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Estate Planning for Equity with Cecilia Amo

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“Estate planning is not the first thing you think of when you think about equity. But it is crazy how deep and meaningful a good estate plan can be for a family.”

– Cecilia Amo
Episode #155

Overview

In this episode of What the Fundraising Podcast…

Welcome to a thought-provoking episode where we delve into the often-overlooked aspects of estate planning, community engagement, and legacy building. Join us as we explore how estate planning goes beyond financial wealth and extends into protecting your loved ones, preserving your values, and creating lasting impacts in your community.

Our guest today, Cecilia Amo, is a dedicated attorney who has made it her mission to enhance the lives of families today while securing their futures for tomorrow through her estate planning practice. With a deep passion for helping others, she is committed to providing her clients with the highest level of service.

Cecilia’s career began in one of the world’s most prestigious civil rights firms, where she fought tirelessly for families who had endured catastrophic injuries. Her advocacy ensured that insurance companies provided fair and just compensation for any wrongdoing. She has supported families who found themselves vulnerable and helpless in the face of sudden incapacitation or tragic accidents.

In this episode, Cecilia discusses the importance of initiating estate planning conversations within families, with partners, and in the nonprofit sector while keeping an equity lens in focus. She also emphasizes the value of partnering with personal family lawyers who approach legacy planning with a heart-centered guide and are committed to facilitating meaningful discussions rather than just checking boxes. Learn about Cecilia’s interactive guardian nomination workshops, designed to empower families and educate communities on protecting children. Discover the hidden potential of average individuals with substantial assets and how legacy discussions can uncover their capacity for community impact. Join us in exploring the dynamic intersection of estate planning, child protection, and legacy education, and gain insights into how these vital components can shape your family’s future and contribute to your community’s well-being.

EPISODE HIGHLIGHTS

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ADDITIONAL RESOURCES

  • Many thanks to our sponsor, Overflow, for making this episode possible. This all-in-one platform features some of the lowest cash processing fees in the industry. Check out Overflow to help make your donations go further this holiday season. Learn more and get started at overflow.co/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. This free masterclass offers a great starting point

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Get to know Cecilia Amo:

Cecilia Amo is the founder of AMO LAW Legacy Planning. Her approach to estate planning is relationship-based, heart-centered, and counseling-focused. She’s on a mission to help empower our community with legal planning strategies to protect their families and build generational wealth. Whether you are married or single, have kids or are childfree, starting out or looking back on a life well-lived, her goal is to help you navigate the confusing maze of financial and legal decisions to create a holistic Life & Legacy Plan that aligns with your goals and values. Because Legacy is more than just the money you leave behind.

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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.

MALLORY ERICKSON

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