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Planned Giving Fundamentals for Nonprofits

Learn the fundamentals of planned giving and best practices to start your planned giving program.

Too many nonprofits are intimidated by planned giving fundraising. They think it's too technical; they need a lawyer's expertise; they'll be talking about death; and it will detract from other fundraising. In this topic, Tony Martignetti will smash those misconceptions. He'll make planned giving easy and accessible and will assure you there's no need to talk to your donors about their death. He'll weave his stand-up comedy into the material, and you'll walk away empowered to begin a planned giving program at your nonprofit.

Runtime: 88 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Which Types of Nonprofits Can Benefit From Planned Giving

  • Mission
  • Longevity
  • Staff Size

Who Are the Best Planned Giving Prospects

  • Age
  • Giving History
  • Never Married and No Children

Where Do You Start Your Planned Giving Program

  • Charitable Bequests
  • Why Start With Bequests
  • Why Are Bequests the Most Popular Planned Gift

What Are Other Types of Planned Gifts

  • Revocable Trusts
  • Life Insurance
  • Beneficiary Designations
  • Charitable Gift Annuities
  • Charitable Trusts

How Do You Market Your Planned Giving Program

  • Events
  • Direct Mail
  • Digital
  • Print

Resources to Learn More

  • Free How-to Guide
  • Book
  • Nonprofit Radio Podcast
  • Planned Giving Accelerator
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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Course

This course was last revised on October 15, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tony Martignetti

Tony Martignetti

Martignetti Planned Giving Advisors

  • Principal with Martignetti Planned Giving Advisors
  • Planned giving fundraising counsel to colleges, hospitals, museums, religious organizations, social services, advocacy organizations, an arboretum, and more
  • Six years as a frontline planned giving fundraiser before moving to consulting in 2003
  • Routinely selected as a conference presenter, podcast guest, blogger, and media source for the likes of The Chronicle of Philanthropy and The New York Times
  • Host of Tony Martignetti Nonprofit Radio, Big Nonprofit Ideas for the Other 95%, the #1 podcast for nonprofits
  • Former attorney and stand-up comic
  • Can be contacted at [email protected]
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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 407504
Published 2020
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