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 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.