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

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

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER View other events

AP

Adam Paré

Assistant Vice President for Development, St. John Fisher College

AI

Adel Irwin

Development Officer, Bethel University

AG

Alan Greene

Director of Development, Binghamton University

AD

Alex DeVivo

Director of Planned Giving, University of Hartford

AR

Amiee Reese

Director, University of Wyoming Foundation

AD

Amy Dixon

Manager, Marketing - Volunteer Services, Vidant Edgecombe Hospital

AM

Amy McNeely

gift officer, University of WI Eau Claire Foundation

AS

Amy Stromsodt

Development Director, North Dakota Community Foundation

AS

Andrea Stevenson

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

AH

Andrew Hutchings

Development Officer, Binghamton University

AV

Angela Ver Ploe

Director, University of Wyoming Foundation

AZ

Angela Zimmerman

Director of Development & Special Programs, Molloy College

AK

Avram Kluger

Senior Major Gift Officer, Lawrence Tech

BR

Barb Ritzinger

Foundation Director, University of WI Eau Claire Barron Co Foundation

BR

Ben Rose

Director, University of Wyoming Foundation

BM

Betsy Morris

Regional Physician Service Coordinator, Vidant North Hospital

BB

Brett Befus

Associate Vice President, University of Wyoming Foundation

BK

Brett Kahler

Director, University of Wyoming Foundation

BA

Brian Arbeiter

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

CF

Chloe Flagg

Director, University of Wyoming Foundation

CS

Christi Stonecipher

Communications Coordinator, North Dakota Community Foundation

CM

Christine Meola

VP of Advancement, Lawrence Tech

CH

Christopher Harmon

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

CM

Clare Mail

Assistant Director of Development, Central City Opera

CL

Corey Lemon

Development Associate, Binghamton University

CR

Craig Russow

Director, University of Wyoming Foundation

CM

Cristina McFadden

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

CM

Cynthia Metzger

Director of Corporate Relations, Molloy College

DW

Dan Wiersum

Associate VP for Planned Giving, Bethel University

DP

Dana Piwinski

Senior Director of Major Gifts, SUNY-ESF

DA

Danielle Armentano

Assistant Director of Development, St. John Fisher College

DF

Dave Fauth

Senior Development Officer, Bethel University

DJ

David Jeremiason

Director, Essentia Health - St. Joseph's Foundation

DC

Deb Clark

Office Manager, North Dakota Community Foundation

DB

Dennis Beale

Gift Officer, University of WI Eau Claire Foundation

DD

Dianna Donaghey

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

DH

Doug Hammond

Manager, University of Wyoming Foundation

EW

Emily Wermund

Gift officer, University of WI Eau Claire Foundation

EB

Erik Boneff

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

ER

Erin Robideau

Donor Relations Officer, SUNY-ESF

EO

Ethlyn O'Garro

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

EM

Eugene Mahr

Director, Boston University

GF

Gail Flynn

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

GS

Geoff Shorthose

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

GW

Ginny Waff

Director, Chowan Hospital Foundation

GV

Glenn Vivian

AVP, Boston University

GH

Grant Hauschild

Executive Director, Essentia Health Foundation

HH

Hannah Hermann

Senior Development Officer, Bethel University

HP

Heather Pachnar

Marketing - Volunteer Specialist, Vidant Edgecombe Hospital

IR

Ian Rossi

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

JT

Jack Tennant

Director, University of Wyoming Foundation

JW

James Wilson

Development Officer, BInghamton University

JL

Jamie Lewis

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

JA

Janel Alpert

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

JD

Jay Duseau

Director of Development, Binghamton University

JR

Jay Redman

Director of Alumni Relations, Lawrence Tech

JO

Jeanne Osgood

Associate Vice President of Development, Bethel University

JJ

Jeff Jelinski

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

JS

Jennifer Schwartzenberg

Diretor, Community Outreach & Development, The Outer Banks Hospital

JH

Jenny Howard

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

JM

Jessica Morris

Development Associate, BInghamton University

JB

Jim Bender

Chief Advancement Officer, Bethel University

JM

Joe Murray

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

JB

John Bachmeier

Gift Officer, University of WI Eau Claire Foundation

JH

John Heinen

Development Director, North Dakota Community Foundation

JK

John Koch

VP for Advancement, Binghamton University

JN

John Neibergall

Senior Development Officer, Bethel University

JS

John Small

Sr. Associate Vice President, University of Wyoming Foundation

JS

John Stark

Sr. Vice President, Univesity of Wyoming Foundation

JT

Judi Taylor Cantor

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

JD

Julia Diggins

Gift Officer, University of WI Eau Claire Foundation

