You are invited to attend the 2nd annual joint meeting of 
The Association of Fundraising Professionals, Southeastern Wisconsin
and
The Planned Giving Council of Eastern Wisconsin 

Join us for this program and network with two of the region's most important fundraising organizations 

Making the Dough Rise:
Mixing the Right Ingredients Into Your Planning Team

Collaborative Presentation
Thursday, May 22, 2014
Italian Conference Center

Sponsored By

The best gift plans, like the best recipes, are created with the right mix of professionals - and each ingredient contributes to the whole. The donor brings the driving passion for pursuing a particular philanthropic objective. An estate attorney provides the best advice on legal instruments to accomplish the goal. The financial planner may have a unique perspective on investment and tax strategies to use. The charity's representative understands what can be accomplished through the charity at a particular giving level, and what recognition might be possible.

How do all these ingredients come together?
A panel of speakers will describe how to work - and how not to work - with allied professionals to maximize a donor's personal satisfaction and financial objectives, and the charity's goals. You will come away with a better understanding of the roles and responsibilities of each team member, and how working together can produce the best outcome.

Schedule of Events:

11:15                    Registration Opens
11:15 - 11:45     AFP New Member Meeting (informal; all are welcome)
11:30 - Noon      Planned Giving Council Mentoring Tables (informal; all are welcome)
11:45                   Buffet Opens
Noon                   Welcome and Announcements
12:15 - 1:15        Presentation

The Panelists

Paul Kwiecen, Financial Consultant, Thrivent Financial for Lutherans
Paul is currently employed as a Financial Consultant with Thrivent Financial, Goerke’s Corners Associates. He took this position in 2007 after a 21 year career as a professional fund raiser. 
In addition to serving the Boy Scouts of America in Michigan, Minnesota and Wisconsin Paul served as the Director of Development for St. John’s Northwestern Military Academy in Delafield, the Planned and Major Gifts Officer for the Froedtert Hospital Foundation and the President of Outreach for Hope, Inc.  While serving as the President of Outreach for Hope, Inc., Paul also served the Greater Milwaukee Synod, ELCA as the Synod Stewardship Coordinator.
Paul has been instrumental in the start-up and of several not-for-profit organizations in Wisconsin and Minnesota with particular emphasis to board and financial development. He also volunteers his time with fund raising efforts for multiple civic, social, environmental and human service organizations including church resource and stewardship development. 

Patrick Schultz, Attorney, Walden, Schuster & Vaklyes, S.C.

Steve Dombrock, CPA, Steve Dombrock & Co., S.C.
Steve Dombrock started his firm in 1991 with the goal of providing personal, hands-on accounting services to businesses that needed a financial manager but didn’t need a full time employee.
With keeping the main goal “quality personalized service”, the firm has expanded their services to include a wide range of business financial services and personal financial services.
Steve has 31 years in the accounting profession. First, as a controller and treasurer of a small business and for the past 11 years as an independent accountant. He graduated from Carroll College with a degree in accounting and received his CPA certificate shortly thereafter.
 
Steve is a member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants and Waukesha Noon Rotary Club. He presently serves as Treasurer of the Waukesha Civic Theatre and previously was a board member of the Waukesha Area Arts Alliance.