A Legacy of Generosity

Legacy Episode: Starting a Planned Giving Program from Scratch


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Every big program starts small — sometimes from scratch. In this popular replay episode, co-hosts Carl Newbanks and Marie Ruzek explore how Sarah Staiger launched a successful planned giving program and the lessons she learned along the way.

You’ll discover:

  • How to normalize legacy giving within leadership teams

  • Action steps to embed planned giving into your annual fundraising plan

  • Ways to overcome barriers and start building momentum now

🎧 Listen now to hear how any nonprofit can take its first steps toward a sustainable planned giving program.

Key Topics/Themes: Planned giving basics, overcoming barriers, leadership buy-in, fundraising integration

Links: ⁠Carl Newbanks⁠⁠ 

Marie Ruzek⁠⁠⁠https://staigervitelli.com/about-us⁠

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A Legacy of GenerosityBy Leave a Legacy MN

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