WHAT THE FUNDRAISING
137: Grief and Giving: How to Navigate Legacy Giving in Thoughtful and Vulnerable Ways with Kimberley Pittman-Schulz
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“Have a little fearlessness and explore your own experience with loss and death and grief.”
– Kimberley Pittman-Schulz
Episode #137
Overview
In this episode of What the Fundraising Podcast…
In this episode, we talk with Kimberley Pittman-Schulz. For over 20 years, Kimberley has been the guiding hand behind successful donor strategies for major universities and child development organizations globally. Known for her candid approach, she whole-heartedly steps foot into territories many avoid – discussing end-of-life matters and grieving. A passion for supporting people through loss prompted her to become a grief and life transitions mentor, providing compassionate guidance during times of profound change. And now she has connected her work as a grief counselor to her work with nonprofits through legacy giving guidance. There is so much about legacy giving that we don’t understand as a sector, and many of us avoid the topic altogether because of the vulnerabilities it activates. Which is exactly why I wanted to navigate these waters with Kimberly.
The truth is, the world of philanthropy was not where Kimberley Pittman-Schulz expected to find her life’s purpose. Having worked extensively in various roles over 20 years, she gradually found herself becoming a bridge between donors and the organizations they wished to support. She facilitated conversations around grief, loss, and end-of-life decisions – topics often avoided by even the most seasoned professionals. Yet, in those emotionally charged conversations, Kimberley found a deep well of understanding and connection. She discovered the transformative power of these discussions on donors’ giving patterns and their perception of legacy. Her unique ability to empathize and engage without crossing professional boundaries earned her the admiration and trust of her donors, and a fulfilling career that brought a profound sense of purpose and meaning to her life.



EPISODE HIGHLIGHTS
- Introducing Kimberly Pittman Schultz
- Vulnerability in Legacy Planning
- Fearlessness in Discussing Death and Grief
- Loss as a Part of Giving
- Donor Vulnerability in Conversations
- Building Relationships with Donors
- Embracing Vulnerability in Philanthropy
- Starting Conversations with Donors
- Building Genuine Relationships with Donors
- Setting Boundaries in Donor Relationships
- Navigating Choppy Waters in Fundraising
- Navigating Legacy Giving after Donor Death
- Importance of Preparing for Legacy Giving Before a Donor’s Death
- Fulfilling the Donor’s Intent
- The Importance of Connection in Legacy Giving
- Understanding the Donor's Motivation
- Richness in Personal Connections
- Changing the World Through Planning Giving

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Kimberley Pittman-Schulz
ADDITIONAL RESOURCES
- Many thanks to our incredible sponsors at DonorPerfect. DonorPerfect has a lot of free educational resources for fundraisers. Learn more and download some of their guides and tools today at donorperfect.com/mallory.
- If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link.
- 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.
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TIPS AND TOOLS TO IMPLEMENT TODAY
- Explore your own experience with loss and death and grief to better support donors who may be dealing with these issues.
- Lean into conversations about legacy giving and end-of-life planning, as they can be transformative and meaningful for both fundraisers and donors.
- Don't be afraid of vulnerability in these conversations, as it can create deeper connections and understanding between fundraisers and donors.
- Consider offering resources and support for donors who may be dealing with grief and loss after a loved one has passed away.
- You don’t need to know all of the logistical details and tax info about legacy giving but Be specific and detailed when promoting products, services, or tools related to legacy giving or end-of-life planning, to help donors easily find and access them.
- Encourage donors to think beyond just financial contributions, and consider the impact and meaning of their life while they're alive and after they're gone.
FAVORITE QUOTES
- "Have a little fearlessness and explore your own experience with loss and death and grief." - Kimberley Pittman-Schulz
- "Legacy isn't just a dollar sign, it is the impact and meaning of their life while they're alive and after they're gone." - Kimberley Pittman-Schulz
- "So often we're so afraid to talk about death or dying or even the phrase end of life or this idea that somehow we might not each expire." - Kimberley Pittman-Schulz
- "We don't want to get in debates with our donors about anything like that. But that's to kind of push ourselves past that fear of or even the fear that what if I cry?" - Kimberley Pittman-Schulz
- "Just lean into being a human. So often it can be uncomfortable." - Kimberley Pittman-Schulz
- "Be really upfront and just really human. And I think people will appreciate that." - Kimberley Pittman-Schulz
- "People buy with their heart and use their brain to justify." - Kimberley Pittman-Schulz
- "To really start from that place of what really matters to you, what's meaningful to you, what do you want? All that you've spent your life doing - what is the impact you want it to make and leave for others." - Kimberley Pittman-Schulz
- "Sometimes we can be so good at avoiding the conversation that we don't create the opportunity to, first of all, love our donors and support them and let them know we care about them." - Kimberley Pittman-Schulz
- "Guess what you just discovered you're human. Guess what? We just made an amazing connection as two people on the planet in a certain space and time." - Kimberley Pittman-Schulz
RELATED CONTENT
Get to know Kimberley:
Kimberley is a Grief & Life Transitions mentor and coach as well as an award-winning poet, author, and speaker on living with loss, cultivating joy, and changing the world, or some corner of it, through philanthropy. During 25+ years as a charitable and end-of-life planning advisor, Kimberley’s worked with incredibly diverse people looking for meaning after the loss of a spouse, partner, child, sibling, parent, grandparent, or beloved animal to illness, accident, suicide, or traumatic death.

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I teach nonprofit fundraisers to bring in more gifts from the RIGHT donors… so they can stop hounding people for money. Fundraising doesn’t have to be uncomfortable.
- CEO & Creator of the Power Partners Formula™
- Disruptor in the funding sector, changing lives everyday
- Relentlessly committed to the movement of money into the nonprofit sector
- Focused on win-win partnerships that allow fundraisers to be authentic and empowered in their work
- Over 15 years working in nonprofits (managing director and ED of multiple fast-growth organizations)

MALLORY ERICKSON