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 & Links

Connect 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.

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.

Save the date for our next Monthly Giving Summit on February 25, 2027. Apply to speak here!

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