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Logo Major Gifts Continuing Education

Planned Giving Boot Camp for Major Gifts Officers

Grow Your Nonprofit. Grow Your Career.

Jonathon Gudema, Esq.

Planned Giving Boot Camp Lite

INDIVIDUAL LICENSE | CLICK HERE

  • 3 Live Sessions (12 Noon)
    • May 26
    • June 2
    • June 9
  • $495 per person
  • Recordings good for 1 year

INSTITUTIONAL LICENSE | CLICK HERE

  • Customized for your organization
  • $3,995 per organization, good for 3 years. Includes special 4th session for Q&A
  • Includes other valuable resources
  • More

What You Receive:

3 Intensive modules with one year access to recordings. Several support materials including the Ultimate Quick Reference Planned Giving Pocket Guide, 10 copies of Gift Comparison Charts, a one year subscription to Giving Tomorrow magazine and subscription to The Planned Giving Wiki™ ($995 value).

Certificate of completion awarded to each attendee.

MODULE 1

The Importance of Planned Giving and Blended Gifts

By the numbers – and why it’s such an important area for nonprofits over the next decade.
  • It’s good for your organization and good for your career.
  • Money? Here are some numbers.
  • Surprise… It goes far beyond money.
  • Every planned gift is a major gift.
75 Minutes
MODULE 2

How Planned Gifts Work

100 Mile-High Overview of the most popular planned gifts.
  • Beneficiary Designations.
  • Life Income Gifts.
  • Gifts that Protect Assets
  • A few exotic gifts.
75 Minutes
MODULE 3

Initiating Legacy Conversations

Do you have trouble talking to donors? Do you clam up when it’s time to have the conversation?

This exclusive course will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.

  • Understanding mindsets, motivations, aspirations.
  • Who to target.
  • Which life events are good triggers to open a dialogue.
  • How to develop your “Legacy Opener”.
  • The greatest hurdles to a legacy conversation.
  • How to close on a gift.
  • How to solidify a gift once confirmed.
75 Minutes

Major Gifts LLC
1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460

800.490-7090
484.680.7800 local
610.672.9684 fax
Succeed@MajorGifts.com

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