How to conquer your fear of Planned Giving

Check out the latest video in my “Insider Tip” series!

From Shellie Speer, Senior VP, BDI Academy

Over the years, I’ve spoken with many different ministries and people who have a heart for serving others. And though the leadership styles of these men and women are all different, there’s one thing many of them have in common: reluctance or even refusal to talk about Planned Giving. So today, here are some helpful tips on how to conquer your fear of Planned Giving.

It’s critical to ensure that you aren’t leaving this valuable source of revenue on the table. Your donors are invested in the work you do… but if you don’t invite them to leave a lasting impact, someone else will!

Did you know that 90% of all planned gifts are made through simple bequests?* So you need to be giving your partners an opportunity to include you in their will in as many of your communications as possible. And that’s just one of the things you’ll learn in my latest video.

To learn more about how you can overcome your fears to develop a strong Planned Giving program, watch my newest “Insider Tip” video now! These helpful videos cover some of my most popular training and consulting sessions: Direct Mail. Major Donors. Planned Giving. Volunteers. PR and media relations. And more!

Each is just a few minutes long, but they’re packed full of ideas you can implement at your organization. And every one comes with a free strategy guide you can download and print to gain even more insights on the topic.  

Ready to get started? Check out my video, Don’t Be Afraid of Planned Giving at the link below and watch for all of my Insider Tip videos!

Watch Now: https://brewerdirect.com/dont-be-afraid-of-planned-giving/

BDI Academy – led by Shellie Speer – offers personalized mentoring and consulting for nonprofits. And that help is just an email away! Email Shellie now.   

You need to read this! Click here to read “11 Ways To Be a Successful Leader in 2022 – Part 2” from BDI’s CEO and President, Michael J. Tomlinson.

  • Shelly Speer

    Shellie Speer, Senior VP BDI Academy

    With over 30 years of partnership in Rescue Missions and nonprofit organizations, Shellie Speer brings her expertise, counsel and philanthropic-centered passion to assist in furthering the work of BDI’s Rescue Mission clients. For 22 years of her career, she served as the Founder and President/CEO of her own agency, ENEX Group, which helped her clients capture hearts and donor loyalty in their communities.

    Shellie currently leads as the Senior VP of BDI Academy, where she provides direction towards the expansion of services and capabilities that suit specific client needs. As a BDI ambassador for Rescue Mission clients, Shellie’s services include onsite deep-dive training sessions, new client onsite onboarding, organizational development audits, and consultations for best practices and strategic development planning. Shellie has a heart for building relationships and works to support each client with their mission to help the homeless and hurting.

More fuel for more impact.

Let's talk.