Invest In Your Career

Planned Giving Boot Camp

for Major Gifts Officers

4 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.

Attend OBBBA for Free (coupon after signup)

Looking for the
Major Gifts Boot Camp?

Put This on Your 2025 Goals

The Only Planned Giving Certification Built by Practitioners — Not a Software Company.

New and Improved. Live Sessions Online. Recordings available for 1 year.

Donors are looking for ways to give that don’t impact their cash flow. Planned giving is the answer—and nonprofits need people who know how to make it happen.

This course gives you the skills to launch or level up your planned giving program. Four live sessions. Real strategies. Immediate application.

6 CFRE Credits
4 live sessions on Zoom
Recordings available for 1 year
Downloads and templates

Enroll now and get free access to our OBBBA webinar—the psychology of donor conversations that actually close gifts.

Of Interest (Chronicle of Philanthropy):
Planned Giving Is Having a Moment

2026 Winter Schedule

1:30 PM — 3 PM EST

January 14, 21, 28
February 4

All Wednesdays

Presenter: Jonathan Gudema, Esq.

25+ years advising ultra-high-net-worth donors, universities, and nonprofits. He’s seen what works. This course is the distillation.

Notice

The slide deck is not available for distribution. However, you will have access to the session videos.

Partial List of Attendees

Join thosands of fundraisers from leading institutions who have gained clarity, confidence, and results through this boot camp. Designed for professionals who want more than theory—this course delivers actionable knowledge that sticks.

This live boot camp is offered only a few times a year and tailored to fundraisers actively engaged in major donor work. Seats are limited to preserve interaction and personalized Q&A.

