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

AW

Amy Waters

Director of Donor Relations & Events, Salisbury University

BW

Bridgette Welch

Director of Development, Health Services, Lincoln Memorial University

CS

Caitlin Shmidheiser

Fundraiser, American Technion Society

CL

Cara Lisco

Director of Advancement, Highland Hall Waldorf School

CC

Christina Caron

Executive Director of Development, Husson University

CH

Christina Howard

Assistant Director of Development - Perdue School, Salisbury University

DL

Donnie Lipscomb

Director of Development, Lincoln Memorial Univrsity

EG

Elissa Gillston

Fundraiser, American Technion Society

ES

Erin Smith

Athletic Development Officer, Salisbury University

GB

Gian Brosco

President, Nevada Community Foundation

JC

Jason Curtin

VP of University Advancement & External Affairs, Salisbury University

JB

Jayme BBlock

Director of Alumni Relations & Gift Development, Salisbury University

JK

Jeff Korbman

Director of Development, Orthodox Union - NCSY

JR

Joanna Rothman

Fundraiser, American Technion Society

KG

Kaitlyn Grigsby-Hall

Major Gifts Officer - Fulton School, Salisbury University

KR

Kirsten Root

Development, N/A

LA

Linda Altshuler

Fundraiser, American Technion Society

MB

Matt Bernstein

Fundraiser, American Technion Society

MK

Melinda Khazeh

Assistant Alumni Director, Salisbury University

MP

Michelle Pryor

Annual Giving Coordinator, Salisbury University

NL

Nila Lazarus

Fundraiser, American Technion Society

SA

Sara Anello

Prospect Development Associate, Salisbury University

SW

Seth Wongsavit

Research Analyst, Nevada Community Foundation

SP

Shelly Peters

Director of Planned Giving, Bradley University

SG

Stefanie Gordy

Major Gifts Officer, Salisbury University

SH

Stephen Hardy

Director of Advancement Services, Salisbury University

SB

Susan Berkowitz

Fundraiser, American Technion Society

VV

Vivian Velasco Paz

Board President, Arte Americas