Planned Giving Consulting Packages

Helping Nonprofits to Thrive and Grow

Mini Consulting

Not ready to commit to full consulting services? Invite Jonathan Gudema, JD, and Viken Mikaelian for a two-hour consulting session.

  • Ask any question
  • Have as many join from your organization
  • Session recorded for future use
  • Set of three Pocket Guides for your team
  • LENGTH: 2 HOURS
  • $1,500

Disclaimers: These sessions are not to be construed as legal or tax advice. Due to time constraints, please avoid highly technical questions (Ex.: Tax implications of a CRUT or CLT). Need additional Pocket Guides? They are available at a 55% discount.

The Planned Giving Conversation

Learn how to initiate the planned giving conversation, begin a dialogue or make the ask. Program leader: Jonathan Gudema, JD.

  • Ask any question
  • Learn how to develop your “Legacy Opener"
  • How to overcome hurdles
  • Learn which life events are good triggers
  • Find out if they have an estate plan, and what to suggest
  • Session recorded for future use
  • Set of three Pocket Guides for your team
  • LENGTH: 4 HOURS
  • $3,000

Additional Consulting

  • Customized board presentations
  • Internal staff training programs
  • Matching gift campaigns (includes guidance, materials, webpage for email, print marketing)
  • Surveys

The Beginners Guide plus Additional Consulting Services beginning at $12,500

The Beginners Guide

Everything the small shop needs. Invest in the smarts and expertise of Jonathan Gudema before hiring a full-time planned giving person.

  • Annual Assessment and Roadmap for Planned Giving Donor Engagement (includes fact gathering, comps with competition, recommendations for getting immediate results).
  • Gift closing advice/counsel – Will answer any legal questions and/or challenges throughout the year, as well as guide you to closed gifts (Note: this service may include direct donor interaction if staff are also on the call).
  • Gift closing advice/counsel – Will answer any legal questions and/or challenges throughout the year, as well as guide you to closed gifts (Note: this service may include direct donor interaction if staff are also on the call).
  • Quarterly check-in meetings – Assess how plans are being implemented, propose adjustments where needed, reassess to make sure engagement goals are being met.
  • Access to all training programs – For all staff throughout the organization to stay abreast of law changes and best practices for improving your efforts.

New! Planned Giving for Financial Advisors

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