Planned Giving Boot Camp January February 2019

Wed, January 23 2019, 12:00 PM - Wed, February 27 2019, 1:00 PM [EST]




1. Select Seats

2. Review and Proceed

Group Price Partial Approval -$350.00

One price for your group of up to 10 individuals.

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 23 2019, 12:00 PM - Wed, February 27 2019, 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-week period - same time slot each week. 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


Amelia Akers

Community Foundation of Johnson County

Amy Williams

Director of Development
Forest Home

Barb Dianda

Donor Services
Cardinal Stritch Catholic High School & Academy

Carrie Benway

Deelopment Director
Vail Valley Foundation

Clare Churchill

Board member
Feather River Land Trust

Christina Miller

Director of Major Gifts
Vail Valley Foundation

Daniel LaBry

Vice President of Advancement
Grace School of Theology

David McNair

Jefferson Area Board for Aging

Erin Hall

Development Operations Manager
Vail Valley Foundation

Emily Sessler

Sr. Development Manager
Vail Valley Foundation

Glen Newhart

Vice President of Membership & Development
Vail Valley Foundation

Grant Hauschild

Development Director
Essentia Health Foundation

Herman Tam

Director of Philanthropy
Kin On

Jacob Oher

Cure SMA

Jessica Grisez

Director of Development
The Ohio State University

Jonathan Gudema

Planned Giving Advisors

John Sedgwick

Director of Development
Forest Home

Jonathan Foerster

Humane Society Naples

Jane Skafte

Graphic Design Specialist
Jefferson Area Board for Aging

Julie Payeff

Board Sub-Committee Member
Cardinal Stritch Catholic High School & Academy

Jessica Wong

Major Gifts Officer
Kin On

Katie Bagby

Development Associate
Feather River Land Trust

Cindy Kilduff

Director of Foundation and Organization Relations
State Policy Network

Karen Kleven

Development Director
Feather River Land Trust

Karen Moore

Director of Development
Polk State College Foundation

Kevin Mullan

Associate Head of School for Advancement & Strategy
Cardinal Stritch Catholic High School & Academy

Kim Peel

Director of Philanthropy & Communications
Jefferson Area Board for Aging

Kendra Powell

Membership & Donor Relations Manager
Vail Valley Foundation

Lindy Auberry

Grants & Special Projects Coordinator
Jefferson Area Board for Aging

Lisa Dagher

Vice President Seminary Relations and Development
McCormick Theological Seminary

Liz Gilmore

Philanthropy Specialist
Jefferson Area Board for Aging

Martha Brassel

Director of Development
Vail Valley Foundation

Mary King Coleman

Senior Development Officer
St. Michael's Episcopal School

Melissa Wills

Development Officer
Vail Valley Foundation

Meredith Wolfe

Director of Development – Planned Giving
Birmingham-Southern College

Nina Ashley

Coordinator, Gift Planning Programs
University of Richmond

Nesha Crossman

Chief Development Officer
Forest Home

Owen Hutchinson

Development Director
Vail Valley Foundation

Lynesia Steward

Deputy Chief Advancement Officer
Philadelphia College of Osteopathic Medicine

Randy Burkett

Associate Vice President
Ashland University

Rhonda McIlwain

Gift Officer
University of Richmond

Rob Lorenzo

Cardinal Stritch Catholic High School & Academy

Sarah Baeckler Davis

Humane Society Naples

Shamika Glover

Development Manager
Grace School of Theology

Shelly Maharry

Executive Director
Community Foundation of Johnson County

Shirley Fliehler

Chief Financial Officer
Community Foundation of Johnson County

Sue Laytart

Donor Services
Cardinal Stritch Catholic High School & Academy

Stephanie Gianneschi

Philanthropy Director
Aspen Community Foundation

Tamara Koch

Director of Development
Forest Home

Tammie Jurek

Donor Relations Officer
Grace School of Theology

Veronica Guide

Director of Gift Planning

Wendi Huntley

Board Member; Advancement Subcommittee
Cardinal Stritch Catholic High School & Academy

Whitney Harper

Development Officer
Vail Valley Foundation