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Tag: planned giving 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 Uncategorized

Planned Giving Boot Camp II – Small Group Seminar-Style Course

jgudema
July 21, 2015
Planned Giving Boot Camp II – Small Group Seminar-Style Course.
 Tags planned giving training
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 Category Planned Giving Commentary, Wealth Transfer

Trends in Planned Giving 2005-2012 – Free Presentation!

jgudema
March 7, 2013
Interested in seeing what has been happening in planned giving?  Check out this short (15...
 Tags planned giving, planned giving training, trends, trends in planned giving
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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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Closed on Weekends

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