Planned Giving Boot Camp January February 2019

Wed, January 23 2019, 12:00 PM - Wed, February 27 2019, 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 23 2019, 12:00 PM - Wed, February 27 2019, 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-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.

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

AA

Amelia Akers

Coordinator, Community Foundation of Johnson County

AW

Amy Williams

Director of Development, Forest Home

BD

Barb Dianda

Donor Services, Cardinal Stritch Catholic High School & Academy

CB

Carrie Benway

Deelopment Director, Vail Valley Foundation

CM

Christina Miller

Director of Major Gifts, Vail Valley Foundation

CK

Cindy Kilduff

Director of Foundation and Organization Relations, State Policy Network

CC

Clare Churchill

Board member, Feather River Land Trust

DL

Daniel LaBry

Vice President of Advancement, Grace School of Theology

DM

David McNair

Writer/Publicist, Jefferson Area Board for Aging

ES

Emily Sessler

Sr. Development Manager, Vail Valley Foundation

EH

Erin Hall

Development Operations Manager, Vail Valley Foundation

GN

Glen Newhart

Vice President of Membership & Development, Vail Valley Foundation

GH

Grant Hauschild

Development Director, Essentia Health Foundation

HT

Herman Tam

Director of Philanthropy, Kin On

JO

Jacob Oher

Development, Cure SMA

JS

Jane Skafte

Graphic Design Specialist, Jefferson Area Board for Aging

JG

Jessica Grisez

Director of Development, The Ohio State University

JW

Jessica Wong

Major Gifts Officer, Kin On

JS

John Sedgwick

Director of Development, Forest Home

JF

Jonathan Foerster

2394384624, Humane Society Naples

JG

Jonathan Gudema

Principal, Planned Giving Advisors

JP

Julie Payeff

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

KK

Karen Kleven

Development Director, Feather River Land Trust

KM

Karen Moore

Director of Development, Polk State College Foundation

KB

Katie Bagby

Development Associate, Feather River Land Trust

KP

Kendra Powell

Membership & Donor Relations Manager, Vail Valley Foundation

KM

Kevin Mullan

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

KP

Kim Peel

Director of Philanthropy & Communications, Jefferson Area Board for Aging

LA

Lindy Auberry

Grants & Special Projects Coordinator, Jefferson Area Board for Aging

LD

Lisa Dagher

Vice President Seminary Relations and Development, McCormick Theological Seminary

LG

Liz Gilmore

Philanthropy Specialist, Jefferson Area Board for Aging

LS

Lynesia Steward

Deputy Chief Advancement Officer, Philadelphia College of Osteopathic Medicine

MB

Martha Brassel

Director of Development, Vail Valley Foundation

MC

Mary King Coleman

Senior Development Officer, St. Michael's Episcopal School

MW

Melissa Wills

Development Officer, Vail Valley Foundation

MW

Meredith Wolfe

Director of Development – Planned Giving, Birmingham-Southern College

NC

Nesha Crossman

Chief Development Officer, Forest Home

NA

Nina Ashley

Coordinator, Gift Planning Programs, University of Richmond

OH

Owen Hutchinson

Development Director, Vail Valley Foundation

RB

Randy Burkett

Associate Vice President, Ashland University

RM

Rhonda McIlwain

Gift Officer, University of Richmond

RL

Rob Lorenzo

Marketing, Cardinal Stritch Catholic High School & Academy

SB

Sarah Baeckler Davis

2396431880, Humane Society Naples

SG

Shamika Glover

Development Manager, Grace School of Theology

SM

Shelly Maharry

Executive Director, Community Foundation of Johnson County

SF

Shirley Fliehler

Chief Financial Officer, Community Foundation of Johnson County

SG

Stephanie Gianneschi

Philanthropy Director, Aspen Community Foundation

SL

Sue Laytart

Donor Services, Cardinal Stritch Catholic High School & Academy

TK

Tamara Koch

Director of Development, Forest Home

TJ

Tammie Jurek

Donor Relations Officer, Grace School of Theology

TT

TBD TBD

TBD, Vail Valley Foundation

VG

Veronica Guide

Director of Gift Planning, PPFA

WH

Wendi Huntley

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

WH

Whitney Harper

Development Officer, Vail Valley Foundation