Welcome to the Giving Edge, where we delve into the power of philanthropy. Today is the first part of a two-part mini-series we’re focusing on an impactful topic: Planned Giving.

Imagine transforming fleeting generosity into a lasting impact. That's the power of a planned giving program for nonprofits. Beyond immediate donations, it's a beacon of sustainability, ensuring your organization's mission thrives for generations. Today, we delve into why every nonprofit should embrace planned giving as not just a strategy, but a legacy-building cornerstone.

In this episode, we will define planned giving and its importance, then explore the key tools available, such as bequests, charitable annuities, and charitable trusts. We’ll discuss why people make planned gifts and the numerous benefits involved, including financial advantages and creating a lasting legacy. We’ll also examine how planned giving can enhance nonprofit sustainability and impact. Stay tuned as we uncover how planned giving can transform lives and organizations.

Let’s meet the experts…

Lela Diaz is the principal and Lead Strategist of PIVOT Creative & Consulting. With over 30 years of experience helping nonprofits grow capacity for profound+3 impact, Lela has helped raise over $1B for organizations worldwide.

Becky MacDonald is the Co-Founder and Chief Compliance Officer for Endowment Partners and is committed to supporting nonprofit organizations earn financial sustainability and at EP she oversees management of the firm, client relationships, and investments.

Diane Tuntland is the Co-Founder and Chief Investment Officer for Endowment Partners. In her role, Diane brings over two decades of professional investment experience and investment strategy expertise to nonprofit financial management.

And me, Erica Mirich, principal and founder of PIVOT Creative and Consulting, and your moderator for today’s conversation.

Join us as we explore how planned giving is pivotal in enhancing nonprofit sustainability and amplifying their impact. Stay tuned to witness how planned giving can transform lives and organizations alike. Let's get started!

In this podcast, we're diving deep into the evolving giving landscape, reviewing emerging trends shaping philanthropy's future. Drawing insights from reputable sources like Giving USA and the Indiana University Lilly Family School of Philanthropy, we'll dissect critical data on donor preferences and generational shifts, uncovering the keys to understanding and adapting to the changing face of charitable giving. But we won't stop there. We'll also provide actionable strategies to position your non-profit for unparalleled financial success. Get ready to revolutionize your approach to fundraising and impact creation as we embark on this enlightening journey together. Today, our experts from Endowment Partners and PIVOT Creative & Consulting are eager to explore "Future-Proofing Philanthropy: Understanding Emerging Trends" and share invaluable insights and actionable strategies to ensure your organization's financial success in the evolving landscape of charitable giving. Let’s meet the experts… Lela Diaz, Principal and Lead Strategist of PIVOT Creative & Consulting. With over 30 years experience helping nonprofits grow capacity for profound+3 impact. Lela has helped raise over $1B for organizations world-wide. Becky MacDonald, Becky is the Co-Founder and Chief Compliance Officer for Endowment Partners and is committed to supporting nonprofit organizations earn financial sustainability and at EP she oversees management of the firm, client relationships, and investments. Diane Tuntland is the Co-Founder and Chief Investment Officer for Endowment Partners. In her role, Diane brings over two decades of professional investment experience and investment strategy expertise to nonprofit financial management. And Erica Mirich, principal and founder of PIVOT Creative and Consulting, and your moderator for today’s conversation. We hope you enjoy this program. Let’s get started!