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Unlock the secrets of planned giving and secure your nonprofit's future with my discussion featuring Chelsea Fahr, President of the Planned Giving Forum of Greater Sacramento. Gain valuable insights into the world of planned giving, a crucial fundraising strategy that involves deferred gifts benefiting nonprofits after a donor's lifetime. Chelsea sheds light on the significance of incorporating planned giving into nonprofit strategies and shares how the Planned Giving Forum of Greater Sacramento aids organizations in navigating this intricate landscape.
Discover practical steps to establish a robust planned giving program without feeling overwhelmed. Chelsea emphasizes the importance of education and strategic integration, highlighting potential tax benefits for donors and the necessity of involving professional advisors. We explore how a well-structured planned giving program can enhance an organization's longevity and appeal, making it more attractive to current and potential donors. This episode also provides a glimpse into the workings of the Planned Giving Forum and the pivotal role sponsors play in its mission.
Challenge your fears about starting a planned giving program as we address common misconceptions and the unique hurdles faced by grassroots nonprofits. Chelsea encourages organizations to begin with manageable steps, leveraging existing contacts in financial and legal sectors to create a support network. By exploring real-world scenarios and the role of mentorship, we aim to empower nonprofits to start meaningful conversations around planned giving, ensuring they are equipped to make a lasting impact long after their current operations.
To learn more about Planned Giving visit the website HERE
Chapter Summaries
(00:00) Understanding Plan Giving for Nonprofits
Planned giving is essential for nonprofit sustainability and can start with simple steps, aided by the Planned Giving Forum.
(12:04) Navigating Planned Giving for Nonprofits
Planned giving program for nonprofits, integrating into fundraising strategy, educating donors on benefits, involving professional advisors, and role of Planned Giving Forum.
(20:32) Starting a Plan Giving Program
Planned giving can be integrated into development efforts with mentorship, team building, and addressing mortality.
(28:50) Exploring Planned Giving Opportunities for Nonprofits
Structured planned giving programs are important for nonprofits, but smaller organizations may lack resources. Forums and community foundations provide support and collaboration opportunities.
Chelsea Fahr Bio:
Chelsea Fahr is the Senior Director of Philanthropy at the Sacramento Region Community Foundation. She strives to provide fundholders and donors with an exceptional Foundation experience while helping them meet and exceed their philanthropic goals.
Chelsea is a proud UC Davis Aggie with degrees in Communications and International Relations. Since her time at UC Davis, Chelsea has been deeply involved in Sacramento’s nonprofit community, volunteering and working with a variety of organizations.
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