Ep #1 - How to Build a Legacy Giving Program That Actually Works with Mark Halpern and Ed Sluga
Release Date: 09/19/2025
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Ep #1 - How to Build a Legacy Giving Program That Actually Works with Mark Halpern and Ed Sluga
Philanthropy Friday
In this powerful episode of Philanthropy Friday, Mark Halpern sits down with Ed Sluga, President of PGgrowth, to unpack the incredible potential of planned legacy giving for charities, donors, and professional advisors alike. Ed shares how PGgrowth helps nonprofits from grassroots organizations to national institutions, design and implement sustainable legacy giving programs that drive long-term mission impact. Whether you're a fundraiser, advisor, or HNW donor, this conversation will reframe the way you think about strategic philanthropy and legacy planning. If you're wondering where to...
info_outlineIn this powerful episode of Philanthropy Friday, Mark Halpern sits down with Ed Sluga, President of PGgrowth, to unpack the incredible potential of planned legacy giving for charities, donors, and professional advisors alike.
Ed shares how PGgrowth helps nonprofits from grassroots organizations to national institutions, design and implement sustainable legacy giving programs that drive long-term mission impact. Whether you're a fundraiser, advisor, or HNW donor, this conversation will reframe the way you think about strategic philanthropy and legacy planning.
If you're wondering where to begin, how to overcome the “ick factor” of talking about death, or how to inspire donors to give beyond their lifetime, this episode is your playbook.
In This Episode, We Cover:
✔️ Why most charities are leaving millions on the table by ignoring planned giving
✔️ The difference between asset acquisition and asset distribution life stages and how to tailor your messaging accordingly
✔️ The myth of needing a massive team or complex system to get started
✔️ The “incremental build” approach that helped one charity grow from $400K to $4M in annual gifts
✔️ Why legacy gifts increase annual giving by up to 41%
✔️ How life insurance and tax-efficient estate planning can turn tax dollars into charitable dollars
✔️ The collaborative power of the PGgrowth and WealthInsurance partnership
✔️ What you can do within the next 48 hours to take action and get started
Key Quote:
"It’s not about disinheriting your kids. It’s about disinheriting the tax department and adopting causes you care about."
Connect with Mark:
→ LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
→ Website: https://wealthinsurance.com/
→ Email: mark@wealthinsurance.com
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