Planned Giving Boot Camp for Major Gifts Officers

Invest In Your Career

Planned Giving Boot Camp

for Major Gifts Officers

3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years. This course will translate into decades of benefits for your organization and your career.

Add Planned Giving to Your Resolutions

New and Improved Live Sessions. Recordings available for 1 year.

As more uncertainty rattles the markets, it’s more important than ever to make planned giving an integral pillar that sustains your organization and helps weather the storm. Focusing on legacy giving creates long term stability.

More importantly, it will also cater to donors and prospects who may feel too stretched to give right now, but are more receptive to give by other means. The whole idea of “make a gift now with no impact on your day-to-day cash flow” is more attractive than ever.

CFRE: 6 Credits

Schedule: September 2024

All Wednesdays:

9/4, 9/11, 9/18, 9/25

1 PM — 2:30 PM EST

Planned Giving Is Having a Moment (Chronicle of Philanthropy)

Presenter: Jonathon Gudema, Esq.

Jonathan is an advisor to ultra high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.

Session 1

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.

Know your 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? Learn to find the clues, begin the dialogue, and close the deal.

Q&A

Bonus Session: Ask Away

An interactive and engaging question and answer session with Jonathan Gudema and Viken Mikaelian will close the event.

Relationships
Strategy
Technical

Popular
Opinions and Give and Take
Marketing

Popular

Free forum. Prepare your questions in advance or just listen to what others are asking.

Planned giving and major gifts go hand-in-hand.

Some planned gifts can also be major gifts, and some major gifts will inspire planned gifts. Planned giving research is also a great way to identify potential major donors.