272: What You Need to Know About Planned Giving
Description
Join Sarah Olivieri in this fun and insightful episode of Inspired Nonprofit Leadership as she dives into Planned Giving with Tony Martignetti, a seasoned planned giving evangelist. Tony shares the essentials of planned giving, from its role in nonprofit sustainability to identifying prospects and debunking myths. Learn why planned giving isn't about death, but securing your nonprofit’s future through simple, cost-effective strategies. Explore promoting gifts through wills, leveraging financial assets, and maximizing donor loyalty. Tony shares practical tips, expert advice, and strategies for launching successful fundraising programs, making this episode a must for nonprofit leaders aiming to enhance their fundraising initiatives.
Episode Highlights
- Understanding Planned Giving
- Identifying Prospects for Planned Giving
- Addressing Common Naysayer Concerns
- Launching a Planned Giving Program
- Contact Information and Follow-Up
- Debunking Myths About Planned Giving
- Getting Started with Planned Giving
- Identifying Potential Donors
- Planned Giving and Other Fundraising Efforts
- Advanced Planned Giving Strategies
- Hiring Help for Planned Giving
Meet the Guest
Tony Martignetti is the evangelist for Planned Giving. He started as a front-line fundraiser in1997 and kicked off his consulting in 2003. He knows how to launch and grow Planned Givingfundraising programs. He used to be an attorney and a stand-up comic. Tony is active on LinkedIn and at tonymartignetti.com, where you’ll find his consulting and his podcast, Tony Martignetti Nonprofit Radio, Big Nonprofit Ideas for the Other 95%.
Connect with Tony:
Website: tonymartignetti.com
Social: https://www.linkedin.com/in/tonymartignetti/
https://twitter.com/TonyMartignetti
Guide: Unleash the Game-Changing Power of Planned Giving at Your Nonprofit (link as a QR code)
Be sure to subscribe to Inspired Nonprofit Leadership so that you don’t miss a single episode, and while you’re at it, won’t you take a moment to write a short review and rate our show? It would be greatly appreciated!
Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.
Connect with Sarah!
LinkedIn: https://www.linkedin.com/in/sarah-olivieri/
Facebook: https://www.facebook.com/sarahfolivieri/
YouTube: https://www.youtube.com/channel/UCxB2J-XcixGeGaZvcu_cVxA
Sponsored Resource
Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit!
Be sure to subscribe to Inspired Nonprofit Leadership so that you don’t miss a single episode, and while you’re at it, won’t you take a moment to write a short review and rate our show? It would be greatly appreciated!
Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.