1faith1hope1love
Abilene Christian University Foundation
Acegroup
Active Aging Foundation
ACTS Mission Foundation
Adam’s Camp
Adirondacktrust
Adl
AdventHealth Palm Coast
African American Museum of Iowa
African Christian Schools Foundation
AFTD
Ajws
Akron Community Foundation
Aldersbridge Communities
Allegheny
Allegheny College
Alley Cat Rescue
Alpinecom
Alzheimer Sociey Niagara Foundation
Alzheimerniagara
American Baptist Foundation
American Center for Law & Justice
American Committee for Shaare Zedek Medical Center
American Horticultural Society
American Jewish World Service
American Macular Degeneration Foundation
Anera
Ann Arbor Summer Festival
Archdiocese of Cincinnati
Archdiocese of Hartford
Archdiocese of Philadelphia
Areafoundation
Arkansas Hospice
Arkansas Hospice Foundation
Arkansashospice
Arlington Food Assistance Center
Ashbrook
Ashland
Ashland University
ASPCA
Aspca
Aspen Community Foundation
Aspencommunityfoundation
Astra Williams Yacht Charters, LLC
Athenaeum
Atlantichealth
Audubon Society of Greater Denver
Audubon Society of RI
Austin Seminary
Baltimore Washington Medical Center Foundation
Baptist Health Foundation
Barnabas Foundation
Bayside Academy
Baysideacademy
Benedictine University
Bethelhbg
Bethesda Lutheran Communities
Bethesda Mission
Bethlehem Catholic
Big Shoulders Fund
Bishop Mcguinness Catholic High School
Bishop McNamara High School
Blank Park Zoo
Blankparkzoo
Blondes in Heaven
Blue Grass Community Foundation
Bluefield
Bluefield College
Bmhs
Bmhs Orrg
Boise State University
Bosque School
Boston Ballet
Bostonballet
Boys & Girls Clubs of Delaware
Boys Town
Brady
Branksome Hall
Breathe New Hampshire
Brightfocus
BrightFocus Foundation
Cabrillo College Foundation
Cabrillo Edu
Cal State LA
Calexico Mission School
Calexicomissionschool
California Lutheran University
California State University, San Bernardino
Calvary Christian School
Campbell University
Canadian Friends of the Hebrew University
Carson Tahoe Health Foundation
Carsontahoe
Castletc
Catholic Community Foundation
Catholic Diocese of Richmond
Catholic Foundation
Catholic Foundation of North Georgia
Catholic Relief Services,Inc
Catholicappeal Info
Ccp
Ccswoh
Center for Hospice Care
Central Methodist University
Central Ohio Technical College
Cfabilene
Cfgrb
Chaffey
Chaffey College Foundation
Charlevoix County Community Foundation
Chester County Community Foundation
Cheyenne Animal Shelter
Chicago State University Foundation
Child Saving Institute
Chilton Medical Center Foundation
Chownlaw
Christian Health
Cincinnati Children’s Hospital Medical Center
Clark Atlanta University
Clarke University
Clemson University
Collingwood General & Marine Hospital Foundation
Colorado State University Alumni Association
Columbus Jewish Foundation
Columbus School for Girls
Columbus State Community College Foundation
Comcast
Commfound
Common Ground
Community College of Philadelphia
Community First Foundation
Community Foundation
Community Foundation for Greater Buffalo
Community Foundation of Abilene
Community Foundation of Greater Des Moines
Community Foundation of Johnson County
Community Foundation of Northern Colorado
Community Foundation of South Jersey
Community Foundation of St. Clair County
Community Foundation of the Great River Bend
Communityfirstfoundation
Connecticut Community Foundation
Consumer Reports
Cos
COS Foundation
Dallas jewish community Foundation
Dana Hall School
Dar
Daughters of the American Revolution
Dbqfoundation
Delawarecountyia
Delta State University Alumni-Foundation
Delta Waterfowl
Derby Academy
Desmoinesfoundation
Direct Relief
Djcf
Dmjfed
Dominican Foundation
Dominican Friars
Drexel College of Medicine
Drexel Univeristy
Drexel University
dt advising
Duke Divinity School
Dyersville
Earlham
Earlham College
East Los Angeles College Foundation
East Tennessee Foundation
Eastern Florida State College Foundation
Eastern University
Ed Snider Youth Hockey & Education
Einstein
Einstein Healthcare Network
Elac
ELEM: Youth in Distress
Elms College
EMILY’s List
Environmental Defense Fund
Envision Unlimited
Episcopal Charities of the Episcopal Diocese New York
Episcopal School of Jacksonville
Fairfield County Community Foundation
Fallbrook Land Conservancy
Fargo-Moorhead Area Foundation
Feeding America
Feedingamerica
FeedNC
First Tee
Five Valleys Land Trust
Flc Losrios
Florida Southern College
FM Area Foundation
Foe
Folsom Lake College Foundation
Food & Water Watch
Foothill Family
Fortunesociety
Foundation for California Community Colleges
Foundation for Edmonds School District
Foundation for Individual Rights in Education
Foundation of Yuma Regional Medical Center
Foundationccc
Foxcroft School
Fpconservatory
Franklin Park Conservatory
Friend of the Earth
Frontier Nursing University
Frostburg
Frostburg State University
Gacfmi
Gallaudet University
Gaylord Specialty Healthcare
George Washington’s Mount Vernon
Georgia Baptist Children’s Homes
Georgia State University
Georgian Court University
Girl Scouts Council Nation’s Capital
Girls Scouts of Greater Iowa
Glenmede
Glenmede Trust Company
Glensfallshosp
Global Communities
Gmail
Goedlaw
Grace
Grace College & Seminary
Grand Traverse Regional Land Conservancy
