Podcasts about Planned giving

https://www.plannedgivingaccelerated.com/my-book  The episode features planned-giving consultant Tony Martignetti discussing his book, Planned Giving Accelerated. His central message is that legacy fundraising isn't reserved for universities, hospitals, or large nonprofits—small and midsized organizations can launch a practical program in one week. The three-step approach: Identify your strongest prospects. Prioritize loyal, long-term donors with whom someone at the nonprofit has a genuine relationship. Consistency matters more than wealth: someone who has donated $5 annually for 20 years may be a better prospect than an occasional major donor. Start exclusively with gifts in wills. Bequests are familiar, simple, and cost donors nothing during their lifetimes. More complicated vehicles can wait until the program matures. Cultivate and ask. Begin personal conversations with the best prospects. Martignetti recommends asking directly but naturally: “Would you consider including us in your will?” Key insights: Planned giving is a conversation about life, not death. The focus should be the longevity of the organization's work and its future impact in the community. Loyalty predicts potential better than gift size. Nonprofits shouldn't restrict planned-giving outreach to wealthy or major donors. Start with donors around age 55–60 or older. Younger donors can participate later, but older, established supporters are more likely to retain the organization in their estate plans. Don't lead with tax benefits. Most modest donors will receive little or no estate-tax advantage; they give because they care about the mission. Technical questions should be referred to the donor's attorney or financial adviser. Bequests are usually unrestricted. Martignetti encourages nonprofits to place as much as practical into an endowment while balancing immediate operating needs. Specific restrictions and naming opportunities are exceptions. Discuss programs, buildings, or required gift amounts only when donors want a more tangible legacy. Monthly donors can become strong prospects, although the initial launch should remain tightly focused on the most established relationships. Donor-advised funds require succession planning. Donors should designate successor advisers or charitable beneficiaries so the remaining money doesn't simply default to the sponsoring organization. Meetings can be informal. Martignetti likes meals because their natural pacing creates room for conversation, but fundraisers should meet wherever both parties feel comfortable. The episode also discusses Martignetti's deliberately humorous, anti-academic style and a seemingly unrelated chapter documenting the 2025 “GoFundMe chaos week.” In that episode, GoFundMe created roughly 1.2 million unapproved nonprofit donation pages. Nonprofit professionals organized on LinkedIn, pressured the company to respond, and helped bring wider regulatory attention to “shadow donation pages.” Overall, the takeaway is simple: planned giving does not require a complex campaign, special website, tax expertise, or wealthy donor base. It begins when a nonprofit identifies a loyal supporter and opens an honest conversation about sustaining its mission beyond the donor's lifetime.

Planned giving can feel intimidating, especially if your team is small and your days are already full. But you don't need dedicated staff, or expensive resources. Farra Trompeter, co-director, talks with Tony Martignetti, evangelist for planned giving and author of Planned Giving Accelerated, about why planned giving is easy, accessible, and affordable for organizations of any size. They explore Tony's three-step launch framework, and discuss why donors who include you in their will actually increase their annual giving. You'll also learn how to reframe planned giving from a "death conversation" to a joyful legacy conversation and practical low-lift marketing tactics. Get actionable advice for launching a planned giving program this month—with no additional staff.

Big change doesn't require a big budget, a big team, or a complicated plan. For nonprofits, creating lasting impact can start with something as simple as a conversation with the people who already believe in the mission.In this episode of Agency for Change, Lyn sits down with Tony Martignetti, planned giving consultant and author of Planned Giving Accelerated, to talk about how small and mid-size nonprofits can make planned giving a meaningful part of their work. Tony shares why legacy giving is more accessible than many organizations realize, why loyal donors can be more valuable prospects than the biggest donors, and how simple gifts in wills can help nonprofits sustain their missions for generations to come. He also shares his three-step, one-week approach to getting started, the relationship-building power of his “Martignetti MEAL Plan,” and why keeping a little humor and perspective can make the work, and the world, a better place.Connect with Tony at:·       LinkedIn – https://www.linkedin.com/in/tonymartignetti ·       Website – https://tonymartignetti.comLearn more about Tony's book, Planned Giving Accelerated at:·      Book Website – https://plannedgivingaccelerated.com ·      Amazon ·      Barnes & Noble

In this episode of The Responsive Lab, Scott sits down with Tony Martignetti, founder, author, and planned giving consultant. Tony has spent nearly three decades making planned giving accessible for small and mid-sized nonprofits, first as a frontline fundraiser and then as a consultant since 2003.You'll hear about:• Why the conventional wisdom that small nonprofits aren't ready for planned giving is flat-out wrong, and what's really holding organizations back• How to identify your best planned giving prospects using the donor database you already have, with a focus on longevity and consistency over gift size• The Martignetti three-step, one-week planned giving launch, and what actually happens on day one• Why planned giving conversations are about the life and sustainability of your mission, not about death• What early metrics fundraisers should track when the financial results may be decades away• What good stewardship looks like after a donor says yes, from the handwritten note to insider communicationsMake sure to get a copy of Tony's new book, Planned Giving Accelerated, that's linked below.Links from the episode:* Connect with Tony on LinkedIn: https://www.linkedin.com/in/tonymartignetti/* Buy Planned Giving Accelerated on Amazon: tony.ma/Amazon* Buy Planned Giving Accelerated on Barnes and Noble: tony.ma/BNLooking for technology that helps you build deeper donor relationships with less work from your team? Learn more at virtuous.org.

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., is joined by Lisa Chmiola, MS, CFRE, CSPG, Director of Legacy and Gift Planning for Children's Medical Center Foundation in Dallas, to discuss how fundraisers can make planned giving less intimidating and build support for it across an entire nonprofit organization. Chmiola shares her own path into gift planning, which began in event-based fundraising before moving into individual giving. Her experience offers reassurance for fundraisers who may feel overwhelmed by planned giving: you do not need to become an expert in every type of charitable gift at once. Instead, she recommends starting with common approaches such as bequests, beneficiary designations, appreciated securities, qualified charitable distributions, and donor-advised fund grants. More complex gifts can be handled with support from attorneys, community foundations, financial professionals, and other experts. Bill and Lisa also explore why planned giving should not be treated as a separate fundraising function. A strong gift planning program can strengthen long-term sustainability while supporting current fundraising goals. Loyal annual fund donors, even those giving modest amounts each year, may eventually become significant legacy donors. Conversations about non-cash assets can also reveal resources donors may never have considered using philanthropically. With less than 3 percent of wealth in the United States held in cash, fundraisers should recognize that a donor's capacity to give often extends far beyond a checking account or paycheck. Those conversations require fundraisers to listen carefully and feel comfortable suggesting possibilities. A donor may mention securities, retirement assets, real estate, or other property without realizing those assets could be used for charitable giving. Chmiola emphasizes that fundraisers do not need to provide legal or financial advice themselves. Their role is to recognize opportunities, remain in relationship with the donor, and connect them with the appropriate professionals when needed. Organizations also need to be prepared for complex and non-cash gifts. Chmiola recommends that every nonprofit understand its gift acceptance policy, or create one if none exists. A strong policy defines which gifts the organization will accept, which require additional review, and which could create more cost or liability than benefit. A racehorse, for example, may appear valuable until boarding, feeding, veterinary care, and other expenses consume the proceeds from its sale. Real estate can bring its own requirements, including title reviews, inspections, and environmental assessments. That ability to say no is part of responsible stewardship. Fundraisers are not obligated to accept every asset simply because it is offered with charitable intent. Instead, gift planning should begin with the donor's “why”: why they care, what impact they want to make, and only then how the gift should be structured. If one asset is not a good fit, the fundraiser can help identify another path. The central takeaway is that planned giving works best when it is integrated into the organization's broader fundraising strategy. By building internal confidence, understanding common giving vehicles, adopting thoughtful gift acceptance policies, and keeping the donor's goals at the center of the conversation, organizations can create meaningful opportunities for supporters to give both today and in the future.

Show Notes Planned giving often lands on the someday list right beside the wealth screen a nonprofit can't yet afford. Tony Martignetti says you can launch it this week with one honest conversation about a gift in a will. No campaign, no brochure, no page. Sarah sat with Tony Martignetti, a front-line planned giving fundraiser since 1997 and author of the new book Planned Giving Accelerated, to discuss how a small or mid-size nonprofit launches planned giving in a single week, without a wealth screen or a legal background. In This Episode, You'll Learn How Tony's three steps get planned giving, and launched inside a single week Why your best prospects are your most loyal donors, not your wealthiest ones What to say when you ask a donor to consider a gift in their will How to respond when a donor says no, yes, or let me think about it Why lifetime giving tells you almost nothing about the size of a planned gift Who This Episode Is For • Executive directors who have been told that planned giving belongs to hospitals and universities • Fundraisers who want major gifts but have no budget to build a whole program first • Anyone who keeps putting off the will conversation because it feels awkward to raise About the Guest Tony Martignetti is the evangelist for Planned Giving. In September, he publishes his book, Planned Giving Accelerated, to help small- and mid-size nonprofits launch by making Planned Giving fundraising easy, accessible and affordable.  Pre-orders are at PlannedGivingAccelerated.com. He started as a front-line Planned Giving fundraiser in 1997 and kicked off his consulting in 2003. He's active on LinkedIn and would be honored to connect. Tony is a lawyer, but he doesn't talk like one. Instead, he weaves in his stand-up comedy and improv past to bring Planned Giving within reach for small- and mid-size nonprofits. About the book Tony's new book, Planned Giving Accelerated, is a practical guide for small- and mid-sized nonprofits that want to start a planned giving program without making it complicated. Drawing on nearly 30 years of experience, Tony shows how organizations can launch in just one week, starting with bequests. The book covers how to identify your best prospects, build donor relationships, overcome common planned giving myths, and create a sustainable program without a huge budget or specialized legal expertise. Connect with Tony: LinkedIn: LinkedIn  Website:  tonymartignetti.com Tony Martignetti Nonprofit Radio: Tony Martignetti Nonprofit Radio  Email: tony@tonymartignetti.com Resources mentioned Get Tony's book, Planned Giving Accelerated, here: plannedgivingaccelerated.com The LinkedIn episode Sarah mentioned is "Show Up Stand Out with Bafda M. Imam," and you can find it at inspirednonprofitleadership.com. Sarah Olivieri: Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Thank you to our sponsor, Donorbox. More than a suite of helpful fundraising tools, Donorbox is a partner that helps you raise more money and supports you in retaining your donors.

