A Legacy of Generosity

Leave a Legacy MN
  • 5.0 (5)
  • Non-Profit
  • Updated Semimonthly

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!

  1. 2d ago

    Beyond the Check: Unlocking Major Gifts Through Estate Planning, with Eddie Thompson

    Most nonprofits are leaving millions — sometimes billions — on the table by asking donors for the wrong thing. In this episode, hosts Kristi Ackley and Jen Emerick-Cayton sit down with Eddie Thompson, founder and CEO of Thompson and Associates, a charitable estate planning firm with associates across the country. With more than 30 years of experience planning thousands of estates and generating well over $3 billion to charity, Eddie brings a perspective that challenges nearly every assumption nonprofits hold about how — and whom — to ask for major gifts. ✨ In this episode, you'll learn: Why asking donors to give from discretionary income — less than 3% of the average person's budget — keeps most nonprofits stuck at average Why the smartest organizations ask for gifts of net worth instead Why even a billionaire may hesitate to give because wealth rarely feels like enough The three types of donors — habitual, emotional, and strategic — and the very different strategies each one requires Why 36% of baby boomers don't plan to leave any inheritance to heirs, and what that means for charitable giving How Qualified Charitable Distributions (QCDs) from IRAs can unlock larger gifts without impacting a donor's cash flow Why being at the table during estate planning — not just during a campaign — is where the biggest gifts are born How to move from nonprofit-centered asking to truly donor-centered relationship building🎧 Listen in for a conversation that will expand the way you think about donor relationships, planned giving, and the staggering potential your organization may not even know it has. Key Topics/Themes: Planned giving, estate planning, net worth giving, discretionary income, donor types, qualified charitable distributions, QCDs, required minimum distributions, charitable gift annuities, donor-centered fundraising, legacy gifts, wealth and philanthropy, major gifts strategy Resources: Thompson and Associates

  2. Jul 14

    Stronger Together: The Power of Collaboration in Nonprofit Fundraising, with Jennifer Pinske

    In a sector where competition for donors and dollars can feel fierce, one fundraising leader is making the case for a radically different approach — one built on partnership, curiosity, and community trust. In this episode, hosts Kristi Ackley and Jen Emerick-Cayton sit down with Jennifer Pinske, Director of Community Engagement at Family Service Rochester, a cornerstone nonprofit serving individuals and families in Southeast Minnesota for more than 60 years. Jennifer brings 25 years of nonprofit experience to a conversation that challenges the scarcity mindset and shows what's possible when organizations choose collaboration over competition. ✨ In this episode, you'll learn:  Why collaboration — not competition — is the foundation of a truly effective nonprofit How to identify gaps in your community rather than duplicating services that already exist What it looks like to partner with other nonprofits on programs, grants, and county initiatives Why referring a donor to another organization can actually deepen their trust in yours How to talk to donors about the bigger community picture — not just your own mission Why your organization's reputation in the community matters more than you think when it comes to legacy giving How smaller nonprofits and rural communities can start building collaborative relationships one step at a time Why the most meaningful donor relationships are partnerships, not transactions🎧 Listen in for a conversation that will challenge you to think beyond your own organization — because when nonprofits rise together, the whole community wins. Key Topics/Themes: Nonprofit collaboration, community partnerships, donor trust, legacy giving, duplicative services, stakeholder engagement, relational fundraising, community impact, donor referrals, nonprofit leadership, rural nonprofits

  3. Jun 24

    The State of American Giving: What the 2025 Giving USA Report Means for Your Nonprofit, with Josh Birkholz

