Planned Giving Boot Camp webinar training - Summer 2020

Wednesday, 15 July 2020 12:00 PM - Wednesday, 19 August 2020 1:00 PM EST

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Group Price Partial Approval - $350.00

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

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Additional attendees Partial Approval - Free

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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Wednesday, 15 July 2020 12:00 PM - Wednesday, 19 August 2020 1:00 PM EST

This webinar course is designed to propel fundraisers into the area of planned giving. Each session will be up to 1.25 hours 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 live session, the webinars will be recorded so that all registered participants can catch up on missed sessions. 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).  7.25 CFRE Credits will be available for this program.

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.  We will also cover new laws included in the SECURE and Cares Acts that impact fundraising.

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

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

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Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC

Jonathan has over 20 years of experience working with and advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. An attorney by training, Jonathan has played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts. Prior to founding Planned Giving Advisors in 2011, Jonathan was a Managing Director at Changing our World, the third largest U.S. based fundraising consulting firm. As a member of the firm’s senior management team he led consulting projects and outsourced the planned giving staff for several major clients. Jonathan has also held senior positions in planned giving at the Anti-Defamation League, United Jewish Communities and Continuum Health Partners where he was responsible for cultivating planned gifts and managing their planned giving programs. Jonathan is also the author of The Planned Giving Blog (, which provides news and commentary on the field of planned giving with over 1,600 subscribers and 165,000 visitors since its launch in 2010. In 2014, Jonathan launched the Planned Giving Boot Camp, a 6-part webinar series which has already trained over 2,500 fundraisers in the basics of planned giving as well as several more advanced training sessions. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.

About Jonathan Gudema, Esq.

Principal, Planned Giving Advisors, LLC


Amorelle Gunst

Admin, Butler University


Andrea Farnan

Director of Young Alumni and Student Engagement, Arcadia University


Ben Sigman

Chief Advancement Officer, Southeastern University


Brandon Kempner

Dean, College of Arts and Sciences, New Mexico Highlands University


Brigette Bryant

Vice President for Development and Alumni Engagement, Arcadia University


Brooke Lowin

Marketing Manager, Hope Haven


Carlotta Lockmiller

President, NMHU Foundation Board, New Mexico Highlands University


Carrie Brown

Special Events Coordinator, South County Health


Cheryl Roth

Director of Development and Church Relations, Southeastern University


Christine Foisy

Vice President Development, South County Health


Colleen Engle

Marketing Program Officer, Parke County Community Foundation


Cristina Duran

Dean, School of Social Work, New Mexico Highlands University


Curry Krasulak

Director of Development, Furry Friends Adoption, Clinic and Ranch


Dan Westermann

Associate Vice President, University Advancement, California Baptist University


Darcee Roberts

Assistant Athletic Director, Southeastern University


Denis Brosnan

AVP for Philanthropic Giving, Arcadia University


Donna Sumner

Donor Records, Southeastern University


Doreen Tarascio

Director of Development and Communications, The Bridge Family Center


Edward Martinez

Special Assistant to the President, New Mexico Highlands University


Elizabeth Waters

Associate Director for Constituent Database Systems, Arcadia University


Eric Foushee

Assoc. Vice President for College Advancement, Bates College


Erica Fuller

Advancement Coordinator in the School of Arts and Sciences, The Catholic University of America


Erica Spiccirri

AVP for Advancement Operations, Arcadia University


Erin McLaughlin

Associate Director for Strategic Advancement Communications, Arcadia University


Erin Navaro

Development Coordinator, Maple Knoll Communities, Inc.


Gwen Allen

Director of External Relations, Southeastern University


Henry Taylor

Senior Director of Development, Agnes Scott College


Ian Williamson

Dean, Graduate Studies and Assistant VP, Academic Affairs, New Mexico Highlands University


Izzy Frazier

Advancement Assistant, Southeastern University


Jane Maloney

Director of Annual Giving, Arcadia University


Jennifer Mercer

Senior Vice President of Development, AICR


Jerold Volk

Director, Philanthropic Initiatives, NYMC


Jessie Kenyon

Development Coordinator, South County Health


Joanne Bean

VP of Advancement, Saint Joseph's College


Joel Johnson

Director of Alumni Relations, Southeastern University


Joey Fowkes

Director of Planned Giving, Arcadia University


Juli Salman

Director, Alumni Relations and Annual Giving, New Mexico Highlands University


Julia Buchanan

Development Coordinator, St Gerard House


Julie Tumblety

Alumni Relations Assitant, New Mexico Highlands University


Justin Lathrop

Vice President of Strategic Partnerships, Southeastern University


Kelly Batstone

Director of Donor Relations and Stewardship Initiatives, Arcadia University


Kristin Wallace

Director of Development, Beloit College


Lauren Goldenberg

Director of Development, South County Health


Lauren Weston

Executive Director, Acterra: Action for a Healthy Planet


Lisa Tait

Vice President for Development, VPM Media Corporation


Lynda Ricketson

VP Philanthropic Services, Community Foundation Boulder County


Maggie Pinney

VPIA, University of St. Joseph


Mark Siemonsma

Director of Development, Hope Haven


Martha Rennie

Former Director of Development, The Bridge Family Center


Mary Earick

Dean, School of Education (incoming on July 1), New Mexico Highlands University


Meghan Butler

Manager, Budget and Administration, Arcadia University



Development Director, Community Foundation Of Switzerland Co., Inc.


Michelle Sherbun

Philanthropy Advisor, Aspire


Mike Caldwell

Manager, Planned Giving, United Way of Central Indiana


Nicolas Wallsteadt

Vice President of Unrestricted Education, Southeastern University


Nicole Blount

Director of Corporate and Foundation Relations, Agnes Scott College


Patricia Rogers

Executive Assistant, Arcadia University


Patton Vo

Director of Reunion Giving, Arcadia University


Paul Cassidy

Treasurer, NMHU Foundation Board, New Mexico Highlands University


Paul Grindstaff

President, Alumni Board, New Mexico Highlands University


Renee Buchanan

Art Curator, New Mexico Highlands University


Rich Koele

Ministerial Relations, Hope Haven


Roxanne Gonzales

Provost and VP, Academic Affairs, New Mexico Highlands University


Sarah Cohen

Development Associate, Civic Nebraska (501 C-3 Non-profit Organization)


Scott Koedam

ssociate Director of Development, Hope Haven


Stacey Kutil

Sioux Falls Development Manager, Hope Haven


Staff Unrestricted Ed

Unrestricted Education, Southeastern University


Stephanie Feyler

Director of Alumni and Development Services, Saint Joseph's College


Theresa Law

VP, Student and Donor Engagement, New Mexico Highlands University


Veena Parboteeah

Dean, College of Business, New Mexico Highlands University


Vicky Thompson

Development Director, Central Ohio YFC


Vince Marchi

Vice-President, NMHU Foundation Board, New Mexico Highlands University