Post Election Rundown - The impact for nonprofits, fundraising and planned giving! RECORDING

Wednesday, 20 January 2021 12:00 PM - 1:15 PM EST

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1. Select Seats

2. Review and Proceed

Wednesday, 20 January 2021 12:00 PM - 1:15 PM EST

When the dust finally settles on the election - nonprofits will have a lot to think about and plan for!

This program (recorded on 11/10/20) will be an honest and apolitical look at:

  • Tax and giving related roposals from the winning side.
  • How these may impact nonprofit fundraising and planned giving.
  • Recent law changes (Secure and Cares Acts) that you may not have paid much attention to.
  • The new approaches coming out of the high net wealth legal sector in response to all of this.

In particular, we will review the big ideas heard from Jonathan Blattmachr last week that estate planning attorneys are touting to high net wealth clients.

 

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

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Learn more aboutJonathan Gudema, Esq. Jonathan Gudema, Esq.
Jonathan Gudema, Esq.
Attorney and Planned Giving Consultant
Planned Giving Advisors LLC

Jonathan Gudema, Esq. Principal, Planned Giving Advisors, LLC Jonathan has over 22 years of experience working with and advising non-profit organizations and their donors on planned gift arrangements and tax-advantaged charitable estate planning options. Additionally, Jonathan is a member of the New York Bar, and serves as inhouse counsel to a Family Wealth Office, where he has overseen over $400 million in successful wealth transfers since 2007. In 2011, Jonathan launched Planned Giving Advisors LLC where he provides consulting services to nonprofit planned giving programs while continuing his work at the Family Wealth Office. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,700 subscribers and 175,000 visitors since its launch in 2010. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.

www.plannedgivingadvisors.com

About Jonathan Gudema, Esq.

Attorney and Planned Giving Consultant
Planned Giving Advisors LLC

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