All Episodes

July 2, 2025 • 38 mins

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:

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

Mark as Played

Advertise With Us

Popular Podcasts

United States of Kennedy
Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.