BIO: Tony Martignetti is the author of the upcoming book, Planned Giving Accelerated. He's been helping small- and mid-size US nonprofits launch Planned Giving fundraising programs since 1997. Tony is a lawyer, but he doesn't write or talk like one. He weaves in his background in stand-up comedy and improv to make Planned Giving easy, accessible, and affordable.STORY: Tony returns with a different kind of investment story: how he spent eight months writing Planned Giving Accelerated, a book designed to help small and mid-sized nonprofits launch a legacy giving program in as little as one week.LEARNING: The best fundraising asset most small nonprofits already have is their most loyal, longest-tenured donors, and putting it to work costs nothing but a conversation. "Planned giving is not a conversation about death. It's about life, the longevity and sustainability of your nonprofit's work."Tony Martignetti Tony Martignetti is the author of the upcoming book, Planned Giving Accelerated. He's been helping small- and mid-size US nonprofits launch Planned Giving fundraising programs since 1997. Tony is a lawyer, but he doesn't write or talk like one. He weaves in his background in stand-up comedy and improv to make Planned Giving easy, accessible, and affordable.Tony joins the podcast for the second time. In his first appearance, Ep820: A Flattering Binder and $13,500 Down the Drain, he shared how a $13,500 bet on a flashy Manhattan PR agency taught him to check his ego. This time he returns with the opposite kind of story: a low-cost, three-step system that has helped nonprofits raise nine figures without spending a dollar on PR.What is planned giving, and why does it matter?Planned giving fundraising is the practice of securing long-term gifts made through a donor's estate or retirement plan, rather than a check written today. Tony's new book focuses specifically on the simplest and most common form: a bequest, meaning a gift left through a nonprofit inside a supporter's will.For a nonprofit, these gifts function like seeds planted years or even decades before they mature. Since most bequest donors are in their 60s or 70s when they name a charity in their will, the gift itself may not arrive for another 20 to 30 years. That time horizon is exactly why Tony sees planned giving as the foundation of real organizational sustainability—feeding an endowment a nonprofit can grow indefinitely, rather than a one-time cash infusion that gets spent immediately.The missed opportunity hiding in your donor listTony points out that most nonprofits miss donor opportunities because they don't ask. They already have everything they need to start a legacy giving program and simply never ask. Tony's three-step framework, which he calls the Martignetti Three-Step, One-Week Planned Giving Launch, laid out in the first three chapters of his book, is designed to get an organization from zero to a live planned giving program within a week:Step one: Identify your top prospects by analyzing donors who have shown consistent giving over at least 10 years, regardless of gift size, to ensure targeted outreach.Step two: Start with the simplest planned gift there is, a bequest written into a will, rather than a more complex vehicle.Step three: Cultivate and solicit those prospects directly by initiating a personalized, values-based conversation about legacy, making the donor comfortable and engaged.Tony's point is that a nonprofit does not need a press release, a webpage, or a campaign to say it has launched planned giving. It needs one honest, genuine conversation with the right donor. Have that conversation, and the program is live.Furthermore, he explains, the size of the gift matters less than its consistency. When a donor has given $5 each year for 20 years, it shows a strong emotional connection to the cause and makes them a better prospect for planned giving than a single large donation made one year ago.Why the conversation isn't about deathA common excuse Tony often receives is that conversations about planned giving make people feel uncomfortable or even morbid, because bequests are paid out only after a donor dies. However, according to Tony, this is not a conversation about death but about leaving a long-term impact that a donor has already been experiencing.Planned giving, Tony believes, is different from immediate, urgent appeals based on scarce funds and the need to pay employees' salaries soon. When the conversation starts by mentioning how important it is to keep the nonprofit from running out of money, that is an unsustainable way to fundraise. A nonprofit with enough stability to plan decades in advance is better placed to have a successful planned giving conversation.The data behind love and moneyTony cites research from Russell James, a professor at Texas Tech University who has spent decades studying the psychology and economics of bequest giving using quantitative methods rather than anecdotes. One striking finding Tony references is that, on average, about 75% of people who add a nonprofit to their will increase their annual giving to that same organization afterward.This seems to be an emotional factor, not a financial one at all. Once a donor decides to include a cause in their will alongside family members such as spouses, kids, or grandchildren, they feel an even stronger bond with that cause, and that bond shows up in daily donations as well. This finding clearly counters the fears many fundraisers have about planned giving and the idea that donors might consider their bequest their final donation and give nothing else annually.Actionable adviceFirst, create your own donor database and filter for longevity rather than monetary contribution, because donors who have been contributing for 15 to 20 years can qualify for planned giving.When you approach that donor, frame the conversation around the future and sustainability of the work they already support, rather than your organization's current financial needs.If you're a nonprofit under five years old or without individual donors yet, focus first on building that base.No. 1 goal for the next 12 monthsTony's number one goal for the next 12 months is to get Planned Giving Accelerated into the hands of 2,000 small and mid-sized nonprofits within a year of launch, with the hope that even half of them implement the three-step framework and successfully launch a planned giving program. Connect with Tony MartignettiLinkedInYouTubePodcastAndrew's booksHow to Start Building Your Wealth Investing in the Stock MarketMy Worst Investment Ever9 Valuation Mistakes and How to Avoid ThemTransform Your Business with Dr.Deming's 14 PointsAndrew's online programsValuation Master ClassHow to Start Building Your Wealth Investing in the Stock MarketFinance Made Ridiculously SimpleFVMR Investing: Quantamental Investing Across the WorldBecome a Great Presenter and Increase Your InfluenceTransform Your Business with Dr. Deming's 14 Points

Episode 384: How to Launch a Planned Giving Program in One Week (Tony Martignetti)Episode SummarySmall and mid-sized nonprofits routinely tell themselves that planned giving belongs to hospitals and universities, that it takes a lawyer and a brochure to begin, and that raising it with a donor means starting a conversation about death. Tony Martignetti, founder of Planned Giving Accelerator and host of Tony Martignetti Nonprofit Radio, has worked in planned giving since 1997 and spent more than twenty years consulting almost exclusively with small and mid-sized shops, and he takes apart every one of those assumptions here. He walks through the three-step, one-week launch at the center of his new book: query your database for loyalty rather than capacity, including the donor whose average gift is five dollars sustained across twenty-five years; start with gifts in wills and nothing else; then ask three to five of those donors, face to face, whether they would consider including you in their will, and stop talking. Listeners will walk away with a program they can launch next week, with no wealth screening and no legal expertise required.About TonyTony Martignetti is the founder of Planned Giving Accelerator, through which he has devoted his practice to launching planned giving programs at small and mid-sized nonprofits, and the author of Planned Giving Accelerated, publishing September 15. He went to law school, practiced for two years, disliked it enough to re-engineer his career entirely, and entered planned giving in 1997 as a frontline fundraiser and director of planned giving, first at a college and then at a university, before beginning his consulting work in 2003. He has hosted Tony Martignetti Nonprofit Radio for more than sixteen years, covering the full range of what small and mid-sized shops wrestle with, and his stated goal is to help at least a thousand organizations start a planned giving program. He is also, by his own description, an Italian and a big hugger, the kind of fundraiser who will get up and embrace a donor who has just said yes.ResourcesThanks to our podcast partner, Inperium: inperium.orgTony's new book, Planned Giving Accelerated, publishing September 15 wherever books are sold. Join the waitlist at plannedgivingaccelerated.comTony's website, home to his Planned Giving Accelerator work and his podcast, Tony Martignetti Nonprofit Radio: tonymartignetti.comTony's LinkedIn: linkedin.com/in/tonymartignettiBook recommendation: Planned Giving Simplified by Robert F. Sharpe Sr. (Wiley)Follow Your Path to Nonprofit Leadership, and please leave a review!Learn more about the leadership resources at Armstrong McGuire: ArmstrongMcGuire.comYour Path to Nonprofit Leadership | ArmstrongMcGuire.com

What if planned giving isn't just for large nonprofits with massive development teams, sophisticated systems, and years of experience?In this episode of Nonprofit Nation, Julia Campbell talks with Tony Martignetti, the evangelist for Planned Giving and author of the forthcoming book Planned Giving Accelerated, about why small and mid-size nonprofits should be thinking about legacy giving, and why it doesn't have to be complicated.Tony shares a practical, approachable perspective on how nonprofits can recognize potential planned giving donors, start meaningful conversations about legacy giving, and build a program without expensive infrastructure or unnecessary complexity.Together, Julia and Tony unpack some of the biggest misconceptions around planned giving, including the idea that only wealthy donors or large institutions should pursue it. They also explore why donor loyalty can matter more than the size of an individual gift, how to make conversations about estate plans feel natural, and what nonprofit leaders and boards need to understand about building a culture around legacy giving. In this episode, you'll learn: Why planned giving isn't just for universities, hospitals, and large institutions  The biggest misconceptions that keep small nonprofits from getting started  What a simple and affordable planned giving program can look like  How to identify donors who may be strong planned giving prospects  Why donor loyalty can be more important than wealth when identifying potential legacy donors  How to introduce planned giving without making the conversation uncomfortable or transactional  What fundraisers need to know before talking with donors about legacy gifts  When to involve a donor's attorney or financial advisor  The basic infrastructure a nonprofit actually needs to get started  How to communicate about planned giving without overwhelming donors with technical information  How nonprofit leaders and boards can support a culture of legacy giving  Why the current generational transfer of wealth creates an important opportunity for nonprofits  One thing fundraisers can do this week to start moving planned giving forward About Tony MartignettiTony Martignetti is the evangelist for Planned Giving and the author of Planned Giving Accelerated, a book designed to help small and mid-size nonprofits launch planned giving programs by making the process easy, accessible, and affordable.Tony began his career as a front-line planned giving fundraiser in 1997 and launched his consulting practice in 2003. He is also a lawyer with a background in stand-up comedy and improv—an unusual combination that helps him make planned giving approachable rather than intimidating. Resources & Links

