Planned Giving Boot Camp July-August 2018

Tue, July 17 2018, 12:00 PM - Tue, August 21 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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Tue, July 17 2018, 12:00 PM - Tue, August 21 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-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

AK

Adam Kronk

Head of School, La Lumiere School

AV

Alejandra Villalobos

Executive Director, Western Region, CARE USA

AP

Alex Previtera

Director of Development & Operations, Catholic Community Foundation of the Diocese of Richmond

AD

Ali Dodson

Advancement Director, Katy Prairie Conservancy

AL

Alicia Lee

Data Clerk, Missouri Historical Society

AM

Alison Muncy

Development Officer, Volunteer State Community College

AG

Amanda Glass

Database Coordinator, Catholic Community Foundation of the Diocese of Richmond

AP

Ana Porro

Intern, National Academy of Public Administratio

AS

Ann Siemens

Principal Gifts Officer, San Diego Zoo Global

AK

Anne Khademian

Board Chair, National Academy of Public Administratio

AT

Anne-Marie Thurman

Campaign and Donor Relations Manager, Missouri Historical Society

AS

Ashley Sazo

Gift Planning Assistant, Lucile Packard Foundation for Children's Health

BK

Barry Kirschner

Executive Director, The Valerie Fund

BT

Brooke Truesdale

Individual & Planned Gifts Officer, San Diego Zoo Global

CM

Caitlin Mackaman

Membership and Content Manager, MADRE

CR

Caroline Reich-Sterman

Director of Development, Western Region, CARE USA

CH

Catherine Hsieh

Development Coordinator, MADRE

CC

Chelsey Chow

Philanthropy Officer, Hawaii Community Foundation

CH

Chris Harmon

Director of Major and Planned Gifts, The National Shrine of Elizabeth Ann Seton

CR

Chris Rygh

Pastor of Multisite Ministries, Prairie Lakes Church

CC

Christina Cook

Database Administrator, Missouri Historical Society

CM

Christopher Martin

Chief Advancement Officer, Matignon High School

CS

Christyn Sanagursky

Associate Director of Development, Monroe Community College Foundation

CP

Claudette Piccini

PG, Gettysburg College

CF

Colby Falconer

Annual Giving Manager, Columbus Zoo and Aquarium

CE

Connie Erpelding

Director of Advancement, Prairie Lakes Church

CT

Corey Turner

Development Manager, Alumni and Planned Giving, Grand Rapids Community College Foundation

CB

Cyntethia Brown

Executive Assistant/Office Manager, National Academy of Public Administratio

DL

Daphne Lovelette

Assistant, UC San Diego Advancement

DY

Darcie Yukimura

Director of Community Philanthropy, Hawaii Community Foundation

DR

David Reiner

Rabbi, Congregation Shir Shalom of Westchester & Fairfield Counties

DM

Deborah McCarthy

SVP, Membership Strategy & Engagement, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

DD

Diane Disney

Member, Endowment Committee

DS

Donald Sedlock

Director of Development, National Inventors Hall of Fame

DC

Donna Clark

Major Gifts Officer, Albany College of Pharmacy and Health Sciences

DH

Drew Hoffman

Member, Financial Planning Board, Congregation Shir Shalom of Westchester & Fairfield Counties

ES

Elizabeth Smith

Director of Development, Brimmer and May School

EB

Emily Ball

Development Manager, MADRE

EM

Emily Marullo

Associate Director of Donor Engagement, Monroe Community College Foundation

EL

Eric La'a

Senior Develpment Officer, Hawaii Community Foundation

EV

Erin Van Egmond

Associate Director of College Advancement, Grand Rapids Community College Foundation

EZ

Erin Zelinski

Individual & Planned Gifts Officer, San Diego Zoo Global

FR

Frank Reynolds

Major Gifts, Stevenson School

GG

Gaby Gonzalez

Director of Parish Development Services, Catholic Community Foundation of the Diocese of Richmond

GB

Gian Brosco

President, Nevada Community Foundation

GW

Glenn Warren

Principal Gifts Officer, Woodward Academy

HW

Hal Wolkin

Co-President, Congregation Shir Shalom of Westchester & Fairfield Counties

IT

Inger Tully

Senior Philanthropy Officer, Hawaii Community Foundation

JK

Jacqueline Kronk

Fundraiser, La Lumiere School

JO

Jake O'Neal

Charitable Giving Advisor, Missouri Historical Society

JD

James Dill

president/Executive Director, The Virginia College Fund

JV

Jeanne Van Vlandren

Member, Endowment Committee

JG

Jeff Groves

Director of Philanthropy, Palm Healthcare Foundation, Inc.

