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Tuesday, 31 March 2020 12:00 PM - 1:00 PM EST
This will be a special briefing on the recently passed Secure Act, relevant points for planned giving, and a primer for better understanding of IRAs (which are so important for planned giving going forward). We will cover any issues that may force you to update your material and any opportunities created by the Secure Act.
All registants AFTER THE LIVE SESSION will receive an email with the session recording link and a link to download the PowerPoint handout.
https://plannedgivingadvisors.com/
Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.
Jonathan has over 20 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. In addition to being a practicing attorney, he has also 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 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 planned giving with over 1,500 subscribers and 145,000 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 2,000 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
Senior Philanthropy Officer, Rhode Island School of Design
Program Director - Legacy Giving, The Marshall University Foundation, Inc.
Vice President & Chief Development Officer, Community Foundation of Eastern Connecticut
Associate Director, Planned Giving, Ashland University
AVP for Development and Gift Planning, University of Vermont Foundation
VP, Philanthropic Services, Community Foundation for a greater Richmond
Development Director, Episcopal Community Services (ECS)
Chief Development Officer, Gift Planning, University of Houston
Office of Planned Giving, Colgate University
Vice President for Gift Planning, KU Endowment Association
Director of Development, Samaritan Counseling Center
Associate Vice President, Advancement, Capital University
Sr. director alumni relations and development, Keuka College
Assistant Vice President for Advancement, The College at Brockport
Senior Director Gift Planning, Tufts University
Major Gifts Officer, Science History Institute
Director of Gift Planning, Punahou School
Senior Planned Giving Officer, Rhode Island School of Design
Gift Planning and Trust and Estate Administration Program Coordinator, Williams College
AVP, CCS
Vice President of Advancement & Donor Services, Grand Haven Area Community Foundation
Development Manager/Planned Giving, Covenant House International
Senior Gift Planner, InFaith Community Foundation
Sr. Director Planned Giving, Oakland University
Strategic Partner Services Manager, The Voice of the Martyrs, Inc.
Donor Services Officer, Connecticut Community Foundation
Vice-President, Everence Foundation
Director of Individual Giving, Keystone Symposia
Associate Director, UBC
Director of Advancement, Kellenberg Memorial High School
Major Gifts, Albany College of Pharmacy and Health Sciences
Senior Development Officer, WAMU, American University Radio
Counsel, Partridge Snow & Hahn LLP
Consultant, Efquilter.com
VP Development, Onward Israel
Director of Bequests - Northeast, The Humane Society of the United States
Development Coordinator, Maple Knoll Communities
CFO, The Community Foundation of Frederick County MD
Assistant Director of Development, Major Gifts, American Library Association
Development, FM Area Foundation
Director of Planned Giving, Severn School
Executive Director Emeritus, Columbus Jewish Foundation
Head of Philanthropy, North America, University of Edinburgh
Project Manager, BBS & Associates
Consultant, The Monroeville Lions Club Foundation
Director of Philanthropic Partnerships, Hawaii Community Foundation
Executive Director, AHRC NYC Foundation
Sr. Executive Director of Development, Boise State University
Major Gifts, Susan G. Komen
Director of Development, Houston Zoo
Planned Giving Officer, University of Evansville
Executive Director of Gift Planning, University of Rhode Island
Director of Planned Giving, Focus on the Family
Planned Giving Officer, The Trustees of Reservation
Director of Development, Fredonia College Foundation
Philanthropic Services Manager, Ann Arbor Area Community Foundation
Managing Director, Orr Group
Director of Institutional Advancement, The Dunham School
President, East Texas Communities Foundation
director of content, philanthropy works
Associate Director or Leadership Giving, The Westminster Schools
Endowment Associate, JFCS
Major Gifts Officer, Colgate University
Director of Development, Tulane University
planned giving, Agnes Scott College
Director of Development, The Shakespeare Theatre of New Jersey
Director of Donor Services, The Community Foundation for Greater New Haven
Director Major and Planned Gifts, Dayton Children's Hospital Foundation
Exec. Director, Maplebrook School Foundation
Interim Vice President for University Advancement and Executive Director of UAH Foundation, The University of Alabama in Huntsville
Director of Advancement Services, The University of Alabama in Huntsville
Associate Director of Planned Giving, The Nature Conservancy
Chief Development Officer, Monroe Community College Foundation
Director of Advancement, Landmark Christian School
Associate Director of Planned Giving, Teachers College, Columbia University
Sr. Major Gift Officer, St. Catherine University
Treasurer, Association of Fundraising Professionals
Director of Planned Giving, Clark University
Director of Planned Giving, West Virginia University Foundation
Executive Director, Jewish Home Foundation
Director of Development, Southern Oregon Univ
Senior Major Gifts Officer, PETA Foundation
President, Michelle Sherbun, LLC
President, UCHS Foundation
Director of Major and Planned Gifts, Flagler College
President, VAF
Director of Planned Giving, Hartwick College
Chief Development Officer, Roosevelt Institute
Director of Advancement, Liberty Lutheran
Director of Philanthropic Services, Community First Foundation
Office of Gift Planning, University of Richmond
Sr. Director of Development, Greater Los Angeles Zoo Association
Consultant, Self-employed
Director of Development, National LGBT Bar Association and Foundation
Director of Development, Charles E. Smith Jewish Day School
Director, Major and Planned Gifts, East Stroudsburg University Foundation
Philanthropy Director, Aspen Community Foundation
Advancement Associate, Xaverian Brothers
Director of Planned Giving, San Francisco State University
COO/Director of Development, Marianapolis Prep School
Associate Director of Gift Planning, Bates College
Director of Development, Far Brook School
Gift Planning, Columbus Zoo and Aquarium
General Counsel, East Tennessee Foundation
Sr Gift Planning Officer, American Ancestors
VP - Advancement, La Salle Academy
Administrative Assistant, Augsburg University
Executive Director of Planned Giving, Tennessee Technological University
Exec. Dir. Planned Giving, Benedictine College
Regional Advisor, American Bible Society
Admin, CSUMB
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