4 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.
New and Improved. Live Sessions Online. Recordings available for 1 year.
As 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.
Of Interest (Chronicle of Philanthropy):
Planned Giving Is Having a Moment
All Tuesdays
1 PM — 2:30 PM
June 10, 17, 24
July 1
Presenter: Jonathan Gudema, Esq.
With 25+ years advising ultra-high-net-worth donors, universities, and nonprofits, Jonathan has seen firsthand what motivates transformational giving. He combines deep legal knowledge with real-world experience—translating complexity into clarity.
Currently, the Planned Giving Boot Camp is in its 24th year.
A program that helps you consistently identify, engage, and inspire major donors to give.
Join hundreds of fundraisers from leading institutions who have gained clarity, confidence, and results through this boot camp. Designed for professionals who want more than theory—this course delivers actionable knowledge that sticks.
This live boot camp is offered only a few times a year and tailored to fundraisers actively engaged in major donor work. Seats are limited to preserve interaction and personalized Q&A.
Session 1
Planned and Blended Gifts
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
100 Mile-High Overview of the most popular planned gifts.
Know your basics!
Session 3
Initiating Legacy Conversations
Q&A
Bonus Session: Ask Away
An interactive and engaging question and answer session with Jonathan Gudema and Viken Mikaelian will close the event.
Free forum. Prepare your questions in advance or just listen to what others are asking.
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.
This course qualifies for 6 CFRE credits.
Certificate of completion awarded to each attendee.
Pocket Guide for MGOs, Gift Comparison Chart, several downloads. Access to recordings for one year.
This boot camp is powered by PlannedGiving.com, the trusted partner of over 2,000 nonprofits nationwide.
800.490-7090
484.680.7800 local
Succeed@MajorGifts.com
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For professional Gift Planners
3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.
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