Bob Carter Companies Adds Jonathan Gudema as a Planned Giving Consultant

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Attorney and consultant brings 15 years of experience in planned giving training for fundraisers to Bob Carter Companies.

Jonathan Gudema, Bob Carter Companies

With the emphasis today on smarter and increased philanthropy through these kinds of gift arrangements, it is important that we provide this expertise to our clients and their donors.- Bob Carter, CFRE, President and CEO, Bob Carter Companies

Bob Carter Companies LLC has added a new philanthropy and fundraising consultant, Jonathan H. Gudema, Esq. As the company’s Senior Planned Giving Consultant, Gudema will be available to work with BCC clients in the United States, Mexico and the Middle East (

Gudema has served as a planned giving fundraiser-consultant-attorney since earning his law degree in 1994. He worked on planned giving campaigns with over 200 organizations, including Continuum Health Partners, United Jewish Communities and the Anti-Defamation League. He has been involved in arranging for over $300 million in planned gifts. Gudema was engaged for six years as Managing Director at one of the largest U.S.-based fundraising and capital campaign consulting firms, Changing Our World Inc., and then founded Planned Giving Advisors LLC in 2011.

“We are delighted to welcome Planned Giving Advisors in New York and Jonathan Gudema to Bob Carter Companies,” said Bob Carter, CFRE, President and CEO. “With the emphasis today on smarter and increased philanthropy through these kinds of gift arrangements, it is important that we provide this expertise to our clients and their donors. We have already collaborated with Jonathan on several client opportunities, and his gift and tax counsel is always excellent.”

“It's a great pleasure to be working with the incredibly experienced and very professional Bob Carter team,” Gudema said. “I'm looking forward to more engagements with their unique and impressive clientele.”

Gudema has been providing planned giving training for fundraisers for 15 years, and he frequently lectures at conferences for fundraising and planned giving professionals. His blog, The Planned Giving Blog, provides first-hand experiences, opinions and advice on nonprofit planned giving programs. Since its inception in 2010, it has received 60,000 visitors and now has over 970 subscribers.

After graduating from Rutgers University, Gudema earned his law degree from Western New England School of Law. He is now based in the Greater New York City area.

About Bob Carter Companies:

Bob Carter Companies LLC is an innovative consultancy committed to helping nonprofit organizations and institutions achieve their fundraising and philanthropy goals. Affiliates are based in major metropolitan areas throughout the United States and internationally. BCCo consultants have significant experience in healthcare, education, youth service and faith-based organizations, social services, family foundations, and cultural and international institutions. The company is headquartered in Sarasota, Fla., and it has a regional office in Mexico City. Bob Carter, President & CEO, currently serves as Chair of the boards of directors for the Association of Fundraising Professionals (AFP) and the National Aquarium.

To contact BCCo, email JBennett(at)BobCarterCo(dot)com or call 941.388.3414.

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