New Planned Giving Boot Camp and more

We are just 3 weeks away from a new Planned Giving Boot Camp (starts Wed., July 15th for 6 weeks – one session per week).  This is our flagship webinar training program that has already trained over 4,000 fundraisers since 2014.
Program highlights:
  • Covers “what you need to know” (Planned Giving A-Z) in an easy to absorb, engaging style over six 1.25 hrs. sessions over 6 weeks!
  • Perfect for all levels – even admin staff and volunteers!
  • Loads of practical guidance to finally start ramping up your planned giving efforts!
  • Very flexable webinar format – watch live together or separately. Miss a session, you can watch the recording!
  • 7.25 CFRE credits.
  • Special offer: Register your entire team for $350 (up to 16 staff members)
My neighbor (literally over my backyard fence) happens to also be an accomplished nonprofit consultant.  She is doing great things with Zoom Cultivation Events – I strongly recommend checking out her interactive Zoom presentation on this topic (scheduled for July 8th):
As always, thank you for considering our programs!
Best regards,
Jonathan Gudema, Esq.
Planned Giving Advisors

Covid 19 and Planned Giving Survey

I am working on an article on Covid 19 planned giving (as well as general fundraising) experiences – Are people more open to speak about planned giving? Or, have you shut down your donor outreach? Or, stopped any type of solicitations?

Please consider taking our really short survey!  Just six questions!


Who do you believe?

Take a quick look at this really cool info-graphic from (clicking it will take you to their website).

I was just looking at GivingUSA’s special report “Leaving a Legacy: A New Look at Planned Giving Donors” – looking for something new to share with my blog readers – but all I found was data that seems to contradict what I have been saying for years (I typically quote Russell James based on his research and writing).

The GivingUSA report, based on interviews with some 8,000+ planned giving donors and prospects, was saying that over 90% of the respondents had wills and that people were writing their first wills at younger ages, etc…  Knowing that I couldn’t get back my $25 (I love GivingUSA and quote them extensively except I was not impressed with this new report), I did a quick google search and found this great info graphic – which totally contradicts the GivingUSA special report and confirms what Russell James has been saying for years (and, what I have seen in practice).

Baby Boomers are less likely to do standard wills and standard estate planning – if at all!

I see it all the time.  And, while the Boomers represent a huge planned giving opportunity (there are so many of them and they control so much $), this is a really practical issue for planned giving.

Wills are still the big $ source for planned gifts, but you need to get your PG educational apparatus focused on the importance of wills as well as beneficiary designations!

Do it yourself (DIY) will options are still not proven (GivingUSA confirms that and I agree with that assessment) – I will be writing more about that topic soon.  Boomers seem to believe less in dying and less in traditional estate plans – and this can be trouble for the Planned Giving world.

So, who do I believe?

Who should you believe?

I love showing data in my presentations – great launching points for presentations.  But, you always have to wonder if it is good data or skewed.  I think the GivingUSA special report on Planned Giving may have been skewed too heavy with actual planned giving donors and not the general public (where we need to find our new planned giving donors going forward).

I hope you are all having productive and safe covid 19 work days!