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Group Price Partial Approval - $350.00

One price for your group of up to 10 individuals.

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Additional attendees Partial Approval - Free

Feel free to add up to 10 individuals to your registration - all will receive emails with login info and links to view the webinars at the locations of their choice.

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Event Information

Wed, January 17 2018, 12:00 PM - Wed, February 28 2018, 1:00 PM [EST]

About the Event

This course is designed to propel a fundraiser into the area of planned giving. Each session will be up to 1 hour long. The 6 sessions take place over a 6 or 7-week period. While it is hoped that participants will attend each session, the webinars will be recorded so that all registered participants can catch up on missed calls. Access to Planned Giving Advisors’ virtual library of various planned giving related documents is included as part of the program as well as other resources provided through the course. The fee per organization is $350 (Up to 10 individuals can be registered for this fee, who can view the webinars together or in separate locations).

1. Introduction to Planned Giving – This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options that will be covered during the entire course.

2. From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program.  Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects.  We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.

3. Initiating The Legacy Conversation And Getting To The Ask – This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift. We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion and turning your “case for legacy giving” into your legacy giving “elevator-pitch.”

4. Primer on Basic Tax Law and Financial Planning Concepts (FOCUS WILL BE ON THE NEW TAX LAW) – This session is designed to clarify the various tax and financial planning issues that your prospects may expect you to be conversant on during planned giving discussions – a must for fundraisers discussing planned gifts and any complex gift arrangement.

5. Life Income Gifts – This session will delve into the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider. Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.

6. Bequests and Other Testamentary Gifts – This session will go into depth on what has proven to be the largest source of planned giving revenue by far in the nonprofit sector: bequests and other testamentary gifts. While bequests are often referred to as the most “simple” of planned gifts, there are numerous details and options fundraisers need to be aware of to maximize their effectiveness in this area. Additionally, we will cover non-Will testamentary options like IRAs and other account designations, which are becoming more and more important among baby-boomer prospects.

About the Organizer

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER View other events

Catherine Thomas

Leadership & Planned Giving Officer
United Way of the Lower Eastern Shore


Natalie Bourque

Account Manager
NNE Marketing


Megan Gibeau

VP, Client Services
NNE Marketing


Alexa Robideau

Account Supervisor
NNE Marketing


Evelyn Montrond

Account Manager
NNE Marketing


Amy English

Account Manager
NNE Marketing


Fred Feldman

VP, Creative
NNE Marketing


Nicholas Sena

Exec. Dir. of Development & Alumni Affairs
Stockton University


Cindy Crager

Assoc. Chief Dev. Officer & Campaign Manager
Stockton University


John Ross

Director of Major Gifts
Wilson College


Brad Schreiber

Sr. Director of Advancement
The College at Brockport


Mike Andriatch

Vice President for Advancement
The College at Brockport


Adam Standish

Engagement Officer-Major Giving
The College at Brockport


Nicole Dumbleton

Engagement Officer-Annual Giving
The College at Brockport


John Sapienza

Director of Advancement Services
The College at Brockport


Jamie Beers

Director of Donor Relations & Stewardship
The College at Brockport


Kerry Gotham

Director of Alumni Engagment
The College at Brockport


Joanne Kershner

Assistant Director of Advancement Services
The College at Brockport


O'Brien Laura

AVP Gift Planning and Principal Gifts
Albany Medical Center Foundation


Kim Weiner

Director of Development
MVLS


Andrea Kebrdle

Planned Giving Officer
Greenpeace USA


Charly Mallet

Admin
Albany Medical Center Foundation


Rachel Glast

Development Director
Texas Freedom Network


Brenda Sheetz

Vice President
Porter County Community Foundation


Shawn Lyons

Vice President for Development & Alumni Engagement
Centre College


R S

Director
Lev Berel


A L

Administration
Lev Berel


Y I

Planned giving
Lev Berel


Margaret WelshWelsh

Director of Development
The Agnes Irwin School


ROBERT CARTER

Chairman
Carter


Julie Wirtanen

Managing Director
Carter


Jami Hougen Johnson

Director, Prospect Management
University of Chicago


Sarah Edelstein

Analyst
University of Chicago


Steven Herrmann

Analyst
University of Chicago


Rose Haley

Analyst
University of Chicago


Kristine Lo

Analyst
University of Chicago


Matt Hopkins

Analyst
University of Chicago


Turk Lewis

Managing Director
Carter


Michelle Allen

VP/CDO
Cornerstone Services, Inc.


Natalie Ramos

Manager of Major Gifts
Cornerstone Services, Inc.


Matthew Lanoue

Coordinator of Public Relations
Cornerstone Services, Inc.


Dorian Williams

Manger of Fundraising & Events
Cornerstone Services, Inc.


Missy Munday

Associate Director of Behavioral Health
Cornerstone Services, Inc.


Ben Stortz

President/CEO
Cornerstone Services, Inc.


David Loncala

VP/CFO
Cornerstone Services, Inc.


Abby Lamping

Staff Accountant
Cornerstone Services, Inc.


Tim Flannigan

Coordinator of Industrial Operations
Cornerstone Services, Inc.


Erin Brown

Executive Director of Development
Hyde School


Gary Monnier

Senior Development Associate
Hyde School


Meg Whiteford

Major Gifts Officer
Hyde School


Peter Morrison

Associate Director of Development
Hyde School


Brandy Beckwith

Campaign Operations Manager
Hyde School


Rebecca Grondin

Development Associate
Hyde School


Beverly Roy

Director of Annual Giving
Hyde School


Lainey Segear

Major Gifts Officer
Montclair Kimberley Academy