Demystifying Planned Giving

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Welcome to the very first episode of The Small Nonprofit, a podcast dedicated to giving down-to-earth, practical advice on how to get things done in your small organization. You are going to change the world. We can help.

Planned giving. It can be terrifying and uncomfortable for most small charities.

Join in on the conversation as Paul Nazareth, Vice President of Education & Development at the Canadian Association of Gift Planners and recent VP at the charity CanadaHelps, breaks down planned giving and the advantages that your small nonprofit can take. 

💡 In this episode, you’re going to learn:

• What are the barriers that many organizations face and why we face them

• How to switch your focus on fundraising for right now and fundraising for the long run

• The THREE steps your organization can take to prepare your donors for the next level of giving

• What you can do to secure your small nonprofits’ future

Asking donors to give money is difficult as it is, so it’s no surprise that asking for donations after death can be terrifying. Paul will change the way you think about planned giving in a way that makes sense and more importantly, do-able!

If you want a practical resource, Paul showed us this amazing book called Planned Giving for Canadians: https://www.cagp-acpdp.org/en/civicrm/contribute/transact?reset=1&id=42! This ebook gets updated annually for the past 25 years and is packed with tools like marketing calendars for bequests, tweets to talk about life insurance, and that special one-page bequest template that will give your donors all the information they need to add your organization into their will.

For more information about the spectrum of professional development that Paul mentions, check out these recommendations from CAGP! https://www.cagp-acpdp.org/en/professional-development

Thank you so much for tuning in! Let us know what your thoughts are and what you’ve learned by 

• Connecting with us on LinkedIn [https://www.linkedin.com/in/mariario/]

Or by leaving a comment below!

Don’t forget to leave a review on iTunes and subscribe so you don’t miss any tips and tricks to help your small nonprofit!

Huge thank you to Paul Nazareth for changing the way we think about planned giving! We hope you join us in the next episode!