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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2. Review and Proceed

Recording Purchase Partial Approval - $45.00

Available Tickets - 141 Sales end on - 03/31/2020

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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 (, 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

Katelyn Videto

Philanthropic Services Manager
Ann Arbor Area Community Foundation

Tim Andrews

Exec. Dir. Planned Giving
Benedictine College

Jackie Jacobs

Executive Director Emeritus
Columbus Jewish Foundation

Lauren Michel

Director of Development
Tulane University

Greg Diehl

FM Area Foundation

Nancy Beard

UCHS Foundation

April Novotny

Associate Vice President, Advancement
Capital University

Jared Matthews

Project Manager
BBS & Associates

Jen-L Lyman

Director of Philanthropic Partnerships
Hawaii Community Foundation

Michelle Sherbun

Michelle Sherbun, LLC

Christopher Riker

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

Laura Jordan

Associate Director or Leadership Giving
The Westminster Schools

Andrew Coddington

Office of Planned Giving
Colgate University

Kinch Cato

Director of Institutional Advancement
The Dunham School

Brooke Anderson

Senior Director Gift Planning
Tufts University

Sharon Metro

Director of Development
Charles E. Smith Jewish Day School

Cheryl Brigley

Gift Planning and Trust and Estate Administration Program Coordinator
Williams College

Seth Rosen

Director of Development
National LGBT Bar Association and Foundation

Erin Navaro

Development Coordinator
Maple Knoll Communities

Nicole Pece

Director of Major and Planned Gifts
Flagler College

Corey Odden

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

Mark Pastorella

Chief Development Officer
Monroe Community College Foundation

Suzanne Glatt

Director of Development
Far Brook School

Patty Cline

Director of Advancement
Liberty Lutheran

John Garcia

Executive Director of Gift Planning
University of Rhode Island

Cindy Aegerter

Senior Gift Planner
InFaith Community Foundation

Brad Schreiber

Assistant Vice President for Advancement
The College at Brockport

Bruce Haines

Major Gifts Officer
Science History Institute

Amy Palmer-Ellis

AVP for Development and Gift Planning
University of Vermont Foundation

Melanie Cohen

Executive Director
Jewish Home Foundation

Martin Riggs

Director of Advancement
Landmark Christian School

Stephanie Gianneschi

Philanthropy Director
Aspen Community Foundation

Andrea Muir

Development Director
Episcopal Community Services (ECS)

Amy Clark

Associate Director, Planned Giving
Ashland University

Mary Amoon-Hickey

Associate Director of Planned Giving
Teachers College, Columbia University

Sarah Spiegel


Michael McKelvey

Director of Development
Southern Oregon Univ

Lauren Galliker

Major Gifts Officer
Colgate University

Deanna Haas

Director of Individual Giving
Keystone Symposia

Mary Richardson

Director of Planned Giving
Clark University

Tamara Boyer

General Counsel
East Tennessee Foundation

Alison Woods

Vice President & Chief Development Officer
Community Foundation of Eastern Connecticut

Jeff Lukacsena

The Monroeville Lions Club Foundation

Jennifer Goodwin

Executive Director
AHRC NYC Foundation

Josh Zeichik

Director of Planned Giving
Focus on the Family

Amy Singleton

VP, Philanthropic Services
Community Foundation for a greater Richmond

Christopher Street

Development Manager/Planned Giving
Covenant House International

June Miller-Spann

Director of Development
Fredonia College Foundation

Colette O'Connor

Sr. Director Planned Giving
Oakland University

Mary Haeg

Sr. Major Gift Officer
St. Catherine University

Mary Panek

Association of Fundraising Professionals

Laura Verson

Endowment Associate

Jennifer Neil

Sr. Executive Director of Development
Boise State University

Jillian Day

Director of Development
Houston Zoo

Denise Miles

Director of Advancement
Kellenberg Memorial High School

Linda Estacion

Director of Donor Services
The Community Foundation for Greater New Haven

Gail Fitzgeral

The Community Foundation of Frederick County MD

Elliot Karp

VP Development
Onward Israel

Lee Davis

planned giving
Agnes Scott College

Joseph Tynan

Senior Executive Director- Gift Planning
Duke Health

Anita Hanna

Director of Development
Samaritan Counseling Center

Lindsay Ackley

Director Major and Planned Gifts
Dayton Children's Hospital Foundation

Shelley Speirs

Director, Major and Planned Gifts
East Stroudsburg University Foundation

Andrea Olczak

Chief Development Officer, Gift Planning
University of Houston

Elizabeth Manchester

Partridge Snow & Hahn LLP

Linda DeTitta

Director of Development
The Shakespeare Theatre of New Jersey

Steve Kelton

Director of Planned Giving
San Francisco State University

Carrie Ogami

Director of Gift Planning
Punahou School

Patricia Prunty

Chief Development Officer
Roosevelt Institute

Hollis Carroll

Director of Planned Giving
Severn School

Rebecca Olchawa Barker

Director of Philanthropic Services
Community First Foundation

Tiff Rector

Executive Director of Planned Giving
Tennessee Technological University

Michelle Chin

Senior Major Gifts Officer
PETA Foundation

Stephanie Stricker

Advancement Associate
Xaverian Brothers

Marcie Eppling

Director of Advancement Services
The University of Alabama in Huntsville

Mallie Hale

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

Genevieve Hix

Assistant Director of Development, Major Gifts
American Library Association

Marcie Hinthorne

Associate Director of Planned Giving
The Nature Conservancy

Eric Smith

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

Susan Andersen

COO/Director of Development
Marianapolis Prep School

Elizabeth Quilter


Patricia Dopazo

Director of Planned Giving
Hartwick College

Billy Jayne

Sr. director alumni relations and development
Keuka College

Susan Dunning

Associate Director of Gift Planning
Bates College

Andy Morrison

Vice President for Gift Planning
KU Endowment Association

Tia'Lana Hunter

Administrative Assistant
Augsburg University

Rhonda McIlwain

Office of Gift Planning
University of Richmond

David Warren

Everence Foundation

John Barner

Planned Giving Officer
University of Evansville

Chad Nelson

Senior Planned Giving Officer
Rhode Island School of Design

Aaron McGarry

Senior Philanthropy Officer
Rhode Island School of Design

Christianna Luy


Ted MacMahon

Sr Gift Planning Officer
American Ancestors

Laird Yock

director of content
philanthropy works

Eliza Saunders

Senior Development Officer
WAMU, American University Radio

Suzy Lucci

Gift Planning
Columbus Zoo and Aquarium

Del Nsumbu

Associate Director

Robert Woolley

Sr. Director of Development
Greater Los Angeles Zoo Association

Tom Watson

Regional Advisor
American Bible Society

Jill Chamblin

Major Gifts
Susan G. Komen

Julie Lazarus

Planned Giving Officer
The Trustees of Reservation

Matthew Clark

Director of Planned Giving
West Virginia University Foundation

Ainslie McKinney

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

Lori Hale

Exec. Director
Maplebrook School Foundation

Kyle Penney

East Texas Communities Foundation

James Gauthier

Head of Philanthropy, North America
University of Edinburgh

Cynthia Merrick

Donor Services Officer
Connecticut Community Foundation

Pam Pugh


Vincent Loforti