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Unlocking the Power of Gift Planning
Manage episode 400358545 series 3502090
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Join CEO and Host Tamika Peters, MSM on the latest episode of the Grow Your Non-Profit Podcast as she sits down with Bob Summers, Director of Estate and Gift Planning for the American Cancer Society. Bob's journey from banking to the nonprofit sector is a fascinating one, and he shares insights on the importance of relationship-building in fundraising.
In their conversation, Bob emphasizes the significance of cultivating relationships not only with donors but also with estate planning attorneys, wealth advisors, bankers, trust companies, and accountants. He reveals that the American Cancer Society's primary funding source is "gift planning," underscoring the vital role it plays in their mission.
Bob also sheds light on the impact of COVID-19 on their operations, with 90% of their staff transitioning to remote work. Interestingly, this shift has resulted in more resources being directed towards their mission.
A particularly intriguing point Bob raises is that donors with estate plans tend to give more to charities during their lifetime. It's a testament to the importance of strategic planning in philanthropy.
For more information about the American Cancer Society, visit www.cancer.org. To connect with Bob, you can email him at Bob.summers@cancer.org.
Don't miss out on this insightful discussion! Tune in to the Grow Your Non-Profit Podcast today.
At Grow Your Non-Profit, our approach centers on holistic, business-oriented strategies. With over a decade of dedicated service, we prioritize exceeding client expectations, meeting project timelines, and delivering substantial returns on investment. Join us in our mission of holistic nonprofit management.
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