August is Make a Will Month, and host Lottie Ferguson, Vice President of Development and Donor Services at the Community Foundation of Greater Flint, sits down with estate planning attorney Heidi McAra, JD, to explain what a real legacy plan looks like — wills, trusts, power of attorney, and more. Heidi breaks down when to review your plan, why you don't need significant wealth to include charitable giving, and the often-overlooked parts of legacy: sentimental heirlooms, digital assets, and personal notes for the next generation. She also shares why she connects clients to the Community Foundation of Greater Flint and what her years as a CFGF trustee have taught her about legacy in Flint and Genesee County. Learn more about estate planning or connect with the Community Foundation of Greater Flint at cfgf.org. If you're a Trusted Advisor wanted to network with other professionals and CFGF, visit cfgf.org/tag. Support the show

Scared of planned giving because it feels too technical, expensive, or “only for big institutions”? In this episode, you'll learn how even the smallest nonprofit can launch a simple, effective planned giving program in just one week—without a big budget, complex gift vehicles, or a team of experts. Key Takeaways: Small and mid-sized nonprofits can be highly successful with planned giving by focusing on simple, practical actions instead of waiting for perfect materials or large teams. Launching planned giving is less about a formal campaign and more about starting real conversations with your most loyal donors. Framing legacy giving around the long-term life and impact of the mission, rather than death, makes the conversation more natural and values-driven. Starting with gifts in wills keeps things simple for both organizations and donors, avoiding technical complexity while still generating meaningful future support. Consistent stewardship—personal thanks, insider treatment, and recognition—reinforces a donor's decision to include an organization in their will and deepens the relationship over time. “[Planned giving] is a conversation that's the opposite of death. It's a conversation about life: the life, longevity, and sustainability of your nonprofit in your community.” “MEAL is an acronym for Meals Expertly Allow Learning.” “The most powerful idea in planned giving is also the simplest: start.” - Tony Martignetti Tony Martignetti is the evangelist for Planned Giving. In September, he publishes his book, Planned Giving Accelerated, to help small- and mid-size nonprofits launch by making Planned Giving fundraising easy, accessible, and affordable. All the book info is at PlannedGivingAccelerated.com. He started as a front-line Planned Giving fundraiser in 1997 and kicked off his consulting in 2003. Tony is a lawyer, but he doesn't talk like one. Instead, he weaves in his stand-up comedy and improv past to bring Planned Giving within reach for small- and mid-size nonprofits. Reach out to Tony Martignetti at: Website: https://www.plannedgivingaccelerated.com/ LinkedIn: https://www.linkedin.com/in/tonymartignetti/ Let's Work Together to Amplify Your Leadership + Influence1. Group Coaching for Nonprofit LeadersWant to lead with more clarity, confidence, and influence? My group coaching program is designed for nonprofit leaders who are ready to communicate more powerfully, navigate challenges with ease, and move their organizations forward. 2. Team Coaching + TrainingI work hands-on with nonprofit teams to strengthen leadership, improve communication, and align around a shared vision. Whether you're growing fast or feeling stuck, we'll create more clarity, collaboration, and momentum—together. 3. Board Retreats + TrainingsYour board has big potential. I'll help you unlock it. My engaging, no-fluff retreats and trainings are built to energize your board, refocus on what matters, and generate real results.Get your free starter kit today at www.theinfluentialnonprofit.comConnect with Maryanne about her coaching programs:https://www.courageouscommunication.com/connect Book Maryanne to speak at your conference:https://www.courageouscommunication.com/nonprofit-keynote-speaker

Tony Martignetti joins Sherry Quam Taylor to discuss his upcoming book, Planned Giving Accelerated, and the transformative potential of planned giving for small to mid-sized nonprofits. Tony's book (that features a contribution from Sherry herself!) aims to empower smaller organizations, making planned giving accessible and straightforward.Tony believes that planned giving can be a powerful way to secure the future of your organization, Tony emphasizing that planned giving is ultimately about life and sustainability.What You Will Discover:✔️ Planned Giving is not a conversation about death. It's an opportunity to preserve the life and longevity of your work in your community✔️ Identify Your Top Prospects. Focus on your loyal, long-standing donors who have shown commitment over the years✔️ Engage in Conversations. Shift the narrative from reactive fundraising to proactive relationship building, making the planned giving conversation feel more natural✔️ Cultivate and Solicit. Base your asks on the foundation of trust you've built with your top prospects——————————————Tony Martignetti is the evangelist for Planned Giving. In September, he publishes his book, Planned Giving Accelerated, to help small- and mid-size nonprofits launch, by making Planned Giving fundraising easy, accessible and affordable. The book waitlist is at PlannedGivingAccelerated.com. He started as a front-line Planned Giving fundraiser in 1997 and kicked off his consulting in 2003. Tony is a lawyer, but he doesn't talk like one. Instead, he weaves in his stand-up comedy and improv past, to bring Planned Giving within reach for small- and mid-size nonprofits. LinkedIn: https://www.linkedin.com/in/tonymartignetti/Website: PlannedGivingAccelerated.com----Welcome to the Business Behind Fundraising podcast, where you'll discover how to raise the kind of money your big vision requires without adding more events, appeals, or grant applications. Learn how to stop blocking overall revenue growth and start attracting investment-level donors with Sherry Quam Taylor.Sherry Quam Taylor's unique approach and success combine her background of scaling businesses with her decade-long experience advising nonprofit leadership teams. With out-of-the-box principles and a myth-busting methodology, proven results, and an ability to see solutions to revenue problems that others overlook, her clients regularly add 7-figures of revenue to their bottom line.If you need a true partner to show you how to fully finance your entire mission, both programs, AND overhead, year after year… You're in the right place!#nonprofits #podcast

$1,500 in lifetime giving. A million-dollar gift in the will.Tony Martignetti calls it the planned giving multiplier — the gap between what a donor gives you while they're living and what they leave you when they're gone. It's often measured in the thousands. And the donors most likely to trigger it aren't your wealthiest. They're your most loyal.

Planned giving does not have to be complicated OR expensive, and you don't need an estate attorney to get started. What if your nonprofit already has planned giving prospects sitting inside your donor database, but you just haven't asked them yet?Tony Martignetti worked with a historical society who mailed just 250 people about planned giving. SIX donors responded that they had already included the organization in their wills!We talk about how Tony built St. John's University's planned giving program to $20 million, why your best prospects are often your most loyal long-term donors, and why he recommends starting with donors around age 55-60+ and older. And yes, monthly donors absolutely belong in this conversation. Someone who has supported your organization month after month for years can make an incredible planned giving prospect.Resources & LinksConnect with Tony on LinkedIn, tune in to his podcast Nonprofit Radio, and learn more Planned Giving Accelerated.This episode is presented by The Monthly Giving Builder. If you are leaving real impact dollars on the table, sign up by August 12th for just $49.99/month and get FREE access to 3 LIVE sessions on August 17, 20, and 27 to help you stand up your monthly giving program.With the Monthly Giving Builder, you can generate your comprehensive monthly giving plan and build your program step by step - with a guided companion working alongside you from start to finish. Supercharge your monthly giving program and apply for my Monthly Giving VIP Intensive session. Only 2 spots are available this fall!Let's Connect!Send a DM on Instagram or LinkedIn and let us know what you think of the show!My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good.Want to book Dana as a speaker for your event? Click here!

Send us Fan MailPlanned giving for small nonprofits doesn't have to require a huge budget, sophisticated technology, or months of preparation. Tony Martignetti, author of ‘Planned Giving Accelerated', says a nonprofit can launch planned giving in just one week by identifying the right donors, starting with gifts in wills, and having the first conversation.His advice starts with simplicity.Tony says gifts in wills, also known as charitable bequests, should be the starting point for small and midsized nonprofits. He estimates they can represent at least 75% of planned gifts, and says he has seen that figure reach 90%.Then comes one of the episode's biggest operational surprises: don't assume your best planned giving prospects are your wealthiest donors.“You have all the data you need,” Tony says. His preferred signal is loyalty . . .the donors who have consistently supported the organization for years and have a genuine relationship with its people.That leads to Tony's three-step launch:1.      Identify your top prospects.2.      Start with gifts in wills.3.      Cultivate and solicit those prospects through conversation.No major campaign! No four-color brochure! No dedicated planned giving website! No wealth-screening exercise required before beginning!And for fundraisers nervous about talking about mortality, Tony flips the premise completely: “This is a conversation about life” . . . .specifically the future life, longevity, sustainability, mission, and values of the organization.The conversation also explores donor privacy, why 7 to 8 donors may remain anonymous for every one who discloses a bequest, donor meetings over meals, avoiding the spaghetti at those meetings—yes, really—and why relationships beat elaborate fundraising machinery when you're getting started.Key Takeaways:Begin planned giving with simple gifts in wills.Loyalty and longevity can outperform wealth as prospect indicators.Tony estimates gifts in wills can comprise 75%–90% of planned gifts.A first qualified donor conversation can constitute a successful launch.Expensive screening, brochures and dedicated websites are not prerequisites.Frame planned giving around mission longevity—not donor mortality.00:00:00 Planned Giving in Just One Week?00:03:08 What Planned Giving Actually Means00:04:31 Why Gifts in Wills Come First00:06:50 Why Most Legacy Donors Won't Tell You00:09:35 The 3-Step, One-Week Launch00:12:26 Planned Giving Is Not About Death00:18:15 The Martignetti MEAL Plan00:20:48 The Planned Giving Pasta Rule00:22:14 Privacy and the Right Donor Meeting Setting00:24:50 Finding Prospects in Your Own Database00:26:19 Skip the Brochure and Start Talking00:28:13 Planned Giving Accelerated#PlannedGiving #NonprofitFundraising #TheNonprofitShowFind us Live daily on YouTube!Find us  Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits!  12:30pm ET   11:30am CT  10:30am MT  9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Episode 77: Featuring Julie Gondzar, Director of Development, Greater Portland Landmarks On this episode of The Boulos Beat, Greg Boulos sits down with Julie Gondzar, Director of Development at Greater Portland Landmarks, to discuss her passion for historic preservation, and the importance of protecting Portland's architectural legacy while embracing thoughtful growth. Greg and Julie discuss the balance between preserving Portland's historic character and meeting the demands of modern development, the importance of educating the public about preservation, and Greater Portland Landmarks' initiatives to engage the next generation of advocates. Julie concludes by sharing the organization's vision for the future, including a fresh approach to its longstanding "Places in Peril" program.

