Thursday, October 7, 2021 at 8:30 AM CDT
Thursday, November 18, 2021 at 10:00 AM CST

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This is an online event. 
Participants will connect via Zoom. 


Jeanne Rhodes 
Planned Giving Council of Eastern WI 

Planned Giving Council of Eastern WI
Workshop Series (Virtual Offering)

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

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:

  •         Understanding a broad range of planned giving vehicles
  •         Understanding essential tax concepts
  •         Identifying planned giving prospects
  •         Marketing your planned giving program
  •         Matching donors with planned giving vehicles

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:

  • October 7
    Introduction to Terms & Concepts

  • October 14
    Introduction to Vehicles

  • October 21
    Overview of Planned Giving Programs and Ethcial Considerations

  • October 28
    Fundamentals of Income, Gift and Estate Taxes

  • November 4
    Bequests, Charitable Trusts, and Gifts of Special Assets

  • November 11
    Retirement Accounts, Life Insurance and Charitable Gift Annuities

  • November 18
    Attracting Donors and Keeping Them

All sessions include handouts, presentation notes and recordings will also be shared for a period of 2 weeks following the original presentation date.