Planned Giving Boot Camp Spring 2020

Mon, March 23 2020, 12:00 PM - Mon, April 27 2020, 1:00 PM [EST]

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Group Price Partial Approval - $350.00

Registration closes on - 04/03/2020

TO JOIN THE PROGRAM, YOU MUST PAY FOR ONE ATTENDEE - One price for your group of up to 15 individuals.

Additional attendees Partial Approval - Free

Registration closes on - 04/03/2020

Feel free to add up to 15 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

Mon, March 23 2020, 12:00 PM - Mon, April 27 2020, 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 15 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 – 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

Adam Paré

Assistant Vice President for Development
St. John Fisher College


Adel Irwin

Development Officer
Bethel University


Alan Greene

Director of Development
Binghamton University


Alex DeVivo

Director of Planned Giving
University of Hartford


Amiee Reese

Director
University of Wyoming Foundation


Amy Dixon

Manager, Marketing - Volunteer Services
Vidant Edgecombe Hospital


Amy McNeely

gift officer
University of WI Eau Claire Foundation


Amy Stromsodt

Development Director
North Dakota Community Foundation


Andrea Stevenson

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Andrew Hutchings

Development Officer
Binghamton University


Angela Ver Ploe

Director
University of Wyoming Foundation


Angela Zimmerman

Director of Development & Special Programs
Molloy College


Avram Kluger

Senior Major Gift Officer
Lawrence Tech


Barb Ritzinger

Foundation Director
University of WI Eau Claire Barron Co Foundation


Ben Rose

Director
University of Wyoming Foundation


Betsy Morris

Regional Physician Service Coordinator
Vidant North Hospital


Brett Befus

Associate Vice President
University of Wyoming Foundation


Brett Kahler

Director
University of Wyoming Foundation


Brian Arbeiter

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Chloe Flagg

Director
University of Wyoming Foundation


Christi Stonecipher

Communications Coordinator
North Dakota Community Foundation


Christine Meola

VP of Advancement
Lawrence Tech


Christopher Harmon

Development Officer - Major Gifts
St. Mary’s. College of Maryland


Clare Mail

Assistant Director of Development
Central City Opera


Corey Lemon

Development Associate
Binghamton University


Craig Russow

Director
University of Wyoming Foundation


Cristina McFadden

Donor Relations Officer
Harvard T.H. Chan School of Public Health


Cynthia Metzger

Director of Corporate Relations
Molloy College


Dan Wiersum

Associate VP for Planned Giving
Bethel University


Dana Piwinski

Senior Director of Major Gifts
SUNY-ESF


Danielle Armentano

Assistant Director of Development
St. John Fisher College


Dave Fauth

Senior Development Officer
Bethel University


David Jeremiason

Director
Essentia Health - St. Joseph's Foundation


Deb Clark

Office Manager
North Dakota Community Foundation


Dennis Beale

Gift Officer
University of WI Eau Claire Foundation


Dianna Donaghey

Senior Research Analyst
Harvard T.H. Chan School of Public Health


Doug Hammond

Manager
University of Wyoming Foundation


Emily Wermund

Gift officer
University of WI Eau Claire Foundation


Erik Boneff

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Erin Robideau

Donor Relations Officer
SUNY-ESF


Ethlyn O'Garro

Strategic Project Advisor
Harvard T.H. Chan School of Public Health


Eugene Mahr

Director
Boston University


Gail Flynn

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Geoff Shorthose

Research Analyst
Harvard T.H. Chan School of Public Health


Ginny Waff

Director
Chowan Hospital Foundation


Glenn Vivian

AVP
Boston University


Grant Hauschild

Executive Director
Essentia Health Foundation


Hannah Hermann

Senior Development Officer
Bethel University


Heather Pachnar

Marketing - Volunteer Specialist
Vidant Edgecombe Hospital


Ian Rossi

Strategic Priorities Coordinator
Harvard T.H. Chan School of Public Health


Jack Tennant

Director
University of Wyoming Foundation


James Wilson

Development Officer
BInghamton University


Jamie Lewis

Research Analyst
Harvard T.H. Chan School of Public Health


Janel Alpert

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Jay Duseau

Director of Development
Binghamton University


Jay Redman

Director of Alumni Relations
Lawrence Tech


Jeanne Osgood

Associate Vice President of Development
Bethel University


Jeff Jelinski

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Jennifer Schwartzenberg

Diretor, Community Outreach & Development
The Outer Banks Hospital


Jenny Howard

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Jessica Morris

Development Associate
BInghamton University


Jim Bender

Chief Advancement Officer
Bethel University


Joe Murray

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


John Bachmeier

Gift Officer
University of WI Eau Claire Foundation


John Heinen

Development Director
North Dakota Community Foundation


John Koch

VP for Advancement
Binghamton University


John Neibergall

Senior Development Officer
Bethel University


John Small

Sr. Associate Vice President
University of Wyoming Foundation


John Stark

Sr. Vice President
Univesity of Wyoming Foundation


Judi Taylor Cantor

