Planned Giving Boot Camp Fall 2019

Wednesday, 23 October 2019 12:00 PM - Wednesday, 27 November 2019 1:00 PM EST

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Group Price Partial Approval - $350.00

TO JOIN THE PROGRAM, YOU MUST PAY FOR ONE ATTENDEE - One price for your group of up to 15 individuals.

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Additional attendees Partial Approval - Free

Feel free to add up to 15 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, 23 October 2019 12:00 PM - Wednesday, 27 November 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


Al Nastasi

Alumni Director, Saint Paul's School


Brandee Norris

Regional Development Officer, West Virginia University Foundation


Chuck Kerzak

Senior Associate VP, University Development/Campaign Management, West Virginia University Foundation


Diana Sager

Chair, Planned Giving, Congregation Beth Shalom


Donna Fucello

Planned Giving Estate Administrator, West Virginia University Foundation


Elisabeth Ingwersen Mendez

Alumni Relations and Special Events Manager, LREI


Elizabeth Orgeron

Senior Development, SUNY Cobleskilll


Elizabeth Thomas

research, st. mary's college of maryland


Gentry Easley

Director of Development, Kentucky Country Day School


Gretchen Crutchfield

Development, ASME Foundation


Heather McGorman

Planned Giving Officer, Guiding Eyes for the Blind


Holly Ferguson

Director, Principal and Planned Giving, Boston Children's Hospital Trust


Janette Gidley

Sr. Executive Director Principal Gifts, University Units, West Virginia University Foundation


Jennifer Weil

Director of Advancement, LREI


Julia Lowney

Development Associate, Boston Children's Hospital Trust


Julie Warsowe

Director, Trust Staff Development and Engagement, Boston Children's Hospital Trust


Karen Tacket

Director of Philanthropy, Cuesta College Foundation


Kate Peck

Advancement Services Manager, LREI


Kristina Scala

Founder & President, Aspen Academy


Lisa Strachan

Director of Development, Developmental Disabilities Resource Center


MaryAnn Toboz

Communications and Development Manager, Outer Banks Community Foundation


Matthew Clark

Director of Planned Giving, West Virginia University Foundation


Meredith Robson

Gift Planning Assistant, Lucile Packard Foundation for Children's Health


Nick Dalsey

Director (Planned Giving and Physician Giving), Inspira Health


Rachel Zadnik

Assistant Director of Planned Giving, West Virginia University Foundation


Renee Gorrell

Director of Development, West Virginia University Foundation


Ryann Imperioli

Director of Annual Giving, LREI


Trevor Garrett

Development Manager, Aspen Academy


Violeta Picayo

Alumni Relations Associate, LREI