A Legacy of Generosity

Legacy Episode: Starting a Planned Giving Program from Scratch


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This is the year to build a sustainable planned giving program by incorporating gift planning into your annual fundraising plan. We discuss overcoming barriers, normalizing legacy giving among leadership, and how to add action-steps and accountability into your already packed to-do list. Join co-hosts ⁠Carl Newbanks⁠ and ⁠Marie Ruzek⁠ as they hear how Sarah Staiger successfully started a planned giving program. Hint: it includes seeking out advice from MN Gift Planning Association members! Sarah and her business partner Laura Vitelli, have generously offered to listeners, a free 90-minute coaching sessions. You can find them at: ⁠https://staigervitelli.com/about-us

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A Legacy of GenerosityBy Leave a Legacy MN

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