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129. Back to Basics: Planned Giving - Jonathan McCoy, CFRE and Becky Endicott, CFRE
Back-to-Basics continues this week with the topic with diving into the ultimate realization of playing the long game: Planned Giving. Planned giving is the convergence of some of our favorite topics - value alignment, having meaningful conversations and telling incredible stories of quite possibly our most rabid fans. We discuss a starting point, Pro Tips and even provide a glossary of terms for those words you've never been brave enough to ask about in a staff meeting. If we can do it, so can you. Episode OverviewBack to the basics: Planned Giving (2:00)Definitions of planned giving…
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