Planned Giving Boot Camp Winter 2020

Wed, January 22 2020, 12:00 PM - Wed, February 26 2020, 1:00 PM [EST]

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Group Price Partial Approval - $350.00

Registration closes on - 02/26/2020

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 - 02/26/2020

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

Wed, January 22 2020, 12:00 PM - Wed, February 26 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

Aaron McGarry

Senior Philanthropy Officer
Rhode Island School of Design


ALA Foundation

Board Member
American Legion Auxiliary Foundation


Ashley Gora

Development Manager
Big Sur Land Trust


Beth Quick

Dean, College of Education
The University of Alabama in Huntsville (UAH)


Brad Oppenheim

Development Coordinator
American Legion Auxiliary


Bradley Oppenheim

Development Coordinator
American Legion Auxiliary National Headquarters


Carla Zilliox

Communications Manager
Big Sur Land Trust


Carrie Davenport

Elected Director
American Legion Auxiliary Foundation


Cathleen MacInnes

Board Vice President
American Legion Auxiliary Foundation


Chad Nelson

Senior Planned Giving Officer
Rhode Island School of Design


Coral May Grout

Elected Director
American Legion Auxiliary Foundation


David Moore

Director, Library
The University of Alabama in Huntsville (UAH)


David Rehbein

Honorary Director
American Legion Auxiliary Foundation


Donna Barwick

Chairman
Historic Oakland Foundation Inc


Doris Hammeke

Board President
American Legion Auxiliary Foundation


Duncan Beard

Commitee Member
Historic Oakland Foundation Inc


Emily Yerke

Development Director
Historic Oakland Foundation Inc


Fathia Hardy

Associate Director, Professional and Continuing Studies
The University of Alabama in Huntsville (UAH)


Hilary Speelman

Planned Giving Coordinator
St. Labre Indian School


Hollis Carroll

Director of Planned Giving
Severn School


Jason Greene

Dean, College of Business
The University of Alabama in Huntsville (UAH)


Jennifer Brost

Development Officer
The University of Alabama in Huntsville (UAH)


Jose Carlo Navarro

Development Coordinator
Big Sur Land Trust


Kate Mitchell Mehle

Director of Development
Big Sur Land Trust


Kelly Circle

Executive Director
American Legion Auxiliary


Laura Santino

Elected Director
American Legion Auxiliary Foundation


Linda Boone

National Secretary
American Legion Auxiliary


Madison Maves

Development Director
American Legion Auxiliary


Maggie Allen

Coordinator, Development Relations
The University of Alabama in Huntsville (UAH)


Mallie Hale

Interim Vice President for University Advancement and Executive Director of UAH Foundation
The University of Alabama in Huntsville (UAH)


Marcie Eppling

Director, Advancement Services
The University of Alabama in Huntsville (UAH)


Marie Smith

Major Gift Officer
St. Labre Indian School


Marybeth Revoir

Board Secretary/Treasurer
American Legion Auxiliary Foundation


Michelle Threefingers

Administrative Assistant
St. Labre Indian School


Nancy Brown-Park

Appointed Director
American Legion Auxiliary Foundation


Rachel Earl

Chief Development Officer
St. Labre Indian School


Richard Harker

Co-ED
Historic Oakland Foundation Inc


Sara Riegel

National Treasurer
American Legion Auxiliary


Sean Lane

Dean, College of Arts, Humanities, and Social Sciences
The University of Alabama in Huntsville (UAH)


Shankar Mahalingam

Dean, College of Engineering
The University of Alabama in Huntsville (UAH)


Shannon Howell

Director of Development
Severn School


STUART Jackson

CPA
Historic Oakland Foundation Inc


Sydney DeLong

Development Coordinator
American Legion Auxiliary


Terri Wallace

Elected Director
American Legion Auxilary Foundation


Vicky Godsy

Assistant to Vice President for University Advancement and Executive Director of UAH Foundation
The University of Alabama in Huntsville (UAH)


Vincent Loforti

Admin
CSUMB


Violet Edwards

Development Officer
The University of Alabama in Huntsville (UAH)


Yadira Hobby

Development Coordinator
Big Sur Land Trust