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Latest / We Are For Good Podcast - The Podcast for Nonprofits

702. Working Session: Planned Giving Without the Overwhelm - Pedro J. Rivera

Meet Pedro J. Rivera 👋 In 30 years at the intersection of law, philanthropy, and fundraising, he has launched three planned giving programs and raised $150 million for nonprofits and universities. In this Working Session, he's here to give you a clear entry point into planned giving, no matter where you're starting from.In this Working Session, you'll hear:How to talk about legacy giving in a way that feels naturalHow to find your best planned giving prospects with data you already haveA 30-day action plan to move planned giving from overwhelming to doableEpisode Highlights:What is planned…

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