Are you ready to explore the profound impact of legacy giving? In this special episode of the Deep Dive MKE podcast, host Art Serna welcomes Linda Maris, President of the National Christian Foundation in Wisconsin. With 15 years of experience at NCF, Linda is a seasoned expert in legacy giving.

Discover the crucial role that well-structured estate plans play in leaving a lasting impact. Linda shares a poignant personal story that highlights the stark contrast between a well-drafted estate plan and a lack thereof.

As America approaches a monumental wealth transfer, Linda sheds light on how charities can benefit by incorporating legacy gifts into estate planning. Learn how individual donors and volunteers can shape the future of cities, revitalizing communities. Uncover the transformative power of generosity and its profound spiritual implications. Join us as we navigate the journey towards crafting a meaningful legacy.

Episode Highlights:

05:38 - It's real. It's called the great wealth transfer. And we started to hear about it 20 years ago and I didn't believe it at the time. It's like, how can they track it? How can they know the numbers? And now as we're closer to it, actually the train has left the station and they're pretty dialed into what's going to happen.

11:20 - At NCF, we talk about generosity during life so much and being generous and living that joyful, generous life and being good stewards of those dollars and how to structure those gifts. I think where we are behind a little bit is talking about being a good steward at death as well and doing the proper planning and ensuring success through an estate plan and to carry on that legacy after the parties are gone.

17:00 - The wealth we have here, even in Milwaukee where sometimes you don't see it and sometimes it looks like there's so much poverty, we have a lot of wealth here. And so, to figure out what that excess is and to give up that fear of, "I may not have enough or what if there's an emergency?"

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Linda Maris

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