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The Latest Innovative Charitable Planning Strategies: what works, what doesn't, and which ones should you run as fast as you can from.

In this session, we will go over a handful of the newest, most innovative charitable strategies coming out of the financial planning world.  We will tackle a handful of the “new” approaches, break them down so that we understand them well, and determine whether they are worthwhile and/or legally sound.  Strategies to be reviewed will include the new Pooled Income Funds, Charitable Family Limited Partnerships, Lead Trust innovations, and more.

Jonathan Gudema, Esq. has over 25 years of experience working with and advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. An attorney by training, Jonathan has 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. Prior to founding Planned Giving Advisors in 2011, Jonathan was 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 1,700 subscribers and 200,000 visitors since its launch in 2010. In 2014, Jonathan launched the Planned Giving Boot Camp, a 6-part webinar series which has already trained over 3,500 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.