16th Annual
COMPREHENSIVE PLANNED GIVING CONFERENCE

Thursday, September 21, 2017

Italian Conference Center, Milwaukee

SeJoin the Planned Giving Council of Eastern Wisconsin for the 16th Annual Comprehensive Planned Giving Conference featuring a great line-up of presentations. Early bird registration ends September 14, so sign up now!

Schedule of Events
8:00am – 8:30am    REGISTRATION AND CONTINENTAL BREAKFAST

8:30am – 9:15 am   DONOR PANEL
You Don't Have to Be Rich to Make a Difference -- Donor Case Studies: Substantial Gifts from Middle Class Donors
Mike Haubrich, Certified Financial Planner, Financial Service Group, Racine
Justus Morgan, Certified Financial Planner, Financial Service Group, Racine
Frances Bedford, Professor Emeritus, University of Wisconsin - Parkside - Donor
Harvey and Jeanne Radke - Retired School Teachers - Donors
Stephen  Smith, Attorney - Hostak, Henzl and Bichler, S.C., Racine

Attend this session and hear from donors and the estate planning professionals who helped them create significant planned gifts with less than $1 million in assets. Learn what motivated the donors to make these gifts; how the donors and professionals worked together; and how creativity played a role in structuring these gifts.

9:30am – 10:30 am  BREAK-OUT SESSIONS 

Option 1: Promise for the Future:  The Anatomy of a Planned Giving Campaign
(Applied for 1.0 CFP® credit)
Mike Lamb
Vice President, Wichita State University Foundation 

This program will provide functional insight into how a multifaceted effort engaged Foundation staff, the university community and donors in creating new legacy gift commitments.  With minimal additional staff or financial resources, this campaign was able to increase documented planned gift commitments over a two-year period by 25 percent and successfully reach the campaign goal of 100 new gifts. 

Option 2:  Attracting Gifts Through Beneficiary Designations
Bill Laskin
Vice President, Product Management, PG Calc

Similar to bequests, but even simpler to set up, beneficiary designations on retirement plans, life insurance policies, donor-advised funds, and various other assets can be a substantial source of gifts to your organization. In addition to offering your supporters simplicity, these gifts avoid the probate process and offer tax benefits. This presentation will cover the many types of possible beneficiary designation arrangements, suggest ways to promote them, and review various stewardship and gift administration considerations. 

10:45 - 11:45 am  BREAK-OUT SESSIONS

Option 1:  What High Net Worth Individuals Expect You to Know (Applied for 1.0 CFP® credit)
Chris Kelly
Vice President/Planned Giving Product Specialist, PNC Institutional Asset Management

This session is designed to review and discuss the data and findings of several studies and apply this to our everyday interaction with our donor/client base.  In addition, we will discuss how this information applies and enhances the various components of the traditional Planned Giving Infrastructure along with the customized benefits of the “Blended Gift Strategy."

Option 2: The Changing Faces of Planned Giving: How Today's Demographic Trends Require a New Approach
Kathy Klein, CFP ®
Senior Consultant/Vice President, Park Place Capital Management, Inc.

This session will highlight four prevalent demographic shifts: The graying of America, Purse Power, The Small Business Boom, and Diversity, emphasizing how slight modifications to your planned giving programs can help your organization reap big rewards.

11:45 - 12:30 LUNCH BUFFET & NETWORKING

12:30 - 1:30  KEYNOTE ADDRESS

Mindfulness and Emotional Intelligence - Tools for Enhancing Your Effectiveness As a Gift Planning Professional
Philip Chard , MS, LCSW
Clinical Social Worker/Therapist

Discussing gifts that will occur after an individual’s lifetime, and helping them to articulate how philanthropy will help them fulfill their dreams, requires highly developed interpersonal skills. Philip Chard is a well-known Milwaukee newspaper columnist and psychotherapist who will help attendees learn how to tap into their emotional intelligence and be fully present when interacting with donors.

Register by September 14  for the best rate!  

• Member rate 
   $75 for first registrant and $65 per additional registrant from the same organization. 
• Non Member rate 
  $95 for first registrant and $65 per additional registrant from the same organization.  
  
  All rates increase $15 after September 14. 

Register Now!