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 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. 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!). 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!
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
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
https://plannedgivingadvisors.com/
Jonathan Gudema, Esq., Principal and Founder of 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.
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Director of Development Operations, Ancilla Systems
Manager of Advancement Services, College of the Atlantic
Associate Director of Major Gifts, Columbia Law School
Director of Donor Relations, Columbia Law School
Development Operations & Research Manager, International Crisis Group
Major Gifts Officer, National World War II Museum
Development Director, CSU Monterey Bay
Development Associate, The Trustees of Reservations
Associate Director for Reunion and Class Giving, DePauw University
Advancement Services, National World War II Museum
VP University Development, CSU Monterey Bay
Vice President for Advancement & Executive Director, Eastern Michigan University Foundation
Campaign Assistant, College of the Atlantic
Director of Development, College of Business, Eastern Michigan University Foundation
Director of Development, College of Education, Eastern Michigan University Foundation
Special Events Coordinator, Ancilla Systems
Director of Development, International Relations, Eastern Michigan University Foundation
Director, Concierge Program, Sierra Club
Development Officer, Virginia Commonwealth University
Senior Associate Athletic Director for Development, Eastern Michigan University Foundation
LDO, Virginia Commonwealth University
Planned Giving Officer, University of Maine Foundation
Director of Philanthropy, The Trustees of Reservations
Associate Director of Donor Relations, Columbia Law School
Philanthropy, University of Maine Foundation
IA Events, National World War II Museum
Donor and Alumni Relations, Ancilla College
Director of Legacy and Estate Planning, DePauw University
Executive Director, The Wesley Community
Associate Director of Philanthropy, International Crisis Group
Capital Campaign Manager, AiPACE - A Project of Kin On Health Care Center and ICHS
Director of Philanthropy, Kin On Health Care Center
Gift Planning Specialist, Sierra Club
Manager of Alumni Relations, College of the Atlantic
Associate Director of Philanthropy, The Trustees of Reservations
Philanthropy officer, University of Maine Foundation
Corporate & Donor Relations Officer, Kin On Health Care Center
Donor Relations Officer, Ancilla Systems
Associate Vice President for Advancement, Eastern Michigan University Foundation
Philanthropy Officer, University of Maine Foundation
Associate Director, Annual Giving, Columbia Law School
Senior Director of Southern Maine Operations, University of Maine Foundation
Planned Giving Officer, The Trustees of Reservations
Development Manager, The Wesley Community
Chief Development Officer, Eastern Michigan University Foundation
Senior Director of Development College of Engineering & Technology and Corporate & Foundation Relations, Eastern Michigan University Foundation
Senior Director of Philanthropy, University of Maine Foundation
Dean of Institutional Advancement, College of the Atlantic
Development Officer, Virginia Commonwealth Univeristy
Board Member - Fund Development Committee, Kin On Health Care Center
Senior Director of Individual Giving, Columbia Law School
Membership Director, National Word War II Museum
Patriot Circle, National World War II Museum
Marketing and Advancement Associate, The Wesley Community
Charitable Gifts Officer, DePauw University
Associate Director of Governance, The Trustees of Reservations
Concierge, Sierra Club
Director of Annual Giving, DePauw University
Associate Dean for Development and Alumni Relations, Columbia Law School
Director of Planned Giving, Eastern Michigan University Foundation
Associate Director, Reunion Class Giving, Columbia Law School
Sr. Director, Major Gifts, USOPF
Director of Philanthropy, International Crisis Group
Senior Executive Director of Development, Columbia Law School
Corporate Gifts Officer, National World War II Museum
Donor Relations Assistant, Ancilla Systems
Gift Processing Manager, Ancilla Systems
Patriots Circle, National World War II Museum
Executive Director of Development, DePauw University
Annual Fund Manager, The Trustees of Reservations
Assistant Director of Annual Giving, DePauw University
Foundation General Counsel, University of Maine Foundation
Executive Director of Gift Planning, Virginia Commonwealth University
Manager of Donor Engagement, College of the Atlantic
Senior user interface designer
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