Boot Camp for major gifts officers

3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years. This course will translate into decades of benefits for your organization and your career.

Add Planned Giving to Your New Year's Resolutions

Planned Giving Is Having a Moment (Chronicle of Philanthropy).

As more uncertainty rattles the markets, it’s more important than ever to make planned giving an integral pillar that sustains your organization and helps weather the storm. Focusing on legacy giving creates long term stability.

More importantly, it will also cater to donors and prospects who may feel too stretched to give right now, but are more receptive to give by other means. The whole idea of “make a gift now with no impact on your day-to-day cash flow” is more attractive than ever.

CFRE: 6 Credits. Invest in your career today.


Wednesdays, 1 P.M. – 2:30 PM, EST

January 17, 24, 31
February 7 (Q&A)

Days Left to Register
Program has ended.

Amy Gullotta, Director of Development-Major Gifts, Onondaga Community College
“Excellent curriculum that fully prepares you to successfully launch your planned giving program!”

Wendy Berger, Development Director, Jewish Federation of Delaware
“The Planned Giving Boot Camp For Fundraisers Course was very thorough and provided a wealth of information that will be useful both now and in the future as our organization focuses on planned gifts. Thank you, Jonathan!”

Robert Tupper, Associate Director, Annual Giving, Montefiore Medical Center
“Jonathan’s Planned Giving Boot Camp was an excellent primer on planned giving vehicles and their use, providing a thorough overview of the various options available, as well as strategies for employing them effectively; a great program.”

Millie Barrett, Director of Development, Direct Relief
“I feel better armed to discuss these technical topics with donors, and I’m looking forward to implementing some of the strategies I learned!”

Stephanie Blackwood, Director of Development, PFLAG National
“The Planned Giving Boot Camp was exactly that…boot camp! The courses covered every aspect of planned giving, providing just enough information to make me aware of what I could handle and when an expert would be helpful.”

David Vance, Financial Consultant, Southern CT State University Foundation
“Course was very helpful in providing the basics for anyone just starting out in planned giving arena. Given the reasonable cost of the course a very high investment return from the course.”

Julie Falgout, Pres/CEO, UL Lafayette Foundation
“Great Course! Thanks Jonathan for offering it. A very helpful course with insight into planned giving aspects, and thanks for the extra link to the sample library docs, too. J.”

Vickie Fowler, Assistant Director of Gift Planning Services, The University of Texas System
“Your course packed so much information into each session. It was very informative and I’ve been sharing these sessions with other UT planned giving officers. Your video downloads were extremely helpful. Vickie”

Henry E. Enright, Director of Development, Episcopal Charities of the Episcopal Diocese New York
The course was focused, practical and enjoyable. The information was presented in a logical, consumable progression with plenty of anecdotes that brought the content to life. Thanks!

Paul Hurd, Chief Philanthropy Officer, United Way of Lehigh Valley, PA
I always enjoy Viken’s wisdom. I am glad you brought him in towards the end.

Nancy Hart, Planned Giving Officer, Presbyterian SeniorCare
The Planned Giving Boot Camp was very accessible, practical, and informative. I thoroughly enjoyed it and found the stories that Jonathan told illustrated what planned giving is all about.

Session 1

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

By the numbers: facts, figures & stats. Why it’s such an important area for nonprofits over the next decade.

Session 2

How Planned Gifts Work
  • Beneficiary Designations
  • Life Income Gifts
  • Gifts that Protect Assets
  • Blended Gifts
  • A Few Exotic Gifts

100 Mile-High Overview of the most popular planned gifts.

Get to know the basics!

Session 3

Initiating Legacy Conversations
  • Mindsets, motivations, aspirations.
  • Who to target.
  • Life events trigger special dialogues.
  • “Legacy Opener” (critical).
  • Greatest hurdles to a legacy conversation.
  • How to close on a gift.
  • How to solidify a gift once confirmed.
Do you have trouble talking to donors? Do you clam up? We will show you how to find the clues, begin the dialogue, and close the deal.


Bonus Session: Ask Away

An interactive and engaging question and answer session with Jonathan Gudema and Viken Mikaelian will close the event.

  • Relationships
  • Strategy
  • Technical
  • Opinions and Give and Take
  • Marketing

Free forum. Best to prepare your questions in advance.

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.

CFRE Logo Cont Ed 2024


This course qualifies for 6 CFRE credits.



Certificate of completion awarded to each attendee.

Take Home

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