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More Planned Gifts for 2022
Episode 1214th December 2021 • IMPACTability: The Nonprofit Leaders' Podcast • Sheryl Soukup
00:00:00 00:31:03

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When it comes to fundraising, there’s the small first-time gift that hopefully moves to a recurring gift, and then hopefully—someday--it could develop into a planned gift. It definitely takes some work to understand planned gifts enough that you can confidently encourage donors to make them. In this episode, we focus on new strategies for going after planned gifts or creating better strategies than what you may have in place.

Our guest is Ed Wollman, a founding Partner of Wollman, Gehrke & Associates law firm. He is Board Certified in Wills, Trusts & Estates by The Florida Bar and has a master’s degree in taxation from the University of Florida. Ed focuses his busy practice exclusively on estate planning, trust and probate administration, art law, tax planning, elder law, and charitable giving. Ed earned his Chartered Advisor in Philanthropy (CAP) designation, which qualifies him as a charitable giving and planned giving expert.

This podcast comes to you from IMPACTability™ powered by Soukup Strategic Solutions.

IMPACTability™ is an online coaching program that helps nonprofit leaders maximize their impact. With Impact Coaches, nonprofit leaders can achieve career goals and have a greater impact on the world around them. Impact Coaches will help you address real-world challenges that you experience in your own nonprofit. By focusing on your strengths as a leader, Impact Coaches can help you apply your knowledge and skills to have a greater impact.

Nonprofit Coaching: https://impactability.net (Learn more about IMPACTability™ and how to work with a nonprofit coach).

Soukup Strategic Solutions, Inc. was founded in 2012 by the company’s president, Sheryl Soukup, to provide nonprofit organizations with expertise in fundraising and nonprofit management. The company offers consulting, coaching, and full-service grant writing, marketing, donor database management, strategic planning, and much more.

Nonprofit consulting and outsourcing solutions: https://soukupstrategicsolutions.com/services (Learn more about the services offered by Soukup Strategic Solutions to nonprofit organizations.)

Have a question for Coaches' Corner? Email IMPACTCoaches@IMPACTability.net

Visit our websites at:

https://soukupstrategicsolutions.com/ (www.SoukupStrategic Solutions.com)

https://impactability.net/ (https://impactability.net/)

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This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy

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