The Intentional Fundraiser Podcast

Beyond Cash: Unlocking Asset-Based Major Gifts

June 9, 2026·20 min
Episode Description from the Publisher

$5k a year. For 12 years. Then she sold her business.The fundraiser said, "congratulations," and changed the subject.Sixty days later, with one different question, that same donor transferred $400,000 in appreciated stock before the sale closed.Same donor. Same relationship. Different question.This week on The Intentional Fundraiser, I'm pulling back the curtain on what most major gift teams are quietly missing in 2026: asset-based gifts.Stock. DAFs. Closely held business interests. Real estate.These are not "planned giving department" conversations anymore. They are the next frontier of major gifts for nonprofits of every size. In this episode, Beyond Cash: Unlocking Asset-Based Major Gifts, I walk through:→ The donor signals that say "I'm ready for this conversation"→ Two conversation openers that stay donor-centered and advisor-friendly→ The four asset types every major gift officer should be fluent in→ Stewardship moves that turn one complex gift into long-term partnership→ The internal readiness check you can do with your CFO this weekIf cash giving in your shop feels flat, this is the door I want to open for you.Listen to this week's episode and share it with your CEO and finance lead. The fundraisers who get comfortable with complex gifts now will quietly outpace everyone else over the next three years.What's the one part of asset-based giving that still feels intimidating in your work?More from Tammy ZonkerAuthor of Calling All HeroesFounder of Fundraising TransformedPresident of Modern Institute for Charitable GivingLearn more about the Excellence in Major Gift Fundraising SeminarSubscribe to Tammy Zonker's Scaling Major Gifts newsletterConnect with Tammy Zonker on LinkedInResources: Show notes, links, and resources mentioned in this episode.Review my show: Please review my show. After you click the link, scroll to the bottom, first tap to rate with five stars, and then tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful, or inspiring in some way.Privacy Policy: See Privacy Policy at https://www.fundraisingtransformed.com/policies

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