Planned Giving Council of Eastern Wisconsin
Where
Michael Best & Friedrich LLP100 E. Wisconsin Avenue
Two Locations: See event for details
Milwaukee, WI 53202
Driving Directions
13th Annual Planned Giving Workshop Series
Clues and Cues - Basic Charitable Gift Planning Concepts You Can Use
Six consecutive Thursdays beginning May 1, 2014
8:00 – 9:30 AM
NEW! Two locations: Attendees will be provided with weekly materials and location reminder
Michael Best & Friedrich, LLP
100 E. Wisconsin Avenue, 2nd Floor
Milwaukee, WI 53202
Water Council Building
247 W. Freshwater Way, Suite 500
Milwaukee, WI 53204
April 24 - Water Council Building
May 1 - 2nd Floor Board room
May 8 - Water Council Building
May 15 - 2nd Floor Board room
May 22 - 2nd Floor Board room
May 29 - Water Council Building
June 5 - Water Council Building
New and improved content! 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 thirteenth 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
Cost for workshop series and prequel:
$10/Chapter Members
$90/Non Members and includes one year’s Chapter membership. Once registered, an application will be emailed to you.
Continental breakfast & parking provided by Michael Best & Friedrich LLP
NEW! Planned Giving Prequel
If you are totally new to planned giving, 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. This session will be on April 24 from 8:00-9:30 AM at Water Council Building.