planned giving advisors

Little guys still catch some big ones with Planned Giving

I always kvell (Yiddish for experience joy for someone else’s success) a bit when I see former clients – even the little guys compared to some of the fundraising giants out there – reel in a really big planned gift.

The following article is an amazing example of how even the ordinary fundraising shops – typically without planned giving staff and little planned giving budget – can cultivate and celebrate “transformative” planned gifts.  This one is a $5 million bequest intent to SUNY Oswego:

If you are a small fundraising shop, you can do it, too!

Launch of Planned Giving Advisors, LLC

Dear blog readership,

After more than 15 years of advising fundraisers in the area of planned giving, I am very pleased to announce the launch of my firm, Planned Giving Advisors, LLC.

I decided to launch this firm to address what I have seen as an increasing need in our nonprofit community for cost effective gift planning guidance and expertise. As many of you know, the economic downturn has put more and more general fundraisers at the helm of their organizations’ planned giving programs without in-house resources or expertise to get the job done effectively and manageably.  Our services are designed to help fundraisers by providing the supplementary tools, training and guidance to promote and close planned gifts of any type – in a way that is comprehensive, yet affordable.

In addition, we offer audit programs for endowments and planned giving assets to ensure that your organization is in full compliance with regulatory and legal requirements.  We feel this is especially important for nonprofits in light of numerous changes made recently to endowment laws and the significant investment losses to planned giving assets that may cause them to become exhausted prematurely.

I encourage you to check our website ( and to please contact us with any questions about our services.

As always, I will continue to post to this blog and appreciate your loyal readership!

Wishing you all the best in 2012,


Jonathan Gudema, Esq.