Greater Green Bay Community Foundation, Inc.
Greater Houston Community Foundation
Greenville Area Community Foundation
Gsiowa
Gunston Day School
Habitat International
Hamline University
Hampton Roads Academy
Harper College Educational Foundation
Hartford
Hartford Seminary
Hathaway-sycamores
Hathaway-Sycamores Child & Family Services
Hawaii Community Foundation
Hdf
Heart to Heart International
Heartbeat
Heights Philadelphia
Heritage Christian Services
Hillsdale College
HIP Housing
Historic Deefield
Holy Ghost Preparatory School
Horizonhospice
Hotmail
Howard Young Foundation, Inc.
Human Development Foundation
Hvhc
Incarnate Word Academy Foundation
Indiana University of Pennsylvania
Indianapolis chapter of the Foundation Fighting Blindness
Inglis
Innocence Project
Interim MiraCosta College Foundation
InterVarsity
InterVarsity Christian Fellowship
Intrepid Sea, Air and Space Museum
Iona Prep
Iowatelecom
Irvine Valley College Foundation
Isabella Stewart Gardner Museum
Israel Children’s Cancer Foundation
Israelcancer
Ivc
IW Development
James Madison University
Jazz at Lincoln Center
Jefferson State Community College
Jewish Community Foundation of Central PA
Jewish Community Foundation of Greater Kansas City
Jewish Federation of Central Mass
Jewish Federation of Cincinnati
Jewish Federation of Cleveland
Jewish Federation of Delaware
Jewish Foundation
Jewish Senior Life Foundation, Rochester, New York
Jewishfedhbg
JFNA
Jfsofhbg
John Jay College of Criminal Justice
Johns Hopkins University
Jslfoundation
Kdc
Kennedy-Donovan Center
Kerschl
Keuka College
Kingsborough Community College
Kipp
Kipp Foundation
Kutztown University Foundation, Inc
La Salle University
Lacitycollege
Lake Simcoe Conservation Foundation
Lancaster Catholic High School
Lancaster General Health Foundation
Lasalle
Legacy Foundation
Lenawee Community Foundation
Lenoir Community College Foundation
Lifespan
Lincolnlutheran
Lipscomb Johnson LLP
Loaves & Fishes Community Services
Longmont Humane Society
Lorangraham
Los Angeles City College
Loyola University Chicago
Loyola University New Orleans
Lpfch
Luc
Lucile Packard Foundation for Children’s Health
Lutheran Education Foundation
Lutheran Ministries of Mercy
MAB Community Services
Mac
Madison College Foundation
Madisoncollege
Mailblc
Maine
Make A Wish Massachusetts and Rhode Island
Malvern Preparatory School
Mansfield University Foundation
Margaret E. Moul Foundation
Marshall
Marshallcf
Marshfield Clinic
Martin Health Foundation
Maryknoll
Maryknoll Fathers and Brothers
Maryland Institute College of Art
Marymount High School
MB Foundation
Mbfoundation
McLaren Northern Michigan Foundation
MDI Biological Laboratory
Mdibl
Meals on Wheels Foundation of Western New York
Meals on Wheels San Antonio
Memorial Assistance Ministries
Mercy Home for Boys & Girls
Mercy Medical Center Foundation
Mercycare
Mercyhurst
Mercyhurst University
Michigan 4-H Foundation
Middle Tennessee State University
Miracosta
Mission Kids Child Advocacy Center
MIT Investment Management Company
Montana Community Foundation
Montclair Kimberley Academy
Montefiore Hospital
Montefiore Medical Center
Moorestown Friends School
Mount Aloysius College
Mount Marty College
Mountain Lake PBS
MPA
Msu
Mt. Bethel Christian Academy
Mtaloy
Mtcf
Mtsu Edu
Museum of the Marine
National Board for Certified Counselors Foundation
National Geographic
Natural History Museum of Utah
Nature Discovery Center
Naturediscoverycenter
Navy SEAL Museum
Navy SEAL Museum San Diego
Nebraska Audubon
Neighborhood Health
NET Ministries
Netusa
New Brunswick Theological Seminary
New England Baptist Hospital
Newark Academy
NewYork-Presbyterian Hospital
Ngs
NH Community Loan Fund
Nku
Nocofoundation
North Country Public Radio
North Shore Health Care Foundation
Northeast State Community College
Northeast Texas Community College Foundation
Northeastern Vermont Regional Hospital
Northeaststate
Northern Kentucky University
Northern New England Division, The Salvation Army
Northwest Christian Schools, Inc.
Norwich
Norwich Edu
Norwich University
Nufoundation
NUHS
Nvrh
Nwcs
Nyp
Oakville Community Foundation
Old Dominion University
Olivet College
Olivetcollege
Omaha Community Foundation
Onondaga Community College
Oregon Episcopal School
Oregon Shakespeare Festival
ORT America
Ortamerica
OSF HealthCare Children’s Hospital of Illinois
OSF HealthCare Foundation
Osfashland
Otsego Community Foundation
Our Lady Immaculate Catholic School
Outer Banks Community Foundation
Packer Collegiate Institute
Paideia School
Pajewishendowment
Parish Episcopal School
Parishepiscopal
Parkinson Society British Columbia
Passavant Hospital Foundation
PETA Foundation
Petaf
PFLAG National/ Straight For Equality
PGCalc
Phillips Collection
Plan International USA
Planned Giving Advisors
Planned Giving Council of Indian River, Inc.
Planned Parenthood North Central States
Plannedgivingadvisors
Planusa
Point Blue Conservation Science
Presbyterian Senior Living
Presbyterian SeniorCare Foundation
Priests of the Sacred Heart
Prison Fellowship International
Project PAVE
Providence Day School
Psl
Public Citizen
Public Employees for Environmental Responsibility
Quinnipiac
Quinnipiac University
Ramapo for Children
