Every big program starts small — sometimes from scratch. In this popular replay episode, co-hosts Carl Newbanks and Marie Ruzek explore how Sarah Staiger launched a successful planned giving program and the lessons she learned along the way.
You’ll discover:
How to normalize legacy giving within leadership teams
Action steps to embed planned giving into your annual fundraising plan
Ways to overcome barriers and start building momentum now
🎧 Listen now to hear how any nonprofit can take its first steps toward a sustainable planned giving program.
Key Topics/Themes: Planned giving basics, overcoming barriers, leadership buy-in, fundraising integration
Links: Carl Newbanks
