Description

What if your strongest asset for planned giving… is your volunteers?

Co-hosts Carl & Kristi are joined by Wells Fargo Philanthropic Advisor Marie Ruzek, who shares how she successfully built three thriving volunteer planned giving committees. From committee structure to common pitfalls, Marie gives a clear roadmap for anyone ready to deepen their legacy giving efforts.

✨ Inside this episode:

• Why volunteers can be powerful ambassadors for planned giving
• Six steps to building a high-impact volunteer committee
• How to choose the right volunteers—and keep them engaged
• Do’s and don’ts to ensure long-term success

🎧 Grab a notepad—this episode is packed with actionable, real-world guidance.

Key Topics/Themes: Planned giving, volunteer engagement, committee structure, donor cultivation, legacy giving