Planned giving. It can be terrifying and uncomfortable for most small charities. But it doesn’t need to be! Join in on the conversation as Paul Nazareth, Vice President of Education & Development at the Canadian Association of Gift Planners and recent VP at the charity CanadaHelps, breaks down planned giving and the actions that your small nonprofit can take.
In this episode, you’re going to learn:
- What are the barriers to planned giving that many organizations face and why we face them
- How to balance your focus on fundraising for right now and fundraising for the long run
- The THREE steps your organization can take to prepare your donors for the next level of giving
- What you can do to secure your small nonprofits’ future
Paul will change the way you think about planned giving in a way that makes sense and more importantly, do-able!
If you want a practical resource, Paul showed us this amazing book called Planned Giving for Canadians. This ebook gets updated annually and is packed with tools like marketing calendars for bequests, tweets to talk about life insurance, and that special one-page bequest template that will give your donors all the information they need to add your organization into their will.
For more information about the spectrum of professional development that Paul mentions, check out these recommendations from CAGP!
Listen to the full episode now on our Small Nonprofit Podcast landing page!
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Also listen at:
iTunes — Google Music — Stitcher
Resources from this Episode
Book: Planned Giving for Canadians
Canadian Association of Gift Planners: CAGP
CharityVillage Planned Giving eLearning course
Recorded CharityVillage webinar: Legacy Giving – Attracthing the Right Prospects
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Your Hosts
Cindy Wagman spent 15 years as an in-house fundraiser at organizations large and small before founding The Good Partnership – a boutique fundraising firm focused on small nonprofits. She has worked in social justice, health, arts, and education organizations. She has overseen and executed everything from annual campaigns to multi-million dollar gifts. She became a Certified Fundraising Executive in 2009 and received her MBA from Rotman at the University of Toronto in 2013.
With more than ten years of experience in development, staff and stakeholder management, strategic thinking, partnerships, board governance, and program development, Aine McGlynn is a diversely talented, self-starter committed to finding creative solutions in unexpected places. Aine holds a PhD from U of T and has a history of academic publishing, along with her decade of nonprofit sector experience. She is a practitioner-scholar focused on how to help nonprofits build their capacity to be successful at fundraising.
