Podcast appearances and mentions of tony martignetti

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.

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

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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

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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.

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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

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Have you ever stopped to wonder if you're climbing the right mountain in your entrepreneurial journey, or simply chasing someone else's vision of success? In this episode of The Angel Next Door Podcast, we dig deep into what it means to lead with purpose and authenticity, challenging common assumptions about leadership, fulfillment, and growth for founders and investors alike. Our guest, Tony Martignetti, is an accomplished leadership coach, author, and founder of Inspired Purpose Partners. With over 30 years of experience in high-tech and biotech finance and strategy, Tony Martignetti made a bold leap from corporate life to become a transformational force for leaders across industries. He's the author of two insightful books—Climbing the Right Mountain and Campfire Lessons for Leaders—and shares a preview of his upcoming work, Illuminating Hidden Brilliance. Throughout the episode, listeners hear Tony Martignetti's perspective on why effective leadership goes far beyond titles, how founders can unlock the “hidden brilliance” within themselves and their teams, and why organizations thrive when they encourage multidimensional talents. Whether you're a startup founder, part of a scaling team, or actively investing in early-stage ventures, this conversation is packed with actionable insights and fresh frameworks to help you foster truly resilient, inspired, and connected teams. This is a must-listen for anyone seeking to create lasting impact, avoid the pitfalls of leadership “autopilot,” and bring their whole self into the entrepreneurial arena.   To get the latest from Tony Martignetti, you can follow him below! https://www.linkedin.com/in/tonymartignetti/   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

This Week:  Confessions Of Nonprofit Social Media Managers  Approval processes. Posting frequency. Constant emergencies. Managing AI. To overcome those challenges, our panel offers time-saving tactics, strategies to fight burn out, smart ways to use AI, and more. They're Keara Klose … Continue reading →

This Week:  Your Fall Gala Strategy  The CEO of Trellis.org wants you to recognize your gala as a substantial fundraising growth opportunity. He shares his advice on unlocking new revenue drivers; turning one-night attendees into long-term donors; modern upsells; using … Continue reading →

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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 →

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Jessica talks with Tony Martignetti, Leadership Advisor, Artist, & Creative Guide.Tony Martignetti is a leadership advisor who helps leaders navigate complexity without losing themselves. With over 30 years across high-tech and life sciences, he has worked where innovation, pressure, and uncertainty collide. His defining insight: brilliance doesn't disappear in organizations; it goes dormant when people are asked to fragment themselves to perform. Through Inspired Purpose Partners, Tony designs experiences that integrate purpose, presence, creativity, and connection to drive meaningful impact. He is the author of Climbing the Right Mountain and Campfire Lessons for Leaders, host of The Virtual Campfire Podcast, and a keynote speaker known for creating “campfire” spaces for honest, expansive dialogue.Follow Tony and his work at:https://tonymspeaks.com/ https://linktr.ee/inspiredcoach https://www.ipurposepartners.com/ https://www.linkedin.com/in/tonymartignett1/ ~About The Ampersand Manifesto:What happens when you refuse to choose just one path? On The Ampersand Manifesto, host Jessica Wan sits down with “the most interesting people at the dinner party” – those who have made their mark in two or more seemingly different worlds. Through candid conversations, we explore what it takes to navigate multiple callings, find the connection points between them, and redefine success on our own terms. Together, we're co-creating The Ampersand Manifesto: principles for leading a multi-passionate life.~About your host, Jessica Wan:Executive Coach | Classical Singer | Former Marketing Leader & Tech ExecutiveJessica helps founders and leaders make the invisible visible. With 20+ years of experience scaling brands like Apple, Smule, and the San Francisco Opera, and as an ICF-certified executive coach, she provides the clarity and strategy needed to lead bravely and find fulfillment in a multi-passionate life.Work with Jessica: Book a Free Intro CallJoin The Cohort: An Ampersand Community for Dual-Career ProfessionalsFollow the Journey: @ampersandmanifestoConnect: Jessica's LinkedInListen: Singing Excerpts~CreditsCo-produced and hosted by ⁠Jessica Wan⁠Co-produced, edited, sound design, and original music by ⁠Carlos Schmitt

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He learned that he had to leave the room to truly make a difference. Today, we're talking to Tony Martignetti, Executive Coach and Author of Campfire Lessons for Leaders. We discuss why hiding your true self at work leads to burnout, how the three C's of curiosity, compassion, and connection can unlock self-awareness, and why leaving the room to change the room is the ultimate act of courageous leadership. All of this right here, right now, on the Modern CTO Podcast!  To learn more about Tony Martignetti, check out his website here.

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

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Recorded live at the Fairmont Austin during SXSW, Joe Pardavila sits down with leadership advisor and author Tony Martignetti just moments after his first SXSW talk. The conversation explores the experience of speaking on one of the world's most influential stages and the deeper ideas behind Tony's upcoming book, Illuminating Hidden Brilliance.Tony has spent more than three decades working across biotech, high tech, and leadership development, helping individuals and organizations reconnect with what he calls their hidden brilliance. In this conversation, he explains why many leaders appear successful on the outside while feeling numb on the inside, and how reconnecting with forgotten parts of ourselves can restore creativity, purpose, and stronger leadership.Joe and Tony discuss the journey that led Tony from a career in finance and strategy to becoming a leadership coach and author. They explore the idea of “flashpoint” moments that reshape how people see themselves, the courage required to bring your full identity into your work, and why teams become more innovative when people share the passions they keep outside the office.The conversation also tackles practical leadership questions:• Why many successful leaders feel stuck or disengaged• How organizations overlook the potential inside their own teams• The role of compassionate accountability in strong leadership• Why culture emerges from behavior rather than slogans• How AI and new workplace dynamics might reshape how people contributeTony shares stories from his work with innovation teams, explains how personal passions can spark new ideas at work, and argues that organizations thrive when leaders create space for people to bring their full selves to the table.At its core, this episode asks a simple but powerful question: What brilliance are we leaving behind when we separate who we are from the work we do?Tony's new book, Illuminating Hidden Brilliance, arrives this fall and offers a roadmap for individuals and teams who want to reconnect with their deeper potential.

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This Week:  Monthly Giving Matters  First, Dana Snyder shares info on the Global Monthly Giving Summit later this month. Then, she shares what she knows about how to launch or grow your monthly sustainer fundraising. How to convert one-time donors … Continue reading →