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

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


1. Select Seats

2. Review and Proceed

Sale ended

Recording Purchase Partial Approval - $45.00

Enter your discount code

  • Subtotal (excluding fees and discounts)
  • Fee
  • Total amount

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 (, 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

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


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

Everence Foundation

Deanna Haas

Director of Individual Giving
Keystone Symposia

Del Nsumbu

Associate Director

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

Partridge Snow & Hahn LLP

Elizabeth Quilter


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

The Community Foundation of Frederick County MD

Genevieve Hix

Assistant Director of Development, Major Gifts
American Library Association

Greg Diehl

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

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

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

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

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

Michelle Sherbun, LLC

Nancy Beard

UCHS Foundation

Nicole Pece

Director of Major and Planned Gifts
Flagler College

Pam Pugh


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


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