Hope isn't a fundraising strategy. If your nonprofit starts every year counting on the gala, the grants, and year-end giving to come through, this episode is for you. In this episode of Kari's Confessions, Kari Anderson breaks down planned giving, one of the most underutilized tools nonprofits have for building long-term sustainability. Forget the myths about attorneys, trusts, and wealthy estates. Planned giving is about relationships, trust, and making sure your mission outlives any single campaign. Kari shares why your best legacy donors are already in your database, the two types of planned gifts every organization should know, and a simple 90-day plan to launch a planned giving program without adding staff or budget. You'll also learn exactly what to say in a legacy conversation, the role your board should (and shouldn't) play, and the stewardship mistakes that put future gifts at risk. Whether you're an executive director, board member, or fundraiser, this episode will change how you think about nonprofit fundraising strategy and donor relationships. Because nonprofits don't become sustainable by accident. They become sustainable by building healthy people, healthy systems, and healthy organizations from the inside out. Subscribe for more practical nonprofit leadership insights, and visit inciteconsultinggroup.com for tools and resources to strengthen your organization. ––––––––––––––––––––––––––––––––––––––––

Send us Fan MailGiving hit a record high in 2025. What's underneath that number will shape your fundraising strategy for the next decade.Americans gave $617 billion to charity in 2025, a record, and real growth even after inflation. Five of nine nonprofit categories hit all-time highs. The sector showed up!!But the Giving USA 2026 report tells a more layered story. Jena Lynch and Britt Stockert dig into what's really shifting, and what it means for how nonprofits build donor relationships, plan for foundation funding, and think about legacy giving.What You'll LearnWhy $617 billion is a record, even adjusted for inflationHow mega gifts are shaping the individual giving numbersWhat a 16% drop in foundation inflows signals for 2026 and 2027Why bequest giving jumped 19.7%, and what it means for the Great Wealth TransferWhy your most loyal donors are your best legacy giving prospectsWhat younger donors expect from the giving experienceChapters00:00:  Introduction01:44:   Giving USA 2026 - The Headline Number02:15:    Real Growth, Not Just Inflation04:41:   The Mega Gifts Effect07:51:    The Foundation Grant Cliff09:48:   Individual Giving Hits a 40-Year Low12:49:    The Great Wealth Transfer Arrives15:46:    What Younger Donors Expect18:03:    Key Takeaways for NonprofitsResources and LinksGiving USA 2026 Report  Ep 117 |The Great Wealth Transfer: The Big Nonprofit AdvantageEp 209| The Real Reason Donors Stop Giving - With Rob Harter Darrin Cook| Staying Close to Your Donors: A Practical Guide to Retention Donorbox OmniGive™Donation Forms About the HostsJena Lynch - Head of Community Engagement, DonorboxJena specialises in donor stewardship, retention, and peer-to-peer fundraising. She works closely with nonprofit teams to strengthen donor relationships and build practical systems that support long-term growth. As anchor of The Nonprofit Podcast, she keeps strategy clear, steady, and actionable.Connect with Jena on LinkedInBritt Stockert - Fundraiser Coach, DonorboxWith more than 20 years in the public sector, Britt helps nonprofits build fundraising strategies that match real capacity. She guides teams in strengthening donor relationships, refining systems, and simplifying operations. She also serves on the board of an immigrant- and refugee-led nonprofit and stays closely connected to on-the-ground realities.Connect with Britt on LinkedInAbout DonorboxDonorbox is a trusted online and on-location fundraising platform that helps nonprofits raise more. With easy-to-use donation forms, powerful donor management tools, and features designed to grow recurring giving, we have helped 100,000-plus organizations process more than $4 billion in donations worldwide.  donorbox.orgEnjoying the show? Subscribe for more practical fundraising strategies, leadership insights, and tools to help your nonprofit grow sustainably.The information provided in this series is for educational purposes only and does not constitute legal or financial advice. Please consult with a professional advisor for specific guidance.Support the show

People know the Institute for Creation Research for its scientists and research — but behind everything they do is a team of people building real relationships with the donors who make it all possible. Today, host Mary Clair Kelly sits down with James Gadberry, Director of Development and Donor Relations, and Regina Krieg, Director of Planned Giving, to share their personal faith journeys and the remarkable stories that have shaped their time at ICR. Submit your question to our scientists: https://forms.gle/hAY8RNGHCPee4ZRU8 --- Join ICR's YouTube channel to get access to perks Join us on Patreon

This Week:  Brand Your Giving Programs  Farra Trompeter returns, with Ishmam Rahman, to share their advice around applying brand strategies to your monthly, mid-level and Planned Giving programs. You'll build connections between your programs and improve outcomes. Farra is with … Continue reading →

In this episode of The First Day from The Fund Raising School, Bill Stanczykiewicz, Ed.D., welcomes back Phil Purcell, Director of Planned Giving for the Central Territory of The Salvation Army, a veteran faculty member at The Fund Raising School, and nationally recognized expert on planned giving, nonprofit law, and charitable organizations. Phil joins the conversation fresh from leadership roles with the American Bar Association's charitable giving and organizations work, where he helps advance legal understanding across the nonprofit sector. Together, Bill and Phil tackle a topic that gets plenty of conference-room chatter but not always enough action: nonprofit collaboration, partnerships, and mergers. As Bill notes, everyone loves to say, “Those organizations should work together,” but actually making it happen can feel like trying to assemble IKEA furniture during a thunderstorm. The conversation begins with why nonprofits pursue partnerships or mergers in the first place. Phil explains that financial pressure is often one driver, especially when an organization has strong programs but a fragile bottom line. Grassroots organizations may also seek fiscal sponsorships or other partnerships because they have mission energy but not yet the fundraising base to sustain themselves. Other collaborations emerge from strategic opportunity, such as organizations with different strengths coming together to address a complex community challenge, or 501(c)(3) and 501(c)(4) organizations coordinating around advocacy and public policy. Bill adds that donors can be powerful catalysts, sometimes asking why two organizations serving similar missions, neighborhoods, or populations are operating separately when a combined effort might produce greater impact. Bill and Phil then move into the human side of mergers, where the spreadsheets meet the feelings, and sometimes the feelings bring snacks and a lawyer. Phil emphasizes that while boards ultimately decide whether a merger or partnership moves forward, the idea may come from staff, board members, volunteers, thought leaders, or major donors. Still, staff may understandably feel anxious about redundancy, job security, and organizational change. Phil stresses that mission alignment and culture must be addressed before the legal documents arrive on the scene wearing sensible shoes. Work styles, leadership expectations, office norms, governance habits, and organizational identity all matter. Outside consultants can help by conducting interviews, assessing cultural fit, facilitating strategic conversations, and helping leaders determine whether the whole really can become greater than the sum of its parts. The episode closes with Phil outlining the legal and structural issues nonprofits must consider once collaboration becomes serious. He advises organizations to start by understanding exactly who they are legally: their true legal name, articles of incorporation, bylaws, tax-exempt status, state and federal standing, and any unusual provisions that may have been forgotten in the filing cabinet of history. From there, a merger may require a plan of merger, articles of merger, decisions about which entity survives, and attention to state law differences. Phil also explains alternatives to full mergers, including fiscal sponsorships and supporting organization structures, each with its own responsibilities, agreements, and governance questions. Above all, he reminds listeners not to overlook donor intent, restricted gifts, leadership structure, and stakeholder trust. The takeaway is clear: nonprofit collaboration is complicated, emotional, legal, financial, and cultural; but when it strengthens mission, it can be well worth the work.

