Planned Giving Boot Camp May-June 2018

Wed, May 23 2018, 12:00 PM - Wed, June 27 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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Event Information

Wed, May 23 2018, 12:00 PM - Wed, June 27 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-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.


Amy Waters

Director of Donor Relations & Events
Salisbury University

Bridgette Welch

Director of Development, Health Services
Lincoln Memorial University

Caitlin Shmidheiser

American Technion Society

Cara Lisco

Director of Advancement
Highland Hall Waldorf School

Christina Caron

Executive Director of Development
Husson University

Christina Howard

Assistant Director of Development - Perdue School
Salisbury University

Donnie Lipscomb

Director of Development
Lincoln Memorial Univrsity

Elissa Gillston

American Technion Society

Erin Smith

Athletic Development Officer
Salisbury University

Gian Brosco

Nevada Community Foundation

Jason Curtin

VP of University Advancement & External Affairs
Salisbury University

Jayme BBlock

Director of Alumni Relations & Gift Development
Salisbury University

Jeff Korbman

Director of Development
Orthodox Union - NCSY

Joanna Rothman

American Technion Society

Kaitlyn Grigsby-Hall

Major Gifts Officer - Fulton School
Salisbury University

Kirsten Root


Linda Altshuler

American Technion Society

Matt Bernstein

American Technion Society

Melinda Khazeh

Assistant Alumni Director
Salisbury University

Michelle Pryor

Annual Giving Coordinator
Salisbury University

Nila Lazarus

American Technion Society

Sara Anello

Prospect Development Associate
Salisbury University

Seth Wongsavit

Research Analyst
Nevada Community Foundation

Shelly Peters

Director of Planned Giving
Bradley University

Stefanie Gordy

Major Gifts Officer
Salisbury University

Stephen Hardy

Director of Advancement Services
Salisbury University

Susan Berkowitz

American Technion Society

Vivian Velasco Paz

Board President
Arte Americas