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:

• https://tonymartignetti.com/about/ 
• https://www.linkedin.com/in/tonymartignetti/ 
• https://podcasts.apple.com/us/podcast/tony-martignetti-nonprofit-radio/id410006184

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🪷🪷 This episode sponsored by Bloomerang! 🪷🪷

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