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Planned Giving Boot Camp for Major Gifts Officers - Powered by Eventzilla
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Thursday, May 26 2022 12:00 PM - Thursday, June 09 2022 1:25 PM [EDT]
Subtotal (excluding fees and discounts)
Thursday, May 26 2022 12:00 PM - Thursday, June 09 2022 1:25 PM [EDT]
3 Intensive modules with one year access to recordings
May 26 – 12 Noon
June 2 – 12 Noon
June 9 – 12 Noon
Ultimate Quick Reference Planned Giving Pocket Guide
10 Gift Comparison Charts
One year subscription to Giving Tomorrow
In conjunction with: Major Gifts LLC 1288 Valley Forge Road, Unit 82 Valley Forge, PA 19460
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Learn more aboutJonathan Gudema, Jonathan Gudema,
Planned Giving Advisors, LLC
Jonathan Gudema, Esq. Principal Jonathan has over 25 years of experience working with and advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. An attorney by training, Jonathan has played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts. Prior to founding Planned Giving Advisors in 2011, Jonathan was a Managing Director at Changing our World, the third largest U.S. based fundraising consulting firm. As a member of the firm’s senior management team he led consulting projects and outsourced the planned giving staff for several major clients. Jonathan has also held senior positions in planned giving at the Anti-Defamation League, United Jewish Communities and Continuum Health Partners where he was responsible for cultivating planned gifts and managing their planned giving programs. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,700 subscribers and 200,000 visitors since its launch in 2010. In 2014, Jonathan launched the Planned Giving Boot Camp, a 6-part webinar series which has already trained over 3,500 fundraisers in the basics of planned giving as well as several more advanced training sessions. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.
Planned Giving Advisors, LLC
MODULE 1 The Importance of Planned Giving and Blended Gifts
12:00 PM - 01:25 PM
By the numbers – and why it’s such an important area for nonprofits over the next decade.
It’s good for your organization and good for your career.
Money? Here are some numbers.
Surprise… It goes far beyond money.
Every planned gift is a major gift.
Planned Giving Advisors, LLC
MODULE 2 How Planned Gifts Work
12:00 PM - 01:25 PM
100 Mile-High Overview of the most popular planned gifts.
Gifts that Protect Assets
A few exotic gifts.
Planned Giving Advisors, LLC
MODULE 3 Initiating Legacy Conversations
12:00 PM - 01:25 PM
Do you have trouble talking to donors? Do you clam up when it’s time to have the conversation?
This exclusive course will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.
Understanding mindsets, motivations, aspirations.
Which life events are good triggers to open a dialogue.
How to develop your “Legacy Opener”.
The greatest hurdles to a legacy conversation.
How to close on a gift.
How to solidify a gift once confirmed.
Planned Giving Advisors, LLC
MODULE 1 The Importance of Planned Giving and Blended Gifts
12:00 PM - 01:25 PM
MODULE 2 How Planned Gifts Work
12:00 PM - 01:25 PM
MODULE 3 Initiating Legacy Conversations
12:00 PM - 01:25 PM
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