Please do not close or refresh this window...
Thursday, 26 May 2022 12:00 PM - Thursday, 9 June 2022 1:25 PM EDT
May 26 – 12 Noon
June 2 – 12 Noon
June 9 – 12 Noon
https://plannedgivingadvisors.com/
In conjunction with: Major Gifts LLC 1288 Valley Forge Road, Unit 82 Valley Forge, PA 19460
Jonathan Gudema, Esq. Principal Jonathan has over 25 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 1,700 subscribers and 200,000 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 3,500 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.
By the numbers – and why it’s such an important area for nonprofits over the next decade.
It’s good for your organization and good for your career.
Money? Here are some numbers.
Surprise… It goes far beyond money.
Every planned gift is a major gift.
75 Minutes
Principal
Planned Giving Advisors, LLC
100 Mile-High Overview of the most popular planned gifts.
Beneficiary Designations.
Life Income Gifts.
Gifts that Protect Assets
A few exotic gifts.
Do you have trouble talking to donors? Do you clam up when it’s time to have the conversation?
This exclusive course will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.
Understanding mindsets, motivations, aspirations.
Who to target.
Which life events are good triggers to open a dialogue.
How to develop your “Legacy Opener”.
The greatest hurdles to a legacy conversation.
How to close on a gift.
How to solidify a gift once confirmed.
Integer nulla lorem, pellentesque eget eros malesuada, semper bibendum felis. Proin quis est egestas, ultrices purus tempor, aliquet erat. Nullam molestie, neque at hendrerit semper, dui lacus eleifend arcu, quis mattis augue leo condimentum dui. Nunc vehicula eleifend risus vitae luctus. Sed sed sem nibh. Nam sit amet massa ullamcorper, iaculis felis id, ullamcorper libero. Aenean aliquet orci quis nisi interdum faucibus. Maecenas sollicitudin, nunc vitae tempus feugiat, arcu elit egestas diam, sit amet maximus neque turpis ac quam. Curabitur at ligula eget turpis pellentesque vestibulum eu id ante. Cras eget turpis mauris. Vestibulum vitae quam elit. Suspendisse bibendum at ipsum nec tempor. Ut in tristique nibh. Aliquam erat volutpat. In hac habitasse platea dictumst.
Vivamus tempor viverra enim, commodo faucibus quam porta sed. Sed et varius nunc. Fusce cursus sem nec tellus accumsan, sed laoreet nisi vulputate. Praesent varius quis turpis in aliquam. Phasellus nisl velit, porttitor eget risus sed, interdum elementum nibh. Praesent eget ante bibendum quam suscipit accumsan sit amet eu nisi. Ut eget facilisis risus. Proin molestie lorem ut interdum finibus. Sed pretium ut sapien at dictum. Sed sit amet dolor tincidunt turpis tincidunt ultricies et et neque.
Nam non augue a lorem tempor sodales. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Quisque ullamcorper lobortis rhoncus. Morbi nec dui vitae odio ultricies posuere ac nec turpis. Vestibulum efficitur lectus sem, sed volutpat quam congue at. Nulla quis aliquam ex. Vestibulum eget felis consectetur, efficitur risus non, dapibus tellus. Aliquam ac gravida dui. Donec vel est a arcu tristique egestas id vitae neque. Nullam varius odio eget leo porttitor, pharetra rhoncus quam dignissim..
Please enter below, the secure invite code provided to you by the event organizer in order to proceed...
(Please use a genuine email address. It will be used to validate your request)
