Protecting Your Assets in 2020 and Beyond

Thursday, September 24 2020, 2:00 PM - 2:45 PM [EST]

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Thursday, September 24 2020, 2:00 PM - 2:45 PM [EST]

The Dominican Friars Foundation will be hosting a free Webinar on protecting your assets in 2020 and beyond.
 
We'd like to share with you some thoughts and options to consider as we approach the end of 2020.

 
Listen as Diana Kilarjian, our Director of Gift Planning, and Jonathan Gudema, Esq., planned giving attorney and consultant to the Dominican Friars Foundation, discuss what you can do to take advantage of opportunities that may not exist in the future.

This discussion will review the major tax laws at stake as well as recent tax law changes that everyone should be aware of. Diana and Jonathan will also review how these potential changes may affect charitable legacy giving options, and provide some sensible guidance on how to approach potential tax law upheavals.
 
Please join our webinar!  We are pleased to offer you this complimentary learning opportunity as our gift to you for your support. Register here to attend. 
 

 

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 call Diana Kilarjian at 646-350-0108, or email her at diana.kilarjian@dominicanfriars.org.

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Planned Giving Advisors

https://plannedgivingadvisors.com/

Diana Kilarjian, Director of Gift Planning, Dominican Friars Foundation

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

www.plannedgivingadvisors.com

About Jonathan

Principal, Planned Giving Advisors LLC
Planned Giving Advisors, LLC