Description

Every seasoned fundraiser has a story that keeps them up at night… But these are next-level.

In this classic episode, Carl Newbanks and Kristi Ackley sit down with Jim Dwyer and Nancy Brown to share real-life bequest stories that went sideways—sometimes in shocking, unforgettable ways. Beyond the scares, this episode is packed with wisdom about what to do (and what to avoid) when navigating donor intentions and estate gifts.

✨ Inside this episode:

• True “nightmare” bequest stories from the field
• Lessons learned from decades of planned giving experience
• How to prevent common (and uncommon!) bequest pitfalls
• Why clear communication is everything when it comes to estate gifts

🎧 Press play for a mix of spooky storytelling and practical planned giving insight.

Key Topics/Themes: Planned giving, bequests, donor communication, risk management, real-world case examples