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

Published: Jan. 16, 2023, 11 a.m.

b'

Meet Tony. If you term \\u201cplanned giving\\u201d strikes either fear or confusion in your heart, get excited, because we brought the OG of planned giving knowledge and dispelling\\xa0 tired myths about this part of our business. For more than two decades, he\\u2019s been starting and growing planned giving programs at nonprofits across the United States. He\\u2019s 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\\U0001f64c\\xa0

\\U0001f4a1Learn

  • Must haves to start your planned giving program
  • How to sustain planned giving programs\\xa0
  • Myths of planned giving

Today\\u2019s Guest
Tony Martignetti, Evangelist, Planned Giving Accelerator

Episode Highlights

  • Tony\\u2019s 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\\u2019s life (35:00)
  • Tony\\u2019s 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\\u2019ll learn how to raise long-term, sustainability-type gifts in donors\\u2019 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\\u2019ll be done by Memorial Day. Information is at PlannedGivingAccelerator.com.

About our Sponsor Neon One
Technology al

Meet - Good Friends - our listener support community here at We Are For Good. Good Friends comes with perks - exclusive episodes with Jon and Becky - including the Good Brief - our monthly cliff notes of the greatest takeaways + lessons learned from that month, PLUS exclusive bonus content and AMA episodes where we answer your burning questions and tap our community of experts.

Head over to weareforgood.com/friends to learn more \\U0001f973

Support the show

Support the Show

If you love the podcast, you\\u2019ll love Good Friends, our listener support community here at We Are For Good.

Not only do you get these perks, but you\\u2019re hanging with the most rabid fans who are restless to grow the Impact Uprising. This movement of believers are powering our free content and community with their monthly support, and Whoa Nelly, are we excited to invite you in.

Learn more today at weareforgood.com/friends.


Join the We Are For Good Community
You can think of it as the after-party to each podcast episode \\U0001f973

Say hi\\U0001f447
LinkedIn / Instagram / Facebook / YouTube / Twitter

'