Where to start with Planned Giving with Tony Martignetti
The Business Behind Fundraising
Release Date: 01/10/2023
The Slow & Steady Path to Large Gifts: A Case Study with Lauren M. Scott at Foundation for Fresh Produce
The Business Behind Fundraising
Lauren M. Scott is working on growing a healthier world to help change the trajectory of human health. Such a task might seem daunting, but the President of the Foundation for Fresh Produce has used her prior experience in crucial ways to help bridge the gap between sharing their big vision and providing tangible results. The process has not always moved at a rapid pace, but Lauren's patience is paying off in a big way for her organization. Sherry and Lauren discuss the importance of clear and effective communication - not just with your donors, but throughout the entire organization. There...
info_outline
Diversifying Your Human Service Org's Revenue: A Case Study with Carina Santa Maria at Shelter, Inc.
The Business Behind Fundraising
Carina Santa Maria is a first time ED making veteran moves at her organization. At Shelter Inc., Carina helps youth experiencing homelessness find emergency shelter, transitional housing, and clinical care, filling a crucial need for a vulnerable population within her community. Such a need requires great funding, and when Carina stepped into the role, things weren't where they needed to be. Fast forward to today - Shelter Inc. has seen their revenue grow nearly 5x thanks to changes in strategy implemented by Carina. Sherry and Carina discuss the growth and challenges faced by...
info_outline
Pressing Pause on Your Gala: A Case Study with Janelle Miller Moravek at Youth & Family Counseling
The Business Behind Fundraising
Janelle Miller Moravek describes herself as an "accidental" nonprofit employee, but when you see the thought and care she puts into her organization, the results are no accident at all! As the Executive Director at Youth & Family Counseling, Janelle works on providing and educating her community on affordable mental health care. She has done a bit of everything at the organization, and that experience has proven useful for understanding the needs of her team during a time of change and growth. Janelle and Sherry discuss the bold act of cutting her organization's gala out of the budget and...
info_outline
Cultivating & Captivating Next Gen Board Members with Julia Patrick of American Nonprofit Academy
The Business Behind Fundraising
Julia Patrick exemplifies that it’s never too late in your career to make an impact on the world around you. After a career in media covering social, political, and cultural issues in Arizona, Julia pivoted and dedicated her life to helping the nonprofit sector through the American Nonprofit Academy. As the CEO and Founder, as well as being the co-host of The Nonprofit Show, Julia allows nonprofit professionals to engage in discussions on problem-solving, innovation, and change within the sector. Sherry and Julia discuss how growing up in Arizona influenced her passion for nonprofit work....
info_outline
Fall Funder Series: A Discussion with Aba Taylor Brookline Community Foundation
The Business Behind Fundraising
On the final episode of this year’s Fall Funder Series, Sherry Quam Taylor speaks with Aba Taylor of the Brookline Community Foundation. Located in the immediate suburbs of Boston, BCF partners with nearly 50 organizations, seeking to improve the financial equity and economic growth of vulnerable populations in their area. As Executive Director, Aba not only cultivates relationships with organizations seeking their assistance, but also fundraises on her own, helping secure the money from private donors that will then flow to community partners that align with BCF’s values. The importance...
info_outline
Fall Funder Series: A Discussion with John Tracey, Program Director of the Simons Foundation
The Business Behind Fundraising
In the next edition of the Fall Funder Series, John Tracey of the Simons Foundation joins the show. As the Program Director managing the Science Sandbox, an incubatory portfolio focused on funding science communication practitioners, John helps organizations emphasize the importance of science in our everyday lives, helping build trust in modern practices and expanding access into new communities. Sherry and John dive into how organizations can get their foot in the door with larger funding operations. Spoiler alert: it’s not as hard or scary as you may think! Similar to working with the...