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BIO: Tony Martignetti is the evangelist for Planned Giving fundraising for small- and mid-size nonprofits.STORY: Two years into building his business, Tony convinced himself he could become the nation's thought leader on planned giving fundraising — not just for nonprofits, but for all Americans. He walked into a swanky Midtown Manhattan PR agency, got dazzled by a four-inch binder, and signed up at $6,750 per month. Two months and $13,500 later, his only return was a single bylined op-ed in a free subway newspaper.LEARNING: Check your ego. Vet your big ideas with honest, trusted people before spending any money. Understand that PR, even when it works, rarely converts to actual revenue. "This was an ego investment. I did it for my vanity project. I got one placement in a giveaway newspaper on a federal holiday when nobody was in the subway. That was it." Tony Martignetti Guest profileTony Martignetti is the evangelist for Planned Giving fundraising for small- and mid-size nonprofits. Connect with him on LinkedIn.Check out Tony's free How-to Guide on Planned Giving Fundraising.Worst investment everTwo years into running his consultancy, Tony had a big idea. He didn't just want to serve the nonprofit sector; he wanted to reach all Americans and make planned giving a concept that everyday citizens (not just charity insiders) would understand and act on.To do that, Tony decided he needed PR, the kind that lands you on 60 Minutes and gets Charlie Rose calling.He found his way to a prestigious agency in Midtown Manhattan, far from his own modest office in the Flatiron neighborhood. They had an 80-story skyscraper overhead to match. At the pitch meeting, they brought out what Tony describes as a four-inch-thick three-ring binder, every page in a plastic sleeve. Client on The Today Show. Client on Good Morning America. Client on 60 Minutes. Client with Charlie Rose.All this sucked Tony in, and he bought it all—hook, line, and sinker. They kept feeding his ego. He signed on at $6,750 per month.What he got for $13,500After two months, Tony canceled the contract. His total return: one bylined op-ed in AM New York, a free newspaper distributed in New York City subway stations. The placement ran on Martin Luther King Day. A federal holiday when subway ridership was a fraction of normal on a Tuesday.No leads from Good Morning America. No call from 60 Minutes. No magazine profiles. No newspaper reporters are following up. Nothing promising on the horizon. Just $13,500 lighter and one op-ed that almost nobody read.Why the agency let it happenThe agency saw a solo entrepreneur with ideas far bigger than the media landscape could realistically support, and instead of managing Tony's expectations honestly, they kept stoking his enthusiasm to secure the fee. They should have talked him down to what's reasonable to expect. Instead, they completely mismanaged his expectations and kept feeding his ego to capture a fee.The fundamental problem was that Tony's ambition—to educate ordinary Americans about the value of nonprofits, then about the value of supporting them long-term, then to direct them toward specific giving vehicles—was a multi-step awareness campaign that no single PR placement could accomplish. It was simply too much to ask of the media.The uncomfortable truth about PR and revenueYears after the failed agency experiment, Tony had better PR results. He hired a skilled freelance publicist who secured quotes for him in The New York Times, the Wall Street Journal, and the Chronicle of Philanthropy, the leading trade publication in his sector. Reporters on the nonprofit beat came to know him and called him when they needed a source.And yet: not one new client ever picked up the phone because they saw Tony's name in the Times. This taught him a lesson: PR is more about reputation and awareness than revenue.Lessons learnedPR might get done right, and it still won't save you. It can build reputation and awareness over the years. It is not a customer acquisition channel.For early-stage founders, the honest question to ask before writing a large check is: Is this actually going to build the business, or is this about making me feel like I've arrived?Don't go check your idea with the people who are going to get a fee for capitalizing on your pie-in-the-sky idea. The people most likely to validate an idea are often the ones most financially motivated to tell you it's great. Lawyers, consultants, vendors, agencies—all have a stake in your enthusiasm. The honest input has to come from people with nothing to gain: trusted colleagues, mentors, or experienced friends who will tell you what they actually think.Andrew's takeawaysEgo investments are a universal founder trap. Almost every entrepreneur who has started a business has made at least one purchase driven more by identity and aspiration than by clear ROI thinking. Naming it "a vanity investment" is the first step to catching it before it costs you.PR almost never converts to customers. This is one of the most consistent findings across hundreds of My Worst Investment Ever PR can build credibility and awareness over time. But it is not a sales channel, and expecting it to deliver clients, especially early in a business, is a setup for disappointment.The stage of business matters for marketing strategy. Early-stage businesses need direct, efficient client acquisition, not brand awareness campaigns aimed at broad audiences. Align your marketing spend with where you actually are, not where you imagine yourself to be.The media landscape has to be ready for your idea. Tony's vision of educating all Americans about planned giving required multiple layers of awareness-building before a single TV segment could have any effect. Even flawless PR execution couldn't shortcut that process.Actionable adviceAsk yourself: Is this a business investment or an ego investment? Before any significant marketing or PR spend, write down the specific customer acquisition outcome you expect. If you can't describe a clear path from the spend to a paying client, it's probably a vanity investment.Match your marketing strategy to your business stage. In the first two to three years, most professional service firms grow through direct outreach, referrals, and relationship-building rather than mass media. Invest accordingly.Understand what PR actually does. PR builds reputation and credibility over the long term. If that's your goal, it can be worth it. If your goal is revenue next quarter, look elsewhere.If you're going to do PR, set explicit expectations in writing. What placements will they pursue? In what timeframe? What counts as success? If the agency won't commit to specifics, that tells you something important.No. 1 goal for the next 12 monthsTony's number one goal for the next 12 months is to publish his first self-published book: Planned Giving Accelerated, due out in September. A companion course will follow the book's release.Parting words "Thank you very much, Andrew. This was great, great fun. It's very different than what I've done."Tony Martignetti [spp-transcript] Connect with Tony MartignettiLinkedInYouTubePodcastAndrew's booksHow to Start Building Your Wealth Investing in the Stock MarketMy Worst Investment Ever9 Valuation Mistakes and How to Avoid ThemTransform Your Business with Dr.Deming's 14 PointsAndrew's online programsValuation Master ClassThe Become a Better Investor CommunityHow to Start Building Your Wealth Investing in the Stock Market

In an era where healthcare demands are outpacing traditional capital and public funding, philanthropic organizations must evolve—and fast. The Oakville Hospital Foundation is doing just that. Join us as CEO Mary McPherson shares the blueprint for their massive revenue growth, transforming from a post-campaign slump of $8-9 million to nearly $23 million annually. Discover how a strategic pivot to Major Gifts and innovative approaches to Planned Giving became the engine of their success. Mary discusses the vital importance of authentic donor conversations, a “no BS” team culture, and a pioneering method of “unlocking assets” to build sustainable, long-term funding for clinical excellence, research, and technology, proving that a margin of excellence is always within reach.

Send us Fan MailPlanned giving is one of those things that lives permanently on the "we'll get to it someday" list, and that someday keeps getting pushed back. But the Great Wealth Transfer is already happening, and nonprofits that aren't at least laying the groundwork are going to miss out on one of the biggest funding opportunities of our generation.On this week's episode of The Small Nonprofit Podcast, Maria is joined by Tess Conrad, CFRE, a planned giving specialist. We're breaking down the four core components you need to get started, why "planned giving" is actually the wrong term to use with donors, and how to start having legacy conversations without it feeling awkward or morbid.Free Planned Giving website guide with examples: www.fullpotentialfundraising.com/freeguideConnect with Tess on Linkedin: https://www.linkedin.com/in/tess-conrad-cfre/Learn more about done-for-you Planned Giving: https://www.fullpotentialfundraising.com/Email Tess at tess@fullpotentialfundraising.comBook a Discovery Call with Further Together if you need help with building fundraising systems, raising money in a way aligned with your values, or developing a fundraising strategy,Support the showConnect with the show: Watch the episode on YouTube; follow Maria Rio on LinkedIn for more conversations and resources. Or support our show. We are fully self-funded! Book a Discovery Call with Further Together: Need help with your fundraising?  See if our values-aligned fundraisers are a fit for your organization. 

Planned giving is often seen as complex and intimidating, but is it really that complicated?  Today's conversation takes a closer look at what planned giving truly involves and why many organizations may be approaching it the wrong way. This episode uncovers simple yet powerful ideas that can transform how fundraisers think about long-term giving! Tess Conrad is the Founder & Principal Consultant at Full Potential Fundraising. She helps small fundraising teams build and grow effective planned giving programs. The discussion covers key myths, strategies, and practical insights on planned giving. Tess explains that planned giving is often overcomplicated by focusing too much on tax and estate planning, when the real role of fundraisers is to inspire donors. She emphasizes that planned giving is not limited to wealthy donors, but includes loyal supporters with long-term potential.  The conversation also highlights the importance of a strong base of loyal donors, a long-term mindset, and meaningful engagement rather than just pledges. Tess further shares insights about using simple tools such as interest checkboxes, maintaining consistent communication, and aligning giving opportunities with donors' values. Overall, she presents planned giving as a trust-based, relationship-driven strategy that can significantly strengthen overall fundraising efforts. In this episode, you will be able to:  Understand planned giving beyond technical details. Recognize common myths in planned giving. Identify loyal donors as key prospects. Assess readiness for planned giving. Adopt a long-term fundraising mindset. Get all the resources from today's episode here.  Support for this show is brought to you by Donor Perfect. Our friends at Donor Perfect really understand fundraising on so many levels. Stay aligned while working online with a seamless and secure payments experience for your donors and your team. Empower donors to give where they are, whenever they like, automate data entry, and process online, monthly, and mobile payments, and accept payments over the phone. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point

This Week:  Podcasthon: Athens Area Humane Society As part of the worldwide Podcasthon, we make space for Cheryl McCormick, CEO of Athens Area Humane Society, in Athens, GA, to reveal her secrets to enormously successful Planned Giving fundraising at a … Continue reading →

Challenges, uncertainty, and high expectations are natural components of nonprofit. Its leadership is shaped by mindset, resilience, and action by focusing on what they can control, staying present, and fostering momentum over perfection. Join with us and explore how purpose-driven focus and practical strategies transform challenges into opportunities for growth, impact, and meaningful connections. Trish Davis has been working as the Vice President of Major Gifts and Planned Giving at the Susan G. Komen Breast Cancer Foundation for the last 6 years. As a former Air Force veteran, she discovered her passion for fundraising through lifelong volunteering, inspired by her mother's nonprofit work. At the foundation, she supervises a team driving major gifts, planned giving, mid-level, foundations, and donor stewardship. As a lifelong volunteer, she combines a passion for service with a love for fundraising, turning purpose-driven work into meaningful donor impact. In this episode, you will be able to; Learn how to apply strategies for staying resilient and positive in the face of nonprofit challenges. Recognize how to manage fear, stress, and perfectionism to maintain authentic donor connections. Understand the importance of celebrating wins no matter big or small. Learn why it's important to focus on what you can control. Figure out how to avoid getting stuck in negativity. Get all the resources from today's episode here.  Support for this show is brought to you by Practivated. Practivated delivers AI-powered donor conversation simulations that let fundraisers practice in a private, judgment‑free space—building confidence, refining messaging, and improving outcomes before the real conversation even begins. Developed by fundraising experts with real‑time coaching at its core, it's the smart way to walk into every donor interaction calm, prepared, and ready to connect. Learn more at practivated.com. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point

