14 min listen
Where to start with Planned Giving with Tony Martignetti
Where to start with Planned Giving with Tony Martignetti
ratings:
Length:
38 minutes
Released:
Jan 10, 2023
Format:
Podcast episode
Description
Stewardship is simple if you just treat people with respect. When donors are deeply connected to your organization’s goals and vision, their support doesn’t end in death. Tony Martignetti discusses the importance of tackling planned giving or “gifts by will”, how it benefits your organization long term, and fostering donor relationships. Tune in to The Business Behind Fundraising — Where To Start With Planned Giving with Tony Martignetti. What You Will Discover: ✔️ The biggest lesson learned in a decades-long career. Focusing on “gifts by will” yields a more successful and much easier planned giving launch. This type of gift is written in a person’s will. ✔️ Seventy-two percent of people who gift-by-will increase their other types of giving to that organization. Planned giving doesn’t hurt any of your other fundraising events. ✔️ Organizational criteria for a planned giving program. This includes: Five years of history More than one staff member Has individual donors ✔️ Keep donor relationships warm. Start a recognition society for planned donors. Track birthdays and send greetings via phone or handwritten letter. Set up insider donor communications and a VIP section during events. ---------------------------------- Tony Martignetti has been starting and growing Planned Giving programs since 1997. This is his 25th Anniversary year! He’s been consulting in Planned Giving since 2003. Now he leads Planned Giving Accelerator, a membership community to launch 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com. LinkedIn: https://www.linkedin.com/in/tonymartignetti/ FREE How-to Guide: Unleash the Game-Changing Power of Planned Giving at Your Nonprofit https://plannedgivingaccelerator.com/free-how-to-guide/ ---------------------------------- Subscribe to my YouTube for weekly updates. https://www.youtube.com/channel/UCbjEu276-YQ0TeurphD62pA/ Download White Paper The Big Fundraising Secret (How Traditional Nonprofit Fundraising blocks your overall growth and keeps you from fully funding your organization every year) https://mailchi.mp/a533c0ab59cf/2021-whitepaper Or, subscribe to The Business Behind Fundraising podcast on any of your favorite podcast apps!
Released:
Jan 10, 2023
Format:
Podcast episode
Titles in the series (37)
Does Your Financing Plan Fully Finance Your Mission: I was having conversations with two prospects, and I always ask: “How much more money do you need? How much would they want to grow?” Organization A - with confidence - aimed to grow by 5x. Organization B, after some hesitation, answered 5 to 7%.... by The Business Behind Fundraising