Logo Major Gifts Continuing Education

The Planned Giving Boot Camp

Grow Your Nonprofit. Grow Your Career.

Planned Giving Boot Camp Lite

Jonathan Gudema, Esq.

  • $495 per person, good for 1 year.
  • $1,495 per organization, good for 3 years.
  • Includes live Q&A last Thursday of the month, 1 PM.
  • You can purchase Q&A separately.

What You Receive:

6 Intensive modules with one year access to recordings. Several support materials including copies of the Ultimate Quick Reference Planned Giving Pocket Guide, 10 copies of Gift Comparison Charts, and a one year subscription to Giving Tomorrow magazine. If you can’t make the Live Q&A, you can listen to the recordings.

Related: The Planned Giving Wiki™

MODULE 1
The Case for Planned Giving

By the numbers – and why it’s such an important area for nonprofits over the next decade.

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

42 Minutes

MODULE 2
History of Planned Giving

What is planned giving, and the history and progression of the field.

  • Reflecting on the past is important.
  • What’s next? We’ll cover that in Module 5.
  • Whose idea was it anyway?
  • A few major changes along the way.

27 Minutes

MODULE 3
Initiating Legacy Conversations

How you initiate legacy conversations and close gifts.

  • Understanding mindsets, motivations, aspirations.
  • How to make an ask in-person, by phone, or online.
  • Do your research before meeting.
  • Dealing with common objections.

47 Minutes

MODULE 4
Who Do We Need to Target?

Marketing to the right prospects and starting the right conversations.

  • It’s not just the “old folks.”
  • How to communicate with donors both online and offline.
  • Creating a communications calendar.
  • Getting donors vested in your nonprofit first.

30 Minutes

MODULE 5
General Overview of All Gift Plans

Knowledge is power and this will help you learn and grow.

  • Benefits and features.
  • Risks and rewards.
  • Why some are more popular.
  • Don’t let these scare you.
  • Gifts anyone can make.
  • Gift that provide income.
  • Gifts that protect assets.

36 Minutes

BONUS 1*

Ask Scripts and Gift Proposals (E-Book)

  • Sample scripts for making an ask in person or over the phone, plus gift proposal templates you can use at your organization

BONUS 2*

1 Live Monthly FAQ Sessions

  • Ask away and attend as often as you wish.

BONUS 3*

Three (3) copies of The Ultimate Quick Reference Planned Giving Pocket Guide

  • Over 20 gift plans described in simple, plain English
  • Downside and upside of each gift plan
  • Illustrations and elevator pitches included
  • Over 4000 sold

Tipsheets, worksheets, scripts & templates, and more.

Related: The Planned Giving Bible™