Our mission is clear

Planned Giving Advisors was launched in late 2011 by attorney and planned giving consultant Jonathan Gudema with the goal of providing a service that addresses:

 

* The growing disappearance of planned giving specialists at nonprofits;

* The high costs for planned giving consulting from larger fundraising consulting firms; and

* The imminent financial disaster that nonprofits are generally ignoring (that overwhelming numbers of donors will soon retire or start dying and that traditional fundraising in many cases will be decimated).

.

Our Innovative Approach

Our innovative approach makes running a successful planned giving program accessible to virtually any nonprofit organization.

Instead of high hourly fees or steep project-based fees, Planned Giving Advisors offers its clients a cost-effective annual fee that includes guidance in addressing any gift planning scenario, donor-specific gift planning illustrations, and ongoing support in meeting the challenges of managing a planned giving program.

Jonathan Gudema 5.29.2024 no background

Maximize Planned Giving Efforts

In addition to gift planning advisory services, Planned Giving Advisors provides as part of our annual fee a full suite of fundraising support tools: a state-of-the-art web-based education program and a library of turnkey marketing and legal documents, continually updated to reflect changes in law and regulations.

These services are designed to help nonprofits maximize their planned giving efforts without increasing current fundraising and marketing staff.

Book an Appointment