful to our friends at CueBack for sponsoring The Fundraising Talent Podcast. If you’d like to learn more about Responsive Fundraising’s sense-making retreats, email me for more information.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fundraisingtalent.substack.com