We Are For Good Podcast - The Podcast for Nonprofits
The We Are For Good Podcast brings nonprofit professionals + everyday changemakers into conversations with the most innovative, heartwired leaders in social impact. Hosted by Jon McCoy + Becky Endicott, each episode unpacks fresh mindsets, practical skills + inspiring stories designed to help you work smarter, build healthier cultures + accelerate our collective impact.
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About We Are For Good
We Are For Good is a storytelling, learning + activating community built for nonprofit professionals + everyday changemakers. Through our podcasts + media, purpose-driven activations + global gatherings, we equip for-good leaders with the connection, skills + inspiration to grow their impact. Because we believe community is everything—and together, we can create an Impact Uprising.
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We Are For Good Podcast - The Podcast for Nonprofits
702. Working Session: Planned Giving Without the Overwhelm - Pedro J. Rivera
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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 natural
- How to find your best planned giving prospects with data you already have
- A 30-day action plan to move planned giving from overwhelming to doable
Episode Highlights:
- What is planned giving, really? (0:21)
- Why right now: The Great Wealth Transfer (3:18)
- How to talk about legacy without making it weird (4:48)
- Finding your best prospects: the 7-10 rule and more (5:50)
- Weaving planned giving into what you're already doing (8:21)
- The 30-day starter plan (12:05)
- One Good Thing: stop assuming donors don't want to talk about this (14:07)
Welcome back to Working Sessions: hands-on, clarity-filled conversations designed to help you move real work forward inside your organization.
Let's get to work.
Episode Show Notes: https://www.weareforgood.com/episode/702
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Join fellow changemakers, share takeaways from this working session, and keep collaborating in a space built for connection, inspiration, and real impact: www.weareforgoodcommunity.com
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