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A Legacy of GenerosityAuthor: Leave a Legacy MN
Brought to you by Leave a Legacy MN, a committee of the Minnesota Gift Planning Association, the purpose of this podcast is provide professional development content for every fundraiser with special attention to planned and legacy giving. We do this by acting as a connector of expertise, people, and resources. Staff and volunteers will find this podcast to be a valuable professional development tool. Released twice a month, our interviews include people from small and large organizations, rural and metro, new to the field and seasoned experts... there's something here for everyone! Language: en Genres: Business, Non-Profit Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Legacy Is About Values, Not Just Wealth: Rethinking Donor Relationships, with Jeffrey Prottas
Episode 10
Tuesday, 25 August, 2026
Legacy giving isn't a gift planning conversation — it's a relationship conversation that happens long before anyone talks about an estate. In this episode, hosts Kristi Ackley of Growth By Design and Ali Schneider of Animal Humane Society sit down with Jeffrey Prottas, founder of Nonprofit-360 Consulting and a nonprofit executive with more than 30 years of experience helping mission-driven organizations strengthen leadership, grow philanthropy, and increase their impact. Jeff's career has spanned youth work, higher education, faith communities, and rural community action organizations across the country — and he brings all of it to a candid conversation about what most nonprofits get wrong about donors.✨ In this episode, you'll learn: Why the biggest barrier in rural fundraising isn't a lack of wealth — it's a lack of belief that the wealth is there How organizations restricted from soliciting can shift from campaigning to educating — and open the door for donors to come to them Why "best kept secret" is the worst possible position for a nonprofit to be in Why legacy giving is about values, not wealth — and how that shift changes the entire conversation How the definition of legacy has evolved from what happens after someone passes to what impact they want to see while they're still living Why touching base with donors 8 to 12 times a year — with non-solicitation outreach built into the plan — is the real work of relationship building Why donors are people, not "cards" — and how moves management connects annual, event, online, and legacy giving into one continuum🎧 Listen in for a conversation that will leave you rethinking how your organization treats its donors — because if the people leading up to the legacy conversation don't do the work, the legacy officer never gets a shot.Key Topics/Themes: Legacy giving, donor relationships, rural fundraising, moves management, transformative vs. transactional relationships, values-based philanthropy, donor retention, annual giving, giving while living, nonprofit leadership, development planning, community action organizationsResources:Jeffrey Prottas on LinkedIn & Mission in Motion — Jeff's upcoming short-form video series launching in August on LinkedIn, TikTok, Facebook, and Instagram
