Planned Giving Boot Camp for Major Gift Fundraisers June 2020

Wed, June 10 2020, 12:00 PM - Wed, June 24 2020, 1:00 PM [EST]

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First Attendee Required Fee PARTIAL APPROVAL - $210.00

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Wed, June 10 2020, 12:00 PM - Wed, June 24 2020, 1:00 PM [EST]

This 3-part webinar series is specifically designed for major gift and other face-to-face 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 (1.25 hrs per session) 

ALL SESSIONS ARE ALWAYS RECORDED AND MADE AVAILABLE TO ALL REGISTRANTS

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

Next course: June 10, 17, and 24

  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 to 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

Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC

Jonathan has over 20 years of experience working with and advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. An attorney by training, Jonathan has played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts. Prior to founding Planned Giving Advisors in 2011, Jonathan was a Managing Director at Changing our World, the third largest U.S. based fundraising consulting firm. As a member of the firm’s senior management team he led consulting projects and outsourced the planned giving staff for several major clients. Jonathan has also held senior positions in planned giving at the Anti-Defamation League, United Jewish Communities and Continuum Health Partners where he was responsible for cultivating planned gifts and managing their planned giving programs. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,600 subscribers and 165,000 visitors since its launch in 2010. In 2014, Jonathan launched the Planned Giving Boot Camp, a 6-part webinar series which has already trained over 2,500 fundraisers in the basics of planned giving as well as several more advanced training sessions. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.

https://plannedgivingadvisors.com/

About Jonathan Gudema, Esq.

Principal, Planned Giving Advisors, LLC

AS

Alaina Spaziani

Managing Deputy Director of Development Operations, The Trustees of Reservations

AM

Amanda Maynard

Director of Development Operations, Ancilla Systems

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Amanda Mogridge

Manager of Advancement Services, College of the Atlantic

AS

Amy Shugar

Associate Director of Major Gifts, Columbia Law School

AG

Anina Gayla

Director of Donor Relations, Columbia Law School

AB

Anneka Burgin

Development Operations & Research Manager, International Crisis Group

AC

Annie Cotten

Major Gifts Officer, National World War II Museum

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Annie Warr

Development Director, CSU Monterey Bay

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Annika Burgess

Development Associate, The Trustees of Reservations

AB

Anthony Baratta

Associate Director for Reunion and Class Giving, DePauw University

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Ashley Nash

Advancement Services, National World War II Museum

BZ

Barbara Zappas

VP University Development, CSU Monterey Bay

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Bill Shepard

Vice President for Advancement & Executive Director, Eastern Michigan University Foundation

CM

Caitlin Meredith

Campaign Assistant, College of the Atlantic

CK

Cheryl Kernander

Director of Development, College of Business, Eastern Michigan University Foundation

CR

Christa Reid

Director of Development, College of Education, Eastern Michigan University Foundation

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Christina Dow

Special Events Coordinator, Ancilla Systems

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Clarisa Avila

Development Director, CSU Monterey Bay

CR

Connie Ruhl-Smith

Director of Development, International Relations, Eastern Michigan University Foundation

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Cory Tenbrink

Director, Concierge Program, Sierra Club

CB

Cyndi Bade

Development Officer, Virginia Commonwealth University

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Dan McLean

Senior Associate Athletic Director for Development, Eastern Michigan University Foundation

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Danny Sterling

LDO, Virginia Commonwealth University

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Dee Gardner

Planned Giving Officer, University of Maine Foundation

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Denise Trapani

Director of Philanthropy, The Trustees of Reservations

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Diana Wong

Associate Director of Donor Relations, Columbia Law School

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Diane Wilson

Development Director, CSU Monterey Bay

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Diane Woodworth

Philanthropy, University of Maine Foundation

EB

Ellen Buckley

IA Events, National World War II Museum

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Emily Hutsell

Donor and Alumni Relations, Ancilla College

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Eric Motycka

Director of Legacy and Estate Planning, DePauw University

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Eric Strachan

Major Gifts Officer, National World War II Museum

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Goria Greiner-Callihan

LDO, Virginia Commonwealth University

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Greg Bistline

Development Director, CSU Monterey Bay

GD

Greg Dixon

Executive Director, The Wesley Community

GP

Greg Prince

LDO, Virginia Commonwealth University

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Hannah Watson

Associate Director of Philanthropy, International Crisis Group

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Heather Hunte

Associate Director of Major Gifts, Columbia Law School

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Heidi Wong

Capital Campaign Manager, AiPACE - A Project of Kin On Health Care Center and ICHS

