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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Event Information

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

About the Event

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.

About the Organizer

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

CONTACT ORGANIZER View other events

Event Speakers

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/

Aaron McGarry

Senior Philanthropy Officer
Rhode Island School of Design


Ainslie McKinney

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


Alison Woods

Vice President & Chief Development Officer
Community Foundation of Eastern Connecticut


Amy Clark

Associate Director, Planned Giving
Ashland University


Amy Palmer-Ellis

AVP for Development and Gift Planning
University of Vermont Foundation


Amy Singleton

VP, Philanthropic Services
Community Foundation for a greater Richmond


Andrea Muir

Development Director
Episcopal Community Services (ECS)


Andrea Olczak

Chief Development Officer, Gift Planning
University of Houston


Andrew Coddington

Office of Planned Giving
Colgate University


Andy Morrison

Vice President for Gift Planning
KU Endowment Association


Anita Hanna

Director of Development
Samaritan Counseling Center


April Novotny

Associate Vice President, Advancement
Capital University


Billy Jayne

Sr. director alumni relations and development
Keuka College


Brad Schreiber

Assistant Vice President for Advancement
The College at Brockport


Brooke Anderson

Senior Director Gift Planning
Tufts University


Bruce Haines

Major Gifts Officer
Science History Institute


Carrie Ogami

Director of Gift Planning
Punahou School


Chad Nelson

Senior Planned Giving Officer
Rhode Island School of Design


Cheryl Brigley

Gift Planning and Trust and Estate Administration Program Coordinator
Williams College


Christianna Luy

AVP
CCS


Christopher Riker

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


Christopher Street

Development Manager/Planned Giving
Covenant House International


Cindy Aegerter

Senior Gift Planner
InFaith Community Foundation


Colette O'Connor

Sr. Director Planned Giving
Oakland University


Corey Odden

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


Cynthia Merrick

Donor Services Officer
Connecticut Community Foundation


David Warren

Vice-President
Everence Foundation


Deanna Haas

Director of Individual Giving
Keystone Symposia


Del Nsumbu

Associate Director
UBC


Denise Miles

Director of Advancement
Kellenberg Memorial High School


Donna Clark

Major Gifts
Albany College of Pharmacy and Health Sciences


Eliza Saunders

Senior Development Officer
WAMU, American University Radio


Elizabeth Manchester

Counsel
Partridge Snow & Hahn LLP


Elizabeth Quilter

Consultant
Efquilter.com


Elliot Karp

VP Development
Onward Israel


Eric Smith

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


Erin Navaro

Development Coordinator
Maple Knoll Communities


Gail Fitzgeral

CFO
The Community Foundation of Frederick County MD


Genevieve Hix

Assistant Director of Development, Major Gifts
American Library Association


Greg Diehl

Development
FM Area Foundation


Hollis Carroll

Director of Planned Giving
Severn School


Jackie Jacobs

Executive Director Emeritus
Columbus Jewish Foundation


James Gauthier

Head of Philanthropy, North America
University of Edinburgh


Jared Matthews

Project Manager
BBS & Associates


Jeff Lukacsena

Consultant
The Monroeville Lions Club Foundation


Jen-L Lyman

Director of Philanthropic Partnerships
Hawaii Community Foundation


Jennifer Goodwin

Executive Director
AHRC NYC Foundation


Jennifer Neil

Sr. Executive Director of Development
Boise State University


Jill Chamblin

Major Gifts
Susan G. Komen


Jillian Day

Director of Development
Houston Zoo


John Barner

Planned Giving Officer
University of Evansville


John Garcia

Executive Director of Gift Planning
University of Rhode Island


Josh Zeichik

Director of Planned Giving
Focus on the Family


Julie Lazarus

Planned Giving Officer
The Trustees of Reservation


June Miller-Spann

Director of Development
Fredonia College Foundation


Katelyn Videto

Philanthropic Services Manager
Ann Arbor Area Community Foundation


Kelly Dunphy

Managing Director
Orr Group


Kinch Cato

Director of Institutional Advancement
The Dunham School


Kyle Penney

President
East Texas Communities Foundation


Laird Yock

director of content
philanthropy works


Laura Jordan

Associate Director or Leadership Giving
The Westminster Schools


Laura Verson

Endowment Associate
JFCS


Lauren Galliker

Major Gifts Officer
Colgate University


Lauren Michel

Director of Development
Tulane University


Lee Davis

planned giving
Agnes Scott College


Linda DeTitta

Director of Development
The Shakespeare Theatre of New Jersey


Linda Estacion

Director of Donor Services
The Community Foundation for Greater New Haven


Lindsay Ackley

Director Major and Planned Gifts
Dayton Children's Hospital Foundation


Lori Hale

Exec. Director
Maplebrook School Foundation


Mallie Hale

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


Marcie Eppling

Director of Advancement Services
The University of Alabama in Huntsville


Marcie Hinthorne

Associate Director of Planned Giving
The Nature Conservancy


Mark Pastorella

Chief Development Officer
Monroe Community College Foundation


Martin Riggs

Director of Advancement
Landmark Christian School


Mary Amoon-Hickey

Associate Director of Planned Giving
Teachers College, Columbia University


Mary Haeg

Sr. Major Gift Officer
St. Catherine University


Mary Panek

Treasurer
Association of Fundraising Professionals


Mary Richardson

Director of Planned Giving
Clark University


Matthew Clark

Director of Planned Giving
West Virginia University Foundation


Melanie Cohen

Executive Director
Jewish Home Foundation


Michael McKelvey

Director of Development
Southern Oregon Univ


Michelle Chin

Senior Major Gifts Officer
PETA Foundation


Michelle Sherbun

President
Michelle Sherbun, LLC


Nancy Beard

President
UCHS Foundation


Nicole Pece

Director of Major and Planned Gifts
Flagler College


Pam Pugh

President
VAF


Patricia Dopazo

Director of Planned Giving
Hartwick College


Patricia Prunty

Chief Development Officer
Roosevelt Institute


Patty Cline

Director of Advancement
Liberty Lutheran


Rebecca Olchawa Barker

Director of Philanthropic Services
Community First Foundation


Rhonda McIlwain

Office of Gift Planning
University of Richmond


Robert Woolley

Sr. Director of Development
Greater Los Angeles Zoo Association


Sarah Spiegel

Consultant
Self-employed


Seth Rosen

Director of Development
National LGBT Bar Association and Foundation


Sharon Metro

Director of Development
Charles E. Smith Jewish Day School


Shelley Speirs

Director, Major and Planned Gifts
East Stroudsburg University Foundation


Stephanie Gianneschi

Philanthropy Director
Aspen Community Foundation


Stephanie Stricker

Advancement Associate
Xaverian Brothers


Steve Kelton

Director of Planned Giving
San Francisco State University


Susan Andersen

COO/Director of Development
Marianapolis Prep School


Susan Dunning

Associate Director of Gift Planning
Bates College


Suzanne Glatt

Director of Development
Far Brook School


Suzy Lucci

Gift Planning
Columbus Zoo and Aquarium


Tamara Boyer

General Counsel
East Tennessee Foundation


Ted MacMahon

Sr Gift Planning Officer
American Ancestors


Thomas Glavin

VP - Advancement
La Salle Academy


Tia'Lana Hunter

Administrative Assistant
Augsburg University


Tiff Rector

Executive Director of Planned Giving
Tennessee Technological University


Tim Andrews

Exec. Dir. Planned Giving
Benedictine College


Tom Watson

Regional Advisor
American Bible Society


Vincent Loforti

Admin
CSUMB