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372. Starting + Sustaining a Planned Giving Program - Tony Martignetti

372. Starting + Sustaining a Planned Giving Program - Tony Martignetti

FromWe Are For Good Podcast - The Podcast for Nonprofits


372. Starting + Sustaining a Planned Giving Program - Tony Martignetti

FromWe Are For Good Podcast - The Podcast for Nonprofits

ratings:
Length:
44 minutes
Released:
Jan 16, 2023
Format:
Podcast episode

Description

Meet Tony. If you term “planned giving” strikes either fear or confusion in your heart, get excited, because we brought the OG of planned giving knowledge and dispelling  tired myths about this part of our business. For more than two decades, he’s been starting and growing planned giving programs at nonprofits across the United States. He’s sharing how to know when your nonprofit is ready to take this step and what it takes to set up a planned giving program. Tune in to have all your planned giving anxieties eased? ?LearnMust haves to start your planned giving programHow to sustain planned giving programs Myths of planned givingToday’s GuestTony Martignetti, Evangelist, Planned Giving AcceleratorEpisode HighlightsTony’s story and journey to where he is today (3:00)Myths of planned giving (11:40)Overview of bequests (12:10)The must haves of planned giving programs (21:30)Bringing new energy to planned giving programs (24:00)Do This / Not That with Planned Giving (27:00)Sustaining a planned giving program (32:10)A powerful moment of philanthropy in Tony’s life (35:00)Tony’s One Good Thing: Every day is a new opportunity. (37:20)How to connect with Tony (38:30)For more information and episode details visit: weareforgood.com/episode/372.Planned Giving Accelerator is an online membership community, where folks in small- and mid-size nonprofits learn to launch Planned Giving fundraising in their orgs. This adds value to your fundraising toolkit, with a method of starting or growing your endowment. You’ll learn how to raise long-term, sustainability-type gifts in donors’ wills. Tony Martignetti teaches the 3-month course, yet members learn as much from their peers as they do from him in the Accelerator weekly 1-hour meetings together. The next class starts in early March and you’ll be done by Memorial Day. Information is at PlannedGivingAccelerator.com.About our Sponsor Neon OneTechnology alone can’t solve the challenges nonprofits face. That’s why Neon One provides software that empowers you to manage constituents all while giving you the resources and support you need to connect to what matters most - your people and their passions. Learn more about how Neon One is helping nonprofits create stronger connections by visiting neonone.com/weareforgood.About our Sponsor CosmicCosmic, a Social Impact Creative Agency, specializes in helping social impact and climate action organizations build brand awareness, nail their impact story, and turn digital advocacy into real-world actions. Step boldly into 2023 with a free 25 minute consultation with our good friend Eric Ressler, Cosmic’s Founder and Creative Director.  Sign up at: designbycosmic.com/good Start Learning Today on We Are For Good PRO ?We Are For Good PRO is reimagining nonprofit professional development - for good. ✨ Join us and get started at weareforgoodpro.com.
Released:
Jan 16, 2023
Format:
Podcast episode

Titles in the series (100)

Nonprofit professionals are faced with more challenges to accomplish their missions and the growing pressure to do more, raise more, and be more for the causes we hold so dear. With bootstrapped budgets and staff, the community of do-gooders are seeking camaraderie along the journey, a safe place to grow and learn and find connection and inspiration. Join Jonathan McCoy, CFRE and Becky Endicott, CFRE as they learn with you from some of the best in the industry; sharing the most innovative ideas, inspiration and stories of making a difference. You’re in good company and we welcome you to our community of nonprofit professionals, philanthropists, world changers, innovators, and others to bring a little more goodness into the world. Get cozy, grab a coffee, and get ready to be inspired. We are for good. You in?