Briefing on the Secure Act for Fundraisers - RECORDING AND POWERPOINT ONLY

Tuesday, March 31 2020, 12:00 PM - 1:00 PM [EST]

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Tuesday, March 31 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.

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

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Learn more about
Jonathan Gudema, Esq. Jonathan Gudema, Esq.
Jonathan Gudema, Esq.
Principal, 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

https://plannedgivingadvisors.com/

About Jonathan Gudema, Esq.

Principal, Planned Giving Advisors, LLC

AM

Aaron McGarry

Senior Philanthropy Officer, Rhode Island School of Design

AM

Ainslie McKinney

Program Director - Legacy Giving, The Marshall University Foundation, Inc.

AW

Alison Woods

Vice President & Chief Development Officer, Community Foundation of Eastern Connecticut

AC

Amy Clark

Associate Director, Planned Giving, Ashland University

AP

Amy Palmer-Ellis

AVP for Development and Gift Planning, University of Vermont Foundation

AS

Amy Singleton

VP, Philanthropic Services, Community Foundation for a greater Richmond

AM

Andrea Muir

Development Director, Episcopal Community Services (ECS)

AO

Andrea Olczak

Chief Development Officer, Gift Planning, University of Houston

AC

Andrew Coddington

Office of Planned Giving, Colgate University

AM

Andy Morrison

Vice President for Gift Planning, KU Endowment Association

AH

Anita Hanna

Director of Development, Samaritan Counseling Center

AN

April Novotny

Associate Vice President, Advancement, Capital University

BJ

Billy Jayne

Sr. director alumni relations and development, Keuka College

BS

Brad Schreiber

Assistant Vice President for Advancement, The College at Brockport

BA

Brooke Anderson

Senior Director Gift Planning, Tufts University

BH

Bruce Haines

Major Gifts Officer, Science History Institute

CO

Carrie Ogami

Director of Gift Planning, Punahou School

CN

Chad Nelson

Senior Planned Giving Officer, Rhode Island School of Design

CB

Cheryl Brigley

Gift Planning and Trust and Estate Administration Program Coordinator, Williams College

CL

Christianna Luy

AVP, CCS

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Christopher Riker

Vice President of Advancement & Donor Services, Grand Haven Area Community Foundation

CS

Christopher Street

Development Manager/Planned Giving, Covenant House International

CA

Cindy Aegerter

Senior Gift Planner, InFaith Community Foundation

CO

Colette O'Connor

Sr. Director Planned Giving, Oakland University

CO

Corey Odden

Strategic Partner Services Manager, The Voice of the Martyrs, Inc.

