Thursday, April 25, 2019 at 8:30 AM CDT
Thursday, June 6, 2019 at 10:00 AM CDT

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Greater Milwaukee Foundation 
101 W. Pleasant Street
Suite 210
Milwaukee, WI 53212

Driving Directions 


Jeanne Rhodes 
Planned Giving Council of Eastern WI 

18th Annual Planned Giving
Workshop Series

Clues and Cues - Basic Charitable Gift Planning Concepts You Can Use 

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 18th Annual Planned Giving Workshop Series. 

Topics: The workshop series provides an overview of terms & vehicles, tax fundamentals, attracting donors, stewardship and ethical considerations. 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

Thursday, April 25 - Session I
Thursday, May 2 - Session II
Thursday, May 9 - Session III
Thursday, May 16 - Session IV
Thursday, May 23 - Session V
Thursday, May 30 - Session VI
Thursday, June 6 - Session VII

Cost: (cost includes the entire series plus a Completion Celebration)
$20/Members of the Planned Giving Council of Eastern Wisconsin
$100/Non Members and includes one year’s Chapter membership.  Once registered, an application will be emailed to you.

Greater Milwaukee Foundation
101 W. Pleasant Street, Suite 210
Milwaukee, WI 53212

8:30 – 10:00 AM

Completion Celebration Luncheon - Date TBD
There will be an informal "Completion Ceremony" with the presenters, participants and members of the PGC board. This is your chance to network with other participants and presenters and ask any questions you may still have about planned giving.