Future-Proof Your Nonprofit With Planned Giving with Tony Martignetti

02 Jul 2025 • 38 min • EN
38 min
00:00
38:52
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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 landscapeDebunking myths: Making planned giving accessible for all organizationsEffective communication strategies for discussing legacy giftsIdentifying and engaging potential planned giving donorsSteps to initiate or rejuvenate a planned giving programThe 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 Enjoying the Podcast? ✨ Don’t forget to subscribe and leave a review on Apple Podcasts, Spotify, or your favorite podcast platform! 🪷🪷 This episode sponsored by Bloomerang! 🪷🪷 What if we named things for what they"re not? We"d give teachers non-apples and fly non-cars.  Ridiculous, right? So why is your world-changing organization called a "nonprofit"? Truth is you"re for-purpose. And the more you raise, recruit, and retain, the more good you can do. That"s where Bloomerang comes in. Bloomerang"s Giving Platform is built for purpose, with easy-to-use tools and powerful insights that help you understand your donors better than ever and unleash generosity! (Slightly faster, more energetic) Imagine... spending less time on admin tasks and more time on what matters: your mission. Bloomerang customers raise an average of 26% more! Ready to join them? Take my free masterclass: 3 Must-Have Elements of Social Media Content that Converts

From "Nonprofit Nation with Julia Campbell"

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