My friend, colleague, and fellow podcaster Tony Martignetti was in the Atlanta area and stopped by to record this incredible episode about planned giving. Since my podcast studio is super-small, we recorded this week’s episode at my dining room table. (And I’d bet many of the best conversations with your planned giving prospects might happen at their dining room table.)

Together, we explore planned giving’s transformative power to help your organization achieve sustainable funding. Pull up a chair and get ready to learn why and how your organization should launch a planned giving program.

With years of experience and a passion for helping nonprofits build sustainable funding, Tony offers invaluable insights, practical advice, and inspirational stories that empower organizations to embrace planned giving.

This conversation goes beyond the basics, discussing innovative approaches, common misconceptions, and actionable strategies for making planned giving a cornerstone of your fundraising efforts. Whether you're new to planned giving or looking to enhance your current planned giving efforts, this episode is a must-listen for executive directors and development directors dedicated to making a lasting impact.

This episode answers the following questions:

Should my organization have a planned giving fundraising program? (Yes!)
How do I start a planned giving program?
When is a donor too old to be solicited for a planned gift in their will?
Should I ask my donors under 60 about planned giving?
How do I overcome my board or staff objections to starting a planned giving program?

Links mentioned in this episode:

Looking for more? Check out this amazing episode:

Ep 157: Generosity Post-Mortem: Legacy Giving with Lori Kranczer (Apple | Spotify | Our Home Page)

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