In this episode of A Legacy of Generosity, host Ali Schneider, Planned Giving Manager at Animal Humane Society, chats with Sherrie Beal, Associate Director of Gift Planning at The Nature Conservancy. With over 20 years of experience in one of the longest-running planned giving programs, Sherrie shares invaluable insights gained from this extensive history. They discuss the significant impact of planned giving, and Sherrie offers personal experiences and advice on having in-depth conversations with donors about their intentions, educating donors about planned giving options, encouraging long-term thinking, and prioritizing efforts in fundraising to maximize impact. Tune in for an enlightening discussion on fostering meaningful donor relationships and creating lasting legacies.