Planned giving isn't a “sign the paperwork and move on” moment—it's a decades-long business strategy that demands discipline, systems, and relationship leadership. James Goalder (Partnerships Manager, Bloomerang) reframes planned gifts as the start of a longer stewardship cycle, not the finish line.James tackles a mindset shift many organizations need right now: once a donor includes you in a will or trust, your responsibility actually accelerates. As he puts it, “for planned giving and for planned gifts, that's really when the job is started.” Why? Because life changes, priorities evolve, and estate documents can be revised. The winning move is not celebration alone—it's consistent, intentional connection that protects donor trust over time.From there, James lays out three practical pillars that turn long-range stewardship into a repeatable operational system: information management, message delivery, and relationship management. He makes the business case for documentation as the backbone of continuity in a sector where staff turnover is real. “If it's not in the CRM, it doesn't exist,” he says—because the next person must be able to step in and carry the relationship forward without scrambling.The conversation also moves beyond transactions into brand, messaging, and donor experience. Planned givers want to feel like insiders—part of a shared long-term vision, not an ATM. James warns that a “crisis culture” can weaken confidence fast, especially when donors have endless choices. Strong organizations communicate purposefully, listen more than they talk, and match touchpoints to donor preferences (email, coffee, events, family involvement when appropriate).Finally, James reminds us that planned giving isn't reserved for the ultra-wealthy. The most inspiring legacy commitments can come from unexpected champions who love your mission and want their impact to continue well into the future. 00:00:00 Welcome and why this “decades-long” topic matters 00:01:10 What a Partnerships Manager sees across the sector 00:02:45 Planned giving is the start of the work, not the end 00:05:10 Why wills and trusts can change over time 00:07:10 Who belongs in the stewardship circle (family, advisors, accountants) 00:10:45 The 3 pillars: information management, message delivery, relationship management 00:11:40 “If it's not in the CRM, it doesn't exist” 00:13:10 Messaging that builds belonging, not transactions 00:16:45 Relationship preferences and consistent touchpoints 00:21:25 Taking over a portfolio and the magic question: “Why us?” 00:23:05 Smart donor handoffs and being one link in the chain 00:28:10 Planned gifts can come from everyday champions #PlannedGiving #DonorStewardship #TheNonprofitShow Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

What should you be focusing on this year to keep your nonprofit strong, strategic, and sustainable? In this special episode, I asked a group of brilliant nonprofit professionals and consultants to share their predictions for 2026—and what they believe mission-driven organizations need to do now to prepare. From leveraging AI to treating retention as a growth strategy, these insights are sharp, actionable, and forward-thinking. I've pulled together their responses in this episode to help you zoom out and think big—without losing focus on what actually works. 2026 Predictions at a Glance:Tess Conrad (Full Potential Fundraising)Fundraising: Mid-sized nonprofits are shifting to prioritize Planned Giving, focusing on donors' assets, not just cash.Laurie Ehrlich (Elevate Marketing Strategy)Communication, Marketing, Fundraising: Nonprofits will thrive by using AI as a collaborative tool and embracing clarity, intentionality, and relational engagement.Naomi Hattaway (8th & Home | Leaving Well)Leadership, Organizational Resilience: Foundations will step up with capacity-building and cohort learning, not just checks.Daniel Francavilla (The Good Growth Company)Communication, Marketing: Donor retention will become a growth strategy; trust and brand clarity will be key to long-term success.Rachel Bearbower (Nonprofit Automation Agency)Automation/Technology: Automation will become essential infrastructure for sustainability and consistency.Jess Campbell (Out in the Boons)Marketing: Nonprofits that don't prioritize email list growth will struggle to hit their fundraising goals.In this episode, you'll learn:Why planned giving is no longer just for large organizations—and how to get started nowHow automation and AI can support real relationships, not replace themWhat funders can do differently to build long-term nonprofit resilience3 Key Takeaways:Mid-sized charities are stepping up: 2026 marks a turning point in planned giving adoption beyond just the big players.Retention > acquisition: Smart content, segmentation, and relationship-building will beat spray-and-pray fundraising strategies.Infrastructure matters: Systems, automation, and cohort-based support are critical for scale, sustainability, and avoiding burnout.Want to work together? Apply for the Next Level Nonprofit Mastermind, a high-touch coaching and training accelerator for established organizations with $1M+ budgets that are ready to design for impact sustained at scale. Budget under $1M? Join Elevate and get proven step-by-step playbooks + coaching support to build each of the core elements of your nonprofit's operating system - strategic clarity, a fundraising engine, a high-performance team, and an active and engaged board! Connect with me! LinkedIn Instagram YouTube

In this special episode of Real Talk for Real Fundraisers, Jeff Schreifels is joined by Christopher Beck—Associate Director of Individual and Planned Giving at the High Museum of Art in Atlanta and a 20-year fundraising veteran—as a new co-host for an ongoing 2026 series centered on equity, inclusion, and the real-world challenges facing fundraisers of color. This conversation centers around the practical, financial, and strategic realities of a sector that is already changing faster than many organizations are prepared for. Together, Jeff and Christopher dig into five foundational questions that will guide the series ahead, from who actually holds decision-making power inside non-profit organizations to the measurable revenue impact of building a more diverse donor base. With the great wealth transfer underway, next-generation donors on the rise, and communities of color holding more philanthropic power than ever before, this episode offers a clear-eyed look at what's at stake and what's possible for organizations willing to adapt.  It's an honest, forward-looking conversation about where fundraising is headed and how leaders can meet the moment without losing sight of relationships, mission, or results. Show Highlights: In this episode, you'll learn about… The single biggest equity barrier limiting revenue potential in most fundraising offices, and why homogeneity in decision-making is a financial risk The business case for donor diversification, including why engaging Latinx, Asian American, African American, LGBTQ+, and next-gen donors is essential for long-term growth How inclusive internal culture directly impacts donor retention, staff turnover, and relationship continuity A five-year forecast comparing equity-embracing organizations with those that resist change, and why the gap between them will continue to widen  Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.   Additional Resources:   [Blog] Every Non-Profit Leader Needs to Join the Journey For Racial Justice  [White Paper]  Building a Culture of Philanthropy [Blog] White Men, Wake Up! 

Uncertainty has become the backdrop of modern philanthropy. Volatile markets, shifting interest rates, political noise, and a massive transfer of wealth all colliding at once. In moments like these, donors aren't pulling away from generosity; they're searching for it. Clarity, flexibility, and reassurance. Planned and estate giving offers exactly that: options to solve real concerns while aligning deeply held values with long-term impact. The real opportunity isn't about asking for money, it's about helping donors make confident decisions in uncertain times. For nonprofits willing to lead with curiosity and care, this moment may define the next decade of transformational giving.

In this episode of the Fundraising Masterminds Podcast, we're unpacking the top 5 planned giving tools every nonprofit leader should know to unlock transformational gifts beyond the checkbook.Join us as we welcome Eric Fleshhood, CEO of the Cru Foundation, to walk through five simple yet powerful tools — from asking the right questions to leveraging donor-advised funds — that can help nonprofit leaders tap into the 90% of wealth most organizations overlook. From cash gifts to legacy giving, we're covering everything you need to know to move from scarcity thinking to abundant giving.Hear about the most exotic gift Eric has ever received. Find out why appreciated stock donations are a double tax win. Learn how QCDs can reduce taxable income for retirees. And discover how to take advantage of the $80 trillion wealth shift coming this generation.So whether you're just learning about planned giving or ready to implement advanced strategies, tune in today to discover how to make your nonprofit more financially sustainable for years to come.Subscribe to our channel for more helpful nonprofit development strategies!ASK US A QUESTION:⁠⁠⁠⁠⁠⁠⁠https://www.speakpipe.com/fundraisingmasterminds⁠⁠⁠⁠⁠⁠⁠NEED HELP WITH YOUR NONPROFIT?Most nonprofits are under-funded. Even if you think your nonprofit is doing well, we've found you could be doing much better. However, most nonprofits don't have a clear development strategy that keeps them grounded. As a result, they "get creative" and "try new things" based on what is popular or trending, or they get comfortable with where they are at and don't realize the dangers they will be facing in just a few short years.The Perfect Vision Dinner Course is a 20-week "live video" course that addresses this problem head on. The course was developed by Jim Dempsey after 38+ years as a Senior Development Director at Cru. After Jim had personally done over 2,500 vision dinners in his lifetime and raised over $1 billion worldwide, Jim and Jason have partnered together to bring you Fundraising Masterminds. Our first course, The Perfect Vision Dinner is a time-tested proven formula that will introduce our development system and grow your nonprofit to its maximum potential.The course includes 20-hours of personalized development coaching from Jim Dempsey and Jason Galicinski and also includes a real-time community group where you have access to everyone attending the course and also our Masterminds throughout the course.The goal for this course is to fully equip you with a Biblical basis for Development so that you can Win, Keep and Lift new partners to higher levels of involvement with your nonprofit. → ⁠⁠⁠⁠⁠⁠⁠https://FundraisingMasterminds.net⁠⁠⁠⁠⁠⁠⁠FOLLOW US ON SOCIAL MEDIA:→ Instagram: ⁠⁠⁠⁠⁠⁠⁠https://instagram.com/fundraising.masterminds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Facebook: ⁠⁠⁠⁠⁠⁠⁠https://facebook.com/fundraising.masterminds⁠⁠⁠Episode Keywords:planned giving, planned giving tools, 5 planned giving tools, top 5 planned giving tools, top 5 planned giving tools every nonprofit leader should know, planned giving tools every nonprofit leader should know, eric fleshood, cru foundation, planned giving 101, planed giving 101, planed giving webinar, planned giving webinar, donor advised funds, nonprofit leaders, legacy giving, appreciated stock donations, qcds, nonprofit development, nonprofit development strategies, nonprofit.

Trish Davis, Vice President of Major Gifts & Planned Giving at Susan G. Komen, shares how true stewardship goes beyond fundraising—it's about listening, gratitude, and connection. From her service in the Air Force to leading national philanthropy strategy, Trish reveals how to build donor trust at scale, keep relationships personal in a digital age, and turn gratitude into lasting impact.