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Herman Tam

Director of Philanthropy, Kin On Health Care Center

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Jacilyn Albert

Gift Planning Specialist, Sierra Club

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Jasmine Davis

Development Officer, Virginia Commonwealth University

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Jen Hughes

Manager of Alumni Relations, College of the Atlantic

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Jenna Gomes

Associate Director of Philanthropy, The Trustees of Reservations

JH

Jessica Hosford

Philanthropy officer, University of Maine Foundation

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Jessica Sorensen

Development Officer, Virginia Commonwealth University

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Jessica Wong

Corporate & Donor Relations Officer, Kin On Health Care Center

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Jessye Gilley

Donor Relations Officer, Ancilla Systems

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Jill Hunsberger

Associate Vice President for Advancement, Eastern Michigan University Foundation

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Joe Light

Philanthropy Officer, University of Maine Foundation

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Joey Broussard

Development Officer, Virginia Commonwealth University

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Joshua Kraemer

Associate Director, Annual Giving, Columbia Law School

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Joyce Kennedy

Senior Director of Southern Maine Operations, University of Maine Foundation

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Julie Lazarus

Planned Giving Officer, The Trustees of Reservations

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Julie Ann McNary

Director of Philanthropy, The Trustees of Reservations

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Karen Kemble

Planned Giving Officer, University of Maine Foundation

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Katelynn Donovan

Development Manager, The Wesley Community

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Katja Ziessler

Associate Director of Major Gifts, Columbia Law School

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Kelly Quilter

Chief Development Officer, Eastern Michigan University Foundation

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Laura Renaud

Development Officer, Virginia Commonwealth University

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Leslie Steward

Development Officer, Virginia Commonwealth University

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Lisa Comben

Senior Director of Development College of Engineering & Technology and Corporate & Foundation Relations, Eastern Michigan University Foundation

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Lisette Miles

Development Director, CSU Monterey Bay

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Liz Erickson

Senior Director of Philanthropy, University of Maine Foundation

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Louie Correa

LDO, Virginia Commonwealth University

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Lynn Boulger

Dean of Institutional Advancement, College of the Atlantic

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Lynn Meyer

Development Officer, Virginia Commonwealth Univeristy

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Marci Wing

Board Member - Fund Development Committee, Kin On Health Care Center

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Margaret King

Senior Director of Individual Giving, Columbia Law School

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Mary Riddick

LDO, Virginia Commonwealth University

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Matt Mullen

Philanthropy officer, University of Maine Foundation

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Megan Franich

Major Gifts Officer, National World War II Museum

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Melissa Cabrera

Membership Director, National Word War II Museum

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Michael Sistrunk

Patriot Circle, National World War II Museum

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Morgan Meachem

Marketing and Advancement Associate, The Wesley Community

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Nancy Lovett

Charitable Gifts Officer, DePauw University

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Nora Tarr

Associate Director of Governance, The Trustees of Reservations

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Paige Holmes

Philanthropy Officer, University of Maine Foundation

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Patrick Holmes

Development Associate, The Trustees of Reservations

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Patti Jackson

Development Officer, Virginia Commonwealth University

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Priscilla Wiggin

LDO, Virginia Commonwealth University

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Rebecca Carleton

Advancement Services, National World War II Museum

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Robert Kowsaluk

Concierge, Sierra Club

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Rosie Blankenship

Director of Annual Giving, DePauw University

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Ryan Cairns

Associate Dean for Development and Alumni Relations, Columbia Law School

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Sam Jensen

Director of Planned Giving, Eastern Michigan University Foundation

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Samantha Wool

Associate Director, Reunion Class Giving, Columbia Law School

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Sara Cousins

Associate Director, Reunion Class Giving, Columbia Law School

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Sarah Cantwell

Sr. Director, Major Gifts, USOPF

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Sarah Pryke

Director of Philanthropy, International Crisis Group

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Scott Stetson

Charitable Gifts Officer, DePauw University

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Sharon Kerrigan Loman

Senior Executive Director of Development, Columbia Law School

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Shawna Wagner

Concierge, Sierra Club

SB

Shelilta Bourgeois

Corporate Gifts Officer, National World War II Museum

SB

Shelley Boyer

Donor Relations Assistant, Ancilla Systems

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Stephanie Anderson

Gift Processing Manager, Ancilla Systems

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Stephanie Ziegler

Patriots Circle, National World War II Museum

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Steve Trautman

Executive Director of Development, DePauw University

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Susan Lewis

Annual Fund Manager, The Trustees of Reservations

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Susannah Abbott

Associate Director of Philanthropy, The Trustees of Reservations

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Tammy Gaffney

Assistant Director of Annual Giving, DePauw University

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Terri Beyer

Philanthropy Officer, University of Maine Foundation

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Terri Libby

Foundation General Counsel, University of Maine Foundation

TB

Thomas Burke

Executive Director of Gift Planning, Virginia Commonwealth University

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Trevor Worden

Development Officer, Virginia Commonwealth University

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Warren Johnson

Donor Relations Officer, Ancilla Systems

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Wes Norton

Manager of Donor Engagement, College of the Atlantic