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2. Review and Proceed

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Event Information

Wednesday, February 28 2018, 12:00 PM - 1:00 PM [EST]

About the Event


Once again, in response to many requests, we are offering a second presentation on the new tax law.  This time, the presentation will be crafted as a "donor presentation."  

In other words, our PowerPoint will be 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.

About the Organizer

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


Noel Appel

VP Development
New School

Kaitlyn Bartling

Director of Development & Alumni Affairs
Ellsworth College Foundation

Melissa Mencotti

Director of Gift Planning
Allegheny College

Donna Cessna

Development Coordinator
Active Aging Foundation

Kate Hillas

Director of Planned Giving
Navy-Marine Corps Relief Society

Michael Governor

Director of Planned Giving
Stevens Institute of Technology

Mary Carole Starke

Associate Vice President for Operations
Vassar College

Lisette Clem

Director of Advancement Services
Bryant University

Rebecca Elzey

Senior Philanthropy Advisor
Delaware Community Foundation

Ted MacMahon

Senior Gift Planning Officer
New England Historic Genealogical Society

Jill Kohler

Development Director
Interfaith Outreach & Community Partners

Gretchen Koch

Director, Planned Giving
Catholic Diocese of Arlington

Maegan Vallejo

Community Foundation Boulder County

Lee Davis

Director of Legacy Giving
Agnes Scott College

Jennifer Collins

executive director
Madison Public Library Foundation

Anita Calabro

Vice President and Trust Officer
Cypress Trust Company

Wendy Irving

Associate VP for Individual and Planned Giving
University at Buffalo

Claudia Grillo

United Way of Miami-Dade

Patrick Quinn

Director, Planned Giving
Houston Symphony

Lauren Creany

Director of Annual Giving
Pacific Northwest College of Art

Krista Richert

Administrative Assistant
MB Foundation

William Jenkins

Asst. Head for Institutional Advancement
The Wardlaw-Hartridge School

Beth Rose

VP Philanthropy and External Relations
The Alaska Community Foundation

Alison Woods

VP and Chief Development Officer
Community Foundation of Eastern CT

Mark Waters

Associate Director of Development
Pacific Crest Trail Association

Jasmine Hardesty

Director of Planned Giving

Tara Arras

Chief Development Officer
Catholic Charities DC

Linda Oertel

Administrative Assistant
Monmouth University

Donna Vroom

Grants and Partnership Administrator
Dominican Sisters of Peace

Dee Holleran

Public Relations Specialist
Dominican Sisters of Peace

Lynne Yontz

Chief Charitable Giving Officer
Community Foundation of Greater Des Moines

Deborah Ryan

Director, Strategic Partnerships and Philanthropy
YMCA of the USA

Lindsey Yates-Grimley

Executive Director, Gift Planning
URI Foundation

Jennifer Young

National Director, Planned Giving
American Friends of Tel Aviv University

Mary Cavanaugh

Director Development Promotions
American Cancer Society

Juliet Greco

Director of Planned Giving
Catholic Foundation of North Georgia

Lea Carnevali

Research, Cultivation and Stewardship Officer
Helen Keller International

Emily Chau

Development Manager
Helen Keller International

Leigh Manzi

Executive Director of Development
Medical University of South Carolina

Lauren Mossman

Director of Advancement
Sandy Spring Friends School

Mimi Youmans

Director of Stewardship
Sandy Spring Friends School

Elizabeth Klos

Director Annual giving and donor services
College for Creative Studies

Derek Groves

Chief Operating Officer
The University of Toledo Foundation

Lawrence MacCurtain

Development Officer of Major Gifts & Planned Giving
St. Mary's College of Maryland

Jennifer Cummings

Associate Director of Development
CCHC Foundation

Jared Matthews

Client Services Manager
BBS & Associates

Peter Boyer

Planned Giving and Major Gifts Officer
Princeton Day School

Judy Brasher

Major gifts
Winsor school

Elizabeth Drolet

Major gifts
Winsor school

Jon Zeidman

VP, Development
Ovarian Cancer Research Fund Alliance

Trisha Grace

Director of Development
Arc of Cumberland & Perry Counties

Jessica Milnes

Development Director
The Leukemia & Lymphoma Society

Lee Ann Reaser

Director of Major Gifts
University of Mary Washington

Colleen Coyle

Director of Development
Henry Vilas Zoo

Becky Jeppesen

Executive Director
Emporia Community Foundation

Megan DeGraeve

Director, Family Office Philanthropy
Marin Community Foundation

Aubrey Patterson

President & CEO
Hutchinson Community Foundation

Aaron White

Planned Giving Officer and Legal Counsel
Pepperdine University