In this episode of the Fundraising Masterminds Podcast, we're talking about how to leave a lasting legacy through planned giving. Get ready to move beyond cash gifts and unlock the hidden wealth of your partners! Join us for an interview with Eric Fleshood (CEO of the Cru Foundation) as we discuss why 99% of America's wealth is held in assets — and what that means for your nonprofit. From gifts of stock and IRAs to donor advised funds, we're covering everything you need to know to start meaningful conversations about asset-based giving. Hear how to donate your business while running it your whole life. Discover what makes “asset giving” so transformational for partners — and why the IRS might just be your biggest matching gift partner. Uncover how to give 30% of your vacation home — while still maintaining 70% of the revenue. And learn how to help your partners leave a lasting legacy through planned giving strategies. Don't forget to subscribe to our channel for more nonprofit tips and tricks. In our next episode, we will discuss the top 5 planned giving tools every nonprofit leader should know about, so stay tuned!ASK US A QUESTION:⁠⁠⁠⁠⁠⁠⁠https://www.speakpipe.com/fundraisingmasterminds⁠⁠⁠⁠⁠⁠⁠NEED HELP WITH YOUR NONPROFIT?Most nonprofits are under-funded. Even if you think your nonprofit is doing well, we've found you could be doing much better. However, most nonprofits don't have a clear development strategy that keeps them grounded. As a result, they "get creative" and "try new things" based on what is popular or trending, or they get comfortable with where they are at and don't realize the dangers they will be facing in just a few short years.The Perfect Vision Dinner Course is a 20-week "live video" course that addresses this problem head on. The course was developed by Jim Dempsey after 38+ years as a Senior Development Director at Cru. After Jim had personally done over 2,500 vision dinners in his lifetime and raised over $1 billion worldwide, Jim and Jason have partnered together to bring you Fundraising Masterminds. Our first course, The Perfect Vision Dinner is a time-tested proven formula that will introduce our development system and grow your nonprofit to its maximum potential.The course includes 20-hours of personalized development coaching from Jim Dempsey and Jason Galicinski and also includes a real-time community group where you have access to everyone attending the course and also our Masterminds throughout the course.The goal for this course is to fully equip you with a Biblical basis for Development so that you can Win, Keep and Lift new partners to higher levels of involvement with your nonprofit. → ⁠⁠⁠⁠⁠⁠⁠https://FundraisingMasterminds.net⁠⁠⁠⁠⁠⁠⁠FOLLOW US ON SOCIAL MEDIA:→ Instagram: ⁠⁠⁠⁠⁠⁠⁠https://instagram.com/fundraising.masterminds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Facebook: ⁠⁠⁠⁠⁠⁠⁠https://facebook.com/fundraising.masterminds⁠⁠⁠Episode Keywords:planned giving, planned giving explained, planed giving, planned giving 101, planned giving webinar, planed giving 101, planed giving webinar, planed giving explained, leave a lasting legacy, leave a legacy, how to leave a lasting legacy, eric fleshood, cru foundation, asset-giving, ira, stock giving, donor advised funds, asset-based giving, asset giving, nonprofit tips and tricks, planned giving tools, jim dempsey, jason galicinski, fundraising masterminds podcast, nonprofit.

Nonprofit Fundraising Made Stronger with Mark Wilkison (Good2Give Podcast, Episode 18) In this episode of The Good2Give Podcast, hosted by DePriest Waddy and underwritten by the Community Foundation for Northeast Georgia, fundraising veteran Mark Wilkison, Principal and Partner at Columns Fundraising, shares timeless lessons on nonprofit fundraising, governance, board engagement, and major gift strategy. With […]

This message explores how developing a strong faith requires both good 'diet' and proper 'exercise,' with generosity being the essential exercise that strengthens our spiritual muscles. Learn why many Christians struggle with financial anxiety and how our attitude toward money reveals what's truly in our hearts.Explore God's radical generosity in sending Jesus, who left all heavenly riches to make us spiritually rich. This incredible gift serves as our model for generous living. The message breaks down five biblical principles of giving that can revolutionize your financial life: Planned Giving, Percentage Giving, Priority Giving, Persistent Giving, and Pleasurable Giving.Discover the paradox that those who hold tightly to their resources often experience less satisfaction than those who give generously. God promises specific blessings to generous givers - not necessarily more money, but greater contentment, less jealousy, joy instead of financial fear, and stronger relationships.Whether you're new to giving or have established giving habits, this message offers practical next steps for your generosity journey. Learn how to move from closed-fisted living to open-handed generosity that reflects God's character and brings true joy.

In this episode of The Responsive Lab, co-hosts Carly Berna and Scott Holthaus sit down with Russell James, a leading voice in planned giving strategy, psychology, and research. Russell brings his unique background as a lawyer, fundraiser, college president, and now professor at Texas Tech, to unpack the practical steps any nonprofit can take to start (or strengthen) a planned giving program. From the “magic age” for engagement to the psychology behind why donors give at end-of-life, this episode is packed with insights, phrases, and donor stories you can start using today. You'll also learn: Why the biggest mistake fundraisers make is going radio silent on aging donors How to use donor stories to create a powerful social norm Which phrases work (and which don't) when talking about estate gifts How to motivate legacy giving without triggering death-avoidance The secret to turning one legacy gift into two—starting now Get your copy of The Socratic Fundraiser: https://www.encouragegenerosity.com/TheSocraticFundraiser.pdf Get Russell's other free resources here: https://encouragegenerosity.com/ Follow Encourage Generosity on LinkedIn: https://www.linkedin.com/in/encouragegenerosity/ Learn more about Virtuous at virtuous.org/learnmore and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist

In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. welcomes Dr. Kraig Kinchen, Executive Director of 100 Black Men of Indianapolis, for a conversation on how this impactful nonprofit is embracing the power of planned giving. From a career in medicine and corporate America to nonprofit leadership, Dr. Kinchen shares his journey and explains how his organization, rooted in decades of youth mentorship and community empowerment, is now planting seeds for long-term sustainability. With signature programs like summer academies, leadership development, and financial literacy workshops, the 100 has a deep legacy, and now, they're working to ensure their impact extends well into the future through intentional planned giving strategies. Kinchen explains that a recent consultation with a fundraising agency opened the organization's eyes to the untapped potential of legacy gifts. While annual giving is essential, he emphasizes that planned gifts; including bequests, IRA distributions, and insurance policies, offer a unique opportunity to deepen donor commitment and maximize tax-friendly contributions. Armed with data showing that 90% of donors who give $500 or more annually have not made a planned gift, Kinchen and his team recognized a golden opportunity: meet supporters where they are today, while helping them plan for how they can support tomorrow. As Kinchen outlines, one of the biggest hurdles is simply starting the conversation. Many donors assume planned giving is only for the wealthy, or they hesitate to address end-of-life planning. But with support from Endowment Development Services and resources like the Mays Family Institute on Diverse Philanthropy, the 100 is taking an education-first approach, building trust, especially within the Black community where wills and estate plans are less common due to systemic and cultural barriers. Planned giving isn't just about paperwork; it's about storytelling, relationship-building, and showing donors they can leave a legacy. Dr. Kinchen leaves listeners with practical advice: start small, tell your story, and lean on expert partners. Legacy gifts don't have to be seven-figure estate transfers, sometimes they're IRAs, insurance policies, or even a car. The point is to open the door to possibility. As he puts it, the motto of the organization, "What they see is what they'll be," applies to donors as much as to youth. When donors see peers giving in meaningful, lasting ways, they're more likely to follow suit. It's not just fundraising, it's future-proofing.

Send us a textIn this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving. 

328: From Proposals to Partnerships: What Funders Really Want (Whitney Feld)SUMMARYSpecial thanks to Armstrong McGuire for bringing these conversations to life, and for their commitment to strengthening leadership throughout nonprofit organizations. Learn more at ArmstrongMcGuire.com. What if the best way to secure funding is to stop writing proposals and start building relationships? In episode #328 of Your Path to Nonprofit Leadership, foundation president Whitney Feld offers a fresh perspective on what funders really want. She unpacks the power of bold, relational philanthropy, where trust, humility, and partnership drive investment. She explores why funders are shifting away from transactional models, how to articulate catalytic impact, and why investing in talent is as important as investing in programs. Whitney also addresses the potential of AI in philanthropy, the importance of vulnerability with funders, and the rising tide of collaborative giving. Nonprofit leaders will leave this episode inspired and better equipped to build lasting, transformational funder relationships.ABOUT WHITNEYWhitney Feld is the inaugural president of the Bissell Ballantyne Legacy Foundation (BBLF), a private family foundation established by Smoky and Margaret Bissell. She leads BBLF's grant making across health, human services, and education in Charlotte-Mecklenburg, having built the foundation's strategic and governance framework from the ground up. Previously, Feld served in regulatory relations at Wells Fargo and spent six years at Foundation For The Carolinas, where she led divisions including Planned Giving and Family Office Partners. She advised FFTC's most complex donors on philanthropy, legacy planning, and multi-generational engagement. A former special education teacher in Brooklyn, Feld is a passionate advocate for nonprofits, serving on several local boards. She holds degrees from Miami University (BA), Pace University (M.Ed), and Charleston School of Law (JD), and is licensed to practice law in North Carolina.EPISODE TOPICS & RESOURCESReady for your next leadership opportunity? Visit our partners at Armstrong McGuireA Choice of Weapons by Gordon ParksBillions of Drops in Millions of Buckets by Steven H. GoldbergWant to chat leadership 24/7?  Go to delphi.ai/pattonmcdowellHave you gotten Patton's book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector – Now available on Audible

