321: A Practical Guide to Launching Planned Giving in Your Nonprofit with Tony Martignetti

Planned giving may sound complicated, but it does not have to be!

This episode features Tony Martignetti, an expert in planned giving strategies & accelerated programs. Tony began his planned giving career in 1997 after working as a lawyer for two years. In 2003, he started Martignetti Planned Giving Advisors, where he provides consulting services for nonprofits. He is also the author of the upcoming book Planned Giving Accelerated, which will be published in September.

In the conversation, Tony explains that the basic ideas behind planned giving have stayed the same over the years. He encourages small and mid-sized nonprofits to start with simple gifts, especially bequests and gifts through wills. He also clears up common myths, such as the idea that planned giving is only for wealthy donors. 

Tony shares tips for having honest conversations with loyal donors, following up when donors need time to decide, and keeping in touch over the long term. He also explains why many planned gifts remain private and why organizations should continue talking about their long-term impact. 

In this episode, you will be able to: 

Understand the basic ideas and purpose of planned giving.

Identify why bequests and gifts through wills are a good starting point for nonprofits.

Recognize and challenge common myths about planned giving.

Use simple and respectful ways to start and continue planned giving conversations.

Understand why some donors choose not to disclose their planned gifts.

Get all the resources from today’s episode here. 

Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels.