Jonathan Gudema, Esq.
Senior Consultant
Jonathan has over 20 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.
To that end, Jonathan works closely 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, which provides news and commentary on the field of planned giving with over 1,600 subscribers and 165,000 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 2,500 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.
Scott A. Williams
Managing Partner
Scott Williams is a Managing Partner and co-founder of Panorama Consulting. Scott manages and directs capital campaigns and major fundraising initiatives, conducts feasibility studies and development audits, and creates development plans for not for profit organizations.
Susan Braun
Managing Partner
As a Managing Partner, Susan Braun brings over two decades of experience in independent school administration and operations to Panorama Consulting. Susan successfully guided two multi-million dollar capital campaigns and all related capital improvement projects – from concept to construction.
Tom Watson
Senior Consultant
Tom Watson is the president and founder of CauseWired, a consulting firm advising clients in the social sector: nonprofits, foundations and companies. Tom is a journalist, author, and consultant who has worked at the confluence of media technology and social change for more than two decades.
Larry Goldstein
Senior Consultant
Larry Goldstein came to Panorama from The Board Whisperers, a consulting group dedicated to aligning non-profit organizations with their mission and vision. He provides executive coaching, board development, fund development plans, diversity training, ’Giving and Receiving Feedback’ workshops and has led organizations through their strategic planning process.