Most executive directors put off planned giving because it feels like a time consuming and expensive project that requires a consultant, a gift acceptance policy, board training, a recognition society, and more. And after investing so much into planned giving, you won't receive a gift for years.

Tony Martignetti has spent 29 years proving that belief is just not true.

In this episode he walks us through his three-step, one-week launch; explains why three or four top prospects is a real planned giving program; and dismantles the objections that keep chief executives from closing the simplest gift there is (and the easiest one to ask for).

We also get honest about what stewardship of your planned giving donors actually costs.

If you are the CEO who wears many hats, this is the fundraising conversation that pays off long after your current grant cycle closes.

This episode answers questions like:

  • How do I start planned giving without a development director?
  • Do we need a gift acceptance policy before we can ask for bequests?
  • How many planned giving prospects can an executive director realistically handle?
  • How do I identify planned giving prospects?
  • When do I tell my board about a planned giving program?
  • Is planned giving worth it for a small nonprofit with a tight budget?
  • What do you say to a board member who is worried about a donor leaving us property we'll never be able to sell (like a toxic waste site)?
  • How do I steward and cultivate planned giving donors over the long term?

Links mentioned in this episode:

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