Planned giving

This is Farrah Trumpeter, co-director and worker owner at Big Duck.

And today I have the pleasure of talking with Tony Martinetti all about the question, how can you accelerate planned giving? Let me start by telling you a little bit about Tony.

So Tony Martinetti uses he him pronouns and is the evangelist for Planned Giving, having worked in the field for nearly 30 years.

His new book just came out, Planned Giving Accelerated, which he wrote to help small and mid-sized nonprofits make Planned Giving fundraising easy, accessible, and affordable.

But today, we've got the tables turned and we get to interview him.

So, Tony, let's start with a big, easy question.

Why did you write this book? What about plan giving accelerated needed to be told? And why do you think so many nonprofits are intimidated by the idea of plan giving?

Farah, your second question is the answer to the first.

They are overcomplicating planned giving.

I- if you, if you're embarking on all those things you mentioned, and I'll throw in another one that I often hear, we need to have a recognition society.

We have to have a recognition society for it.

No one, no one is going to put you in their will because you promised to make them a member of your planned giving recognition society.

It's not gonna happen.

[gentle music] I just finished reading an amazing book about planned giving, and I- full disclosure, I know the author.

I think the world of him, so I already knew I was gonna want to have him on the podcast before I finished reading the book.

So the book is, this is a long title, friends, Planned Giving Accelerated: The Cut Through the Shit, No Nonsense, Practical Step-by-Step Guide to Start Legacy Giving Fundraising at Your Small to Mid-Sized Nonprofit Simply in One Week with Bequests.

The national statistic, and I cite it in the book, is that for every will that you know about, there's another seven to eight folks who have done the same, but they're just never going to tell you.

It's just too personal and too private to them.

So there's always going to be a lot of folks who won't reveal the gift and you won't be able to thank them because you won't find out until they've died.

So I've been a director of planned giving at those two places.

And then in 2003, 26 years ago, I started... consulting, Martinetti Planned Giving Advisors.

And this September, I'm writing a book.

I'm publishing a book, Planned Giving Accelerated.

So it's been 29 years altogether in Planned Giving.

Go listen to episode 820 and learn about his worst investment ever.

Now, Tony is the author of the coming book, Planned Giving Accelerated.

And he's been helping small and mid-sized businesses, U.S. businesses, nonprofits in particular, launch plan-giving fundraising programs since 1997.

Tony is a lawyer, but he doesn't write or talk like one.

I help U.S.

nonprofits with... understanding the value of these long-term gifts to nonprofits.

So we say planned giving, fundraising.

These are long-term gifts in people's estate or retirement plans.