{"podcast":{"title":"What the Fundraising","slug":"what-the-fundraising-4083661","podcast_index_feed_id":4083661,"rss_url":"https://feeds.megaphone.fm/what-the-fundraising","website_url":"https://malloryerickson.com/Podcast/","image_url":"https://megaphone.imgix.net/podcasts/da8b9e20-daa4-11eb-bb81-87d9ee1fa7bb/image/What_the_Fundraising_-_podcast_artwork.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Mallory Erickson","episode_count":312,"summary":"What the Fundraising is the podcast for impact leaders and change-makers who are tired of doing things the old school way and are looking for best practices to raise money, run their organization, and think about the nonprofit sector in a whole new way. Every Tuesday for 40-60 min, your host, Mallory Erickson, will be having real and raw conversations with some of the best personal and professional development experts, many of whom are outside the nonprofit sector. These are bestselling authors, world-renowned researchers, and TEDx experts, most of whom have never spoken to a non-profit audience before. They have come ready to share expertise, lessons, and stories that will fundamentally change the way you show up as a leader and fundraiser. There are so many valuable lessons nonprofit leaders are missing because they are outside of their typical orbit, but no more. Mallory is bringing them in and helping to apply her guest's expertise to disrupt the nonprofit sector once and for all. So if you are ready to learn how to upgrade your fundraising strategy, leadership skills, energy, habits, and mindset to bring in more funding and actually have some fun doing it, then this is the ri…","last_synced_at":"2026-06-16T22:17:44.649319+00:00","page_url":"https://stenobird.com/podcast/what-the-fundraising-4083661"},"episode":{"title":"290: A Fresh Look at Planned Giving with Tess Conrad","slug":"290-a-fresh-look-at-planned-giving-with-tess-conrad","published_at":"2026-04-07T10:00:00+00:00","page_url":"https://stenobird.com/podcast/what-the-fundraising-4083661/290-a-fresh-look-at-planned-giving-with-tess-conrad","show_page_url":"https://stenobird.com/podcast/what-the-fundraising-4083661","url":"https://malloryerickson.com/podcast/290-a-fresh-look-at-planned-giving-with-tess-conrad/","audio_url":"https://traffic.megaphone.fm/ICAAL5556044634.mp3?updated=1776179603","summary":"Planned giving is often seen as complex and intimidating, but is it really that complicated? Today's conversation takes a closer look at what planned giving truly involves and why many organizations may be approaching it the wrong way. This episode uncovers simple yet powerful ideas that can transform how fundraisers think about long-term giving! Tess Conrad is the Founder & Principal Consultant at Full Potential Fundraising. She helps small fundraising teams build and grow effective planned giving programs. The discussion covers key myths, strategies, and practical insights on planned giving. Tess explains that planned giving is often overcomplicated by focusing too much on tax and estate planning, when the real role of fundraisers is to inspire donors. She emphasizes that planned giving is not limited to wealthy donors, but includes loyal supporters with long-term potential. The conversation also highlights the importance of a strong base of loyal donors, a long-term mindset, and meaningful engagement rather than just pledges. Tess further shares insights about using simple tools such as interest checkboxes, maintaining consistent communication, and aligning giving opportunities with donors' values. Overall, she presents planned giving as a trust-based, relationship-driven strategy that can significantly strengthen overall fundraising efforts. In this episode, you will be able to: Understand planned giving beyond technical details. Recognize common myths in planned giving. Identify loyal donors as key prospects. Assess readiness for planned giving. Adopt a long-term fundraising mindset. Get all the resources from today’s episode here. Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels…","meta_description":"Planned giving is often seen as complex and intimidating, but is it really that complicated? Today's conversation takes a closer look at what planned givi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1453,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/what-the-fundraising-4083661/episodes/290-a-fresh-look-at-planned-giving-with-tess-conrad/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/what-the-fundraising-4083661/290-a-fresh-look-at-planned-giving-with-tess-conrad.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}