Martignetti Planned Giving Advisors

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Rob Mitchell

Rob Mitchell: Looking At Giving, 2011 & 2012

Rob Mitchell, CEO of Atlas of Giving, is with me to talk about 2011’s giving by sector, source and state. We’ll also look ahead to his forecast for this year.


 


Interviewing Kathryn Miree & Turney Berry

Kathryn Miree & Turney Berry: Breaking The Mold In Traditional Endowment Design

From the National Conference on Philanthropic Planning last year, Kathryn Miree, consultant, and attorney, Turney Berry, look at alternatives to endowment design that are rooted in lawsuits, law changes and difficulties implementing donor purposes that have arisen with the way endowments are traditionally set up.



 



Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but a small budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

Sign-up for show alerts!

“Like” the show’s Facebook page.

Make sure to tune in at 1pm ET on Friday and participate in the live tweet by following the #NonprofitRadio hashtag on Twitter.

There will be a link to the audio here a few days after the broadcast.

Sponsored by:

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Fancy Schmancy courtesy of Brian Teutsch on Flickr

Small- and mid-size nonprofits take note: you need not get fancy and sophisticated to have a very respectable Planned Giving program. To force a metaphor because I’m quite pleased with myself for thinking of it while brushing my teeth: you don’t need the cool electric gadget when a toothbrush will do the job very well.*

Bequests (gifts in your donors’ wills) are the place to start every Planned Giving program, irrespective of your budget, mission and size. Everyone needs a will and the charitable bequest is simple to understand and execute. In every program, this will be the most popular alternative, so expect 75 to 80% of your gifts to be by will.

I’d like to see this become popular wisdom: bequests can be the place to stop your planned gift program.

If you don’t have a big fundraising budget, access to expertise and comfort talking about fancier possibilities with your prospects and donors, then stand proud with a bequest marketing program as your sole Planned Giving offering. That is a perfectly respectable and appropriate program for smaller shops. And bigger shops that have a smaller budget.

There are scores of ways to affordably promote bequests: newsletter sidebars; newsletter articles; mentions in one-on-one meetings; mentions in large events; event table tents; event invitations; website or blog pages; Facebook pages; envelope flaps; direct mail PS’s; direct mail inserts; gift reply devices; gift acknowledgement letters and annual reports.

If I’ve piqued your interest, you may find helpful five articles I wrote for GuideStar that are no less timely two years later: Make 2010 The Year YOU Start Planned Giving. Clicking will lead you to the fifth in the six article series, and you’ll find links there to the first four. (The sixth is about gifts beyond bequests that don’t require expertise to promote.)

Charitable trusts, life insurance, gift annuities, closely-held stock, real estate and all the rest are terrific gifts. But they’re not necessary for success in Planned Giving.

Bequests–standing alone–can be a terrific Planned Giving program for your nonprofit.

* My dentist reports identical outcomes in his practice. I’ve returned to the manual method.

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Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Interviewing Chase Magnuson and Allen Thomas


Chase Magnuson and Allen Thomas: Revel In Real Estate

Chase Magnuson of George Washington University and Allen Thomas from The American College have small and mid-size nonprofits in mind as they describe how to identify prospects for real estate gifts; also how to cultivate, solicit and negotiate these gifts. What is the due diligence that’s required to keep your charity safe from a bad gift?

 


Gene Takagi

Gene Takagi: Board Oversight Basics

Our regular legal contributor Gene Takagi, from the Nonprofit & Exempt Organizations law group, unlocks the vagueness around “board oversight.” This is part one. We’ll continue the discussion in February.



 



Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

Sign-up for show alerts!

“Like” the show’s Facebook page.

Make sure to tune in at 1pm ET on Friday and participate in the live tweet by following the #NonprofitRadio hashtag on Twitter.

Here is the link to the podcast: 075: Revel In Real Estate & Board Oversight Basics

Sponsored by:

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'Direction' courtesy of Ramkarthikblogger on Flickr

In December I enjoyed the privilege of delivering a teleseminar on Charity Registration for NonProfit Direct. Thanks Marcia Bloomberg, founder, for hosting me!

I carried on for 45 minutes, then there were questions. You can listen to the audio and view the slides below.

Here’s what I covered:
– What state Charity Registration is
– Why you should comply
– Where you register
– What is a solicitation
– How do you register
– Plan for getting started
– Continuing Ed.

I hope you find this helpful.

Charity Registration Demystified (To download —-> Right-click, Save As…)

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Nonprofit Radio, January 13, 2012: Podcasting Primer & Twitter Organization Pages

January 11, 2012

Big Nonprofit Ideas for the Other 95% Sponsored by GE Grace corporate real estate services. Listen live or archive: Live: Talking Alternative Radio, Fridays, 1-2PM Eastern Archive: Subscribe on iTunes and listen anytime, anyplace on the device of your choice. My Guests: John Federico: Podcasting Primer John Federico, principal of The New Rules, shares what [...]

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My NextGen:Charity 2011 Interviews, Part III

January 9, 2012

Here are three more HD video interviews from the NextGen:Charity conference last November. Tony Martignetti Nonprofit Radio was a media sponsor and I got really thoughtful and insightful commentary from the 12 speakers I interviewed. Part I is here and Part II is here. This is what I have for you this week: Make volunteering [...]

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Nonprofit Radio, January 6, 2012: Three NextGen:Charity Interviews & Your 2012 Prospect Plan

January 4, 2012

Big Nonprofit Ideas for the Other 95% Sponsored by GE Grace corporate real estate services. Listen live or archive: Live: Talking Alternative Radio, Fridays, 1-2PM Eastern Archive: Subscribe on iTunes and listen anytime, anyplace on the device of your choice. My Guests: Abby Falik, Charles Best, and Wali Collins: Three NextGen:Charity Interviews Abby Falik is [...]

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Share My Optimism For 2012

January 3, 2012

I can’t help it. I am optimistic at the beginning of each year. Join me. It feels great. In January 2010–in the depths of recession–I thought the future was bright. I always think a new year holds great promise and cannot remember being disappointed. In 2012, I’m genuinely excited to expand my keynote speaking to [...]

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Nonprofit Radio, December 23, 2011: LinkedIn Lovers & Your Board Can Fundraise

December 21, 2011

Big Nonprofit Ideas for the Other 95% Sponsored by GE Grace corporate real estate services. Listen live or archive: Live: Talking Alternative Radio, Fridays, 1-2PM Eastern Archive: Subscribe on iTunes and listen anytime, anyplace on the device of your choice. My Guests: Geri Stengel, Marc Halpert, and Maria Semple: LinkedIn Lovers Geri Stengel, principal of [...]

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Say ‘Thank You’ Before You Have To

December 19, 2011

Last month one of my credit card numbers got compromised. I didn’t have many automatic payments on that card, so it was a small nuisance. Two of the companies I did have set up like that are long-standing, five- and six-year relationships. Included with their entreaties that I update my card information were expressions of [...]

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