Planned Giving Q&A


Don’t have time for our comprehensive Planned Giving Boot Camp? Attend one of our monthly, hour-long Q&A sessions instead and ask away.


Enjoy a full-hour with Jonathon Gudema, Esq. and ask away!

You’ll get expert answers to all your planned giving questions. We’ve got the technical nitty-gritty on gift plans; advisors; marketing; insights on donor relations; and everything in between.

All sessions are recorded, so you can go back and review past Q&As at any time.

Sessions are limited to 30 participants, so act now — they fill up fast.

Held every last Thursday of the month. Look for a link (and check your Spam Box in case you do not receive it!)

  • Technical
  • Relationships
  • Marketing
  • Advisors

Can’t make it? No worries. All sessions are recorded.