3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years. This course will translate into decades of benefits for your organization and your career.
New and Improved. Live Sessions Online. Recordings available for 1 year.
As uncertainty rattles the markets, it’s more important than ever to make planned giving an integral pillar that sustains your organization and helps weather the storm. Focusing on legacy giving creates long term stability.
More importantly, it will also cater to donors and prospects who may feel too stretched to give right now, but are more receptive to give by other means. The whole idea of “make a gift now with no impact on your day-to-day cash flow” is more attractive than ever.
JANUARY: 1/15, 1/22, 1/29 & FEBRUARY: 2/5 (Q&A)
1 PM — 2:30 PM EST
(All Wednesdays)
Planned Giving Is Having a Moment (Chronicle of Philanthropy)
Presenter: Jonathon Gudema, Esq.
Jonathan is an advisor to ultra-high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.
Session 1
Planned and Blended Gifts
By the numbers: facts, figures & stats. Why it’s such an important area for nonprofits over the next decade.
Session 2
How Planned Gifts Work
100 Mile-High Overview of the most popular planned gifts.
Know your basics!
Session 3
Initiating Legacy Conversations
Do you have trouble talking to donors? Do you clam up? Learn to find the clues, begin the dialogue, and close the deal.
Q&A
Bonus Session: Ask Away
An interactive and engaging question and answer session with Jonathan Gudema and Viken Mikaelian will close the event.
Free forum. Prepare your questions in advance or just listen to what others are asking.
Some planned gifts can also be major gifts, and some major gifts will inspire planned gifts. Planned giving research is also a great way to identify potential major donors.
This course qualifies for 6 CFRE credits.
Certificate of completion awarded to each attendee.
Pocket Guide for MGOs, Gift Comparison Chart, several downloads. Access to recordings for one year.
800.490-7090
484.680.7800 local
Succeed@MajorGifts.com
Stay Informed!
Webinars, free downloads, tax law changes, more. Subscribe today. You can unsubscribe at anytime.
Copyright 2024 © PlannedGiving.Com
Success List
Resources
For professional Gift Planners
3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.
Stay informed with timely news. You can unsubscribe at any time.
