The State of Planned Giving in 2020 and Beyond - Planned Giving Conference - Newark NJ

Friday, 31 January 2020 9:00 AM - 11:00 AM EST

520 Broad Street, Newark, New Jersey, 07102, United States

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These registrations are for those who missed the event and would like to see the session (1hr and 45 minutes long) as well as receive a copy of the Powerpoint.

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Friday, 31 January 2020 9:00 AM - 11:00 AM EST

IDT Headquarter, 520 Broad Street, Newark, New Jersey, 07102, United States.

This special event will include both live on-site presentations in Newark, NJ, as well as opportunity to participate via your computer anywhere in the world!

In this morning conference, we will have a special guest speaker (TBD) from the Non-Profit sector to kick off our sessions and then we will hear from Jonathan Gudema, Esq. from Planned Giving Advisors, LLC on the following topics:

  • Is the Great Wealth Transfer Finally Here?  Jonathan will go over the latest data points on giving and planned giving from various sources (Giving USA, VSE, and more) to determine if we are finally seeing the beginnings of the Great Wealth transfer as predicted in the mid-90s.
  • Itemizer misery or not?  Wild predictions of doom for nonprofit fundraising were made in light of the 2018 tax law changes.  We will review both historical and the latest IRS data on itemizer giving to finally see what the impact of that law was and how it may impact fundraising going forward.
  • Outlook for Planned Giving in 2020 and Beyond - Based on the data already presented, Jonathan will discuss the biggest planned giving opportunities going into 2020 and beyond for fundraisers to focus on, as well as other trends that we should all be on the watch for.

Networking and light breakfast will start at 9 am and the presentations will be from 9:30 am to 11:00 am.

The entire presentation will be recorded for all registants.  Virtual registrants will be able to watch the program from any location in the world via their computer, tablet or even smart phone.

Planned Giving Advisors

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

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

Jonathan has over 20 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. In addition to being a practicing attorney, he has also 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 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 planned giving with over 1,500 subscribers and 145,000 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 2,000 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

About Jonathan Gudema, Esq.

Principal, Planned Giving Advisors, LLC


Anat Becker

Consultant, PGCGP


Ann Kent

Development Manager, Grow It Green Morristown


Austin Lee

Development Officer, Conner Prairie Museum


Carl Minardo

President/CEO, Carl Minardo Consulting Inc


David Vance

retired, Southern CT State University Foundation


Eileen Heltzer

Major Gifts Fundraiser, Planned Parenthood Northern Central and Southern NJ


Ellen Krivchenia

Director, Legacy & Planned Gifts, Deborah Hospital Foundation


Ellen Weiss

Executive Director, TOP Jewish Foundation


Eric Smith

Director of Bequests, New York and New England, The Humane Society of the United States


Erica Colace

Development Manager, New Jersey Conservation Foundation


Grace Huff

Office of Planned Giving, Colgate University


Jaclyn Bombard

Director of Development, Association for Vision Rehabilitation and Employment, Inc. (AVRE)


Judi Cantor

Director of Planned Giving, Harvard University--Chan School of Public Health


June Miller-Spann

Director of Development major gifts and planned giving, State University of New York at Fredonia


Katelyn Videto

Philanthropic Services Manager, Ann Arbor Area Community Foundation


Kelly Sachse

Sr. Planned Giving Director, Children's Hospital of Wisconsin Foundation


Lauren Becker

Director of Annual Giving and Alumni Relations, San Francisco Day School


Lauren Swern

Development Director, New Jersey Highlands Coalition


Leslie Ruder

9738006243, Not currently employed


Matt Costantino

Leadership Gifts Officer, Brooklyn Law School


Melody Avery

Assoc. Dir. Leadership Giving, Central Connecticut State University


Michele Pignatello

9733248363, Kessler Foundation


Patti Christen

3167342275, Presbyterian Manors of Mid-America


Robert King

Sr. Philanthropic Advisor, Children International


S Hamilton

Dir. Advancement, Malden Catholic


Sarah Elliott

2143068400, Dallas Afterschool


Seth Mirowitz

Acting Executive Director, Jewish Community Foundation


Sue Barthalow

Area Director of Resource Development, Presbyterian Senior Living


Ted MacMahon

Sr Gift Planning Officer, New England Historic Genealogical Society


Thomas Taylor

President, MajorGiftBuilders


Trudy Hughes

Vice President for Regional Advancement, East Tennessee Foundation


Venancio Batista-Pedro

Senior Associate, Research & Design, Advancement Resources