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The Ricochet Superfeed

Giving Ventures: Ep. 106 – The Importance of Donor Intent

The Ricochet Superfeed

Ricochet

News, Politics

4.4651 Ratings

🗓️ 14 April 2026

⏱️ 52 minutes

🧾️ Download transcript

Summary

Most donors overlook the one thing that could undermine their entire legacy: donor intent—and a simple strategy to safeguard it. In this episode of Giving Ventures, we’re sharing a recent webinar we hosted for our clients on the topic of donor intent. Kim Dennis, co-founder of DonorsTrust and a longtime advocate for protecting donor intent, […]

Transcript

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0:00.0

Hello and welcome to Giving Ventures, a show to help you grow your giving and change the world for the better.

0:10.4

Our conversations with social entrepreneurs and generous philanthropists highlight innovative charitable efforts and smart ways to have more impact with your giving.

0:20.0

I'm your host, Peter Lipset, Vice President at Donors

0:22.8

Trust. This show is a production of Donors Trust, the oldest and largest donor advised fund

0:27.9

focused on serving conservative and libertarian donors of all capacities to simplify, protect,

0:34.4

and grow their giving. My colleagues and I talk with a lot of groups doing

0:38.0

great work. With Giving Ventures, we can share a bit of what we learn with you. At Donors Trust,

0:45.0

we talk a lot about donor intent. But what is donor intent? What do we mean when we use those words?

0:52.6

Well, recently, we hosted a webinar for clients and prospective clients

0:57.2

focused on this idea of donor intent, what it is, how donors should think about it, and how it

1:04.2

factors in to one's legacy planning more broadly. It was a great conversation. We had great

1:09.8

attendance on it, and so I wanted to share

1:12.8

it with you, with this broader audience, so that we could help some more people around this

1:16.4

really important concept. You know, when we think about donor intent, we think about failures

1:21.3

of donor intent. We're also often thinking about Pew Foundation, Carnegie, Ford, these great philanthropists who, if they saw

1:29.5

their foundations today, would be shocked at what it is doing because it's so different than some

1:35.2

of the beliefs that we know they held when they were alive. But you don't have to be a billionaire

1:40.5

to have your donor intent go astray. That's why it's so important to really

1:45.5

understand what it is and have it locked up tight. So in this webinar, you're going to first hear

1:50.9

the voice of Lawson Bader, Donors Trust president and CEO as he kicks things off and introduces

1:57.1

us. And then I will take over the interviewing reins of Kim Dennis. Kim is

2:02.4

Donor's Trust co-founder and still the board chair here and is an expert in what it takes to really

...

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