Build and Launch Your Own Planned Giving Survey - Interactive 4-Part Zoom Workshop

Monday, 14 September 2020 12:00 PM - Monday, 16 November 2020 1:30 PM EST

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Monday, 14 September 2020 12:00 PM - Monday, 16 November 2020 1:30 PM EST

The goal of this 4-part workshop is for participants to develop and launch their Planned Giving Surveys!  And, it will be totally interactive via Zoom, networking with other participants, and finalizing your own survey to supercharge your planned giving efforts!

Planned Giving Surveys has literally saved my business.  It is by far the best way to find prospects, start conversations, and close new legacy commitments - in a big way!

Dates: Starting Monday, Sept. 14 at 12 NOON EASTERN, and continuing every 3 weeks at the same day/time slot.

Format:  Introduction to the topic will be pre-recorded, and the 4 sessions will focus on the main challenges in developing your survey:

  • Your audience - we will discuss who you should be targeting, how to pin point the right audience, how aggressive you should be, and so on.
  • Your questions - you will come out of this program with a set of questions for an online survey as well as hardcopy.
  • Your platform - we will help you figure out which online survey platform you should use.
  • Timing and follow-up - These and other "side" issues are crucial for ultimate success with your survey. You will be prepared to develop how to unfold your survey and have in place the follow-up plan to make sure you aren't missing opportunities.

Dates of Zoom sessions:

  • September 14th, 12 NOON - 1:30 PM EST
  • October 5th, 12 NOON - 1:30 PM EST
  • October 26th, 12 NOON - 1:30 PM EST
  • November 16th, 12 NOON - 1:30 PM EST

Cost: $350 per participant  (You will receive a 50% discount on your second person when you check out if your organization wants to send a second person - LIMIT 2 individuals per organization)

Requirements: Requires participants to use Zoom.  Also, plan on attending all sessions, we wil try to record them but to get the fullest out of the program being in the live sessions is very important.

Planned Giving Advisors

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

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Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC
Planned Giving Advisors, LLC

Jonathan has over 20 years of experience working with and advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. An attorney by training, Jonathan has 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 for 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 of planned giving with over 1,700 subscribers and 175,000 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 3,500 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 of Law.

About Jonathan Gudema, Esq.

Principal, Planned Giving Advisors, LLC
Planned Giving Advisors, LLC