Logo Major Gifts Continuing Education

The Planned Giving Boot Camp

Grow Your Nonprofit. Grow Your Career.

Planned Giving Bootcamp

Jonathan Gudema, Esq.

  • $995 per person, good for 1 year.
  • $2,995 per organization (10 users), good for 1 full year.
  • Includes live Q&A last Thursday of the month, 1 PM.
  • You can purchase Q&A separately.
  • Testimonials.

What You Receive:

12 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.

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.

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.

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.

MODULE 5
Blended Gifts — the Next Wave…

If you’re ignoring blended gifts you’re losing financial and emotional support.

  • Stewarding, thanking, and recognizing your major donors.
  • How to keep your major donors giving.
  • The best ways to upgrade your major donors and get them to make introductions.
  • How to ask major donors for planned gifts, blended gifts, capital campaign gifts, and more.

MODULE 6
Marketing

What Works. What Doesn’t.

  • Marketing is a specialty; we’ve done the heavy lifting for you.
  • marketing should be priority.
  • Marketing makes the phone ring.
  • Technicalities keep you in the library.

MODULE 7
Taxation Benefits Overview

How do taxes relate to planned gifts? What’s on the Horizon.

  • Recap of the CARES Act and more.
  • Highly-taxed assets.
  • The tax-wise gift and how to promote it.
  • Should we give out tax advice.

MODULE 8
Life-Income Gifts

A general overview of all gift plans

  • Benefits and features.
  • Risks and rewards.
  • Why some are more popular.
  • Don’t let these scare you.

MODULE 9
Charitable Gift Annuities

“A gift that pays you back? What’s not to like?” A very popular gift plan among seniors.

  • Forget the money… here’s an underlying marketing secret.
  • Risks and rewards.
  • Cash, stock, or real estate.
  • How to market gift annuities.

MODULE 10
Charitable Remainder Trusts

Don’t forget the savvy donor; here’s a way to get their attention

  • It’s somewhat technical but not to worry. We’ll tell you why.
  • Risks and rewards.
  • Cash, stock, or real estate.
  • Why you can outsource this.

MODULE 11
Charitable Lead Trusts

It’s the lottery gift

  • Yes, technical but not to worry. We’ll tell you why.
  • Usually for the wealthy.
  • A great opportunity of the donor profile is right.
  • Gift minimums usually start around $1,000,000.

MODULE 12
Overview of other gifts

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

  • Donor Advised Funds: Give now, make a larger impact later.
  • Donor Advised Funds: Deduct today, give later.
  • Donate your home, but continue to live there.
  • Buy low, give high. Give stock.

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 Wiki™