Invest In Your Career

Planned Giving Boot Camp

for Major Gifts Officers

4 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.
Planned Giving Boot Camp Logo

The Only Planned Giving Certification Built by Practitioners — Not a Software Company.

Donors are looking for ways to give that don’t impact their cash flow. Planned giving is the answer—and nonprofits need people who know how to make it happen. This course gives you the skills to launch or level up your planned giving program. Four live sessions. Real strategies. Immediate application.
  • 6 CFRE Credits
  • 4 live sessions on Zoom
  • Recordings available for 1 year
  • Downloads and templates
Enroll now and get free access to our OBBBA webinar—the psychology of donor conversations that actually close gifts.

SCHEDULE

All Wednesdays, 1:30 PM — 3 PM
January 14, 21, 28, February 4

PRESENTER

Jonathan Gudema, Esq.
25+ years advising ultra-high-net-worth donors, universities, and nonprofits. He’s seen what works. This course is the distillation.

Register

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.

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. Know your basics.

Initiating Legacy Conversions

  • 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? Learn to find the clues, begin the dialogue, and close the deal.

Q&A: Bonus Session — Ask Away

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

An interactive and engaging question and answer session with Jonathan Gudema and Viken Mikaelian will close the event. (Download all 40+ questions.)

Free forum. Prepare your questions in advance or just listen to what others are asking.

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.

This course qualifies for 6 CFRE credits.

Certificate of completion awarded to each attendee.

Pocket Guide for MGOs, Gift Comparison Chart, several downloads. Access to recordings for one year.

Register

2026 Index

>