Wednesday, September 9, 2020 at 8:30 AM CDT
Wednesday, October 21, 2020 at 10:00 AM CDT

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Virtual Workshop Series 
Participants will connect via Zoom. 


Jeanne Rhodes 
Planned Giving Council of Eastern WI 

19th Annual Planned Giving
Workshop Series (Virtual Offering)

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 19th Annual Planned Giving Workshop Series, offered virtually for the first time.

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

Wednesday, September 9 - Session I
Introduction to Terms and Concepts
Presented by Jason Kohout, Foley & Lardner

Wednesday, September 16 - Session II
Overview of What a Planned Giving Program Is and Ethical Considerations
Presented by Maura Cook Lamensky, Greater Milwaukee Foundation

Overview of Major Planned Giving Vehicles
Presented by Brad Kalscheur, Michael, Best & Friedrich

Wednesday, September 23 - Session III
Fundamentals of Income, Gift and Estate Taxes
Presented by Amalia Todryk and Noleta Johnson, Quarles & Brady

Wednesday, September 30 - Session IV
Retirement Accounts, Life Insurance & Charitable Gift Annuities
Attracting Donors: Identifying Prospects with Potential
Presented by Greg Schmidt, The Salvation Army (retired)

Wednesday, October 7 - Session V
Bequests, Charitable Remainder Trusts & Gifts of Special Assets
Presented by Will Hughs and Stephanie Derks, Foley & Lardner

Wednesday, October 14 - Session VI
Attracting Donors, Cultivating a Prospect, Asking for the Gift, Stewarding Donors and What to do Before Your Program Goes Public
Presented by Steve Davis, Medical College of Wisconsin and Kelly Sachse, Children's Wisconsin

Wednesday, October 21 - Session VII
Gift Planning Exercises Using Hypothetical Fact Patters
Presented by Steve Farwig and Michele Gran, Marquette University

$20/Members of the Planned Giving Council of Eastern Wisconsin
$100/Non Members and Members of other PGC Councils. For Non Members, the cost includes a one year membership to the Planned Giving Council of Eastern Wisocnins. Once registered, an application will be emailed to you.

8:30 – 10:00 AM