EDUCATION
Logo Major Gifts Continuing Education

The Planned Giving Boot Camp

Grow Your Nonprofit. Grow Your Career.

Planned Giving Bootcamp

Jonathan Gudema, Esq.

12-Intensive Sessions

Monthly Q&A

Over 2,000 attendees!

What You Receive:

$1,295 per person. Professionally recorded sessions with live monthly Q&A.

$5,995 per organization (live sessions and recordings). Limit 10 attendees. Contact us for larger licensing discounts.

MODULE 1

The Case for Planned Giving

By the numbers – and why it’s such an important area for nonprofits over the next decade.
MODULE 2

History of Planned Giving

What is planned giving, and the history and progression of the field.
MODULE 3

Initiating Legacy Conversations

How you initiate legacy conversations and close gifts.
MODULE 4

Who Do We Need to Target?

Marketing to the right prospects and starting the right conversations.
MODULE 5

Blended Gifts — the Next Wave…

If you’re ignoring blended gifts you’re losing financial and emotional support
MODULE 6

Marketing

What Works. What Doesn’t.
MODULE 7

Taxation Benefits Overview

How do taxes relate to planned gifts? What’s on the Horizon.
MODULE 8

Life-Income Gifts

A general overview of all gift plans
MODULE 9

Charitable Gift Annuities

“A gift that pays you back? What’s not to like?” A very popular gift plan among seniors.
MODULE 10

Charitable Remainder Trusts

Don’t forget the savvy donor; here’s a way to get their attention
MODULE 11

Charitable Lead Trusts

It’s the lottery gift
MODULE 12

Overview of other gifts

Knowledge is power and this will help you learn and grow.
BONUS MODULE

Planned Giving Overview

Discover how easy it is to raise funds through planned giving — you’re sitting on acres of diamonds.