Stop Fundraising on Empty. Start Building a Lasting Legacy.
We deliver a step-by-step planned giving system that empowers nonprofit leaders to unlock hidden donor potential, grow sustainable revenue, and build lasting impact.
- Over $500 Million in Committed Planned Gifts
- Trusted by 300+ Nonprofits Nationwide
- Trained 2,000+ Fundraising Professionals
Taught by a 30-year Planned Giving Veteran, Jonathan Gudema, ESQ. ⭐️⭐️⭐️⭐️⭐️
How Much Is Financial Uncertainty Undermining Your Organization’s Purpose?
Unpredictable donor income makes it hard to plan ahead. Programs get cut. Staff burn out. Donors start to lose confidence. You’re stuck in survival mode—reacting to crises instead of building for the future. But the cost isn’t just financial. It’s emotional. It’s exhausting. And it’s quietly stalling the growth your mission deserves.
I’m Here to Help You Secure the Future of Your Mission
We understand that as a nonprofit leader, you’re not just managing today’s needs—you’re thinking about tomorrow. You care deeply about your mission and your community, but the pressure to keep everything running with limited resources can be overwhelming. You want to lead with vision, not just urgency.
With over 30 years of experience and more than 2,000 professionals trained across 300+ organizations, we know what works. Our practical, proven approach to planned giving helps nonprofits secure lasting gifts, strengthen donor relationships, and build sustainable revenue. This isn’t theory—it’s tested strategy with $500 million in real results.
We can help you do the same.
How It Works
Step 1: Enroll and Get Oriented
Join our 6-week training or free intro class so you can gain immediate clarity and confidence to take action. Scheudle your free strategy call with Jonathan Gudema, Esq.
Step 2: Identify and Engage Your Best Prospects
Learn how to find your most committed supporters so you can unlock hidden opportunities and maximize donor potential.
Step 3: Launch, Steward, and Grow Your Program
Put proven systems into action so you can secure lasting gifts and build a sustainable legacy.
What You Will Learn In The 6-Week Course
Session #1 – Introduction to Planned Giving
- Define what “planned giving” should mean to the average fundraiser
- Make the case for why all nonprofits should increase their planned giving efforts
- Provide an overview of all the giving options that will be covered throughout the course.
Session #2 – From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results
- Explore steps and approaches to implement, launch, or upgrade your legacy giving program
- Address the common issue of static planned giving marketing efforts with minimal prospect engagement
- Share various marketing and promotional ideas
- Demonstrate how to turn these ideas into real and immediate results
Session #3 – Initiating The Legacy Conversation and Getting To The Ask
- Address the core challenge of cross-training fundraisers to initiate and guide planned giving conversations
- Explore how to lead these conversations toward a completed gift
- Discuss real-world case studies to illustrate effective strategies
- Invite participants to share their own case studies for group discussion
- Help participants craft their “case for legacy giving” into a compelling “legacy giving elevator pitch”
Session #4 – Primer on Basic Tax Law and Financial Planning Concepts
- Clarify key tax and financial planning issues relevant to planned giving discussions
- Identify the topics prospects may expect fundraisers to understand
- Emphasize the importance of being conversant in these areas when discussing planned or complex gifts
- Highlight why this knowledge is essential for successful planned giving conversations
Session #5 – Life Income Gifts
- Explore the concept of “life income gifts,” a core component of planned giving
- Highlight why these gifts offer some of the most appealing options for donors
- Build on earlier sessions covering planned giving vehicles and tax/financial planning concepts
- Provide an in-depth look at specific life income gift options and how they work
- Prepare fundraisers to recognize ideal donor circumstances and initiate relevant conversations
Session #6 – Bequests and Other Testamentary Gifts
- Dive deep into bequests and other testamentary gifts—the largest source of planned giving revenue in the nonprofit sector
- Clarify why bequests, though considered “simple,” require fundraisers to understand key details and options to maximize their impact
- Cover non-Will testamentary options, such as IRAs and other account beneficiary designations
- Highlight the growing importance of these options, especially among baby boomer donors
- Join us for a transformative journey into the world of planned giving, where you will learn how to effectively engage donors and foster a culture of generosity through planned giving strategies.
