Briefing on the Secure Act for Fundraisers - RECORDING AND POWERPOINT ONLY

Jonathan has over 20 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. 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 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 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 which 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