Nonprofit Nation with Julia Campbell

Future-Proof Your Nonprofit With Planned Giving with Tony Martignetti

• Julia Campbell • Season 2 • Episode 191

In a time when short-term fundraising feels relentless, planned giving offers something rare: stability.

Planned giving often seems like a strategy reserved for large institutions or a distant concern for smaller nonprofits. However, Tony Martignetti, the Planned Giving evangelist, and host of Tony Martignetti Nonprofit Radio podcast, argues that it's a crucial tool for organizations of all sizes seeking long-term financial resilience.

With nearly three decades of experience and having assisted clients in raising more than $150 million through planned gifts , Tony brings a wealth of knowledge to demystify planned giving. He emphasizes that initiating a planned giving program doesn't require a massive budget or a team of experts. Instead, it's about building genuine relationships, understanding donor motivations and correctly focusing your program.

In this episode, Tony shares practical steps for small and mid-sized nonprofits to embark on planned giving, discusses common misconceptions, and highlights how such programs can provide financial sustainability amidst economic challenges.

Topics We Cover:

  • The relevance of planned giving in today's nonprofit landscape
  • Debunking myths: Making planned giving accessible for all organizations
  • Effective communication strategies for discussing legacy gifts
  • Identifying and engaging potential planned giving donors
  • Steps to initiate or rejuvenate a planned giving program
  • The role of planned giving in ensuring long-term organizational sustainability

🧰 Resources & Links:

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🪷🪷 This episode sponsored by Bloomerang! 🪷🪷

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