EP 92: How to Launch Planned Giving at Your Nonprofit with Tony Martignetti

In this episode of The Responsive Lab, Scott sits down with Tony Martignetti, founder, author, and planned giving consultant. Tony has spent nearly three decades making planned giving accessible for small and mid-sized nonprofits, first as a frontline fundraiser and then as a consultant since 2003.

You'll hear about:

• Why the conventional wisdom that small nonprofits aren't ready for planned giving is flat-out wrong, and what's really holding organizations back

• How to identify your best planned giving prospects using the donor database you already have, with a focus on longevity and consistency over gift size

• The Martignetti three-step, one-week planned giving launch, and what actually happens on day one

• Why planned giving conversations are about the life and sustainability of your mission, not about death

• What early metrics fundraisers should track when the financial results may be decades away

• What good stewardship looks like after a donor says yes, from the handwritten note to insider communications

Make sure to get a copy of Tony's new book, Planned Giving Accelerated, that's linked below.

Links from the episode:

* Connect with Tony on LinkedIn: https://www.linkedin.com/in/tonymartignetti/

* Buy Planned Giving Accelerated on Amazon: tony.ma/Amazon