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First Participant Fee Partial Approval - $75.00

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Event Information

Wednesday, August 01 2018, 12:00 PM - 1:00 PM [EST]

About the Event

In recent years, Survey Campaigns have emerged as the most powerful way to transform your planned giving program. I have personally witnessed a client go from literally no responses to our planned giving mailings to HUNDREDS of new planned giving donors and prospects through a single survey campaign to only 25% of our potential planned giving prospect base! More and more nonprofits are hitting gold with this method – find out what this program is about and how your organization can transform its planned giving program literally overnight. We will compare results and techniques from several different nonprofits and draw practical conclusions on how we should be adjusting our marketing efforts and whether you should be launching your own survey campaign.

About the Organizer

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


Kristen Bennett

Vice President of Institutional Advancement/Executive Director of the Foundation
Trinity Valley Community College

Brianna Hickman

Development Director
Community Foundation for the Ohio Valley

Brian Quinn

Sr. Dir. of Development for Athletics
La Salle University

James Barrett

Assoc. Dir., Planned Giving
La Salle University

Stephen Saunders

Director of Philanthropy
United Way of the National Capital Area

Alex Interlandi

Manager of Philanthropy
United Way of the National Capital Area

Shirley Hamblet

Program and Operations Manager
Outer Banks Community Foundation

Lisa Shea

Director of Philanthropy
Kids Cancer Care Foundation of Alberta

Juan Ibarra

Advancement Officer
San Miguel High School

Kendall Riddell

Major Gifts Director
ACH Child and Family Services

Mary Ellen Loranger

Director of Development
Atlantic Health System/Chilton Medical Center Foundation

Chris Pulkrabek

Planned Giving
Regions Hospital Foundation

Greg Diehl

Development Officer
FM Area Foundation

Maggie Barr

Membership Manager
Public Justice Foundation

Kim Rose

VP Operations
Reciprocal Ministries International

Mariah Evans

Reciprocal Ministries International

Nancy Kominsky

Stewardship Officer
Cardozo Law School

Clinton Travis

Senior Director of Gift and Estate Planning
University of Georgia

William Jenkins

Asst. Head for Institutional Advancement
The Wardlaw-Hartridge School

Lisa Moffett

Foundation Manager
Forest Home Foundation

Gudrun Hofmeister

Fundraising consultant
Montgomery Housing Partnership