Planned Giving Boot Camp April-May 2018

Tue, April 24 2018, 12:00 PM - Tue, May 29 2018, 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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Tue, April 24 2018, 12:00 PM - Tue, May 29 2018, 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. 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 10 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

https://plannedgivingadvisors.com/

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

CONTACT ORGANIZER

AP

Alan Phillips

Vice President of Texas Operations, Oklahoma Christian University

AC

Allison Carroll

Director, CoveCare

AL

Allison Lee

VP, External Affairs, Bet Tzedek

AE

Angie Eckel

Stewardship Coordinator, Minnesota Public Radio

BP

Bob Preloger

VP for Advancement, Dakota State University

BC

Brad Cors

Major Gifts Officer, The College of Wooster

BD

Brian Doyle

Director, Family Services

BR

Brian Riddell

Executive Director, Dutchess Outreach

CC

Carolyn Ciriegio

Director of Major Gifts and Planned Giving, The College of Wooster

CS

Carrie Slaathaug

Annual Fund Manager, Dakota State University

CB

Chelsea Brown

Director of Development, College of Southern Maryland

CH

Christa Hines

Director, Hudson River Housing

CA

Christine Allen

Vice President for Advancement, Oklahoma Christian University

CB

Christopher Banks

Vice President, Charles E Smith Life Communities

CS

Connie Snyder

Board/RDC, RUPCO

DF

Dawn Flinsch

Campaign Manager, Minnesota Public Radio

DE

Deb Ellingsen

Foundation Associate, Essentia Health Foundation

DH

Deborah Hanson

Senior Gift Officer, Minnesota Public Radio

DR

Diana Russo

Director, CoveCare

EB

Eliza Bozenski

Board/RDC Chair, RUPCO

EC

Elizabeth Celaya

Director, Hudson River Housing

EK

Elizabeth Kennedy

Senior Director of Development, Norwich University

EM

Erica Martin

Director of Development, Pittsburg State University

FF

Filomena Fanelli

Director, Hudson River Housing

GM

Gary Mason

Major Gifts Officer, Oklahoma Christian University

GG

Geraldine Greene

Director, CoveCare

GK

Gina Kozicki

Assoicated Director, Planned Giving & Endowment, Jewish Federation of Delaware

HM

Heather McPherson

Director of Advancement, Children's Community School

HN

Holly Nonnemacher

Major and Planned Giving Officer, Phoebe

JS

Jackie Stefanak

Director, CoverCare

JZ

Jamie Ziemann

Senior Gift Officer, Minnesota Public Radio

JB

Jeanmarie Bond

Corporate Secretary, UC San Diego Foundation

JK

Jeff Kosmacher

Director, Hudson River Housing

JL

Jeff Lukacsena

Fundraising Consultant, The Dickerson Group

JS

Jeff Smith

Gift Officer, Minnesota Public Radio

JK

Jennifer Killian

Program Officer, Dyson Foundation

JR

Jill Ruhd

Development Officer, Dakota State University

JH

Joan Hermes

Executive Director, CGH Health Foundation

JT

Joe Thiegs

Planned Giving Director, Minnesota Public Radio

JS

Jona Schmidt

Alumni Director, Dakota State University

JR

Joseph Rosenberg

Executive Director, Kappa Delta Rho

KP

Karen Pilner

Director, CoveCare

KC

Karin Chao-Bushoven

Director of Major Gifts and Corporate Relations, Fresno Pacific University

KO

Kathryn Ornstein

RDC, RUPCO

KB

Katie Bradshaw

Development Coordinator - Planned Giving, The College of Wooster

KK

Kellyanne Kostyal-Larrier

Director, Safe Homes of Orange Country

KO

Kevin O'Connor

CEO, RUPCO

KP

Kristen Pratt

Director, Safe Homes of Orange County

KK

Kristine Kortright

Director, Hudson River Housing

LS

Lester Strong

Board, RUPCO

LD

Lynsey Duvall

Director, Hudson River Housing

MP

Marisa Perez Rogers

RDC, RUPCO

MA

Mark Abner

Director of Major and Planned Giving, Minnesota Public Radio

MG

Mark Gerhardt

Development Officer, Dakota State University

MG

Maru Gonzalez

Staff member, RUPCO

MW

Marvin Whitt

Director of Development, Cherokee Home for Children

MH

Mary Heer-Forsberg

Development Communications Manager and Gift Officer, Minnesota Public Radio

MB

Melinda Bartolini

Director, CoverCare

MN

Meret Nahas

Major Gifts Officer, The College of Wooster

MT

Monique Tranchina

Editorial Assistant , RUPCO

PN

Patrick Nolan

Major Gifts Officer, The College of Wooster

PO

Paul Odegaard

Major and Planned Giving Officer, Minnesota Public Radio

PB

Peter Boyer

Planned Giving and Major Gifts Officer, Princeton Day School

RH

Rebecca Horst

Major and Planned Giving Officer, Phoebe

RT

Rene Thiel

Director, Rural & MIgrant Ministry

RD

Renee Darmstadt

RDC, RUPCO

RW

Richard Witt

Director, Rural & MIgrant Ministry

RP

Robyn Prosser

RDC, RUPCO

RB

Roy Budnik

Director, Hudson River Housing

SG

Sal Gambino

Director, CoveCare

SO

Sandra Oxford

Director, Rural & MIgrant Ministry

SS

Sarah Salem

Director of Development, Dutchess Outreach

SW

Sarah Waldbott

Director of Development, National Council of Jewish Women - NY Section

SD

Shari Dym

Create A Jewish Legacy Program Manager, Jewish Federation of Delaware

ST

Sharon Tillman

Director, Safe Homes of Orange County

SP

Stacey Prohaska

Director, Institutional Advancement, Phoebe

SK

Stacie Kelly

Director of Planned Giving, Fairfield University

SE

Stephen Eck

Vice President, Oklahoma Christian University

SC

Steve Crandall

Senior Gift Officer, Minnesota Public Radio

SH

Susan Hwang

Gift Officer, Marketplace / American Public Media

TC

Tara Collins

Director of Communications & Resource Development , RUPCO

WB

Wendy Berger

Senior Director of Philanthropy, Jewish Federation of Delaware

WH

Whitney Humphrey

Director, Family Services

WB

Will Blanchard

Director of Advancement Operations, Oklahoma Christian University