Free Webinar Recording Link – Discovering Spectacular Success with a Planned Giving Survey

Yes, here is the link to a webinar recording that I usually charge for: Discovering Spectacular Success with a Planned Giving Survey. Why am I giving away something that I usually get paid for?

The reason is that I have decided to create a Zoom Cohort this fall to help up to 28 nonprofits actually create and launch and fine tune their own surveys! If you knew how much it costs to use a 3rd party to do this, you would see that my program is about a 90% to 95% savings or better.


This cohort will meet every 3 weeks for up to 1.5 hours – going through developing your questionnaire, your email and/or letter, your platform for online surveys, design and other issues for hardcopy surveys, and who to email or send it to. Watch the above free webinar and think about what I offering – it is actually an incredible offer.

Of course, please also check out our other early Fall programs:

Virtual Donor Cultivation Events 2-Part Workshop – Learn how to design meaningful and engaging virtual donor experiences on Zoom – If you have not started using Zoom and similar technology with your donors, this is an amazing opportunity to experience first hand how Virtual events and meeting can keep the connection alive with your donors Starts September 15th.

Planned Giving Boot Camp 6-Part Webinar Training – Sept Oct 2020 – This is our most popular A-Z planned giving training program – over 3,000 fundraisers have participated in the course since 2014. SPECIAL OFFER – $350 FOR YOUR ENTIRE TEAM (UP TO 16 PEOPLE). Starts September 16th.

Space is limited in all of these program – don’t wait until the last minute to register.

Thank you as always for considering our programs.

Best regards,

Jonathan Gudema, Esq.

Back by Popular Demand

As I wrote a few weeks ago, this Virtual Donor Cultivation Events program was a “watershed” event for me, as I realized that I finally need to accept and get acclimated to using this technology. The more exposure to virtual event possibilities, and the more experience you have with it, the better you will be prepared for this inevitable change to our work lives!

Since we sold out last week’s program, and we have been asked to offer it again, have new dates for September!


Meet the Laggard

There are apparently five categories of adopters:

  1. Innovators
  2. Early adopters
  3. Early majority
  4. Late majority
  5. Laggards.

I think that I’m a Laggard when it comes to using video calls (facetime, zoom, whatapp video calls, google video chats, etc…).  The world seems to have gone “gaga” over Zoom and other video conferencing during Covid 19 but I have steadfastly stuck to my guns with conference calls and simple screen sharing without video!  When invited to Zoom type meetings, I just leave my video off or just call in.

This was the case up until I joined a Zoom training session given by a neighbor and consulting colleague (Tanja Sarrett).  I helped promote her program because it looked like it would be of interest to my clients and broader audience.  But, when a few clients signed up, I really needed to attend.

Then, I saw that the program was 2.5 hours long!  I immediately emailed Tanja that I might not be able to stay to whole time.  You see, I couldn’t imagine myself staying put for that length of time.  She said I had to at least make it through the first 1.5 hours.

Then, I took the course and it totally changed my perspective on Zoom type meetings!  I had no problem staying the entire time and realized that it was time to embrace!  This is the new game changer for fundraisers and other relationship managers.  If you are face to face fundraiser, you need to get up to speed now. If you run events, you need to get up to speed now!

My first step – I recruited Tanja to give the course again – this time a 2-part workshop – not to scare off ADD people like myself.  Next, my own paid Zoom account. Then, create smaller group interactive programs, and so on.

So, if you are a late comer or laggard (like myself), I urge you to take a look at this training program – JUST CLICK THE TITLE:

Virtual Donor Cultivation Events 2-Part Workshop – Learn how to design meaningful and engaging virtual donor experiences on Zoom!



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