Ramapoforchildren
Randolph-Macon College
Red Lodge Area Community Foundation
Rehnonline
Ripon
Ripon College
Rise Life Services
Rochester Area Foundation
Rochester Regional Health Foundation
Rockhurst University
Rocky Mountain MS Center
Rodale Institute
Roman Catholic Diocese of Boise
Rotary
SA Youth
Sacred Heart University
Safari Club International Foundation
SAGE (Services & Advocacy for GLBT Elders)
Saint Mary’s Catholic School
Saint Mary’s University
SAINT PETER’S UNIVERSITY
Saint Stanislaus
Samaritan Medical Center Foundation
San Jacinto College Foundation
Santa Barbara Foundation
Sbfoundation
Schultz & Williams
Schultzwilliams
Self
Senior Resource Association
Senior Services of Snohomish County
Sephardic Bikur Holim
Sfc
Sharaway Strategic Development Consulting
Shawnigan Lake School Foundation
Sierra College Foundation
Sierracollege
Silveracademypa
Smith College
Society of Former Special Agents of the FBI, Inc.
Soroptimist International
Southern CT State University Foundation
Southwestern Law School
Springbrook
Srcare
Srcare Org from
Srsdeaf
St. Baldrick’s Foundation
St. Edward High School
St. Francis College
St. Joseph’s Indian School
St. Lawrence University
St. Luke’s Hospital & Health Network
St. Luke’s School
St. Mark’s School of Texas
St. Rita School for the Deaf
State University of New York College of Environmental Science and Forestry
Staten Island Institute of Arts and Science (Staten Island Museum)
Stbaldricks
Stclairfoundation
Stephen F. Austin State University
Sterne School
Stevens
Stevens Institute of Technology
Stone Ridge School of the Sacred Heart
Straz Center for the Performing Arts
SUNY Adirondack Foundation
SUNY Brockport
SUNY Plattsburgh
Sunyacc
Sunyulster
Sympatico
Talbothospice
Taos Community Foundation
Taoscf
Tcchinc
Tcjf
Texas A&M University-Corpus Christi
Tfec
The Anti-Defamation League of Greater New York
The Bridge Family Center, Inc.
The Communities of Don Guanella
The Community Foundation
The Fortune Society
The Foundation for Enhancing Communities
The Foundation of FirstHealth
The Greater Tacoma Community Foundation
The Hole in the Wall Gang Fund, Inc
The Humane League – MD
The Jewish Theological Seminary
The Lincoln School
The Living Desert
The Lutheran Theological Seminary at Philadelphia
The Marshall University Foundation, Inc
The Metropolitan Museum of Art
The New York Women’s Foundation
The Peck School
The Roswell United Methodist Church Foundation
The Salvation Army San Francisco
The San Diego Foundation
The Troy Foundation
The Trustees of Reservations
The University of Texas System
The Webb Schools
The Wesley Foundation
The Williams School
Thetroyfoundation
TOP Jewish Foundation
Topjewishfoundation
Toronto Rehab Foundation
TSC Alliance
Turningpointspokane
Two River Theater
Ucmerced
Ulster Community College Foundation, Inc.
Union of Concerned Scientists
United Jewish Federation of Tidewater
United South End Settlements
United Way
Unitedwaydm
Unitedwayirc
University High School of Indiana
University of California, Merced
University of Chicago
University of Evansville
University of Hartford
University of Illinois School of Social Work
University of Louisiana Lafayette Foundation
University of Maine Foundation
University of Montana Western Foundation
University of Nebraska Foundation
University of Nevada Reno
University of North Carolina Wilmington
University of North Florida
University of the Pacific
Unr
Utah Valley University
Valley Community Foundation
Valley Forge Educational Services
Valley Youth House
Victor Valley College
Viewpoint School
Visiting Nurse Association
Vnahg
Vvc
W.M. Keck Observatory
Wake Robin Life Plan Community
Wallace State Community College Future Foundation
Wallacestate
Walsh University
Wellesley College
Wesley Village
Westernresources
Whitfield School
Wilson College
Winchester Thurston School
Winchesterthurston
Winona
Winona State University
Winona State University Foundation
WMMC Charitable Foundation
World Vision Canada
Worldvision
Wounded Warrior Project
Xaverian Brothers
Yahoo
Yeshiva University
Yftva
YMCA of Metro Denver
Youth For Tomorrow
Yu
Yumaregional
Zoo New England

Session 1

Planned and Blended Gifts

It’s good for your organization.
It’s good for your career.
Money? Here are some numbers.
Surprise… It goes far beyond money.
Every planned gift is a major gift.

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

Beneficiary Designations
Life Income Gifts
Gifts that Protect Assets
Blended Gifts
A Few Exotic Gifts

100 Mile-High Overview of the most popular planned gifts.

Know your basics!

Session 3

Initiating Legacy Conversations

Mindsets, motivations, aspirations.
Who to target.
Life events trigger special dialogues.
“Legacy Opener” (critical).
Greatest hurdles to a legacy conversation.
How to close on a gift.
How to solidify a gift once confirmed.

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. (Download all 40+ questions.)

Relationships
Strategy
Technical

Popular
Opinions and Give and Take
Marketing

Popular

Free forum. Prepare your questions in advance or just listen to what others are asking.

Planned giving and major gifts go hand-in-hand.

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.