Planned Giving Boot Camp Jan-Feb 2018

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

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

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.

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

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Administration, Lev Berel

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Abby Lamping

Staff Accountant, Cornerstone Services, Inc.

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Adam Standish

Engagement Officer-Major Giving, The College at Brockport

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Alexa Robideau

Account Supervisor, NNE Marketing

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Amy English

Account Manager, NNE Marketing

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Andrea Kebrdle

Planned Giving Officer, Greenpeace USA

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Ben Stortz

President/CEO, Cornerstone Services, Inc.

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Beverly Roy

Director of Annual Giving, Hyde School

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Brad Schreiber

Sr. Director of Advancement, The College at Brockport

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Brandy Beckwith

Campaign Operations Manager, Hyde School

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Brenda Sheetz

Vice President, Porter County Community Foundation

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Catherine Thomas

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

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Charly Mallet

Admin, Albany Medical Center Foundation

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Cindy Crager

Assoc. Chief Dev. Officer & Campaign Manager, Stockton University

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David Loncala

VP/CFO, Cornerstone Services, Inc.

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Dorian Williams

Manger of Fundraising & Events, Cornerstone Services, Inc.

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Erin Brown

Executive Director of Development, Hyde School

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Evelyn Montrond

Account Manager, NNE Marketing

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Fred Feldman

VP, Creative, NNE Marketing

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Gary Monnier

Senior Development Associate, Hyde School

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Jami Hougen Johnson

Director, Prospect Management, University of Chicago

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Jamie Beers

Director of Donor Relations & Stewardship, The College at Brockport

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Joanne Kershner

Assistant Director of Advancement Services, The College at Brockport

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John Ross

Director of Major Gifts, Wilson College

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John Sapienza

Director of Advancement Services, The College at Brockport

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Julie Wirtanen

Managing Director, Carter

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Kerry Gotham

Director of Alumni Engagment, The College at Brockport

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Kim Weiner

Director of Development, MVLS

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Kristine Lo

Analyst, University of Chicago

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Lainey Segear

Major Gifts Officer, Montclair Kimberley Academy

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Margaret WelshWelsh

Director of Development, The Agnes Irwin School

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Matt Hopkins

Analyst, University of Chicago

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Matthew Lanoue

Coordinator of Public Relations, Cornerstone Services, Inc.

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Meg Whiteford

Major Gifts Officer, Hyde School

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Megan Gibeau

VP, Client Services, NNE Marketing

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Michelle Allen

VP/CDO, Cornerstone Services, Inc.

MA

Mike Andriatch

Vice President for Advancement, The College at Brockport

MM

Missy Munday

Associate Director of Behavioral Health, Cornerstone Services, Inc.

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Natalie Bourque

Account Manager, NNE Marketing

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Natalie Ramos

Manager of Major Gifts, Cornerstone Services, Inc.

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Nicholas Sena

Exec. Dir. of Development & Alumni Affairs, Stockton University

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Nicole Dumbleton

Engagement Officer-Annual Giving, The College at Brockport

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O'Brien Laura

AVP Gift Planning and Principal Gifts, Albany Medical Center Foundation

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Peter Morrison

Associate Director of Development, Hyde School

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Director, Lev Berel

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Rachel Glast

Development Director, Texas Freedom Network

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Rebecca Grondin

Development Associate, Hyde School

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ROBERT CARTER

Chairman, Carter

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Rose Haley

Analyst, University of Chicago

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Sarah Edelstein

Analyst, University of Chicago

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Shawn Lyons

Vice President for Development & Alumni Engagement, Centre College

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Steven Herrmann

Analyst, University of Chicago

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Tim Flannigan

Coordinator of Industrial Operations, Cornerstone Services, Inc.

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Turk Lewis

Managing Director, Carter

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Planned giving, Lev Berel