CM

Cynthia Merrick

Donor Services Officer, Connecticut Community Foundation

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David Warren

Vice-President, Everence Foundation

DH

Deanna Haas

Director of Individual Giving, Keystone Symposia

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Del Nsumbu

Associate Director, UBC

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Denise Miles

Director of Advancement, Kellenberg Memorial High School

DC

Donna Clark

Major Gifts, Albany College of Pharmacy and Health Sciences

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Eliza Saunders

Senior Development Officer, WAMU, American University Radio

EM

Elizabeth Manchester

Counsel, Partridge Snow & Hahn LLP

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Elizabeth Quilter

Consultant, Efquilter.com

EK

Elliot Karp

VP Development, Onward Israel

ES

Eric Smith

Director of Bequests - Northeast, The Humane Society of the United States

EN

Erin Navaro

Development Coordinator, Maple Knoll Communities

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Gail Fitzgeral

CFO, The Community Foundation of Frederick County MD

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Genevieve Hix

Assistant Director of Development, Major Gifts, American Library Association

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Greg Diehl

Development, FM Area Foundation

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Hollis Carroll

Director of Planned Giving, Severn School

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Jackie Jacobs

Executive Director Emeritus, Columbus Jewish Foundation

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James Gauthier

Head of Philanthropy, North America, University of Edinburgh

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Jared Matthews

Project Manager, BBS & Associates

JL

Jeff Lukacsena

Consultant, The Monroeville Lions Club Foundation

JL

Jen-L Lyman

Director of Philanthropic Partnerships, Hawaii Community Foundation

JG

Jennifer Goodwin

Executive Director, AHRC NYC Foundation

JN

Jennifer Neil

Sr. Executive Director of Development, Boise State University

JC

Jill Chamblin

Major Gifts, Susan G. Komen

JD

Jillian Day

Director of Development, Houston Zoo

JB

John Barner

Planned Giving Officer, University of Evansville

JG

John Garcia

Executive Director of Gift Planning, University of Rhode Island

JZ

Josh Zeichik

Director of Planned Giving, Focus on the Family

JL

Julie Lazarus

Planned Giving Officer, The Trustees of Reservation

JM

June Miller-Spann

Director of Development, Fredonia College Foundation

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Katelyn Videto

Philanthropic Services Manager, Ann Arbor Area Community Foundation

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Kelly Dunphy

Managing Director, Orr Group

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Kinch Cato

Director of Institutional Advancement, The Dunham School

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Kyle Penney

President, East Texas Communities Foundation

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Laird Yock

director of content, philanthropy works

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Laura Jordan

Associate Director or Leadership Giving, The Westminster Schools

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Laura Verson

Endowment Associate, JFCS

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Lauren Galliker

Major Gifts Officer, Colgate University

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Lauren Michel

Director of Development, Tulane University

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Lee Davis

planned giving, Agnes Scott College

LD

Linda DeTitta

Director of Development, The Shakespeare Theatre of New Jersey

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Linda Estacion

Director of Donor Services, The Community Foundation for Greater New Haven

LA

Lindsay Ackley

Director Major and Planned Gifts, Dayton Children's Hospital Foundation

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Lori Hale

Exec. Director, Maplebrook School Foundation

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Mallie Hale

Interim Vice President for University Advancement and Executive Director of UAH Foundation, The University of Alabama in Huntsville

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Marcie Eppling

Director of Advancement Services, The University of Alabama in Huntsville

MH

Marcie Hinthorne

Associate Director of Planned Giving, The Nature Conservancy

MP

Mark Pastorella

Chief Development Officer, Monroe Community College Foundation

MR

Martin Riggs

Director of Advancement, Landmark Christian School

MA

Mary Amoon-Hickey

Associate Director of Planned Giving, Teachers College, Columbia University

MH

Mary Haeg

Sr. Major Gift Officer, St. Catherine University

MP

Mary Panek

Treasurer, Association of Fundraising Professionals

MR

Mary Richardson

Director of Planned Giving, Clark University

MC

Matthew Clark

Director of Planned Giving, West Virginia University Foundation

MC

Melanie Cohen

Executive Director, Jewish Home Foundation

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Michael McKelvey

Director of Development, Southern Oregon Univ

MC

Michelle Chin

Senior Major Gifts Officer, PETA Foundation

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Michelle Sherbun

President, Michelle Sherbun, LLC

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Nancy Beard

President, UCHS Foundation

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Nicole Pece

Director of Major and Planned Gifts, Flagler College

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Pam Pugh

President, VAF

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Patricia Dopazo

Director of Planned Giving, Hartwick College

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Patricia Prunty

Chief Development Officer, Roosevelt Institute

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Patty Cline

Director of Advancement, Liberty Lutheran

RO

Rebecca Olchawa Barker

Director of Philanthropic Services, Community First Foundation

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Rhonda McIlwain

Office of Gift Planning, University of Richmond

RW

Robert Woolley

Sr. Director of Development, Greater Los Angeles Zoo Association

SS

Sarah Spiegel

Consultant, Self-employed

SR

Seth Rosen

Director of Development, National LGBT Bar Association and Foundation

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Sharon Metro

Director of Development, Charles E. Smith Jewish Day School

SS

Shelley Speirs

Director, Major and Planned Gifts, East Stroudsburg University Foundation

SG

Stephanie Gianneschi

Philanthropy Director, Aspen Community Foundation

SS

Stephanie Stricker

Advancement Associate, Xaverian Brothers

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Steve Kelton

Director of Planned Giving, San Francisco State University

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Susan Andersen

COO/Director of Development, Marianapolis Prep School

SD

Susan Dunning

Associate Director of Gift Planning, Bates College

SG

Suzanne Glatt

Director of Development, Far Brook School

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Suzy Lucci

Gift Planning, Columbus Zoo and Aquarium

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Tamara Boyer

General Counsel, East Tennessee Foundation

TM

Ted MacMahon

Sr Gift Planning Officer, American Ancestors

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Thomas Glavin

VP - Advancement, La Salle Academy

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Tia'Lana Hunter

Administrative Assistant, Augsburg University

TR

Tiff Rector

Executive Director of Planned Giving, Tennessee Technological University

TA

Tim Andrews

Exec. Dir. Planned Giving, Benedictine College

TW

Tom Watson

Regional Advisor, American Bible Society

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Vincent Loforti

Admin, CSUMB

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