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First Participant Fee Partial Approval - $75.00

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Additional attendees Partial Approval - $25.00

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Additional attendees will receive log-in info and can view the session at their own location.

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Event Information

Wednesday, July 25 2018, 12:00 PM - 1:00 PM [EST]

About the Event

This coure is designed as a follow-up for those who either took our Planned Giving Boot Camp and are looking to enhance that knowledge in Lead Trusts or step-up an existing program.

We will cover:

  • Lead trusts A-Z
  • Advanced CLT options
  • Expanding your efforts - marketing and closing more CLTs

The “Private Jet” of planned gifts as compared to the life income gifts, with minimum funding amounts of $1 million or more, lead trusts are a completely different and unique planned gift offering.  These trusts offer the largest and most immediate rewards to nonprofits but are also the most difficult to secure.  This session will provide attendees with an in-depth look at this option with a goal of learning how to properly identify opportunities and to steward such gifts properly.

About the Organizer

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

CONTACT ORGANIZER View other events

Kristen Bennett

Vice President of Institutional Advancement/Executive Director of the Foundation
Trinity Valley Community College


Denise Dwight Smith

Assistant Vice President, Alumni & Career Services
University of Richmond


Judith Smith

Senior Director of Planned Giving
Arizona Community Foundation


Lynne Feraco

Executive Director of Gift Planning
Worcester Polytechnic Institute


Jeanna Swafford

Assistant Vice Chancellor for Development
The University of Tennessee Foundation-Martin Campus


Jason Sullivan

Director of Development
The University of Tennessee Foundation-Martin Campus


Ben Jones

Associate Director of Development
The University of Tennessee Foundation-Martin Campus


Stephanie Earp

Director of Development
The Pennfield School