Planned Giving Consulting Packages

Helping Nonprofits to Thrive and Grow

Mini Consulting

Not ready to commit to full consulting services? Invite Jonathan Gudema, JD, and Viken Mikaelian for a two-hour consulting session.

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Have as many join from your organization
Session recorded for future use
Set of three Pocket Guides for your team
LENGTH: 2 HOURS
$1,500

Disclaimers: These sessions are not to be construed as legal or tax advice. Due to time constraints, please avoid highly technical questions (Ex.: Tax implications of a CRUT or CLT). Need additional Pocket Guides? They are available at a 55% discount.

The Planned Giving Conversation

Learn how to initiate the planned giving conversation, begin a dialogue or make the ask. Program leader: Jonathan Gudema, JD.

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Learn how to develop your “Legacy Opener"
How to overcome hurdles
Learn which life events are good triggers
Find out if they have an estate plan, and what to suggest
Session recorded for future use
Set of three Pocket Guides for your team
LENGTH: 4 HOURS
$3,000

Additional Consulting

The Beginners Guide plus Additional Consulting Services beginning at $12,500

The Beginners Guide

Everything the small shop needs. Invest in the smarts and expertise of Jonathan Gudema before hiring a full-time planned giving person.

Annual Assessment and Roadmap for Planned Giving Donor Engagement (includes fact gathering, comps with competition, recommendations for getting immediate results).
Gift closing advice/counsel – Will answer any legal questions and/or challenges throughout the year, as well as guide you to closed gifts (Note: this service may include direct donor interaction if staff are also on the call).
Gift closing advice/counsel – Will answer any legal questions and/or challenges throughout the year, as well as guide you to closed gifts (Note: this service may include direct donor interaction if staff are also on the call).
Quarterly check-in meetings – Assess how plans are being implemented, propose adjustments where needed, reassess to make sure engagement goals are being met.
Access to all training programs – For all staff throughout the organization to stay abreast of law changes and best practices for improving your efforts.

Legacy Giving in a Box

Includes