Excellent curriculum that fully prepares you to successfully launch your planned giving program!

 — Amy Gullotta, Director of Development-Major Gifts, Onondaga Community College

Thank you Jonathan for your informative and thorough course on planned giving. We, in the Development Department of Cold Spring Harbor Laboratory, are now in a much better position to expand our planned giving efforts.

 — Jill Stone, Director of Development Information, Cold Spring Harbor Laboratory

Your course packed so much information into each session. It was very informative and I’ve been sharing these sessions with other UT planned giving officers. Your video downloads were extremely helpful. Vickie

 — Vickie Fowler, Assistant Director of Gift Planning Services, The University of Texas System

Great Course! Thanks Jonathan for offering it. A very helpful course with insight into planned giving aspects, and thanks for the extra link to the sample library docs, too. J.

 — Julie Falgout, Pres/CEO, UL Lafayette Foundation

Course was very helpful in providing the basics for anyone just starting out in planned giving arena. Given the reasonable cost of the course a very high investment return from the course.

 — David Vance, Financial Consultant, Southern CT State University Foundation

The Planned Giving Boot Camp was exactly that…boot camp! The courses covered every aspect of planned giving, providing just enough information to make me aware of what I could handle and when an expert would be helpful.

 — Stephanie Blackwood, Director of Deveopment, PFLAG National

I feel better armed to discuss these technical topics with donors, and I’m looking forward to implementing some of the strategies I learned!

 — Millie Barrett, Director of Development, Direct Relief

Jonathan’s Planned Giving Boot Camp was an excellent primer on planned giving vehicles and their use, providing a thorough overview of the various options available, as well as strategies for employing them effectively; a great program.

 — Robert Tupper, Associate Director, Annual Giving, Montefiore Medical Center

The Planned Giving Boot Camp For Fundraisers Course was very thorough and provided a wealth of information that will be useful both now and in the future as our organization focuses on planned gifts. Thank you, Jonathan!

 — Wendy Berger, Development Director, Jewish Federation of Delaware

The course was focused, practical and enjoyable. The information was presented in a logical, consumable progression with plenty of anecdotes that brought the content to life. Thanks!

 — Henry E. Enright, Director of Development, Episcopal Charities of the Episcopal Diocese New York