In this episode of the Fundraising Masterminds Podcast, we’re talking about how to leave a lasting legacy through planned giving. Get ready to move beyond cash gifts and unlock the hidden wealth of your partners!
Join us for an interview with Eric Fleshood (CEO of the Cru Foundation) as we discuss why 99% of America’s wealth is held in assets — and what that means for your nonprofit. From gifts of stock and IRAs to donor advised funds, we’re covering everything you need to know to start meaningful conversations about asset-based giving.
Hear how to donate your business while running it your whole life. Discover what makes “asset giving” so transformational for partners — and why the IRS might just be your biggest matching gift partner. Uncover how to give 30% of your vacation home — while still maintaining 70% of the revenue. And learn how to help your partners leave a lasting legacy through planned giving strategies.
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In our next episode, we will discuss the top 5 planned giving tools every nonprofit leader should know about, so stay tuned!
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NEED HELP WITH YOUR NONPROFIT?
Most nonprofits are under-funded. Even if you think your nonprofit is doing well, we've found you could be doing much better. However, most nonprofits don't have a clear development strategy that keeps them grounded. As a result, they "get creative" and "try new things" based on what is popular or trending, or they get comfortable with where they are at and don't realize the dangers they will be facing in just a few short years.
The Perfect Vision Dinner Course is a 20-week "live video" course that addresses this problem head on. The course was developed by Jim Dempsey after 38+ years as a Senior Development Director at Cru. After Jim had personally done over 2,500 vision dinners in his lifetime and raised over $1 billion worldwide, Jim and Jason have partnered together to bring you Fundraising Masterminds. Our first course, The Perfect Vision Dinner is a time-tested proven formula that will introduce our development system and grow your nonprofit to its maximum potential.
The course includes 20-hours of personalized development coaching from Jim Dempsey and Jason Galicinski and also includes a real-time community group where you have access to everyone attending the course and also our Masterminds throughout the course.
The goal for this course is to fully equip you with a Biblical basis for Development so that you can Win, Keep and Lift new partners to higher levels of involvement with your nonprofit.
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Episode Keywords:
planned giving, planned giving explained, planed giving, planned giving 101, planned giving webinar, planed giving 101, planed giving webinar, planed giving explained, leave a lasting legacy, leave a legacy, how to leave a lasting legacy, eric fleshood, cru foundation, asset-giving, ira, stock giving, donor advised funds, asset-based giving, asset giving, nonprofit tips and tricks, planned giving tools, jim dempsey, jason galicinski, fundraising masterminds podcast, nonprofit.