JK

Jeff Klotz

Member, Financial Planning Board, Congregation Shir Shalom of Westchester & Fairfield Counties

JS

Jeff Schacherer

Director of Financial & Estate Planning, Awana Clubs International

JB

Jeffrey Berg

Chair, Financial Planning Board, Congregation Shir Shalom of Westchester & Fairfield Counties

JK

Jeffrey Kahn

Director, Principal Gifts, Boston University

JL

Jen-L Lyman

Director of Philiantropic Partnerships, Hawaii Community Foundation

JT

Jennifer Thoma

Director of Individual Giving and Donor Relations, Chatham University

JW

Jennifer Weiler

Chief Development Officer, The First Tee

JT

Jesse Tink

Pastor of Campus Development, Prairie Lakes Church

JM

Jim Mendenhall

Development Officer, Columbus Zoo and Aquarium

JH

Jon Hogan

Director of Major Giving, Northeast, Parkinson's Foundation

JN

Joseph Neary

Senior Director of Development, USC - College of Engineering and Computing

JS

Joyce Schreiber

Director of McMahon Parater Scholarship Foundation, Catholic Community Foundation of the Diocese of Richmond

JO

Julia Odelowo

Director of Alumnae Engagement, Castilleja School

KH

Kaitlyn Hudgins

Director of Fellow Engagement, National Academy of Public Administratio

KS

Kama Sanguinette

Vice President, Donor Initiatives, Parkinson's Foundation

KM

Karen Mitchell

Vice President for Resource Development & Executive Director of the Foundation, Volunteer State Community College

KS

Karen Shaw

Alumni Relations & Annual Giving Coordinator, Monroe Community College Foundation

KT

Karen Taylor

Chief Financial Officer, Congregation Shir Shalom of Westchester & Fairfield Counties

KL

Kate Lloyd

SVP of Engagement, Culture & Donor Experience, Hawaii Community Foundation

KN

Kate Nelson

Regional Major Gifts Officer, Parkinson's Foundation

KG

Katherine Griswold

Director, Major Giving, Parkinson's Foundation

KK

Katie Kenning

Regional Director, California, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

KB

Kawena Beaupre

Sr. Director of Gifts & Compliance Assoicate General Counsel, Hawaii Community Foundation

KH

Kayln Henkel

Vice President, Field Development, Parkinson's Foundation

KA

Kelly Austin

National Director of Development, Parkinson's Foundation

KN

Ken Nickless

Planned Giving Consultant, Missouri Historical Society

KR

Kevin Rapp

Donor Relations Officer, Hawaii Community Foundation

KB

Kristen Bennett

Vice President of Institutional Advancement/Executive Director of the Foundation, Trinity Valley Community College

KB

Kurt Bartley

Senior Director for Gift and Estate Planning, University of Texas at Arlington

KF

Kyle Forrester

Annual Giving Coordinator, Columbus Zoo and Aquarium

LL

Lacey Lee

Senior Individual & Planned Gifts Officer, San Diego Zoo Global

LF

Laura Frye

Senior Planned Giving Officer, Hospice of the Western Reserve

LH

Laura Harwin

Director of Nonprofit Relations, Community Foundation of North Florida

LS

Laura Siegel

Associate Director of Foundation Giving, Parkinson's Foundation

LM

Laura Lane McKinnon

Director for Organizational Advancement, EmployAbility

LG

Lauren Gray

Development Associate, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

LW

Laurie Whitfield

VP Marketing and Stewardship, Lynch Development Associates

LJ

Lisa Jackson

CAO, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

LS

Lisa Scott

Director of Alumni Relations, Finger Lakes Community College

LC

Llewellyn Crain

Director of Development, The Old Globe

LA

Lori Abrams

Director of Development, The Valerie Fund

LE

Louise Edison

Development Director, West Michigan Center for Arts & Technology

MB

Maggie Burns

VP Philanthropy and External Affairs, St. Francis House

MD

Malu Debus

Philanthropy Officer, Hawaii Community Foundation

MK

Margaret Keightley

Executive Director, Catholic Community Foundation of the Diocese of Richmond

ML

Margaret Lorenzetti

Coordinator of Annual Fund and Donor Relations, Finger Lakes Community College

ML

Mary Linkevich

Director of Development, Hawk Mountain Sanctuary

MK

Maryagnes Keenan

Director of Planned Giving, Catholic Community Foundation of the Diocese of Richmond

