Planned Giving for Small and Mid-Size Nonprofits

REGISTER
Date/TimeThursday, February 16, 2012 12n-1pm ET
Time
CostFree

Don’t get so caught up in present funding needs that you neglect future funding for your nonprofit.

As the economy continues to stumble, gifts from estate plans become more important. Donors have less disposable income to give right now but they still want to support your organization. Build on that relationship through a Planned Giving program.

If you haven’t started a Planned Giving program yet, find out what you’re missing. In any economic climate, Planned Giving programs build endowments, cement lifelong relationships with donors, and create a long-term stream of income.

This webinar will help kick-start your organization's Planned Giving program.

Our presenter, Tony Martignetti, has been building and growing Planned Giving programs for more than 14 years. He will give you a plain-language explanation of how estate and retirement planned gifts help build your endowment and protect the future of your nonprofit's important work. Here's what he'll cover:

  • What is Planned Giving?
  • What gift options are available?
  • Who are the best prospects for planning gifts?
  • How do we promote Planned Giving?

This is an interactive webinar, so plenty of time will be allowed for your questions.

Webinar presented in collaboration with MYcorportation


Who Should Attend?

 

  • board members
  • executive director
  • director of development and development staff
     

 

Instructor
Tony Martignetti, principal, Martignetti Planned Giving Advisors, LLC

Tony Martignetti has been serving the needs of nonprofits since 1997, through his work in Planned Giving and his expertise in state charity registration.

As founder and managing director of Martignetti Planned Giving Advisors, LLC, he leads a company that supports compelling nonprofit missions. Thousands of conversations with older Americans have shaped his understanding of how our elders plan for their future. His consulting typically finds him working closely with CEOs, CDOs, CFOs, and boards of trustees.

Based in New York City, Martignetti is expert in the technical, marketing, and relationship-building aspects of gift planning. His expertise has been cited in The New York Times, The Wall Street Journal, Dow Jones Newswires, Bloomberg Wealth Manager, Yahoo! Finance, The Chronicle of Philanthropy, GuideStar, The Nonprofit Times, AccountingWeb.com, Church Executive, Private Asset Management, Lipper HedgeWorld, New York Daily News, Long Island Business News and The Long Island Catholic, among other publications and media outlets.

Tony is a recognized authority on state charity registration. He is the author of the book Charity Registration: State-by-State Guidelines for Compliance and has been quoted on the laws and trends by Dow Jones Newswires, Nonprofit Business Advisor and other widely recognized publications.

He is the host of Tony Martignetti Nonprofit Radio, and is a popular and engaging speaker on the topics of gift planning and charity registration. His audiences have included the Association of Fundraising Professionals, NextGen:Charity Conference, Rabbinical Assembly National Conference, The Foundation Center, Association of Prospect Researchers in Advancement, Support Center for Nonprofit Management, Center for Nonprofit Advancement and Appraisers Association of America.

Martignetti served as Captain in the U.S. Air Force. He holds a BS from Carnegie Mellon University and a JD from Temple University School of Law.