In this episode of What the Fundraising, Mallory is joined by Brantley Boyett, co-founder and president of GivingDocs, to unpack the world of planned giving, behavioral science, and the role of AI in fundraising. With a background as a reformed attorney and years of research alongside Duke University, Brantley brings a wealth of insights into how nonprofits can unlock the potential of legacy giving—no matter their size.
Mallory and Brantley break down common misconceptions around planned giving, including why it doesn’t have to be intimidating, and how organizations can integrate AI-driven behavioral insights to communicate more effectively with donors. Brantley shares what nonprofits need to have in place before launching a planned giving program, and how technology can help - but not replace - the essential human relationships at the heart of giving.
If you’ve ever worried that planned giving isn’t for your organization, or if you’ve been hesitant about how to start, this episode is packed with clarity, actionable strategies, and myth-busting insights to help you confidently step into this critical fundraising strategy.
In this episode, you will be able to:
Understand the common misconceptions about planned giving and the types of organizations it benefits.
Discover the relationship between planned giving and annual giving.
Explore the role of technology, particularly AI in planned giving.
Discover the importance of the balance between meeting goals and genuinely connecting with donors.
Understand why technology shouldn’t be the first step in planned giving.
Get all the resources from today’s episode here.
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If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point