Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning

The Ron Greenwald Show

Discover the power of legacy and philanthropy as Andy Ragone, co-founder and CEO of Pleiades Nonprofit Advisors LLC, joins me for a transformative discussion that spans from his time in pastoral ministry to the intricacies of nonprofit gift planning. Weaving a narrative that connects the guidance of the ancient Pleiades star cluster to the strategic navigation required in the nonprofit sector, Andy illuminates the often missed opportunities within planned giving. Together, we explore the potential for nonprofits to secure their financial future through savvy wealth stewardship and the mutual benefits donors enjoy when engaging in philanthropy with foresight.
Embark on an insightful journey into the strategic interplay between tax incentives and charitable giving, where nonprofits and donors find harmony in their goals. Our conversation demystifies the complexities surrounding professional development roles, marketing initiatives, and the crucial education needed to elevate the philanthropic landscape. As a fractional gift planning officer, I share compelling examples of how my firm broadens the horizons of giving, extending beyond disposable income to tap into the more substantial wealth reserves, thus enabling donors and nonprofits to flourish together.
Our episode concludes with a candid look at the immediate and profound impact that implementing planned giving programs can have on charities. Andy shares that the return on investment for these programs often begins within just a year, challenging traditional fundraising timelines. While we missed the insights of the experienced Kimberly from the Orange Catholic Foundation, the episode pays tribute to her influence in the sector. We wrap up with a conversation on the importance of experiencing the ripple effects of our generosity within our lifetimes, inspiring you to consider how you might begin crafting your legacy right now.
Andy Ragone
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www.pleiadesnpa.com
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1. Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning (00:00:00)

2. Navigating Nonprofit Gift Planning Legacy (00:00:28)

3. Planned Giving and Gift Planning Services (00:09:34)

4. Fundraising and Pickleball Passion (00:26:21)

5. Implementing Playing Giving Program for Charity (00:31:08)