Initiating Legacy Conversations 2.0

Past Event
Recording Only


Jonathan Gudema, JD
Jonathan Gudema, JD
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Do you clam up when it’s time to have "that talk?" Here's how to talk to donors about planned giving.

If you can’t initiate the planned giving conversation, begin a dialogue or make the ask, you risk losing the gift to someone who is more prepared.

But when you learn how to have effective conversations with donors and prospects when it comes to legacy gifts, your nonprofit’s endowment will grow, right along with your reputation and career!

This exclusive primer on starting the planned giving or legacy conversation will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.

Put doubt and uncertainty in the rear-view mirror.

7 Critical questions and the "Why" behind each question reviewed.

  • Understanding mindsets, motivations, aspirations.
  • Know who to target.
  • Know which life events are good triggers to open up a dialogue.
  • Learn how to develop your “Legacy Opener.”
  • Overcome the greatest hurdles to a legacy conversation.
  • Find out if they have a will or an estate plan, and know what to suggest if they don't.
  • Close on a gift.
  • How to solidify a gift once confirmed.
  • Get exceptional information for a donor story.
Grandparents with granddaughter and black dog

Estate Planning for Women.

Why It's Different.

Certified Fund Raising Executives Logo (CFRE)

CFRE Credits: 1.25 Points

Full participation in Initiating Legacy Conversations 2.0 is applicable for 1.25 points in Category 1.B — Education of the CFRE International application for initial certification and/or recertification.

Jonathan Gudema

Jonathan Gudema, JD

Planned Giving Expert

Jonathan is an advisor to ultra high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.

Included Takeaways

  • 15 Conversation Starters (Includes the "Why" Behind Each Question)
  • 31 Quality Questions to Ask Donors and Prospects
  • PLANNED GIVING Pocket Guide for MGOs (PDF)

Special Discount