Planned Giving Boot Camp April May 2019

Wednesday, 3 April 2019 12:00 PM - Wednesday, 8 May 2019 1:00 PM EST

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Group Price Partial Approval - $350.00

One price for your group of up to 10 individuals.

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Additional attendees Partial Approval - Free

Feel free to add up to 10 individuals to your registration - all will receive emails with login info and links to view the webinars at the locations of their choice.

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Wednesday, 3 April 2019 12:00 PM - Wednesday, 8 May 2019 1:00 PM EST

This course is designed to propel a fundraiser into the area of planned giving. Each session will be up to 1 hour long. The 6 sessions take place over a 6-week period - same time slot each week. While it is hoped that participants will attend each session, the webinars will be recorded so that all registered participants can catch up on missed calls. Access to Planned Giving Advisors’ virtual library of various planned giving related documents is included as part of the program as well as other resources provided through the course. The fee per organization is $350 (Up to 15 individuals can be registered for this fee, who can view the webinars together or in separate locations).

1. Introduction to Planned Giving – This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options that will be covered during the entire course.

2. From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program.  Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects.  We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.

3. Initiating The Legacy Conversation And Getting To The Ask – This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift. We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion and turning your “case for legacy giving” into your legacy giving “elevator-pitch.”

4. Primer on Basic Tax Law and Financial Planning Concepts (FOCUS WILL BE ON THE NEW TAX LAW) – This session is designed to clarify the various tax and financial planning issues that your prospects may expect you to be conversant on during planned giving discussions – a must for fundraisers discussing planned gifts and any complex gift arrangement.

5. Life Income Gifts – This session will delve into the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider. Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.

6. Bequests and Other Testamentary Gifts – This session will go into depth on what has proven to be the largest source of planned giving revenue by far in the nonprofit sector: bequests and other testamentary gifts. While bequests are often referred to as the most “simple” of planned gifts, there are numerous details and options fundraisers need to be aware of to maximize their effectiveness in this area. Additionally, we will cover non-Will testamentary options like IRAs and other account designations, which are becoming more and more important among baby-boomer prospects.

Planned Giving Advisors

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

Contact the Organizer View other events


Alicia Walker

Coordinator of Alumnae Relations, Stuart Country Day School


Barbara Turman

Director, Individual Giving, The Academy Museum of Motion Pictures


Beth Marks

Director of the Stuart Fund, Stuart Country Day School


Cheryl McCormick

Director of Development Services, Stuart Country Day School


Christen Jones

Director of Insitutional Advancement, Stuart Country Day School


Debra Ellingson

East Foundations, Essentia Health


Irene Tai

Grants and Relationships Manager, Thread


Jay Faber

Vice President, Nonprofit Donor Pro


Jerry Volk

Director of Philanthropic Initiatives, New York Medical College


Joan Schreier

6059884848, Nonprofit Donor Pros


Kathy ShawShaw

Philanthropy Coordinator, New England Baptist Hospital


Ken Berger

Executive Director, CTC Academy


Kristen Lopez-Watt

Major Gifts Officer & Stewardship, Stuart Country Day School


Lauren Hall

Chief Development Officer, National Brain Tumor Society


Lea Ferguson

VP, Inspiration, Thread


LeAnn Mouw

St. Mary’s Foundation, Essentia Health


Leslie Ruder

Fundraiser, Not currently employed


Lindsay Hofbauer

Major Gifts Officer, Nebraska Children's Home Society


Maureen LaCerda

Senior Development Associate, National Brain Tumor Society


Mike McClamroch

President/CEO, East Tennessee Foundation


Rebecca Kent

Foundation Associate, Essentia Health


Robin Pestalozzi

Director of Development, Essentia Health Foundation


Shannon Rangecroft

Director of Development, NCGLS, Stuart Country Day School


Susan Omdalen

Foundation, Essentia Health


Tom Lane

Deputy Director, NAMI Washington


Traci Mueller

Manager, Prospect Research, The Academy Museum of Motion Pictures