Tag Archives: wills

Your Planned Giving Relationships

February 12, 2020Planned Givingbequests, charitable, donations, fundraising, gifts, planned giving, prospects, willsNonprofit Radio

Happy Valentines Day! Build on the Planned Giving relationships your donors have started, to grow your program.

Your Decade Plan For Planned Giving

January 22, 2020Planned Givingacceptance, beneficiary, CGA, charitable bequests, Charitable Gift Annuities, charitable remainder trusts, charitable rollover, charity, crediting, crt, designations, director, employee, events, fundraiser, gifts, giving, insurance, IRA, payable on death, policies, policy, promotion, qcd, qualified charitable distribution, recognition, stewardship, transfer on death, willsNonprofit Radio

If you start your Planned Giving fundraising program this year, you won’t believe how much you can achieve by the end of the decade. Here’s your plan for getting there.

4 Must-Haves To Start Your Planned Giving In 2020

January 2, 2020Planned Givingbequests, charitable, donors, planned gifts, planned giving, planned giving fundraising, willsNonprofit Radio

Happy New Year! I’ve got 4 simple essentials for you to get started with Planned Giving fundraising in the new year. Plus a reveal about my next video for our new decade.

Your Board’s Role In Planned Giving

August 21, 2019Planned Giving, Tony Martignetti Nonprofit Radiocharitable, estate, willsNonprofit Radio

Get your board involved in your Planned Giving program. They can make their own gifts and help you secure other donors. Your board members also have fiduciary and legal oversight responsibilities.

As Millennials Get Headlines, I Think About Baby Boomers

August 6, 2018Planned Giving, Tony Martignetti Nonprofit RadioBaby Boomer, baby boomers, bequests, charitable, estate planning, fundraising, Millennial, millennials, planned giving, retirement, weekly video, willsNonprofit Radio

Pay attention to your boomer donors. Promote planned gifts to them. You can’t assume estate gifts will come from your loyal lifetime donors. You need to ask for them.