Special 10% Discount Code for New Planned Giving Boot Camp for Major Gift Officers

Considering our upcoming Planned Giving Boot Camp for Major Gifts Officers (May 26, June 2 & June 9, 12 pm EST)?
Use this time limited 10% discount code – H9J5JQY4 – when registering:
  • Live program dates: May 26, June 2, June 9 at 12 noon EST
  • Affordable: just $495 per person
  • Targeted: designed to equip major gift officers and other fundraisers with the tools to get started immediately
  • Package: Includes session recordings and other valuable resources
Thank you as always for considering our programs.
Best regards,Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC
917-817-7989
jonathan@plannedgivingadvisors.com

New Planned Giving Boot Camp for Major Gift Officers

My new Planned Giving Boot Camp for Major Gifts Officers – everything a fundraiser needs to know about planned giving in just 3 webinar sessions – launches in just over 3 weeks!
  • Live program dates: May 26, June 2, June 9 at 12 noon EST
  • Affordable: just $495 per person
  • Targeted: designed to equip major gift officers and other fundraisers with the tools to get started immediately
  • Package: Includes recordings and other valuable resourses
Thank you as always for considering our programs.
Best regards,

Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC
jonathan@plannedgivingadvisors.com

You have now crossed over into the Planned Giving zone

Several years ago, while visiting Schenectady County Community College (SCCC) – part of my work with the SUNY system – I was taken for a tour and we stopped at their on-campus “restaurant” (part of their award winning Culinary Arts program).

I took one look around the historic dinning room (their main campus building had been a classic old hotel), and said to myself: “we have now crossed into the Planned Giving zone.”

The dining room was full with planned giving prospects (i.e. older residents of the area, not alumni) enjoying their weekly day out to taste the delicacies that the students cooked up.

I turned to my client and said that their planned giving program starts with this audience, in this location (plan your PG event for the dining room, invite these regulars, etc..).  For community colleges, alumni are not always the best prospects (maybe they moved on to 4-year colleges or never saw the college as place for their philanthropy).

But, people who benefited from their institution being a significant local presence – not just through dining but perhaps courses and other programs for locals (I have seen community colleges do very well in planned giving!) – can be a phenomenal source of planned giving prospects.

Mid-winter break trip to Boca Raton Florida:

Thumbs-up-seniors | Town of Dundee, Florida

Yes, we just got back from 6 days in Boca Raton, Florida, visiting Bubby/Papa and hanging around Century Village.

And, guess what, we have all now just crossed over into the Planned Giving zone!

Just like the dinning room at SCCC, where the typical age of the dinners caught my attention (as well as their enjoyment of what SCCC offered), when you see an older population in action, it’s a sign that organizations in that area need to step up Planned Giving.

The Covid effect:

I went to the synagogue in Century Village several times and observed everyone with their masks and that for the most part, everyone has gone through scares of dying – due to Covid and/or other ailments.

And, this just got me realizing that now more than ever, this country has or is about to cross over into the Planned Giving zone.  There is no reason for organizations to wait – the bulk of your best donors are waiting already in the Planned Giving zone, you just need to enter yourself and start the conversation!

CHECK OUT THE NEW PLANNED GIVING BOOT CAMP – 12 MODULES AND A LOT MORE!

(CLICK HERE)

 

Did high-end taxpayers dodge a bullet?

The answer is a resounding yes, for now.

All year long I have preparing webinars on far-reaching tax law changes/increases, a virtual destruction of high net estate plans, and now it finally comes down to this – no changes.  Nothing.

Perhaps one side of the politic spectrum overplayed their hand (i.e…tried for too much and got nothing).  That’s the political lesson.

The tax planning lesson is more nuanced.

What we saw in the “social infrastructure bill” in regards to tax changes was an absolute direct attack on all of the standard estate planning methods designed to minimize taxes.  They were going after the gift/estate tax exemption, after capital gains in trusts and estates, after dynasty and other complex trusts, after discounts, after capital gains and dividends for high earners, after “tax cheats” and more!

Honestly, had a few of the proposed tax changes made it into enacted legislation, it would have been a disaster for existing plans (of course, for attorneys who charge high hourly rates, such a disaster is also called a windfall).

My message to the planning world, to the fundraising world, and to the individuals concerned about these issues is simple:  don’t delay, take care of your plans today.

The fact that a laundry list of extreme tax law changes were seriously considered should put everyone on notice – It could happen.  Just one or two votes, and we would be sifting through the ashes to figure out how to deal with the new tax planned world.

So, for now, we are back to business but we all should realize that we can only dodge so many bullets.