COUNTDOWN TO EVENT!

Days
Hours
Minutes
Seconds

1. Select Seats

2. Review and Proceed

Sale ended

First Attendee Required Fee Partial Approval - $210.00

sales ended

Additional Attendees Included Partial Approval - Free

Enter your discount code

  • Subtotal (excluding fees and discounts)
  • Fee
  • Total amount

Event Information

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

About the Event

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!

About the Organizer

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

CONTACT ORGANIZER View other events

Michaelean McCormick

Senior Director of Development
Kutztown University Foundation


Alex Ogeka

Executive Director
Kutztown University Foundation


Amanda Schaeffer

Director of Athletics Advancement
Kutztown University Foundation


Kyle Scroggs

Director of Development
Kutztown University Foundation


Alecia Panuski

Director of Development
Kutztown University Foundation


Emily Walker

Assistant Director of Development
Kutztown University Foundation


Shelby Palmer

Director of Annual Giving
Kutztown University Foundation


Sarah Kassen

Director of Advancement Services
Kutztown University Foundation


Rodney Parks

Executive Director - Principal and Planned Gifts
RIT


Todd Childers

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


John Sutherland

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


Teddy Kluemper

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


Brandon McGuire

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


Anthony Spangler

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


David Dugas

Director of Major Gifts & Planned Giving
Stonehill College


Mary Louise Luna

Senior Director of Gift Planning
Community Foundation for Southern Arizona


Dan Lennon

Director of Development
Lawrence General Hospital


Rick Paradis

Associate Vice President University Advancement
Central Washington University


Brad Weekly

Director of Development
Central Washington University


Katharine Reed

Senior Director of Development
Central Washington University


Dennis Reed

Director of Development
Central Washington University


Phylicia Snow

Director of Development
Central Washington University


Troy Nealey

Associate Athletic Director for Development
Central Washington University


Shawn Lowney

Director Community and Corporate Relations
Central Washington University


Traci Goff

Director Foundation Relations
Central Washington University


Ashley Gillum

Director of Program Development
Central Washington University


Emilee Oldham

Wildcat Network Officer
Central Washington University


Jocelyn Matheny

Wildcat Network Officer
Central Washington University


Derick Perry

Director of Major Gifts
Thacher School


Tiffany Smith-Bussell

Assistant to the Vice President for University Advancement
Cameron University


Lorie Garrison

Director of Development
Cameron University


Jonna Turner

Director of Events Management
Cameron University