Director of Planned Giving
Harvard T.H. Chan School of Public Health


Julia Diggins

Gift Officer
University of WI Eau Claire Foundation


Julia Sohn

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Julia Tinker

Development Associate
Binghamton University


Julie Vulaj

Director of Major Gifts
Lawrence Tech


Kara Geiger

Development Director
North Dakota Community Foundation


Kate Bissinger

Director of Advancement Services
St. John Fisher College


Kate O'Connor

Associate Director
Boston University


Katelin Firth

Financial and Administrative Associate
Harvard T.H. Chan School of Public Health


Katie Kern

Director
University of Wyoming Foundation


Katie Nicholson

Interim Director of Development
Central City Opera


Katrina McGee

Director
University of Wyoming Foundation


Kevin Dvorak

President/CEO
North Dakota Community Foundation


Kimera Way

President
University of WI Eau Claire Foundation


Kristin Eklin

Associate Director of Development
St. John Fisher College


Laurie Norell

Sr Director of Development
Binghamton University


Leah Tuck

Major Gifts Officer
SUNY-ESF


Libby Pinti

Associate Director of Development and Director of Parent Engagement
St. John Fisher College


Lizbie Harbison

Volunteer Leadership Coordinator
Harvard T.H. Chan School of Public Health


Lori Maassen

Director of Operations
University of WI Eau Claire Foundation


LuAnn Joyner

Community Relations-Marketing Specialist
Vidant Bertie Hospital


Mary Scanio

Senior Development Director, Alumni Relations
Molloy College


Mary Jane Reilly

Director of Alumni Relations
Molloy College


Matt Radtke

Director of Advancement
Episcopal Collegiate School


Maureen Cunningham

Manager, Bethel Fund and Alumni Participation
Bethel University


Megan Duffy

Events and Donor Relations Coordinator
Harvard T.H. Chan School of Public Health


Megan McGrath

Director of Events and Regional Engagement
Harvard T.H. Chan School of Public Health


Melissa Burns

Lead Annual Fund Fundraising
University of Michigan College of Literature, Science, and the Arts


Michael Walker

Development Associate
Central City Opera


Michele Olson

Stewardship & engagement
University of WI Eau Claire Foundation


Michelle Junot

Director of Annual Giving
Episcopal Collegiate School


Monica Philipp

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Morgan Kenyon

Development Officer
Binghamton University


Nick Cocalis

Development Officer
Bethel University


Nora Webber

Annual Fund/Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Norm Kieffer

Associate Director of Development and Director of Corporate Engagement
St. John Fisher College


Olivia Osiecki

Sr. Coordinator
Boston University


Osa Igiede

Development Assistant
Harvard T.H. Chan School of Public Health


Pam Kollar

Assoc Exec Director
BInghamton University Foundation


Pam Shadle

Director, Marketing & Development
Vidant Beaufort Hospital


Peggy English

Office Manager
LawrenceTech


Phyllis Leuci

Development Officer
BInghamton University


Rachel LaPorte

Gift Officer
University of WI Eau Claire Foundation


Rebecca Benner

Assoc VP for Advancement
Binghamton University


Rebecca Martinez

Discovery Officer
Molloy College


Rebecca Tiernan

Director of Research
Harvard T.H. Chan School of Public Health


Richard Edgar

Senior Development Officer
St. Mary’s College of Maryland


Robby Tabuchi

Director
University of Wyoming Foundation


Robin Leclerc

Executive Director Outreach and Special Events
Lawrence Tech


Samantha Stears

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Sandra Abell

Executive Assistant
St. Mary’s College of Maryland


Sandra Woodard

Development Specialist
Vidnat Roanoke-Chowan Hospital


Sandy Lessor

Planned Giving Coordinator
Catholic Diocese of Wichita


Sara Vinch

Director of Foundation Relations
St. John Fisher College


Scot Weiner

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Scott Senatore

President
Vidant Health Foundation


Sheila Doyle

Executive Director
Binghamton University Foundation


Sheila Hurt

Assistant
University of WI Eau Claire Foundation


Susan Omdalen

Director of Development
Essentia Health Foundation


Suzy Salib

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Ted LaCroix

Director for Information Services
Harvard T.H. Chan School of Public Health


Teddi Freedman

Director
University of Wyoming Foundation


Tina Lin

Development Coordinator
Harvard T.H. Chan School of Public Health


Tom Doupe

Director of Planned Giving
St. John Fisher College


Tom Fife

Foundation Executive Director
Vidant Duplin Hospital Foundation


Tom Gaube

Director of Development
Binghamton University


Tonya Shepherd

Development & Communications
Foundation for Appalachian KY


Tori Follett

gift officer
University of WI Eau Claire - Barron Co. Foundation


Trey Turner

Executive Director
Stephen F. Austin State University Office of Development


Trisha Kingsbury

Director of Volunteer Leadership
Harvard T.H. Chan School of Public Health


Tyler Spear

Director
University of Wyoming Foundation


Veronica Lewis

Major Gift Officer
Champlain College


Vicky Ferderer

Accountant
North Dakota Community Foundation


Wendy Day

Major Gifts Fundraising
University of Michigan College of Literature, Science, and the Arts


Wendy Vevia

Development Officer
Binghamton University