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.
Learn how to initiate the planned giving conversation, begin a dialogue or make the ask. Program leader: Jonathan Gudema, JD.
The Beginners Guide plus Additional Consulting Services beginning at $12,500
Everything the small shop needs. Invest in the smarts and expertise of Jonathan Gudema before hiring a full-time planned giving person.