2018 Tax Plan Briefing for Donors and Nonprofit Leaders

Monday, 10 December 2018 12:00 PM - 1:00 PM EST

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First Participant Fee REQUIRED Partial Approval - $75.00

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Additional attendees Partial Approval - $25.00

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Monday, 10 December 2018 12:00 PM - 1:00 PM EST

This session was given early in 2018, just after we found out about the new tax law.  It is basically a repeat of that session, with any new lessons learned so far, and with an emphasis on ideas for your donors who are concerned about the negative impact of the law.

You can register for more than one viewing site at a discount - $75 is for the initial site and $25 for additional viewing sites (up to 10 locations/individuals).

This presentation is crafted as a "donor presentation" with the PowerPoint specifically designed to be presented to donor audiences, with simple examples of how the tax law may impact them and basic ideas for addressing some of the challenges presented by the new law with particular emphasis on charitable opportunities.

Everyone registered will receive the actual PowerPoint AND draft language to create your own pamphlet!!

The goal of this call is to provide nonprofits with a presentation they can bring to their supportors as well as language to create a pamphlet on the new law.

Feel free to invite leadership donors to join the program.  We will also be offering webinars and in person presentations to individual institutions which you can arrange by emailing me at jonathan@plannedgivingadvisors.com.

Planned Giving Advisors


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

Contact the Organizer View other events


Adriana Villafranca

Director of Development, Keystone School


Amy Elmore

8057461551, Stevenson school


Chris Spencer

development officer, United Methodist Foundation of Louisiana


Denise Miles

Director of Advancement, Kellenberg Memorial High School


Elissa Oransky

Executive Director, Irvine Valley College Foundation


Elizabeth Drolet

Senior Development Officer, The Winsor School


Jack Barner

Planned Giving Officer, University of Evansville


Laura Jordan

Leadership Giving Officer, Westminster


Meg Roberts

Vice President, Gift Planning, Impact Communications


Melanie Cohen

Executive Director, Jewish Home Foundation of North Jersey Inc.


Michael Cocks

Development Operations Coordinator, LA Philharmonic Association


Michael Gilhooly

Priccipal Gifts, Loyola High School


Scott Gilreath

Director of Development, University of Evansville


Stephanie Caswell

Director of Leadership Giving and Philanthropy, Berwick Academy