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

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

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Wednesday, January 20 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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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

Attorney and Planned Giving Consultant
Planned Giving Advisors LLC

AG

Augusta Gladd

AVP, Strategic Initiatives, Belmont Abbey College

CE

Chris Egan

Major Gifts, Belmont Abbey College

CP

Christine Peeler

Fundraiser, Belmont Abbey College

CK

Cindy Kilduff

Senior Director, SPN

DT

David Terdiman

AVP/Advancement, Ramapo College of New Jersey

DA

Deborah Allen

Chief Development and Community Engagement Officer, Grand Traverse Pavilions

DP

Derick Perry

Director of Major Gifts, Thacher School

JV

Jesse Vanek

Director of Development, Historic Deerfield

JE

Josephine Everly

Associate Vice President, University Advancement

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Katelynn Donovan

Development Manager, The Wesley Community

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Katherine Sturgeon

major gifts officer, Knox College

LD

Linda DeTitta

Director of Development, The Shakespeare Theatre of New Jersey

LB

Liz Bergren

Development Director, Crossroad Child & Family Services

LE

Louise Edison

consultant, independent

LJ

Lynne Jones

Executive Director, Syracuse University

MM

Melissa Mencotti

Director of Gift Planning, Allegheny College

MC

Melody Chartier

Associate Director Gift Planning Admin, UMass Amherst

MC

Michael Carver

Sr. Associate Director of Development, Johns Hopkins University

PG

Pamela Goldstein

Director of Development, Central Synagogue

SR

Sarah Rothstein

Director of Donor Relations, Girl Scouts of Northern California

TG

Troy Gilbert

Major Gifts Officer, Caritas of Austin