Are you a fundraiser looking to expand your knowledge of estate gift options? New to charitable gift planning? Need to sharpen your skills? Join us for the Planned Giving Workshop Series!
Due to high demand, the workshop series is being offered again this fall. It is open to anyone who is looking to learn from industry experts. Presenters include representatives from the area's top law firms and planned giving leaders.
Topics: The workshop series provides a broad overview of terms & vehicles, tax fundamentals, attracting donors, stewardship and ethical considerations. This practical, interactive course is interlaced with virtual break-out sessions and case studies. You will walk away with the tools you need to know to manage and expand your planned giving efforts, including:
Workshop Series Cost:
Members of the Planned Giving Council of Eastern Wisconsin - $40
Non Members and Members of other PGC Councils - $120 (Cost includes a one year membership to the Planned Giving Council of Eastern Wisconsin. Once registered, details on joining our chapter will be sent to you.)
Virtual, interactive sessions will be held on the following Thursdays from 8:30 - 10 AM:
All sessions include handouts, presentation notes and recordings will also be shared for a period of 2 weeks following the original presentation date.