New Podcast: Where to start with Planned Giving

Jan 10

I'm excited for you to listen to my interview with Tony Martignetti on the podcast today!

You can listen HERE.

Tony Martignetti has been starting and growing Planned Giving programs since 1997. This is his 25th Anniversary year! He’s been consulting in Planned Giving since 2003.

Now he leads Planned Giving Accelerator, a membership community to launch 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com and the next one starts this month!

The reason I wanted Tony to come on my podcast was pretty simple. I wanted him to demystify Planned Giving for us.

He didn't disappoint.

Take a listen and let me know what other questions you have for Tony! If you're running an organization that's been thinking about starting a Planned Giving Program, you must listen to this episode.

If you want to reach out to Tony directly, shoot him a DM on LinkedIn HERE or email him at tony@tonymartignetti.com

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 growth-minded Nonprofit CEOs who are scaling their organizations but still need larger amounts of general operating support to truly grow. She breaks their teams free from the limitations of transactional fundraising and helps them reimagine their entire approach to revenue generation.

The high-performing leaders Sherry works with want to find and secure more unrestricted revenue from investment-level donors. They simply need more funding to do what’s in their Strategic Plan. To achieve this, she transforms their teams and boards into high-ROI revenue generators - revealing how they can align every hour they spend fundraising with new principles that double and triple donation sizes.

As a result of learning her methodology, Sherry’s clients regularly add 7-figures of gen-ops revenue to their bottom line by learning how to attract investment-level donors that WANT to fund their work. But the biggest transformation they experience is knowing the exact strategy, path, and team that will propel them to generate the 2-10X dollars their strategic plans require.

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

https://www.QuamTaylor.com