Planned Giving Boot Camp

The Planned Giving Boot Camp has been expanded and is now better than ever. With thousands of graduates, it is the premiere and most intensive planned giving program.

And now available: Boot Camp Lite for MGOs.

The Boot Camp, along with several other courses on planned, major and blended gifts, is currently offered in partnership with The Center for Major and Gifts.

(Institutional licenses available.)

Course Testimonials
Amy Gullotta, Director of Development-Major Gifts, Onondaga Community College
“Excellent curriculum that fully prepares you to successfully launch your planned giving program!”
Wendy Berger, Development Director, Jewish Federation of Delaware
“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!”
Robert Tupper, Associate Director, Annual Giving, Montefiore Medical Center
“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.”
Millie Barrett, Director of Development, Direct Relief
“I feel better armed to discuss these technical topics with donors, and I’m looking forward to implementing some of the strategies I learned!”
Stephanie Blackwood, Director of Development, PFLAG National
“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.”
David Vance, Financial Consultant, Southern CT State University 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.”
Julie Falgout, Pres/CEO, UL Lafayette Foundation
“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.”
Vickie Fowler, Assistant Director of Gift Planning Services, The University of Texas System
“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”

23 comments

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

  2. 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.

  3. 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.

  4. 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

  5. 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.

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