A Legacy of Generosity

Leveraging Volunteers for Planned Giving Success


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In this episode, we focus on engaging volunteers for planned giving initiatives. Carl & Kristi invite fellow Legacy of Generosity co-host and Wells Fargo Philanthropic Advisor, Marie Ruzek, to share her lessons learned from creating three volunteer planned giving committees. She shares six easy steps you can take to set your volunteer committee up for success. She also offers insights into the composition of her most successful committee (and how you might want to structure your next one). The episode concludes with practical dos and don'ts to help you launch and maintain a vibrant, active, and successful volunteer planned giving committee. If you want your organization to be more successful in planned and legacy giving, tune in and be ready to take some notes!
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A Legacy of GenerosityBy Leave a Legacy MN

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