Episode 12

Published on:

14th Dec 2021

More Planned Gifts for Next Year

When it comes to fundraising, there’s the small first-time gift that hopefully moves to a recurring gift, and then hopefully—someday--it could develop into a planned gift. It definitely takes some work to understand planned gifts enough that you can confidently encourage donors to make them. In this episode, we focus on new strategies for going after planned gifts or creating better strategies than what you may have in place.

Our guest is Ed Wollman, a founding Partner of Wollman, Gehrke & Associates law firm. He is Board Certified in Wills, Trusts & Estates by The Florida Bar and has a master’s degree in taxation from the University of Florida. Ed focuses his busy practice exclusively on estate planning, trust and probate administration, art law, tax planning, elder law, and charitable giving. Ed earned his Chartered Advisor in Philanthropy (CAP) designation, which qualifies him as a charitable giving and planned giving expert.

In this episode you'll discover:

  • What is a planned gift? 01:38
  • An outline on how to make a planned gift 02:25
  • The different facets of planned giving 04:08
  • When does a nonprofit run a planned gift program? 05:25
  • What steps do you take to launch a planned giving program? 06:36
  • Why do planned gifts matter? (Story) 07:43
  • Plan for today and tomorrow 09:20
  • A planned gift that made an impact on the nonprofit that received it (Story) 11:41
  • Planned giving best practices 13:52
  • Lesser known planned gift ideas 16:27
  • What do the donors want? 20:00
  • What are development officers missing when talking to prospects? 22:28

Coaches Corner Question - We are thinking about starting an endowment to fund operating costs, and are considering a campaign to fund it, what are the first steps? 24:21

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About the Podcast

IMPACTability: The Nonprofit Leaders' Podcast
Each episode, we feature an expert in their nonprofit field, discussing topics that range from fundraising and nonprofit management to Board development and marketing.
"IMPACTability: The Nonprofit Leaders' Podcast" is a dynamic and insightful series hosted by Josh Hirsch, M.S., Senior Strategist for Soukup Strategic Solutions, and created by Sheryl Soukup, President of Soukup Strategic Solutions. Each episode looks at the multifaceted world of nonprofit organizations, offering expert advice on issues ranging from fundraising and management to Board development and marketing. Josh, with his extensive background in the nonprofit sector, engages with a variety of experts to provide valuable perspectives and practical solutions to the challenges faced by nonprofit leaders.

Listeners will find each episode rich with knowledge and inspiration. The podcast covers a wide array of topics, ensuring relevance for a diverse nonprofit audience. Whether it’s discussing innovative fundraising strategies, exploring effective Board governance, or the nuances of nonprofit marketing, "IMPACTability" serves as an essential resource for leaders looking to enhance their organization's impact. This podcast is an excellent tool for anyone in the nonprofit sector seeking to grow professionally and make a more significant impact in their community.

About your host

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Josh Hirsch, M.S.

Josh Hirsch, M.S., is the Senior Strategist for Soukup Strategic Solutions and on faculty for The Fund Raising School at Indiana University Lilly Family School of Philanthropy. He has worked in the nonprofit sector since 2006, most recently as Social Content Marketing for Susan G. Komen. He has an extensive background in social media, digital communications, and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors.