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

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Overview

Meet Tony. If the term “planned giving” strikes either fear or confusion in your heart, get excited, because we brought on the OG of planned giving knowledge and dispelling tired myths about this part of our business. For more than two decades, Tony’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

“When you’re talking to the right folks, this becomes a natural extension of the giving they’re already doing. These are your loyal, committed donors.”

— Tony Martignetti

Episode Transcript

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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)

Powerful quotes

“If you’re intimidated by planned giving and you think you need a law degree you’re mistaken, you don’t. To launch planned giving, anybody can do it.” -Tony

“The average charitable bequest is $35,000. That’s a major gift for a lot of organizations.” -Tony

“When you’re talking to the right folks, this becomes a natural extension of the giving they’re already doing. These are your loyal, committed donors.” -Tony

“Planned giving is not a donor acquisition strategy. You’re talking to your loyal and committed donors.” -Tony

“You want the relationship to be with the organization, not a person. You want your donors to meet a lot of people within the organization.” -Tony

Connect with Tony

Download Unleash the Game-Changing Power of Planned Giving / Nonprofit Radio Podcast / Planned Giving Accelerator - 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 by Memorial Day.

Additional Planned Giving Resources from Dr. Russell James, professor at Texas Tech University