When

Tuesday, October 18 from 8:30 AM to 4:00 PM CDT
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Where

Carroll University - Center for Graduate Studies 
2140 Davidson Rd
Waukesha, WI 53186  

A continental breakfast, buffet style lunch, and refreshment during afternoon social hour are included with the cost of registration.

Contact

Jessica Bursi 
Planned Giving Council of Eastern WI 
(414) 235-7237
pgcewi@gmail.com 

Thank You Sponsors!


 

CCS Fundraising

Foley & Lardner LLP

The Stelter Company

 

Planned Giving Council of Eastern Wisconsin

2022 Annual Conference 

Tuesday, October 18, 2022 | 8:30am - 4pm

Carroll University - Center for Graduate Studies

With the transition of these past couple years affecting so many aspects of our industry and lives, we look forward to bringing together all members of our planned giving community for a day of learning, sharing, and... connection.

Hear from leading industry experts, gain knowledge, and grow your network!

Whether you're a seasoned full-time planned giving officer, an emerging development professional, or in wealth management, estate planning, and consulting - you're sure to find this conference informative and inspiring.
 

CONFERENCE SCHEDULE

8:30 - 9:00 AM   Registration and Breakfast - Check in at registration and connect over a continental breakfast as we get ready for a fantastic conference experience.

9:00 - 10:15 AM  Welcome and Morning Keynote Address 

Family Legacy Conversations: Ethical Wills
Dr. Eric Weiner


When planning for the future, some families are able to retain their assets and keep the family connected because they add vital conversations to the planning mix. They integrate their values, vision, and family stories. When families engage in this process they learn to do their best thinking and act as a resource for one another. One useful tool is the Ethical Will which defines our values, beliefs, life lessons, and blessings to the next generation. It can be especially useful for philanthropic giving. Participants will be immersed in an Ethical Will writing exercise.

Learning Objectives:

1. The five basic elements of an Ethical Wills.
2. The four pillars of a complete estate plan.
3. Learn how to incorporate philanthropy into an Ethical Will.

10:30 - 11:30AM   Morning Breakout Sessions (Choose 1):

Option 1: Crypto 101 and the Basics of Accepting (ROOM 120 - Upstairs)
Jeremy Monty, Vice President, CCS Fundraising
Paige Jorgensen, Senior Director, CCS Fundraising

    Jeremy Monty and Paige Jorgensen of CCS Fundraising will walk you through the basics of what cryptocurrency is and why your nonprofit should not ignore the growing and volatile currency. The presentation will unpack how gifts of crypto have benefited social service organizations and donors seeking tax efficiencies. They will share recommendations for crypto gift acceptance tools and what your organization needs to have in place to accept it. Level: Intermediate

    Learning Objectives:

    1. Understanding cryptocurrency and the blockchain.
    2. Why accepting crypto is beneficial for nonprofits and donors.
    3. Best practices for your organization to begin accepting crypto.

     

    Option 2:  Top 10 Best Practices for a Successful Planned Giving Program (ROOM LL17 Downstairs)
    Katrina M Pipasts, CSPG 
    Northern Trust, Foundation & Institutional Advisors

    The success of a planned giving program starts with the commitment of the Board of a charitable organization to its fundraising and development initiatives and the adoption of a formal gift acceptance policy.  Whether you are a new to planned giving or a seasoned professional, this session will offer practical ideas to review your best practices, revisit your gift acceptance policy, and understand how staff and board can collaborate in the cultivation of the donor base. There will be an opportunity to share experiences during Q&A. Level: Beginner

    Learning Objectives:

    1. Identify and prioritize best practices to be implemented at your nonprofit organization.
    2. Recognize the importance of gift acceptance and gift technique policies.
    3. Understand the basic mechanics and implementation procedures for gift annuities and charitable remainder trusts.

    Please note that Breakout Session program level designations are meant as a general guide of what materials will be discussed. All our sessions are open for anyone of any skill level to register.

    11:30 AM - 1:00 PM   Lunch - Enjoy a buffet style lunch and check out our planned giving gallery!

    1:00 - 2:00PM   Afternoon Breakout Sessions (Choose 1):

    Option 2: Donor Benefits of Planned Giving (ROOM 120 - Upstairs)

    Chip Geise, Senior Relationship Manager        
    PNC Institutional Asset Management’s® Planned Giving Group     

    This presentation will look at impacts to the nonprofit-sector as a result of the Pandemic and the challenges that exist today as a result. The need to rebuild endowment requires charities not to shift focus away from planned giving. Using a broad conversation around the most common types of life-income gifts, the Donor Advised Fund and their benefits to the donor, the presentation will use client experiences and gift examples to facilitate a thoughtful revisit to the benefits of planned giving to help donors accomplish their goals. