Fight for this budget line item! Overwhelmed by a $1.3 million dollar annuity program, a potentially rich bequest harvest, state audits and compliance problems, individual prospect issues, and minimal support, I turned to Martignetti Planned Giving Advisors, and I’m glad I did. This consultancy rolls up its sleeves and gets in there where your concerns are. Accessible, expert and effective, Martignetti Advisors quickly proved to me that they are worth every cent!
Carole Weaver, Ph.D.,CFRE
Major Gifts and Planned Giving
The College of New Rochelle
I had tried to make a substantial gift to my alma matter, but it was frustrating. At that time, the University didn’t have anyone on staff knowledgeable about more sophisticated planned giving instruments. When Tony started working with them everything changed. I felt I was dealing with a knowledgeable and capable professional. Tony listened to what I wanted to accomplish, understood my goals and worked with me and my attorney to fashion a gift giving instrument to meet my needs. Throughout, he made the gift giving process purposeful, comfortable and fulfilling.
Frank J. Pannizzo, Esq.
New York City
Tony Martignetti’s excellent guidance facilitated our successful navigation of NYS Department of Insurance requirements to formalize our charitable gift annuity program. His thoughtful strategy also enabled us to confirm several estate commitments and to implement a strategy for ongoing follow-up.
Kathryn J. Sides
Director of Development
The Stony Brook School
Your newsletter continues to inspire me— the “one hour a day” rule is so true…we all need to focus on what is truly important in the development process— reaching out. Thank you for all you are doing for our profession.
Patricia D. Nolan
Major Gift Officer
St. John’s University
We are truly appreciative for everything Martignetti Planned Giving Advisors has done on behalf of this school—their expertise and discipline have been gifts to our school.
Susan Braun
Administrator
The Waldorf School of Garden City
I would like to thank Tony for his patience, knowledge and creativity while we worked together to structure a major donation to one of the nation’s finer colleges. The donor was my client. He was anxious to make the gift so that it would help the institution while at the same time enable he and his wife to continue to live in the style to which they had been accustomed. I very much appreciate that Tony understood their goals. His familiarity with the institution’s needs, his knowledge of the tax laws, and his ability to work as part of a team were critical in achieving the goals of both the donor and the institution.
Attorney, New York City