With multiple challenges facing development, it’s overwhelming to think about the time and effort, not to mention the legal acumen, nonprofits require to implement a planned giving strategy. But here’s the light bulb moment…revenue from planned giving not only supports long-term sustainability, it drives an average 75% lift in annual giving. Tony Martignetti, creator of the Planned Giving Accelerator Workshop, discusses planned giving impact and outlines a simplified approach to implementation. Note: No attorney needed.


January 19, 2023 – Episode # 71

Planned Giving, It’s a Conversation Worth Having featuring Tony Martignetti

Planned giving, legacy gifts, and bequests have the potential to sustain a nonprofit and promise future funding. There’s more good news. A successful planned giving program converts donors to major gift donors, positively impacts annual giving, deepens donor relationships, drives peer-to-peer support communities, and strengthens long-term financial stability.

But foreboding may prevent nonprofits from implementing a planned giving program. According to The Fundraising Authority, almost everyone has the ability to make a planned gift and more than 33% of Americans are willing to consider a charitable bequest. Yet among those over the age of 30, only 22% say they have been asked for a planned gift.

In this episode, Tony Martignetti, Former Attorney and Creator, Planned Giving Accelerator, shares his legal expertise and 25 years of development experience to guide nonprofits towards endowment readiness. Nonprofit Research Collaborative reveals the average charitable bequest in the U.S. is about $35,000. It’s a conversation worth having.

Tony speaks candidly about:

  • Impact of a successful planned giving strategy.
  • Myths that have created barriers to planned giving success.
  • Mindset about communications and cultivating donor legacy.
  • Simple approach to unlocking new and sustainable revenue streams.

To connect with Tony, reach out to him on Linked In: Tony Martignetti and tune-in to Tony’s podcast: Nonprofit Radio
Register for the 2023 Workshop: Planned Giving Accelerator

(If you are a nonprofit and would like to be a guest on Raise Nation Radio to feature your mission and impact, contact Dawn Lego.)