The Martignetti 3-Step, 1-Week Planned Giving Launch - A Discussion with Tony Martignetti of Martignetti Planned Giving Advisors

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor

Think planned giving is only for Harvard and the Cleveland Clinic? 

In his new book, Tony Martignetti says even a one-person nonprofit can launch it in a week!”

Tony Martignetti has been a front-line planned giving fundraiser since 1997, and on September 15th he releases his book, Planned Giving Accelerated, written specifically to make legacy giving accessible to small and mid-sized nonprofits (Sherry contributed to it too). Sherry and Tony break down his three-step framework: identify your top prospects using donor longevity, not a wealth screening, start with bequests, the simplest and most common planned gift, and then cultivate and solicit with a single, simple question. Tony also busts two of the biggest myths holding organizations back: that planned giving is a conversation about death, and that it competes with your other fundraising.

Listen in as we discuss:

  • Planned giving isn't a conversation about death, it's about the life and longevity of your mission

  • You already know your top prospects: your most loyal, long-tenured donors, no wealth screening required

  • Start with bequests, the simplest and most affordable planned gift, and about 75% of all planned gifts

  • One simple question, "Would you consider including us in your will?", is enough to launch your program

  • Bequest donors don't give less elsewhere: 75% actually increase their other giving once they've made that commitment

This is a don't miss episode! You can listen in at YouTube here!

Whenever you’re ready, here are THREE things you can do next:

👣 Follow me on LinkedIn here where I share the same lessons I teach my clients about attracting larger gen-ops dollars and adding 7-figures + to their bottom line. 

🍎 Read my GUIDE! THE TRUTH ABOUT GIVE/GETS :: Top 5 Reasons Your Board’s Give/Get Is Leaving Thousands (Sometimes Millions) on the Table. See how limiting board members to the Give/Get model restricts gifts and keeps your staff from reaching their full fundraising potential. Here to get it.

📈 Work with me to scale your org's revenue by 2-5X and fund your organization’s Strategic Plan // If you’re a business-minded CEO already raising MILLIONS but need to diversify revenue and secure more general-operating dollars to invest in growth, you can apply to work with me here.

Sherry Quam Taylor

Sherry Quam Taylor works with business-minded Nonprofit CEOs whose Strategic Plans require expansive budgets and larger amounts of general-operating revenue for growth. To become investment-level ready, Sherry helps leaders see their revenue potential and helps them see what may be blocking donors from giving in this way. Sherry’s clients know how to attract larger donors by solving the funding challenges at the root of the issue.

As a result of learning her methodology, Sherry’s clients become sustainable, diversify revenue, and know how to add significant amounts gen-ops revenue to their budgets. But mostly, their development departments and board have transformed into high-ROI revenue generators – aligning their hours with relational dollars and set free from the limitations of transactional fundraising.

Sherry attributes the success of her business to her passion for modeling radical confidence to the future CEOs in her house - her two college-aged daughters.

https://www.QuamTaylor.com
Next

Reducing Dependency on Fundraising Events & Federal Dollars—A Nonprofit Case Study with Kim Zoeller at Ray Graham Association