454: Planned Giving Made Simple with Tony Martignetti

Show Notes Planned giving often lands on the someday list right beside the wealth screen a nonprofit can't yet afford. Tony Martignetti says you can launch it this week with one honest conversation about a gift in a will. No campaign, no brochure, no page.

Sarah sat with Tony Martignetti, a front-line planned giving fundraiser since 1997 and author of the new book Planned Giving Accelerated, to discuss how a small or mid-size nonprofit launches planned giving in a single week, without a wealth screen or a legal background.

In This Episode, You'll Learn How Tony's three steps get planned giving, and launched inside a single week

Why your best prospects are your most loyal donors, not your wealthiest ones

What to say when you ask a donor to consider a gift in their will

How to respond when a donor says no, yes, or let me think about it

Why lifetime giving tells you almost nothing about the size of a planned gift

Who This Episode Is For • Executive directors who have been told that planned giving belongs to hospitals and universities

• Fundraisers who want major gifts but have no budget to build a whole program first

• Anyone who keeps putting off the will conversation because it feels awkward to raise

About the Guest Tony Martignetti is the evangelist for Planned Giving. In September, he publishes his book, Planned Giving Accelerated, to help small- and mid-size nonprofits launch by making Planned Giving fundraising easy, accessible and affordable.

Pre-orders are at PlannedGivingAccelerated.com.