Planned Giving Bootcamp

The Planned Giving Bootcamp Live

You don’t want to miss out!

A 12-module course in 6 live intensive sessions for those who want to focus exclusively on planned giving. See what’s included.

All starting at 12 pm EST

SESSION 1: February 8
The Case for Planned Giving and History of Planned Giving

SESSION 2: February 15
Initiating Legacy Conversations and Who Do We Need to Target?

SESSION 3: February 22
Blended Gifts — the Next Wave…and Marketing

SESSION 4: March 1
Taxation Benefits Overview

SESSION 5: March 8
Life-Income Gifts and Charitable Gift Annuities

SESSION 6: March 15
Charitable Remainder Trusts and Review of Other Gifts

BONUS SESSION: Lead Trusts & Planned Giving Overview

Jonathan Gudema JD Planned Giving

Jonathan has over 20 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options.  In addition to being a practicing attorney, he has also played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts.

Jonathan spearheads The Planned Giving Boot Camp at Major Gifts LLC.


The Planned Giving Bootcamp Live

Hosted By:
Jonathan Gudema

Tuesday, February 8, 2022 10:00 PM

1 hour 30 minutes
Current Timezone:

Note: Countdown time is shown based on your local timezone.

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