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The Planned Giving Boot Camp

Grow Your Nonprofit. Grow Your Career.

Planned Giving Bootcamp

Jonathan Gudema, Esq.

12-Intensive Sessions

Monthly Q&A

Over 2,000 attendees!

Testimonials.

What You Receive:

RECORDINGS ONLY

$1,295 per person. Professionally recorded sessions with live monthly Q&A.

ORGANIZATION

$5,995 per organization (live sessions and recordings). Limit 10 attendees. Contact us for larger licensing discounts.

Testimonials.

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 Course 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 MODULE

Planned Giving Overview

Discover how easy it is to raise funds through planned giving — you’re sitting on acres of diamonds.
  • IRA Rollover explained
  • Upsides and downsides of each gift
  • Donor profiles for specific gifts
  • Incentives under the new tax laws

Coming Soon: Planned Giving Certification

Major Gifts LLC
Tampa, Florida

800.490-7090
484.680.7800 local
Succeed@MajorGifts.com

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Human face depicting IQ

Major Gifts I.Q.

You’ll need 88% to pass!

Resources

Giving Tomorrow Magazine Cover - Pazit Levitan

Giving Tomorrow

Every planned gift is a major gift. Get educated today.