Planned Giving Boot Camp October-November 2018

Wed, October 10 2018, 12:00 PM - Wed, November 14 2018, 1:00 PM [EST]

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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, October 10 2018, 12:00 PM - Wed, November 14 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.

CONTACT ORGANIZER View other events

WHO IS ATTENDING

Jonathan Gudema

Principal
Planned Giving Advisors


Paige Bullen

Director of Major Gifts
United Way of Greater Richmond & Petersburg


Kathleen Lordo

Financial Associate 2
Tennessee Tech University


Tiff Rector

Executive Director of Planned Giving
Tennessee Tech University


John Smith

Executive Director
Tennessee Tech University


Lesley Loftis

Director of Development
Tennessee Tech University


Michelle Arbogast

Director of Corporate and Foundation Relations
Tennessee Tech University


Amanda Fabrizio-Grzesik

Director of Development
Tennessee Tech University


Lisa Russell

Assistant Director Financial Services
Tennessee Tech University


Kimberly Tanner

Senior Associate Vice President for Strategic Initiatives
Earlham College


Alan Greene

Major and Planned Gifts
Binghamton University


Dan Pena

Vice President of Institutional Advancement
Siena Heights University


Amy Carey

University Grant Writer
Siena Heights University


Sara Chrenko

Director of Career Services
Siena Heights University


Kristin Foerg

Coordinator of Advancement Services
Siena Heights University


Melissa Growden

Career Services Specialist
Siena Heights University


Kate Hamilton

Director of Alumni Relations
Siena Heights University


Robin Hinman

Senior Coordinator of Donor Relations
Siena Heights University


LeeAnn Isley

Administrative Assistant
Siena Heights University


Barry Reinink

Career Services Specialist
Siena Heights University


Elizabeth Schultz

Administrative Assistant
Siena Heights University


Shawna Wilson

Coordinator of Annual Giving
Siena Heights University


Diana Mundlak

Director of Development
Scheck Hillel Community School


Jenn Shetsen

Deputy Director of External Relations
KIPP New Jersey


Kim Cayer

Philanthropy Director
The Children's Room


Liz Cohen

Executive Director
The Children's Room


Becca Harris

Philanthropy Coordinator
The Children's Room


Shamika Naidu

Data and Grants Coordinator
The Children's Room


Michael Nagle

Board president
The Children's Room


Nancy Frumer Styron

Clinical Director
The Children's Room


Sue Costello

board member
The Children's Room


Mary Ellen Margosian

board member
The Children's Room


Crissy Straub

volunteer
The Children's Room


Sue Aldana

VP of Development
Susan G. Komen


Mel Riehl

MGO
susan G. Komen


Michelle Watkins

MGO
Susan G Komen


Kalyn Frame

MGO
Susan G Komen


Kathy Gonzalez

MGO
Susan G. Komen


Jill Chamblin

MGO
Susan G. Komen


Jill Kramer

Development Manager
Susan G Komen


Sharon McGowan

Events
Susan G. Komen


Elizabeth Ashmore

Philanthropic Lead
Susan G. Komen


Sue Aldana

VP Development
Susan G Komen


Mary Byrne

Development Officer for Major Gifts
Norton Museum of Art


Abby Ashley

Director of Development
Norton Museum of Art


Clayton Trosclair

Development Manager
The Grauer School


Betsy Patterson

Director of Institutional Advancement
Morristown-Beard School


Carol Wolf

Asst vp PLANNED GIVING AND ENDOWMENT
JEWISH FEDERATION OF CLEVELAND


JANET SHAPIRO

DIRECTOR OF FUNDS
JFC


SHELLEY MARCUS

ASST VP DEVELOPMENT
JFC


ANN GARSON

ASST VP FUNDS AND FOUNDATION
JFC


ABBIE LEVIN

VP DEVELOPMENT/CAMPAIGN DIRECTOR
JFC


LISA` HACKER

MANAGING DIRECTOR DEVELOPMENT/DIRECTOR WOMENS PHILANTHROPY
JEWISH FEDERATION OF CLEVELAND


LISA LEBOVITZ

ASST CAMPAIGN DIRECTOR
JFC


ARI MILGROM

DIRECTOR COMMUNITY CAMPAIGN
JFC


LEAH MARKOWICZ

DIRECTOR OF YOUNG LEADERSHIP
JFC


MATT NEWMAN

DEVELOPMENT ASSOC YOUNG LEADERSHIP
JFC


REBECCA SATTIN

ASST DIR WOMENS PHILANTHROPY
JFC


Hannah Giterman

Staff
JCF


Erika Rudin-Luria

Staff
JCF


Jessie Bruder

Staff
JCF


Susan Lopez

Associate Director of Planned Giving
Lehigh University


Dawn Ansbro

Executive Director
SUNY Orange Foundation


Duane Schaefer

Director of Development
Saint Meinrad School of Theology


Mike Ziemianski

Vice President for Development
Saint Meinrad School of Theology


Kenley Butler

Development Director
Point Lobos Foundation


Kirk Clark

Distinguished Gifts Director
CHS


Ken Parks

Dist. Gifts Manager
CHS


Steve Ranieri

Dist. Gifts Director
CHS


Leah Harrision

Dist. Gifts Manager
CHS


Melanie Wigren

Dist. Gifts Mgr
CHS


Patrick DeSantis

Dist. Gift Mgr
CHS


Elizabeth Logiodice

Advancement Data Services Director
CHS


Samantha Ramlall

Dist. Gifts Mgr
CHS


David Cognetta

Dist. Gifts Mgr.
CHS


Alexis Klima

Dist. Gifts Mgr
CHS


Rachel Spillane

Dist. Gift Mgr
CHS


Carolyn Zollars

Director of Development
San Diego Botanical Garden


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


George Lensing

Associate Director of Development, Planned Giving
University of Arkansas


Tammy Knowles

Administrative Support Supervisor, Planned Giving
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Katy Nelson

Associate Vice Chancellor for University Development
University of Arkansas


Brian Wilson

Development Manager
Bergen Performing Arts Center


Mary Beth Papallo

Associate Director of Leadership Giving
Central Connecticut State University


Melody Avery

Associate Director of Leadership Giving
Central Connecticut State University


Charles Johnson

Assistant Director of Development & Annual Giving
Central Connecticut State University


Laura Marchese

Associate Director of Leadership Giving
Central Connecticut State University