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

//

Join the We Are For Good Community—completely free.
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

Say hi 👋
LinkedIn / Instagram / Facebook / YouTube / Twitter

702. Working Session: Planned Giving Without the Overwhelm - Pedro J. Rivera

We Are For Good Podcast - The Podcast for Nonprofits