Where
Greater Milwaukee Foundation101 W. Pleasant Street
Suite 210
Milwaukee, WI 53212
Driving Directions
17th 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 17th Annual Planned Giving Workshop Series.
Topics: The workshop series provides an overview of terms & vehicles, tax fundamentals, attracting donors, stewardship and ethical considerations. 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
Tuesday, April 17 - Session I
Tuesday, April 24 - Session II
Tuesday, May 1 - Session III
Tuesday, May 8 - Session IV
Tuesday, May 15 - Session V
Tuesday, May 22 - Session VI
Tuesday, May 29 - Session VII
Completion Celebration Luncheon - Tuesday, June 12
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.
Cost: (cost includes the entire series plus a 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.
Location:
Greater Milwaukee Foundation
101 W. Pleasant Street, Suite 210
Milwaukee, WI 53212
Time:
8:30 – 10:00 AM