All posts by Tony

Podcast: Creative Thank You’s For Year-End Giving

One Justice Thank You 2

Your year-end giving plan is well under way. I’ve got simple and cheap–yet thoughtful–ways to say “thanks” so your stewardship gets off on the right foot when gifts come in.

Actually, I hosted Fundraising Fundamentals, my monthly podcast for The Chronicle of PhilanthropyMy guests had the savvy thank-you ideas.

They were
Claire Axelrad, the fundraising consultant behind clairification.com, and
Julia Wilson, executive director of OneJustice

Get ready to take notes. Their ideas ranged from cookies to videos. We talked about at least a dozen ideas in the 12-minute interview. That’s incredible ROI!

Listen here.

Want to check the archive? Or subscribe and get new shows each month? Check out Fundraising Fundamentals on iTunes.

I’m always interested in what you think after you listen. Drop a comment here or get me on Twitter.

Nonprofit Radio for November 15, 2013: The Ethics of Asking

Big Nonprofit Ideas for the Other 95%

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Sponsored by RallyBound peer-to-peer fundraising for runs, walks and rides. Also sponsored by TBRC Cost Recovery, getting you money back from phone bill errors and omissions.

Listen live or archive:

My Guest:

Deni Elliott: The Ethics of Asking

Deni Elliott head shotProfessor Deni Elliott from the University of South Florida edited the book “The Ethics of Asking.” When have you got an ethical issue in fundraising and how do you resolve it? How helpful are the ethics professional codes?

We’ll talk about examples from the book and answer your questions. Use the #NonprofitRadio hashtag on Twitter, the Facebook page or this blog post to leave a question.

 

 

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: On Fridays at 1pm Eastern: Talking Alternative Radio

Sign-up for show alerts!

You can also subscribe on iTunes to get the podcast automatically.

Sponsored by:
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5 Reasons To Promote The IRA Rollover NOW

Image courtesy of 'smil, Creative Commons license
Image courtesy of 'smil, Creative Commons license

The charitable IRA rollover from the Taxpayer Relief Act is one of the rare gifts in Planned Giving that gives your charity immediate cash. For most planned gifts you have to wait until the death of the donor. Not so with the IRA rollover.*

Here’s why I suggest you promote it immediately:
1. Perfect for end-of-year giving. This is an easy way for your donors to make their annual gift and earn considerable tax advantages. More here.

2. Expires on December 31. It might be extended, as it has been twice before, but do you want to roll the dice on any prediction of what Congress will do? Use the 12/31 deadline to create a sense of urgency through your marketing channels.

3. Limited audience. This is only for those age 70 1/2 or over. I blogged more IRA detail back in January.

4. Easy to promote. Share your tax ID number, address and legal name. Have donors contact their IRA administrator for instructions to make a “qualified charitable distribution” to you.

You can do a few sentences on your blog; in an email blast; on Twitter and Facebook (recurring once a week); drop a slip in a mailing you’ve already planned; and drop a mention into meetings and events.

5. Easy for donors to pull the trigger. The companies that hold IRAs have got this down to a simple process. In most cases, donors fill out a short form using the info you’ve provided. The check comes directly to your office (which is one of the requirements; the links above have more detail).

My clients are having great success with IRA gifts this year! You can too if you get the word out.

Do it now because IRA giving may not last much longer.

*It’s actually a distribution (to charity), not a rollover. I’m using what’s popular because that’s how people search.

Nonprofit Radio for November 8, 2013: Getting To The Next Level

Big Nonprofit Ideas for the Other 95%

Sponsored by RallyBound peer-to-peer fundraising for runs, walks and rides.

Listen live or archive:

My Guest:

Laurence Pagnoni: Getting To The Next Level

Laurence Pagnoni largeLaurence Pagnoni is author of “The Nonprofit Fundraising Solution.” Based on his work as an executive director and fundraising consultant, he has proven strategies to get you to the next level of fundraising revenue.

 

 

 

 

 

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: On Fridays at 1pm Eastern: Talking Alternative Radio

Sign-up for show alerts!

You can also subscribe on iTunes to get the podcast automatically.

Sponsored by:
rallybound-banner logo

View Full Transcript

Thank You’s For Year-End Giving

Vine Diabetes UK video

Last week for The Chronicle of Philanthropy I co-hosted a Google+ Hangout on Air on creative thank you’s–and the legal requirements that accompany them–for your year-end giving campaign.

With me were:
Claire Axelrad, fundraising consultant at Clairification.com
Gene Takagi, Esq., principal of the Nonprofit & Exempt Organizations law group (NEO) and contributor to Tony Martignetti Nonprofit Radio
Cody Switzer, my co-host and web editor at The Chronicle

It was Halloween fun, valuable info and over 200 hung out with us!

I’ve got takeaways:
— if you’re a small, local nonprofit, use it to your advantage: visit your donors with small thank you gifts
— Claire bakes, so she brings cookies or brownies to donors’ homes to say thanks—that’s incredible!
— handwritten notes are very rare, so they’re special; use them for an informal thanks within 48 hours of the gift
— there are lots of inexpensive ways to give a sincere thanks—watch the vid, below
— if you use video and kids are included, get a simple release from parents (Gene had more on video, so watch below)
— all formal acknowledgements have to include name of nonprofit, date of gift and amount
— for gifts of $250 or more, add a description if it’s not cash and a statement whether your donor received something in exchange

Here’s the video. (It ends abruptly because the host computer rebooted and kicked us all off. Well, not all. Claire, Gene and I kept the show going, hoping that the recording hadn’t ended, but it had.)

Thank you Claire, Gene and Cody! And Margie Fleming Glennon at The Chronicle for organizing us!

p.s. Here’s Gene’s blog on our Hangout.