Planned Giving

Office Hour Ask. Learn. Share.

An intense mindstorming session for nonprofit execs.

Giving Proceeds at the Speed of Trust

If you attended the Planned Giving Boot Camp, you’ve already laid the foundation of authority and trust you can project to peers, donors, and board members.

Here’s your opportunity to take it a step further.

This is an exclusive opportunity to learn from some of the best in the business (and your peers) and level up your planned giving game. You won’t want to miss out on this unique event – sign up now, because spots are filling fast.

  • Jonathon Gudema, Esq.

    TECHNICAL/STEWARDSHIP/GENERAL/ESTATE PLANNING
    Jonathon serves as legal counsel to donors and advisors, and as consultant to nonprofits. He has transacted millions of dollars in his lifetime.

  • Jordan Cassidy, CAP

    ONLINE WILL PLANNERS/ESTATE PLANNING
    Jordan serves as a planned giving specialist at PlannedGiving.com. He is product development manager for several legacy giving tools including the LegacyPlanner™.

  • Viken Mikaelian

    MARKETING/EXAMPLES
    As the CEO of PlannedGiving.com, Viken has shown thousands of nonprofits how to employ highly effective marketing techniques that inspire prospects to become donors, and donors to become family.

Ask

Come prepared and ask away.

Learn

Learn from others' questions

Share

Battles, failures, success stories!

You’ll walk away with actionable advice, handouts, and worksheets that will elevate your authority, build trust, and position you for that next raise.
 
Don’t miss out.

Schedule

Wednesday, May 15, 2024

CFRE

1.5 Credits

Planned Giving Is Having a Moment: Chronicle of Philanthropy ​↑

Attend our primers and join the top 1%

Those who attend are the most successful nonprofits that consistently have adequate funding to advance their mission, hire staff, and plan for the future.

CFRE Logo Cont Ed 2024

Credits

This course qualifies for 1.5 CFRE credits.

Certificate

Certificate

Certificate of completion awarded to each attendee.

Take Home

Pocket Guide for MGOs, Gift Comparison Chart, one year subscription to Giving Tomorrow magazine.

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.