About us
Our Background
Jonathan has over 30 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options.
In addition to being a practicing attorney, he has also played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts.
Our company
Before founding Planned Giving Advisors in 2011, Jonathan served as a Managing Director at Changing Our World, the third-largest U.S.-based fundraising consulting firm. As a member of the firm’s senior management team, he led consulting projects and outsourced the planned giving staff for several major clients. Jonathan has also held senior positions in planned giving at the Anti-Defamation League, United Jewish Communities, and Continuum Health Partners, where he was responsible for cultivating planned gifts and managing their planned giving programs.
Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,500 subscribers and 145,000 visitors since its launch in 2010. In 2014, Jonathan launched the Planned Giving Boot Camp, a 6-part webinar series that has already trained over 2,000 fundraisers in the basics of planned giving, as well as several more advanced training sessions. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.
$500+ Million
In Closed Gifts for Non-Profit Organizations
2,000+
Students Trained with Jonathan’s Planned Giving Courses
Enhanced 300 +