A 12-module course in 6 live intensive sessions for those who want to focus exclusively on planned giving. See what’s included.
All starting at 12 pm EST
SESSION 1: February 8
The Case for Planned Giving and History of Planned Giving
SESSION 2: February 15
Initiating Legacy Conversations and Who Do We Need to Target?
SESSION 3: February 22
Blended Gifts — the Next Wave…and Marketing
SESSION 4: March 1
Taxation Benefits Overview
SESSION 5: March 8
Life-Income Gifts and Charitable Gift Annuities
SESSION 6: March 15
Charitable Remainder Trusts and Review of Other Gifts
BONUS SESSION: Lead Trusts & Planned Giving Overview
(Recording)
Jonathan has over 20 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. In addition to being a practicing attorney, he has also played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts.
Jonathan spearheads The Planned Giving Boot Camp at Major Gifts LLC.
This meeting is no longer valid and cannot be joined !
Major Gifts LLC
Valley Forge, PA 19460
800.490-7090
484.680.7800 local
Succeed@MajorGifts.com
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