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Wednesday, 10 June 2020 12:00 PM - Wednesday, 24 June 2020 1:00 PM EST
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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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