Logo Major Gifts Continuing Education

Planned Giving Boot Camp for Major Gifts Officers (LIVE)

Grow Your Nonprofit. Grow Your Career.

Planned Giving Boot Camp for MGOs

Instructor: Jonathon Gudema, Esq.

CFRE Certified Fundraising Executive Logo

Continuing Education

This program offers 6 hours of CFRE credits.

What You Receive
  • Pocket Guide for Gift Planners
  • Pocket Guide for MGOs
  • Pocket Guide for Board
  • Gift Comparison Chart
  • Giving Tomorrow magazine for one year

January 17, 24, 31 (Wednesdays) 1pm EST

February 7 — Bonus “Ask Away” session 1pm EST


Certificate of completion awarded to each attendee.


Session 1

The Importance of Planned and Blended Gifts
  • It’s good for your organization.
  • It’s good for your career.
  • Money? Here are some numbers.
  • Surprise… It goes far beyond money.
  • Every planned gift is a major gift.

By the numbers: facts, figures & stats. Why it’s such an important area for nonprofits over the next decade.

Session 2

How Planned Gifts Work
  • Beneficiary Designations.
  • Life Income Gifts.
  • Gifts that Protect Assets
  • Blended gifts.
  • A few exotic gifts.

100 Mile-High Overview of the most popular planned gifts.

Get to know the basics!

Session 3

Initiating Legacy Conversations
  • Mindsets, motivations, aspirations.
  • Who to target.
  • Life events trigger special dialogues.
  • “Legacy Opener” (critical).
  • Greatest hurdles to a legacy conversation.
  • How to close on a gift.
  • How to solidify a gift once confirmed.

Do you have trouble talking to donors? Do you clam up?

We will show you how to find the clues, begin the dialogue, and close the deal.

Ask Away

[bonus session]
  • Relationships
  • Strategy
  • Technical
  • Opinions and Give and Take

Free forum.

Best to prepare your questions in advance.