In this episode of the Fundraising Masterminds Podcast, we’re unpacking the top 5 planned giving tools every nonprofit leader should know to unlock transformational gifts beyond the checkbook.

Join us as we welcome Eric Fleshhood, CEO of the Cru Foundation, to walk through five simple yet powerful tools — from asking the right questions to leveraging donor-advised funds — that can help nonprofit leaders tap into the 90% of wealth most organizations overlook. From cash gifts to legacy giving, we’re covering everything you need to know to move from scarcity thinking to abundant giving.

Hear about the most exotic gift Eric has ever received. Find out why appreciated stock donations are a double tax win. Learn how QCDs can reduce taxable income for retirees. And discover how to take advantage of the $80 trillion wealth shift coming this generation.

So whether you’re just learning about planned giving or ready to implement advanced strategies, tune in today to discover how to make your nonprofit more financially sustainable for years to come.

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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:

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