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Planned Giving Made Simple with Tony Martignetti [Episode 454]

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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.

He started as a front-line Planned Giving fundraiser in 1997 and kicked off his consulting in 2003.

He’s active on LinkedIn and would be honored to connect.

Tony is a lawyer, but he doesn't talk like one. Instead, he weaves in his stand-up comedy and improv past to bring Planned Giving within reach for small- and mid-size nonprofits.

About the book
Tony’s new book, Planned Giving Accelerated, is a practical guide for small- and mid-sized nonprofits that want to start a planned giving program without making it complicated.

Drawing on nearly 30 years of experience, Tony shows how organizations can launch in just one week, starting with bequests. The book covers how to identify your best prospects, build donor relationships, overcome common planned giving myths, and create a sustainable program without a huge budget or specialized legal expertise.

Connect with Tony:

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