Planned Giving Boot Camp for Major Gifts Officers

Thursday, May 26 2022 12:00 PM - Thursday, June 09 2022 1:25 PM [EDT]

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Planned Giving Bootcamp for Major Gifts Officers (Per Individual) Partial Approval - $445.50

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Thursday, May 26 2022 12:00 PM - Thursday, June 09 2022 1:25 PM [EDT]

Description

  • 3 Intensive modules with one year access to recordings
  • 3 Live Sessions:

May 26 – 12 Noon

June 2 – 12 Noon

June 9 – 12 Noon

  • Ultimate Quick Reference Planned Giving Pocket Guide
  • 10 Gift Comparison Charts
  • One year subscription to Giving Tomorrow

Planned Giving Advisors

https://plannedgivingadvisors.com/

In conjunction with: Major Gifts LLC 1288 Valley Forge Road, Unit 82 Valley Forge, PA 19460

Contact the Organizer View other events

Jonathan Gudema,
Principal
Planned Giving Advisors, LLC

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.

plannedgivingadvisors.com

About Jonathan Gudema,

Principal
Planned Giving Advisors, LLC

12:00 PM

MODULE 1 The Importance of Planned Giving and Blended Gifts

12:00 PM - 01:25 PM
  • Jonathan Gudema,

    Principal

12:00 PM

MODULE 2 How Planned Gifts Work

12:00 PM - 01:25 PM
  • Jonathan Gudema,

    Principal

12:00 PM

MODULE 3 Initiating Legacy Conversations

12:00 PM - 01:25 PM
  • Jonathan Gudema,

    Principal

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