Planned Giving Boot Camp April May 2019

Wed, April 03 2019, 12:00 PM - Wed, May 08 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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Event Information

Wed, April 03 2019, 12:00 PM - Wed, May 08 2019, 1:00 PM [EST]

About the Event

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.

About the Organizer

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

CONTACT 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

Jay Faber

Vice President
Nonprofit Donor Pro

Jerry Volk

Director of Philanthropic Initiatives
New York Medical College

Joan Schreier

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

LeAnn Mouw

St. Mary’s Foundation
Essentia Health

Leslie Ruder

Not currently employed

Lindsay Hofbauer

Major Gifts Officer
Nebraska Children's Home Society

Maureen LaCerda

Senior Development Associate
National Brain Tumor Society

Mike McClamroch

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

Essentia Health

Tom Lane

Deputy Director
NAMI Washington

Traci Mueller

Manager, Prospect Research
The Academy Museum of Motion Pictures