Annual Conference 2018
Providing Tools to Turn Passion into Legacy!

Tuesday, September 25, 2018
8 AM - 1:30 PM
Italian Conference Center, Milwaukee

The Planned Giving Council is excited to offer this conference experience to area professionals. There is something for everyone: from seasoned full-time planned giving officers, to those who spend only a portion of their time on gift planning, or fundraisers who are new to the profession. This is your opportunity to hear from industry experts, to build knowledge, and to expand your network. This is where you want to be on September 25! 

• Great place for industry information in our community.
• Leading trends and latest practices presented in variety of formats.
• Experts presenting valuable information that can be utilized immediately. 
• Terrific opportunity to grow and enhance your network of industry colleagues.

Conference Schedule

8 – 8:30 AM    CHECK IN AND NETWORKING BREAKFAST
Come to enjoy a continental breakfast with colleagues, as you get ready for a fantastic conference experience. 

8:30 – 9:15 AM   OPENING KEYNOTE
Decoding and Sequencing the Planned Life
Ray Odom, Senior VP, Wealth Management, Northern Trust

Ray Odom discusses how The Tax Cuts and Jobs Act of 2017 has codified a permanent catalyst for people to use the ‘biomarkers’ of lifetime decisions to create happily-ever-after solutions that may use completely different gifting techniques.

9:30 – 10:30 AM  BREAK-OUT SESSIONS 

Option 1: Charitable Giving: How to Build Your Impact
Tony Oomman, VP, Charitable Planning Consultant, Fidelity Charitable
Mandee Pope, Financial Consultant, Fidelity Investments
Tim Shumway, Regional Vice President, Fidelity Charitable
Kathrine Wunderli-Bastian, Branch Service Manager, Fidelity Investments

Understanding the charitable giving landscape.
Learn about donor-advised funds to identify the best way to support your mission.
Discuss ways that non-profits can partner with donor advised funds/financial advisors, to increase their reach to donors/potential donors.

Option 2:  Matures to Boomers: What Planned Giving Officers Need to Know
Nathan Stelter, Vice President of Business Development and Marketing, The Stelter Company

Learn information gleaned from the 2017 Natural Marketing Institute’s Healthy Aging Database study how Matures (born 1900-1945) and Baby Boomers (born 1946-1964) share similarities and where they differ significantly in attitude and behaviors that can drive decisions regarding planned giving.

We’ll look at sources of influence, technology use patterns and key generational differences in financial planning between Matures and Boomers and suggest ways that nonprofits can take advantage of these findings by incorporating them into more targeted communications.

10:45 – 11:45 AM  BREAK-OUT SESSIONS

Option 1:  The Role of Your Organization’s Leadership in Promoting Planned Giving
Chad Bauman and Chuck Rosewicz, Milwaukee Repertory Theatre
Angela Mancuso and Ann Marie Moss, Women’s Center of Waukesha County
Moderated by Emily Capelle, President, Planned Giving Council of Eastern Wisconsin

Hear from senior leaders involved in planned giving. Learn how they cultivate and steward planned giving donors and determine staffing patterns and roles in managing a planned giving program. They will provide insight about challenges and opportunities facing their planned giving programs.   

Option 2: Tapping Into Charitable Gifts from Retirement Plans and IRAs
Kathy Lambert, Lambert Law LLC

One result of the increased standard deduction under the 2017 tax reform legislation is that far fewer taxpayers will take advantage of any charitable deductions on their tax returns. Fortunately, for individuals over the age of 70 ½ , IRAs still offer a tax-efficient strategy for making charitable gifts. However, the rules are detailed and strict. This session offers an opportunity to learn what options are available to individual donors—and what your organization’s responsibilities are to ensure the gift receives favorable tax treatment.

11:45 AM – 12:30 PM SPONSOR SHOWCASE
Take advantage of visiting our sponsors to gain insight about products and services.

11:45 AM – 12:30 PM CONFERENCE LUNCH C CUBED: TABLE.TALK.TOOLS.
The lunch experience is designed to capitalize on every opportunity to connect and learn during the conference. Attendees self-select a topic of choice and join a facilitated conversation. Here is a list of topics. 

• Launching the planned giving conversation                 
• Advisory Councils                                                       
• Board Engagement                                                      
• The Integrated Ask                                                      
• Building your professional planned giving network    
• Creating a planned giving culture                                
• Connect with Friends (Here you can catch up with a friend or make a new one…no facilitation at these tables.)

12:30 – 1:30 PM  CLOSING KEYNOTE 

The Hidden Joys of Being a Planned Giving Officer
Rich Goode, Senior Director, Principal and Planned Gifts, DePaul University

Like any job, being a planned giving professional comes with its challenges.  Successfully navigating those challenges takes most of our time and, for the most part, is the subject of this conference.  Rich looks forward to reflecting on the joys of our profession.  He will bring his top five but hopes to hear yours as well.

Wednesday, October 3 from 7:30 – 9 AM POST CONFERENCE EXPERIENCE:
C CUBED: CONFERENCE.COFFEE.CONVERSATION.
Hosted at the Women's Fund of Greater Milwaukee, 316 N. Milwaukee Street, Suite 215.

Organized as a post-conference debrief to reconnect after a few days of processing  information, this is a casual conversation that will free flow among attendees. Please join with others who attended, share your new insight and discuss how you will adjust your work, reflect on what you heard. Please indicate if you plan to participate and a reminder will be sent ahead of the session.

Register by August 31 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 August 31. 

Register Now! 

The mission of the Planned Giving Council of Eastern Wisconsin is to foster the professional growth of individuals involved in charitable gift planning or fund development by providing education, networking and other resources. 

An affiliate of the National Association of Charitable Gift Planners