MZ

Matthew Zager

Assistant Director of Development, Monroe Community College Foundation

MN

Mayme Norman

Director of Philanthropy, Columbus Zoo and Aquarium

MR

Megan Richardson

Membership Coordinator, MADRE

MO

Mercedes Oliva

Director of Donor Services, Parkinson's Foundation

MG

Michael Gitlitz

Member, Board of Trustees, Congregation Shir Shalom of Westchester & Fairfield Counties

ML

Michelle Lippart Hardwick

9207027622, Community Foundation for the Fox Valley Region

MJ

Miranda Jackson

8312778020, Boys & Girls Clubs of Monterey County

MS

Myles Shibata

Vice President of Development, Hawaii Community Foundation

NK

Nancy Kominsky

Stewardship Officer, Benjamin N. Cardozo School of Law

PF

Pam Fein

Senior Individual & Planned Gifts Officer, San Diego Zoo Global

RJ

Raasa Jakubonyte

Membership Coordinator, Missouri Historical Society

RL

Randy Lyon

CFO, National Academy of Public Administratio

RM

Rebecca McBride

Annual Fund and Membership Manaager, Missouri Historical Society

RC

Rich Carter

Member, Financial Planning Board, Congregation Shir Shalom of Westchester & Fairfield Counties

SK

Sean Kramer

Chief Development Officer, Parkinson's Foundation

SM

Sena Mourad-Friedman

Director of Development, Fair Housing Opportunities of Northwest Ohio, Inc.

SB

Shelley Backs

Development Officer, Columbus Zoo and Aquarium

SE

Si Edmondson

Fundraising and Special Event Coordinator, Missouri Historical Society

SL

Steve Landzberg

Member, Board of Trustees, Congregation Shir Shalom of Westchester & Fairfield Counties

SL

Steve Lowe

CFO, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

SY

Susan Yemc

Director of Development, La Lumiere School

SL

Suzy Lucci

Gift Planning Officer, Columbus Zoo and Aquarium

TW

Tammy Whitfield

Senior Individual & Planned Gifts Officer, San Diego Zoo Global

TT

TBD TBD

Member, Board of Trustees, Congregation Shir Shalom of Westchester & Fairfield Counties

TR

Terisa Roesler

Individual & Planned Gifts Manager, San Diego Zoo Global

TG

Terri Greene

Administrative Assistant, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

TG

Terry Gerton

President and CEO, National Academy of Public Administratio

TL

Theresa Law

VP, Advancement, New Mexico Highlands University Foundation

TS

Tina Santos

Executive Assistant - Development & General Counsel, Hawaii Community Foundation

TR

Todd Roth

Grant Writer, Missouri Historical Society

TH

Toi Hatcher

Charitable Giving Advisor, Missouri Historical Society

TC

Tom Cosentino

COO, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

TH

Tom Hyland

Director of Advancement Services, Life Chiropractic College West

TT

Travis Tinney

Director of Development, ACE Programs for the Homeless

TR

Troy Rooney

Development Director, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

VS

Veronica Scholle

Relations Manager, Catholic Community Foundation of the Diocese of Richmond

VG

Victoria Guico

Development Assistant, San Diego Zoo Global

VM

Victoria McGrath

Regional Director, NY, BUSINESS EXECUTIVES FOR NATIONAL SECURITY

VG

Vlad Gogish

Member, Board of Trustees, Congregation Shir Shalom of Westchester & Fairfield Counties

YH

Yvette Hartsfield

Managing Director of Development, Missouri Historical Society

ZV

Zach Villegas

Intern, National Academy of Public Administratio