Principles for Successful Retirement and Safeguarding Your Legacy

Friday, 9 December 2022 12:00 PM - 1:00 PM EST

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Friday, 9 December 2022 12:00 PM - 1:00 PM EST

Please join us on Friday, December 9th at 12 PM ET to learn about key principles for successful retirement, including an overview of general retirement investment strategies as well as practical ways to safeguard your legacy.
This session will be led by Jonathan Gudema, Esq., planned giving attorney and consultant to the Dominican Friars Foundation, and he will update us on the essential steps that everyone needs to consider for their retirement and estate planning, particularly in light of stock market losses this year.  Jonathan will also discuss establishing your own philanthropic legacy, particularly in regards to advancing the mission of the Dominican Friars.
This event is free, but registration is required.
Participants can watch and listen to the 45 minute PowerPoint presentation via their computers, tablets or smartphones, OR they may just call in and listen. 
A Q&A will follow in which listeners can ask questions via chat on the webinar platform. You must join via a web browser to participate in the Q&A.
For more information, please contact:
Barry Clark, Chief Development Officer
Dominican Friars Foundation
O: 646.350.0116
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Planned Giving Advisors

Dominican Friars Foundation

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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 1,700 subscribers and 175,000 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 3,500 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

Principal, Planned Giving Advisors LLC