Don’t Say No For Your Donors, Explore Planned Giving with Chris McGown | Nonprofit411 Podcast

Nonprofit411 Podcast

In this episode, Sarah Barton hosts Chris McGown, co-founder and principal at Peak 9860, to dive into the world of planned giving for nonprofits. Chris explains how planned giving, like gifts through wills and life insurance, can create lasting impact for nonprofits by fostering deeper donor relationships and providing sustainable funding. With practical tips, Chris discusses how nonprofits can introduce planned giving without complexity and shows how even smaller nonprofits can engage their loyal supporters in leaving legacies.

Key Takeaways:

• Planned giving offers a unique way for donors to express loyalty, often increasing retention and annual giving.
• Gifts through wills, life insurance, and retirement assets are accessible options for donors of all income levels.
• Nonprofits don’t need special resources to start; simply adding mentions of legacy giving in newsletters or online can encourage interest.

Resources:

• Peak 9860 Fractional Planned Giving: https://www.peak9860.com/
• Grant Writing Proposal Guide: https://nonprofit411.info/grantproposal

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