Planned Giving Boot Camp for Major Gift Fundraisers July 2019

Tue, July 16 2019, 12:00 PM - Tue, July 30 2019, 1:00 PM [EST]

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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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Tue, July 16 2019, 12:00 PM - Tue, July 30 2019, 1:00 PM [EST]

This 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 Tuesday at 12 pm EST (1 hr per session) 

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

Next course: Tuesdays July 16, 23 and 30!

  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!

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

AP

Alecia Panuski

Director of Development, Kutztown University Foundation

AO

Alex Ogeka

Executive Director, Kutztown University Foundation

AS

Amanda Schaeffer

Director of Athletics Advancement, Kutztown University Foundation

AS

Anthony Spangler

Associate Director, Individual Giving & Alumni Relations, College for Creative Studies

AG

Ashley Gillum

Director of Program Development, Central Washington University

BW

Brad Weekly

Director of Development, Central Washington University

BM

Brandon McGuire

Associate Director of Development, Big Green Scholarship Foundation/ Marshall University Athletics

DL

Dan Lennon

Director of Development, Lawrence General Hospital

DD

David Dugas

Director of Major Gifts & Planned Giving, Stonehill College

DR

Dennis Reed

Director of Development, Central Washington University

DP

Derick Perry

Director of Major Gifts, Thacher School

EO

Emilee Oldham

Wildcat Network Officer, Central Washington University

EW

Emily Walker

Assistant Director of Development, Kutztown University Foundation

JM

Jocelyn Matheny

Wildcat Network Officer, Central Washington University

JS

John Sutherland

Executive Director/ Associate AD for Development, Big Green Scholarship Foundation/ Marshall University Athletics

JT

Jonna Turner

Director of Events Management, Cameron University

KR

Katharine Reed

Senior Director of Development, Central Washington University

KS

Kyle Scroggs

Director of Development, Kutztown University Foundation

LG

Lorie Garrison

Director of Development, Cameron University

ML

Mary Louise Luna

Senior Director of Gift Planning, Community Foundation for Southern Arizona

MM

Michaelean McCormick

Senior Director of Development, Kutztown University Foundation

PS

Phylicia Snow

Director of Development, Central Washington University

RP

Rick Paradis

Associate Vice President University Advancement, Central Washington University

RP

Rodney Parks

Executive Director - Principal and Planned Gifts, RIT

SK

Sarah Kassen

Director of Advancement Services, Kutztown University Foundation

SL

Shawn Lowney

Director Community and Corporate Relations, Central Washington University

SP

Shelby Palmer

Director of Annual Giving, Kutztown University Foundation

TK

Teddy Kluemper

Assistant AD for Development, Big Green Scholarship Foundation/ Marshall University Athletics

TS

Tiffany Smith-Bussell

Assistant to the Vice President for University Advancement, Cameron University

TC

Todd Childers

Assistant Director of Development, Big Green Scholarship Foundation/ Marshall University Athletics

TG

Traci Goff

Director Foundation Relations, Central Washington University

TN

Troy Nealey

Associate Athletic Director for Development, Central Washington University