Protecting Your Assets in 2021 and Beyond

Tuesday, June 29 2021 2:00 PM - 3:00 PM [EDT]

Register Now

1. Select Seats

2. Review and Proceed

Days
Hours
Minutes
Seconds

Registration

Sale ended

There is no charge for this event Partial Approval - Free

Enter your discount code

  • Fee
  • Total amount

Tuesday, June 29 2021 2:00 PM - 3:00 PM [EDT]

Joe Biden's tax plan could have a big impact on your finances.  Join us for a free webinar to learn about how you can use smart gift planning to maximize your deductions.
 
Please join us on Tuesday, June 29th at 2 PM ET to learn about the implications of the coming changes that the Biden Administration has in store for corporate, individual, capital gains rates; estate and gift tax proposals and how these likely alterations may impact you.
 
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 the sweeping changes being proposed in Congress.  Jonathan will review charitable estate giving options that will help you establish your own philanthropic legacy, particularly in regards to advancing the mission of the Dominican Friars.
 
This Webinar will be moderated by Mr. Rossano Rovello, Director of Donor Stewardship and Planned Giving, with opening remarks by Father Gabriel Gillen, Executive Director of the Dominican Friars Foundation.
 
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:
Rossano S. Rovello, Director of Donor Stewardship & Planned Giving
Dominican Friars Foundation

O: 646-350-0108

rrovello@dominicanfriars.org

Don't miss this opportunity!

Planned Giving Advisors

https://plannedgivingadvisors.com/

Rossano S. Rovello, Director of Donor Stewardship & Planned Giving, Dominican Friars Foundation

Contact the Organizer

Jonathan
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 (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