Planned Giving Boot Camp April-May 2018

Tue, April 24 2018, 12:00 PM - Tue, May 29 2018, 1:00 PM [EST]

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Group Price Partial Approval -$350.00

One price for your group of up to 10 individuals.

Additional attendees Partial Approval - Free

Feel free to add up to 10 individuals to your registration - all will receive emails with login info and links to view the webinars at the locations of their choice.

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Event Information

Tue, April 24 2018, 12:00 PM - Tue, May 29 2018, 1:00 PM [EST]

About the Event

This course is designed to propel a fundraiser into the area of planned giving. Each session will be up to 1 hour long. The 6 sessions take place over a 6-week period. While it is hoped that participants will attend each session, the webinars will be recorded so that all registered participants can catch up on missed calls. Access to Planned Giving Advisors’ virtual library of various planned giving related documents is included as part of the program as well as other resources provided through the course. The fee per organization is $350 (Up to 10 individuals can be registered for this fee, who can view the webinars together or in separate locations).

1. Introduction to Planned Giving – This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options that will be covered during the entire course.

2. From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program.  Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects.  We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.

3. Initiating The Legacy Conversation And Getting To The Ask – This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift. We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion and turning your “case for legacy giving” into your legacy giving “elevator-pitch.”

4. Primer on Basic Tax Law and Financial Planning Concepts (FOCUS WILL BE ON THE NEW TAX LAW) – This session is designed to clarify the various tax and financial planning issues that your prospects may expect you to be conversant on during planned giving discussions – a must for fundraisers discussing planned gifts and any complex gift arrangement.

5. Life Income Gifts – This session will delve into the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider. Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.

6. Bequests and Other Testamentary Gifts – This session will go into depth on what has proven to be the largest source of planned giving revenue by far in the nonprofit sector: bequests and other testamentary gifts. While bequests are often referred to as the most “simple” of planned gifts, there are numerous details and options fundraisers need to be aware of to maximize their effectiveness in this area. Additionally, we will cover non-Will testamentary options like IRAs and other account designations, which are becoming more and more important among baby-boomer prospects.

About the Organizer

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER

WHO IS ATTENDING

Joan Hermes

Executive Director
CGH Health Foundation


Sarah Waldbott

Director of Development
National Council of Jewish Women - NY Section


Chelsea Brown

Director of Development
College of Southern Maryland


Heather McPherson

Director of Advancement
Children's Community School


Joe Thiegs

Planned Giving Director
Minnesota Public Radio


Paul Odegaard

Major and Planned Giving Officer
Minnesota Public Radio


Mark Abner

Director of Major and Planned Giving
Minnesota Public Radio


Deborah Hanson

Senior Gift Officer
Minnesota Public Radio


Steve Crandall

Senior Gift Officer
Minnesota Public Radio


Jamie Ziemann

Senior Gift Officer
Minnesota Public Radio


Jeff Smith

Gift Officer
Minnesota Public Radio


Susan Hwang

Gift Officer
Marketplace / American Public Media


Mary Heer-Forsberg

Development Communications Manager and Gift Officer
Minnesota Public Radio


Dawn Flinsch

Campaign Manager
Minnesota Public Radio


Angie Eckel

Stewardship Coordinator
Minnesota Public Radio


Stacie Kelly

Director of Planned Giving
Fairfield University


Marvin Whitt

Director of Development
Cherokee Home for Children


Elizabeth Kennedy

Senior Director of Development
Norwich University


Erica Martin

Director of Development
Pittsburg State University


Jona Schmidt

Alumni Director
Dakota State University


Jill Ruhd

Development Officer
Dakota State University


Mark Gerhardt

Development Officer
Dakota State University


Bob Preloger

VP for Advancement
Dakota State University


Carrie Slaathaug

Annual Fund Manager
Dakota State University


Diana Russo

Director
CoveCare


Allison Carroll

Director
CoveCare


Jackie Stefanak

Director
CoverCare


Melinda Bartolini

Director
CoverCare


Geraldine Greene

Director
CoveCare


Karen Pilner

Director
CoveCare


Sal Gambino

Director
CoveCare


Brian Doyle

Director
Family Services


Whitney Humphrey

Director
Family Services


Christa Hines

Director
Hudson River Housing


Elizabeth Celaya

Director
Hudson River Housing


Lynsey Duvall

Director
Hudson River Housing


Kristine Kortright

Director
Hudson River Housing


Roy Budnik

Director
Hudson River Housing


Jeff Kosmacher

Director
Hudson River Housing


Filomena Fanelli

Director
Hudson River Housing


Richard Witt

Director
Rural & MIgrant Ministry


Rene Thiel

Director
Rural & MIgrant Ministry


Sandra Oxford

Director
Rural & MIgrant Ministry


Kellyanne Kostyal-Larrier

Director
Safe Homes of Orange Country


Kristen Pratt

Director
Safe Homes of Orange County


Sharon Tillman

Director
Safe Homes of Orange County


Jennifer Killian

Program Officer
Dyson Foundation


Jeff Lukacsena

Fundraising Consultant
The Dickerson Group


Carolyn Ciriegio

Director of Major Gifts and Planned Giving
The College of Wooster


Katie Bradshaw

Development Coordinator - Planned Giving
The College of Wooster


Brad Cors

Major Gifts Officer
The College of Wooster


Patrick Nolan

Major Gifts Officer
The College of Wooster


Meret Nahas

Major Gifts Officer
The College of Wooster


Joseph Rosenberg

Executive Director
Kappa Delta Rho


Christopher Banks

Vice President
Charles E Smith Life Communities


Tara Collins

Director of Communications & Resource Development
RUPCO


Kevin O'Connor

CEO
RUPCO


Monique Tranchina

Editorial Assistant
RUPCO


Maru Gonzalez

Staff member
RUPCO


Eliza Bozenski

Board/RDC Chair
RUPCO


Connie Snyder

Board/RDC
RUPCO


Lester Strong

Board
RUPCO


Marisa Perez Rogers

RDC
RUPCO


Kathryn Ornstein

RDC
RUPCO


Robyn Prosser

RDC
RUPCO


Renee Darmstadt

RDC
RUPCO


Brian Riddell

Executive Director
Dutchess Outreach


Sarah Salem

Director of Development
Dutchess Outreach


Christine Allen

Vice President for Advancement
Oklahoma Christian University


Stephen Eck

Vice President
Oklahoma Christian University


Gary Mason

Major Gifts Officer
Oklahoma Christian University


Alan Phillips

Vice President of Texas Operations
Oklahoma Christian University


Will Blanchard

Director of Advancement Operations
Oklahoma Christian University


Jeanmarie Bond

Corporate Secretary
UC San Diego Foundation


Holly Nonnemacher

Major and Planned Giving Officer
Phoebe


Stacey Prohaska

Director, Institutional Advancement
Phoebe


Rebecca Horst

Major and Planned Giving Officer
Phoebe


Gina Kozicki

Assoicated Director, Planned Giving & Endowment
Jewish Federation of Delaware


Shari Dym

Create A Jewish Legacy Program Manager
Jewish Federation of Delaware


Wendy Berger

Senior Director of Philanthropy
Jewish Federation of Delaware


Karin Chao-Bushoven

Director of Major Gifts and Corporate Relations
Fresno Pacific University


Deb Ellingsen

Foundation Associate
Essentia Health Foundation


Allison Lee

VP, External Affairs
Bet Tzedek


Peter Boyer

Planned Giving and Major Gifts Officer
Princeton Day School