For 30 Years, we have enhanced the donor experience and helped generate planned giving leads.

Now You Get To Learn How. We’ve helped thousands of graduates be successful. In our most recent campaign, we helped Rhode Island College Secure $3.2 Million in Planned Giving commitments.

A flat lay image of tax forms, calculator, and office supplies on a desk.

Results from Planned Giving Campaigns:
13 Legacy Committments = $3.2 Million

Smiling volunteer holding a box labeled 'Food Aid' outside a van with 'Food Supplies' sign.

Results from Planned Giving Campaigns: 16 Legacy Committments = $1.6 Million

Four volunteers interacting by a van, promoting community service and involvement.

Results from Planned Giving Campaigns: 28 Legacy Committments = $2.8 Million

Jonathan Gudema, Esq. – Leading Planned Giving Expert

Renowned planned giving advisor who has worked with prestigious organizations such as Continuum Health Partners, the Anti-Defamation League, United Jewish Communities, and Changing Our World.

His extensive experience spans advising countless nonprofits, helping them develop and implement successful planned giving and fundraising strategies nationwide.

Here are many of the organizations he has advised:

National, Foundations and Museums

  • ShelterBox USA
  • Workers Circle
  • NAACP-Legal Defense Fund
  • Vera Institute of Justice
  • Innocence Project
  • The Fortune Society
  • Environmental Defense Fund
  • The Fortune Society
  • Emily’s List
  • Intrepid Sea, Air & Space Museum
  • National Audubon Society
  • Direct Relief International
  • Fairfield County Community Foundation
  • Second Harvest Food Bank of NW North Carolina Rudolf Steiner Fellowship CommunityStand Together

Higher Education

  • Bar Ilan University
  • Agnes Scott College
  • Touro College and University System
  • New York Medical College
  • Touro College and University System
  • Albert Einstein College of Medicine
  • Binghamton University
  • La Salle University
  • Saint Joseph’s University
  • SUNY Plattsburgh
  • SUNY Institute of Technology
  • SUNY Upstate Medical University
  • SUNY Cobleskill
  • College of Environmental Science and Forestry
  • Onondaga Community College
  • Westchester Community College
  • Point Park University

Medical and Health Related

  • Burke Rehabilitation Hospital
  • Good Shepherd Services
  • National Brain Tumor Society
  • Montefiore Medical Center
  • Juvenile Diabetes Research Foundation
  • Benedictine Health Foundation, Inc.
  • For Pete’s Sake Cancer Respite Foundation
  • Regional Hospice and Home Care of Western CT

Private Schools and Camps

  • The Bronx High School of Science (Bronx Science)
  • Mayfield Senior School, Pasadena, CA
  • Central Catholic High School of Pittsburgh, PA
  • Golda Och Academy
  • Perelman Jewish Day School
  • Stevenson School
  • Waldorf School of Garden City
  • Camp Glen Brook

Faith-Based

  • Jerusalem Boys Town
  • Dominican Friars of the Province of St. Joseph
  • Central Synagogue, New York, NY
  • The Ecumenical Patriarch Bartholomew Foundation
  • American Friends of Leket Israel
  • Hebrew Free Loan Society
  • Chai Lifeline
  • Orthodox Union/NCSY/Yachad
  • American Society for Yad Vashem
  • Jewish Federation of Greater Washington DC
  • Jewish Federation of North Jersey
  • Jewish Education for Generations (JEFG)
  • OHEL Children’s Home and Family Services
  • Episcopal Charities of the Episcopal Diocese of New York
Register Now For The Planned Giving Training