Planned Giving Boot Camp Fall 2019

Wed, October 23 2019, 12:00 PM - Wed, November 27 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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Event Information

Wed, October 23 2019, 12:00 PM - Wed, November 27 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

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

Elizabeth Orgeron

Senior Development
SUNY Cobleskilll

Elizabeth Thomas

st. mary's college of maryland

Gentry Easley

Director of Development
Kentucky Country Day School

Gretchen Crutchfield

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

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

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

Trevor Garrett

Development Manager
Aspen Academy

Violeta Picayo

Alumni Relations Associate