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Tag: planned giving officer training

 Category Planned Giving Careers, Uncategorized

Fall Training Program Dates!

jgudema
September 14, 2016
  We are pleased to announce fall dates for our popular training programs. The Planned...
 Tags planned giving boot camp, planned giving career, planned giving officer training, planned giving training
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 Category Planned Giving Careers, Uncategorized

Careers in Planned Giving – Part 3 – The Partial Planned Giving Officer

jgudema
February 22, 2016
We left off last week on the generally understood phenomenon that full-time planned giving officer...
 Tags career guidance, careers, planned giving, planned giving career, planned giving challenges, planned giving officer training
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 Category Planned Giving Commentary

To Ask or Not…That is the million dollar planned giving question!

jgudema
October 19, 2012
General fundraisers can all agree to one principle of fundraising: an “ask” for money has...
 Tags gift planning services, planned giving, planned giving officer training
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 Category Uncategorized

Planned Giving Training Event in North Jersey

jgudema
August 9, 2012
If you live in or near Northern New Jersey, check out this link for a...
 Tags major gift officer training, planned giving officer training
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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Blog Articles

  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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