When

Thursday, November 21, 2019 from 7:30 AM to 9:00 AM CST
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Where

Woman's Club of Wisconsin 
813 E. Kilbourn Avenue
Free Valet Parking
Milwaukee, WI 53202
 

 
Driving Directions 

Contact

Jeanne Rhodes 
Planned Giving Council of Eastern WI 
262-212-0273 
pppew@ymail.com 
 

Donor Advised Funds:
Creative ways for your donor to make larger, more efficient year-end gifts

Thursday, November 21, 2019

The Woman's Club of Wisconsin

You’ve heard about Donor Advised Funds. However, you’re not sure why or how a donor would create and use such a tool.  Come learn how your donors and your charity can benefit from using a DAF.  These are just two of the ways you'll benefit from attending our next  PGC-EW breakfast meeting.

Presenters:

Linda Maris, JD
President, National Christian Foundation Wisconsin

Marta Bartolacci, ChFC
VP, Financial Consultant, Charles Schwab & Co., Inc

 

 

Schedule of events:

7:30 AM - Registration & Networking
7:30 AM - Breakfast Buffet
7:50 AM - Welcome, Announcements
8:00 - 9:00 AM - Presentation

Program Fee:
Planned Giving Council Members: $35
Non Members: $45

Rates increase by $5 after November 15. 
Additional $2 fee applies for credit card processing.
 
Hope to see you on November 21!