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.

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.

Additional Consulting

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.