Planned Giving Boot Camp for Major Gift Fundraisers Dec. 2018

Wed, December 05 2018, 12:00 PM - Wed, December 19 2018, 1:00 PM [EST]

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2. Review and Proceed

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First Attendee Required Fee Partial Approval - $210.00

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Additional Attendees Included Partial Approval - Free

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Event Information

Wed, December 05 2018, 12:00 PM - Wed, December 19 2018, 1:00 PM [EST]

About the Event

This new 3-part webinar series is for major gift fundraisers who are looking to add planned gift cultivation to their repertoire without getting into the weeds of the technical stuff!!  Our goal is to make it easier for you to introduce the topic and be conversant in the basic vehicles (enough to hand it over to the your planned giving counsel if necessary).

Dates: 3 Consecutive Wednesdays at 12 pm EST (1 hr per session) 

Cost: $210 (includes registration for up to 15 additional attendees) 

Next course: Wednesdays Dec. 5, 12 and 19!

  1. Intro and Overview - If you are a major gift officer, you know a bit about planned giving already - we get that. In this first session, we will take a fresh look at the field, its humungous potential and do a quick overview of basic vehicles.
  2. Initiating the Legacy Discussion and Educating Your Prospects - How do you even initiate a conversation about legacy giving? We'll give you an approach to broaching the topic of legacy giving and how to begin educating your prospects on the options (without feeling like a fool!).
  3. Life Income Options - What would a planned giving course be without Charitable Remainder Trusts and Gift Annuities?  We will cover the most likely life income scenarios that you may encounter (the real simple, easy stuff) and what you need to know help move the process along!

About the Organizer

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

CONTACT ORGANIZER View other events

Marina Shepaksov

Senior Development Officer
Weizmann Canada


Nathalie Klepatch

Senior Development Officer
Weizmann Canada


Marina Shepaksov

Senior Development Officer
Weizmann Canada


Marina Shepaksov

Senior Development Officer
Weizmann Canada


Marina Shepaksov

Senior Development Officer
Weizmann Canada


Mitchell Wasserman

President
The Wasserman Consulting Group


Abby McNulty

Executive Director
Park City Education Foundation