Demystifying planned giving, while inspiring nonprofits to build donor legacies that last.

SHOW NOTES:

June 5, 2025 - Episode # 187

Legacy in the Making: Turning Donor Dreams into Enduring Impact

What if your donors could make a lasting difference, long after their final gift? In this thought-provoking episode of Raise Nation Radio, host Dawn Lego is joined by Dan Radcliff, Program Director at Eder Financial, to explore the transformational power of planned giving and legacy gifts. With a unique perspective shaped by his transition from the for-profit banking world to serving nonprofits exclusively, Dan brings clarity, compassion, and strategy to a topic many organizations shy away from.

Discover how donor-advised funds, tax advantages, and personal passions converge to create not just gifts, but enduring legacies. Whether you're new to planned giving or looking to revamp your approach, this episode delivers practical insights, deep expertise, and a call to action for nonprofits to own their financial future…starting now.

Guest Reflection:

"Planned giving isn’t about preparing for death, it’s about preparing for impact. When donors align their financial plans with their passions, they don’t just give; they live on." -- Dan Radcliff

Episode Highlights:

- Why nonprofits must initiate planned giving conversations before donors are nearing end-of-life decisions.

- The importance of donor control, flexibility, and tax-smart strategies in legacy gift planning.

- Breakdown of various planned giving vehicles, including donor-advised funds and non-cash gifts.

- The emotional side of giving: how passion and purpose drive powerful philanthropic legacies.

- Tips for analyzing your donor database to identify ideal planned giving prospects.

Connect with our Guest:

Daniel Radcliff - https://www.linkedin.com/in/daniel-radcliff-61259b8a/

Episodes Resources:

Eder Financial - https://ederfinancial.org/

Deferred Gifts - https://ederfinancial.org/Deferred-Gifts

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