372. Starting + Sustaining a Planned Giving Program - Tony Martignetti

Meet Tony. If you term “planned giving” strikes either fear or confusion in your heart, get excited, because we brought the OG of planned giving knowledge and dispelling  tired myths about this part of our business. For more than two decades, he’s been starting and growing planned giving programs at nonprofits across the United States. He’s sharing how to know when your nonprofit is ready to take this step and what it takes to set up a planned giving program. Tune in to have all your planned giving anxieties eased🙌 

💡Learn

• Must haves to start your planned giving program
• How to sustain planned giving programs 
• Myths of planned giving

Today’s Guest
Tony Martignetti, Evangelist, Planned Giving Accelerator

Episode Highlights

• Tony’s story and journey to where he is today (3:00)
• Myths of planned giving (11:40)
• Overview of bequests (12:10)
• The must haves of planned giving programs (21:30)
• Bringing new energy to planned giving programs (24:00)
• Do This / Not That with Planned Giving (27:00)
• Sustaining a planned giving program (32:10)
• A powerful moment of philanthropy in Tony’s life (35:00)
• Tony’s One Good Thing: Every day is a new opportunity. (37:20)
• How to connect with Tony (38:30)

For more information and episode details visit: weareforgood.com/episode/372.

Planned Giving Accelerator is an online membership community, where folks in small- and mid-size nonprofits learn to launch Planned Giving fundraising in their orgs. This adds value to your fundraising toolkit, with a method of starting or growing your endowment. You’ll learn how to raise long-term, sustainability-type gifts in donors’ wills. Tony Martignetti teaches the 3-month course, yet members learn as much from their peers as they do from him in the Accelerator weekly 1-hour meetings together. The next class starts in early March and you’ll be done

About our Sponsor Givebutter 💛

Nonprofits use Givebutter to bring together multiple categories of tools, including mobile-friendly donation forms, fundraising campaigns, events, auctions, email marketing, a built-in CRM, and so much more. Head to givebutter.com/weareforgood to sign up for your free account today and get started in minutes.

Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, DonorDock, Feathr, Whiteboard and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.

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