Good Works estimates that a staggering $280 billion in estate wealth is expected to flow into Canadian charities. That's not a number small nonprofits can afford to overlook. Planned giving doesn't have to be exclusive, intimidating, or tax-code-heavy. In this episode, we dive into how small nonprofits can approach planned giving in a way that's equitable, inclusive, and deeply aligned with community values. We're joined by Chantelle Ohrling, a thought leader in both the planned giving and Community-Centric Fundraising spaces. She is the Planned Giving Officer at Ecojustice, is the Communications Chair for the Greater Vancouver Chapter of the Canadian Association of Gift Planners and contributes her voice to the Black Canadian Fundraisers Collective and Hogan's Alley Society. Chantelle also holds a certification in Legacy Giving Psychology from the Institute for Sustainable Philanthropy and received the 2023 Birgit Smith Burton R.I.S.E. Award. Chantelle brings not just technical expertise, but a fierce commitment to justice, equity, and community-led philanthropy. Planned Giving and Community-Centric Fundraising – Episode Highlights 1. Planned giving is not just for the ultra-wealthy. Many transformational legacy gifts come from long-time supporters who aren't high-dollar donors. A $50-a-year donor who volunteers, reads the newsletter, and shows up for events? They might be your next million-dollar legacy gift. 2. Racialized communities are generous and underserved. Research shows Black and racialized communities are among the most generous in Canada. The issue isn't willingness: it's access, representation, and trust. Planned giving strategies must meet these communities where they are. 3. Planned giving can close the racial wealth gap. It's not just a funding strategy, it's also a justice strategy. Promoting estate planning in underserved communities supports financial literacy, generational wealth-building, and autonomy over where wealth flows after death. 4. Values-led storytelling beats tax talk. Don't lead with tax benefits. Lead with stories. Tell donors about people like them who've left a legacy that aligns with their values. Planned giving is emotional, not transactional. 5. Don't silo legacy giving into major gifts. Some of the largest bequests come from people who've never made a major gift in their lifetime. That's why Chantelle doesn't segment her messaging by giving levels—she hand-signs 700 newsletters if she has to. Resources and Links Read more from Chantelle on the CCF Hub Read Chantelle's piece on The Philanthropist Connect with our host, Maria Rio Support our show. We are fully self-funded! Watch this episode on YouTube Need help with your fundraising? Liked this episode? Have an idea? Send us a text HERE :)Support the show

In a time when short-term fundraising feels relentless, planned giving offers something rare: stability.Planned giving often seems like a strategy reserved for large institutions or a distant concern for smaller nonprofits. However, Tony Martignetti, the Planned Giving evangelist, and host of Tony Martignetti Nonprofit Radio podcast, argues that it's a crucial tool for organizations of all sizes seeking long-term financial resilience.With nearly three decades of experience and having assisted clients in raising more than $150 million through planned gifts , Tony brings a wealth of knowledge to demystify planned giving. He emphasizes that initiating a planned giving program doesn't require a massive budget or a team of experts. Instead, it's about building genuine relationships, understanding donor motivations and correctly focusing your program.In this episode, Tony shares practical steps for small and mid-sized nonprofits to embark on planned giving, discusses common misconceptions, and highlights how such programs can provide financial sustainability amidst economic challenges.Topics We Cover:The relevance of planned giving in today's nonprofit landscapeDebunking myths: Making planned giving accessible for all organizationsEffective communication strategies for discussing legacy giftsIdentifying and engaging potential planned giving donorsSteps to initiate or rejuvenate a planned giving programThe role of planned giving in ensuring long-term organizational sustainability

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the recently released BNY Annual Charitable Gift Report covering 2024. He will present the highlights from the annual report and share insights, best practices, and actionable strategy recommendations for planned giving success. This episode will be of particular interest to the charity executive leadership and board leadership alike. Show Notes:  Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel David Ogburn, Senior Client Strategist, BNY Wealth BNY Wealth Annual Charitable Gift Report EO Radio Show #123: Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson EO Radio Show YouTube Playlists: Private Foundations If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Kevin is the founder and an instructor of the Wealth Strategies Institute, a professional education institute that provides continuing education to certified public accountants, certified financial planners, attorneys, development officers, and insurance professionals. Kevin focuses his practice and work with families on the goal of “maximizing the utility of everyone in the family”. He talks about the meaning of this objective and how he approaches it in practice with UHNW families. Kevin describes the outcome of his work with families often being that they together identify underutilized resources and capital within the family and redeploy those in a timely, effective, and collectively fulfilling ways. He describes how this happens, where this pent-up energy is usually hidden within families, and how they can unlock it. Kevin created an intergenerational family wealth program, which he named “My Family My Wealth” that helps families structure a process to collectively talk about and share their abundance. He walks us through this program and highlights how it creates value for enterprise families. Another practical resource Kevin has formulated and recommends to families is the “Top 5 Ways to Use Your Family Wealth to Help Your Family Flourish”. He shares with our audience this framework and its components, and highlights how families can benefit from it. Enjoy this informative conversation with a successful practitioner in the UHNW family wealth space.

In this episode of What the Fundraising, Mallory is joined by Brantley Boyett, co-founder and president of GivingDocs, to unpack the world of planned giving, behavioral science, and the role of AI in fundraising. With a background as a reformed attorney and years of research alongside Duke University, Brantley brings a wealth of insights into how nonprofits can unlock the potential of legacy giving—no matter their size. Mallory and Brantley break down common misconceptions around planned giving, including why it doesn't have to be intimidating, and how organizations can integrate AI-driven behavioral insights to communicate more effectively with donors. Brantley shares what nonprofits need to have in place before launching a planned giving program, and how technology can help - but not replace - the essential human relationships at the heart of giving. If you've ever worried that planned giving isn't for your organization, or if you've been hesitant about how to start, this episode is packed with clarity, actionable strategies, and myth-busting insights to help you confidently step into this critical fundraising strategy. In this episode, you will be able to: Understand the common misconceptions about planned giving and the types of organizations it benefits. Discover the relationship between planned giving and annual giving. Explore the role of technology, particularly AI in planned giving. Discover the importance of the balance between meeting goals and genuinely connecting with donors. Understand why technology shouldn't be the first step in planned giving.  Get all the resources from today's episode here.  Support for this show is brought to you by GiveButter. GiveButter is the easiest-to-use fundraising platform.  Your favorite fundraising tools, supercharged! Never miss a fundraising opportunity again. Givebutter Plus takes this award-winning platform to the next level with advanced automation, deeper donor insights, and eye-popping supporter engagement tools to help your nonprofit get ahead—and stay there. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point

We are excited to welcome in Mike Wescott, the Director of Development and Planned Giving for the Diocese of Wichita. First we discuss Mike's role and experience of fundraising in a Stewardship diocese before playing a game of Seminarian Price is Right. Finally, Mike shares the story of his vocation to marriage, his experience in ministry and the good work the Serra Club does in promoting and fostering vocations.  If you are interested in learning more about the Serra Club or supporting either a seminarian burse or the diocesan capital campaign, please contact Mike at wescottm@catholicdioceseofwichita.org

Send us a textWhat if the key to fundraising success in 2025 isn't just about raising more money—but fundraising smarter? Fundraising is evolving, and nonprofits that stay ahead of the trends will be best positioned for long-term growth. That's why we're breaking down five must-know fundraising trends for 2025, giving you the insights and strategies to strengthen donor relationships, amplify your impact, and boost donations.Jena and Lindsey Bower unpack how nonprofits can optimize nonprofit management and fundraising strategies to thrive in the coming year.Here's what you'll learn:Individual Giving is Rebounding – How to engage donors and increase recurring gifts.Data-Driven Fundraising – Why nonprofits leveraging analytics outperform others.Digital Tools & AI – How automation can personalize donor relationships at scale.Planned Giving & The Great Wealth Transfer – Why legacy gifts are a massive opportunity. For a deeper understanding, take a listen to The Great Wealth Transfer: The Big Nonprofit Advantage here Corporate Giving & Partnerships – How to maximize employer gift matching and CSR funding.Ready to dive deeper? Check out the full blog post: Read Here.Chapters00:00  Introduction to Fundraising Trends for 202501:09   The Rise of Individual Giving04:28   Harnessing Data-Driven Fundraising08:55   Embracing Digital Tools for Engagement13:49    Exploring Planned Giving Opportunities17:48    Maximizing Corporate Partnerships and Giving✅ Subscribe for more nonprofit insights! Stay ahead of the trends and take your fundraising to the next level.  The Nonprofit Podcast

Join Sarah Olivieri in this fun and insightful episode of Inspired Nonprofit Leadership as she dives into Planned Giving with Tony Martignetti, a seasoned planned giving evangelist. Tony shares the essentials of planned giving, from its role in nonprofit sustainability to identifying prospects and debunking myths. Learn why planned giving isn't about death, but securing your nonprofit's future through simple, cost-effective strategies. Explore promoting gifts through wills, leveraging financial assets, and maximizing donor loyalty. Tony shares practical tips, expert advice, and strategies for launching successful fundraising programs, making this episode a must for nonprofit leaders aiming to enhance their fundraising initiatives. Episode Highlights Understanding Planned Giving Identifying Prospects for Planned Giving Addressing Common Naysayer Concerns Launching a Planned Giving Program Contact Information and Follow-Up Debunking Myths About Planned Giving Getting Started with Planned Giving Identifying Potential Donors Planned Giving and Other Fundraising Efforts Advanced Planned Giving Strategies Hiring Help for Planned Giving Meet the Guest Tony Martignetti is the evangelist for Planned Giving. He started as a front-line fundraiser in1997 and kicked off his consulting in 2003. He knows how to launch and grow Planned Givingfundraising programs. He used to be an attorney and a stand-up comic. Tony is active on LinkedIn and at tonymartignetti.com, where you'll find his consulting and his podcast, Tony Martignetti Nonprofit Radio, Big Nonprofit Ideas for the Other 95%. Connect with Tony: Website: tonymartignetti.com Social: https://www.linkedin.com/in/tonymartignetti/ https://twitter.com/TonyMartignetti Guide: Unleash the Game-Changing Power of Planned Giving at Your Nonprofit (link as a QR code) Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn. Connect with Sarah! LinkedIn: https://www.linkedin.com/in/sarah-olivieri/ Facebook: https://www.facebook.com/sarahfolivieri/ YouTube: https://www.youtube.com/channel/UCxB2J-XcixGeGaZvcu_cVxA Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn. Connect with Sarah: On LinkedIn>> On Facebook>> Subscribe on YouTube>>

Earlier this month, DonorsTrust partnered with the Goldwater Institute and the Arizona Free Enterprise Club for a special event in Phoenix, Arizona. At the event, Peter was joined by DonorsTrust philanthropic advisor Lukas Dwelly and Yellowstone Trust Administration executive vice president Randy Huston for a discussion about the powerful charitable tools you can employ in […]