Description
Learn the fundamentals of planned giving and best practices to start your planned giving program.Too many nonprofits are intimidated by planned giving fundraising. They think it’s too technical they need a lawyer’s expertise they’ll be talking about death and it will detract from other fundraising. In this topic, Tony Martignetti will smash those misconceptions. He’ll make planned giving easy and accessible and will assure you there’s no need to talk to your donors about their death. He’ll weave his standup comedy into the material, and you’ll walk away empowered to begin a planned giving program at your nonprofit.
Date: 2020-10-15 Start Time: End Time:
Learning Objectives
Which Types of Nonprofits Can Benefit From Planned Giving
• Mission
• Longevity
• Staff Size
Who Are the Best Planned Giving Prospects
• Age
• Giving History
• Never Married and No Children
Where Do You Start Your Planned Giving Program
• Charitable Bequests
• Why Start With Bequests
• Why Are Bequests the Most Popular Planned Gift
What Are Other Types of Planned Gifts
• Revocable Trusts
• Life Insurance
• Beneficiary Designations
• Charitable Gift Annuities
• Charitable Trusts
How Do You Market Your Planned Giving Program
• Events
• Direct Mail
• Digital
• Print
Resources to Learn More
• Free How-to Guide
• Book
• Nonprofit Radio Podcast
• Planned Giving Accelerator
Tony Martignetti-Martignetti Planned Giving Advisors
