#390- The Fundraising Strategy Too Many Nonprofits Ignore with Tess Conrad
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This episode honestly changed the way I think about planned giving.
I sat down with Tess Conrad and walked away realizing that planned giving isn’t just for giant institutions with fancy development teams. Tess made the case that even small nonprofits can start building a legacy giving program—and that some of your best future donors may already be quietly sitting in your database.
We talked about why loyal donors matter more than wealthy ones, why monthly donors are often ideal planned giving prospects, and how relationships, not complicated financial knowledge, are really at the heart of this work.
One thing that really stuck with me: the average estate gift is around $50,000, and many of those gifts come from people who never made huge annual donations during their lifetime.
If you’ve ever thought, “We’re too small for planned giving,” this conversation is for you.
Important Links:
Connect with Tess: https://www.linkedin.com/in/tess-conrad-cfre/
My Big Ask Gifts Program: https://go.rheawong.com/big-ask-gifts-program
My Book, Get That Money Honey: https://go.rheawong.com/get-that-money-honey
My Newsletter: https://www.rheawong.com/
My Quiz: https://bit.ly/4vDEBjl
https://www.linkedin.com/in/tess-conrad-cfre/
linkedin.com https://go.rheawong.com/big-ask-gifts-program
go.rheawong.com https://go.rheawong.com/get-that-money-honey
go.rheawong.com https://www.rheawong.com/
rheawong.comhttps://bit.ly/4vDEBjl
bit.ly