Where
Michael Best & Friedrich LLP100 E. Wisconsin Avenue
Parking will be validated
Milwaukee, WI 53202
Driving Directions
14th Annual Planned Giving
Workshop Series
Clues and Cues - Basic Charitable Gift Planning Concepts You Can Use
If you are new to the area of gift planning or if you would like to sharpen your skills, we encourage you to attend the 14th Annual Planned Giving Workshop Series.
Topics: This practical, interactive course will teach you everything you need to know about setting up and running a planned giving program, including:
- Understanding basic planned giving vehicles
- Designing policies and procedures for a successful planned giving program
- Understanding essential tax concepts
- Identifying planned giving prospects
- Marketing your planned giving program
- Matching donors with planned giving vehicles
For a list of presenters and a complete syllabus of the workshop series, click HERE
April 28 - Prequel
If you are totally new to planned giving or would like a refresher, we invite you to attend a “prequel” to the workshops. This will be an informal session where we will go over some basic terms and concepts that will be used during the workshops. These include: trusts, wills, probate, estate, marital property, estate tax, and more.
May 5 - Session 1
May 12 - Session 2
May 19 - Session 3
May 26 - Session 4
June 2 - Session 5
June 9 - Session 6
June 16 - Completion Celebration
New this year, there will be an informal "Completion Ceremony" with the presenters, participants and members of the PGC board. This is your chance to network with other participants and presenters and ask any questions you may still have about planned giving. Noon luncheon - location to be determined.
Cost: (cost includes the entire series - Prequel, Sessions 1-6 and Completion Celebration)
$20/Members of the Planned Giving Council of Eastern Wisconsin
$100/Non Members and includes one year’s Chapter membership. Once registered, an application will be emailed to you.
Continental breakfast & validated parking provided by Michael Best & Friedrich LLP
Location:
Michael Best & Friedrich, LLP
100 E. Wisconsin Avenue, 34th Floor
Milwaukee, WI 53202
Time:
8:00 – 9:30 AM