JS

Julia Sohn

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

JT

Julia Tinker

Development Associate, Binghamton University

JV

Julie Vulaj

Director of Major Gifts, Lawrence Tech

KG

Kara Geiger

Development Director, North Dakota Community Foundation

KB

Kate Bissinger

Director of Advancement Services, St. John Fisher College

KO

Kate O'Connor

Associate Director, Boston University

KF

Katelin Firth

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

KK

Katie Kern

Director, University of Wyoming Foundation

KN

Katie Nicholson

Interim Director of Development, Central City Opera

KM

Katrina McGee

Director, University of Wyoming Foundation

KD

Kevin Dvorak

President/CEO, North Dakota Community Foundation

KW

Kimera Way

President, University of WI Eau Claire Foundation

KE

Kristin Eklin

Associate Director of Development, St. John Fisher College

LN

Laurie Norell

Sr Director of Development, Binghamton University

LT

Leah Tuck

Major Gifts Officer, SUNY-ESF

LP

Libby Pinti

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

LH

Lizbie Harbison

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

LM

Lori Maassen

Director of Operations, University of WI Eau Claire Foundation

LJ

LuAnn Joyner

Community Relations-Marketing Specialist, Vidant Bertie Hospital

MS

Mary Scanio

Senior Development Director, Alumni Relations, Molloy College

MR

Mary Jane Reilly

Director of Alumni Relations, Molloy College

MR

Matt Radtke

Director of Advancement, Episcopal Collegiate School

MC

Maureen Cunningham

Manager, Bethel Fund and Alumni Participation, Bethel University

MD

Megan Duffy

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

MM

Megan McGrath

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

MB

Melissa Burns

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

MW

Michael Walker

Development Associate, Central City Opera

MO

Michele Olson

Stewardship & engagement, University of WI Eau Claire Foundation

MJ

Michelle Junot

Director of Annual Giving, Episcopal Collegiate School

MP

Monica Philipp

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

MK

Morgan Kenyon

Development Officer, Binghamton University

NC

Nick Cocalis

Development Officer, Bethel University

NW

Nora Webber

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

NK

Norm Kieffer

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

OO

Olivia Osiecki

Sr. Coordinator, Boston University

OI

Osa Igiede

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

PK

Pam Kollar

Assoc Exec Director, BInghamton University Foundation

PS

Pam Shadle

Director, Marketing & Development, Vidant Beaufort Hospital

PE

Peggy English

Office Manager, LawrenceTech

PL

Phyllis Leuci

Development Officer, BInghamton University

RL

Rachel LaPorte

Gift Officer, University of WI Eau Claire Foundation

RB

Rebecca Benner

Assoc VP for Advancement, Binghamton University

RM

Rebecca Martinez

Discovery Officer, Molloy College

RT

Rebecca Tiernan

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

RE

Richard Edgar

Senior Development Officer, St. Mary’s College of Maryland

RT

Robby Tabuchi

Director, University of Wyoming Foundation

RL

Robin Leclerc

Executive Director Outreach and Special Events, Lawrence Tech

SS

Samantha Stears

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

SA

Sandra Abell

Executive Assistant, St. Mary’s College of Maryland

SW

Sandra Woodard

Development Specialist, Vidnat Roanoke-Chowan Hospital

SL

Sandy Lessor

Planned Giving Coordinator, Catholic Diocese of Wichita

SV

Sara Vinch

Director of Foundation Relations, St. John Fisher College

SW

Scot Weiner

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

SS

Scott Senatore

President, Vidant Health Foundation

SD

Sheila Doyle

Executive Director, Binghamton University Foundation

SH

Sheila Hurt

Assistant, University of WI Eau Claire Foundation

SO

Susan Omdalen

Director of Development, Essentia Health Foundation

SS

Suzy Salib

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

TL

Ted LaCroix

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

TF

Teddi Freedman

Director, University of Wyoming Foundation

TL

Tina Lin

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

TD

Tom Doupe

Director of Planned Giving, St. John Fisher College

TF

Tom Fife

Foundation Executive Director, Vidant Duplin Hospital Foundation

TG

Tom Gaube

Director of Development, Binghamton University

TS

Tonya Shepherd

Development & Communications, Foundation for Appalachian KY

TF

Tori Follett

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

TT

Trey Turner

Executive Director, Stephen F. Austin State University Office of Development

TK

Trisha Kingsbury

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

TS

Tyler Spear

Director, University of Wyoming Foundation

VL

Veronica Lewis

Major Gift Officer, Champlain College

VF

Vicky Ferderer

Accountant, North Dakota Community Foundation

WD

Wendy Day

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

WV

Wendy Vevia

Development Officer, Binghamton University