info_outline
Fall Funder Series: A Discussion with Shireen Zaman, Program Officer, BUILD // Ford Foundation
The Business Behind Fundraising
Welcome to the Fall Funder Series, where Sherry Quam Taylor demystifies common misconceptions about how organizations can secure general operating revenue. First up is Shireen Zaman of the BUILD program at the Ford Foundation. As a Program Officer, Shireen works directly with organizations in identifying their greatest fundraising needs and preparing a funding strategy that best supports those efforts. Shireen gets real about what she looks for when choosing organizations to support. It's important to remember that there are real people behind these funding efforts who are eager to...
info_outline
Case Study with Eve Turow-Paul of Food for Climate League: Creating Sustainability after extreme launch success
The Business Behind Fundraising
Eve Turow-Paul didn’t set out to start a nonprofit, but once she identified a crucial need in her community, the pieces quickly fell into place. As the founder and Executive Director of Food for Climate League, she’s helping change the narrative of sustainable food systems by addressing the emotional underpinnings that drive people’s food choices. The women-led team is influencing culinary workers to reduce emissions, embrace plant-based options, and increasing biodiversity. Sherry and Eve discuss starting a nonprofit with little planning behind it, growing your organization...
info_outline
Nonprofit Decision Making During Times of Growth with Emily Taylor of teenyBIG
The Business Behind Fundraising
As the principal of teenyBIG, Emily Taylor helps nonprofits at an inflection point make big decisions that affect their community so they can move from indecision to intentional, next-level growth. She empowers bold leaders to gather the information they need to make big decisions with buy-in so they can move from a holding pattern and into next-level growth. Emily discusses the need for nonprofits to reset and make strategic decisions in the post-COVID world, the challenges of strategic planning, and the importance of taking a step back before diving into the process. What You Will...
info_outline
Case Study with Veronika Trufanova at the Emerald Necklace Conservancy: Preparing to Fully Fund your New Strategic Plan
The Business Behind Fundraising
Veronika Trufanova always had a passion for environmental sustainability, making her the perfect fit for her role as Director of Development at the Emerald Necklace Conservancy, a historic linear park system in Boston that introduced one the first example of green infrastructure in the nation. Nika now works to sustain the parks impact on the city while growing awareness for its rich history, a huge task in a city with over 650,000 residents. Nika discusses how Sherry’s fresh perspective has revamped her team’s strategic plan while generating morale throughout her organization. The...
info_outlineStewardship is simple if you just treat people with respect.
When donors are deeply connected to your organization’s goals and vision, their support doesn’t end in death. Tony Martignetti discusses the importance of tackling planned giving or “gifts by will”, how it benefits your organization long term, and fostering donor relationships.
Tune in to The Business Behind Fundraising — Where To Start With Planned Giving with Tony Martignetti.
What You Will Discover:
✔️ The biggest lesson learned in a decades-long career. Focusing on “gifts by will” yields a more successful and much easier planned giving launch. This type of gift is written in a person’s will.
✔️ Seventy-two percent of people who gift-by-will increase their other types of giving to that organization. Planned giving doesn’t hurt any of your other fundraising events.
✔️ Organizational criteria for a planned giving program. This includes:
- Five years of history
- More than one staff member
- Has individual donors
✔️ Keep donor relationships warm. Start a recognition society for planned donors. Track birthdays and send greetings via phone or handwritten letter. Set up insider donor communications and a VIP section during events.
----------------------------------
Tony Martignetti has been starting and growing Planned Giving programs since 1997. This is his 25th Anniversary year! He’s been consulting in Planned Giving since 2003. Now he leads Planned Giving Accelerator, a membership community to launch 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com.
LinkedIn: https://www.linkedin.com/in/tonymartignetti/
FREE How-to Guide:
Unleash the Game-Changing Power of Planned Giving at Your Nonprofit
https://plannedgivingaccelerator.com/free-how-to-guide/
----------------------------------
Subscribe to my YouTube for weekly updates.
https://www.youtube.com/channel/UCbjEu276-YQ0TeurphD62pA/
Download White Paper
The Big Fundraising Secret (How Traditional Nonprofit Fundraising blocks your overall growth and keeps you from fully funding your organization every year) https://mailchi.mp/a533c0ab59cf/2021-whitepaper
Or, subscribe to The Business Behind Fundraising podcast on any of your favorite podcast apps!