    Every year, one report shapes how the nonprofit world understands philanthropy in America — and this year's findings are worth paying attention to. In this episode, hosts Kristi Ackley and Jen Emerick-Cayton of Growth By Design sit down with Josh Birkholz, Senior Fellow of Philanthropy Innovation at BWF Zuri, a fundraising and philanthropy consulting firm based in Minneapolis. Josh is a past chair of the Giving USA Foundation board and brings both deep data expertise and genuine passion for the mission of giving to this conversation about what the numbers really mean for nonprofits of every size. ✨ In this episode, you'll learn:  Why 2025 was the highest announced year of charitable giving in U.S. history — and what that number actually represents How giving is shifting across sectors, with human services now ranking second behind religion Why individual donors still drive roughly 80–85% of all giving decisions — even when gifts flow through foundations or donor-advised funds What the 10-year growth trend in bequests signals about the coming intergenerational wealth transfer Why everyday donors and affluent donors give differently — and why you need both How building friendships among your donors can increase their lifetime giving by a factor of four or five What "mission esteem" means and why it outperforms self-esteem when making the ask Why relational, high-touch fundraising is outperforming mass communication strategies across every sector🎧 Listen in for a data-rich, deeply human conversation that will leave you better equipped to make the case for your mission — and bolder about asking others to invest in it. Key Topics/Themes: Giving USA report, charitable giving trends, bequests and planned giving, donor-advised funds, intergenerational wealth transfer, human services sector growth, everyday vs. affluent donors, donor community building, mission-driven fundraising, predictive analytics, relational fundraising models Resources: Giving USA

  4. Mar 24

    The Sponsorship Playbook: How to Attract and Retain Corporate Partners with Mike Esposito

    Corporate sponsorships can be a game-changer for nonprofit events — but only if you know how to pursue them strategically. In this episode, hosts Kristi Ackley of Growth By Design and Carl Newbanks of Initiative Foundation sit down with fundraising expert Mike Esposito of Mike Esposito Fundraising in Brooklyn, NY, to break down what it really takes to attract and retain corporate partners. Mike brings years of hands-on experience to a topic that intimidates many nonprofits — combining practical strategy with a relationship-first philosophy that turns one-time sponsors into long-term partners. ✨ In this episode, you'll learn: Why relationship building is the foundation of every successful sponsorship How to use stakeholder mapping to identify your best prospects What "sponsors travel in packs" means — and how to use it to your advantage Why you should start outreach 9 to 12 months before your event How to bundle multiple events into a single sponsorship conversation The right way to structure sponsorship levels and recognition benefits Why stewarding sponsors like donors leads to deeper, lasting partnerships How to leverage LinkedIn and emerging tools to make warmer connections🎧 Listen in for a conversation packed with actionable strategies that will leave you feeling confident — not overwhelmed — the next time you sit down to build your sponsorship ask. Key Topics/Themes: Corporate sponsorships, relationship building, stakeholder mapping, sponsorship levels, donor stewardship, LinkedIn outreach, board engagement, event planning, nonprofit fundraising, partnership development Resources: Association of Fundraising Professionals (AFP)BenevityMike Esposito FundraisingMike Esposito on LinkedIn

  5. Mar 12

    More Than a Will: The Human Side of Estate Planning With Rachel Schromen

    Estate planning isn't just a legal task — it's one of the most meaningful acts of care you can take for the people (and animals) you love. In this episode, hosts Kristi Ackley and Ali Schneider sit down with Rachel Schromen, estate planning attorney and founder of Schromen Law in St. Paul, Minnesota, to demystify the process and make it feel a whole lot less scary. Rachel brings a refreshingly human approach to a field often seen as cold or intimidating — blending her legal expertise with training as an end-of-life doula and a deep belief that emotions belong in the room. ✨ In this episode, you'll learn:  Why making the appointment is the hardest — and most important — first step How emotional barriers keep people from planning, and how to move through them What to expect at your first estate planning meeting Why even a small estate deserves legal protection The difference between a healthcare directive, power of attorney, will, and trust — and when you need each Which life events should prompt a review of your estate plan How to incorporate charitable giving into your plan, regardless of estate size Why pet planning matters more than most people realize — and how to do it thoughtfully🎧 Listen in for a conversation that will leave you feeling empowered, not overwhelmed — because the best gift you can leave behind is a plan that reflects exactly what you valued in life. Key Topics/Themes: Estate planning, healthcare directives, power of attorney, charitable giving, pet planning, probate, life events and estate updates, end-of-life doula, compassionate legal practice, legacy planning

