Still time to register for new Planned Giving Boot Camp for Major Gift Officers

This Thursday, we start a new 3-session Planned Giving Boot Camp, designed specifically for Major Gift officers and other fundraisers – click the picture to learn more or register!

Grow Your Nonprofit. Grow Your Career.

Jonathon Gudema, Esq.

  • 3 Live Sessions (12 Noon)
    • May 26
    • June 2
    • June 9
  • $495 per person
  • Recordings good for 1 year
  • Customized for your organization
  • $3,995 per organization, good for 3 years. Includes special 4th session for Q&A
  • Includes other valuable resources
  • More

What You Receive:

3 Intensive modules with one year access to recordings. Several support materials including the Ultimate Quick Reference Planned Giving Pocket Guide, 10 copies of Gift Comparison Charts, a one year subscription to Giving Tomorrow magazine and subscription to The Planned Giving Wiki™ ($995 value).

Certificate of completion awarded to each attendee.

MODULE 1

The Importance of Planned Giving and Blended Gifts

By the numbers – and why it’s such an important area for nonprofits over the next decade.
75 Minutes
MODULE 2

How Planned Gifts Work

100 Mile-High Overview of the most popular planned gifts.
75 Minutes
MODULE 3

Initiating Legacy Conversations

Do you have trouble talking to donors? Do you clam up when it’s time to have the conversation?

This exclusive course will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.

75 Minutes

 

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)