  6. Feb 24

    Built on Trust: The Heart of Fundraising

    Fundraising isn’t just about dollars raised — it’s about trust earned. In this thoughtful conversation, host Kristi Ackley sits down with fundraising professionals Rebecca Lynn Peterson and Amy Allen to explore the relational heart of philanthropy. From their unexpected journeys into the field to the long-term strategy behind planned giving, they share practical wisdom for building meaningful donor connections that stand the test of time. ✨ In this episode, you’ll learn: Why fundraising careers often begin organicallyHow strong donor relationships are built on listening and shared valuesWhy trust is essential — especially in planned givingHow marketing supports fundraising by building awareness and credibilityWhy patience and consistency matter more than quick winsHow every team member can serve as an ambassador for generosityWhy you don’t need a large budget to communicate impact effectively🎧 Listen in for an encouraging reminder that fundraising is a marathon, not a sprint — and that generosity grows best in the soil of authentic relationships. Key Topics/Themes: Relationship-based fundraising, donor trust, planned giving, nonprofit marketing, long-term stewardship, new fundraiser advice, generosity mindset

  7. Feb 10

    Wisdom from the Archives: Planning for a Successful Year

    As the new year gets underway, we’re revisiting this timely conversation to help you pause, plan, and move forward with clarity. The insights here are as relevant now as ever for nonprofits looking to start the year strong. Ready to start your year strong? Brenda Moore joins Mark Beenken and Carl Newbanks to share strategies for kicking off a successful fundraising year. ✨ Inside this episode: How to build a solid plan for legacy giving and fundraising success Time-tested tips from over 30 years of experience in development Maximizing the impact of your year through intentional planning🎧 Press play to learn how to capture more of the current wealth transfer and set your nonprofit up for success. Key Topics/Themes: Legacy giving, fundraising strategy, annual planning, nonprofit leadership, wealth transfer

  8. Jan 13

    The Great Wealth Transfer: What it Means for Rural Communities, with Ben Winchester and Janel Fredericksen

    The Great Wealth Transfer: What It Means for Rural Communities with Ben Winchester and Janel Fredericksen Over the next two decades, America will see the largest transfer of wealth in history—and rural communities stand to gain or lose more than many realize. In this timely conversation, hosts Camille Walz (West Central Initiative) and Kristi Ackley (Growth By Design) sit down with rural sociologist Ben Winchester and estate attorney Janel Fredericksen to break down what the Great Wealth Transfer really means for hometowns across Minnesota and beyond. ✨ Inside this episode: • What the Great Wealth Transfer actually looks like in rural communities—and why the narrative is more hopeful than you might think • How nonprofits can position themselves as trusted partners in long-term giving • The role of community foundations, local relationships, and “place attachment” in capturing generational wealth • Practical steps for starting conversations about estate gifts (without feeling awkward) • How to engage younger generations through storytelling, values-based giving, and authentic community connection • Real-world strategies rural leaders can use to keep local wealth local Whether you’re a nonprofit leader, community advocate, donor, or simply care about the future of small towns, this episode offers clear insights and actionable tools for ensuring rural places thrive for generations to come. 🎧 Listen now to learn how intentional relationships, strong nonprofits, and powerful stories can help communities make the most of this once-in-a-generation opportunity. Key Themes: rural philanthropy, donor relationships, estate planning, community vitality, generational giving, local wealth retention MN State Share: https://mnstateshare.org/ LAL Planned Giving Toolkit: https://leavealegacymn.org/downloads/planned-giving-launch-kit/ Transfer of Wealth Data: https://extension.umn.edu/community-development/transfer-wealth

See All (89)

5
out of 5
5 Ratings

About

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!

Information

  • Creator
    Leave a Legacy MN
  • Years Active
    2020 - 2026
  • Episodes
    89
  • Rating
    Clean
  • Copyright
    © Leave a Legacy MN
  • Show Website
    A Legacy of Generosity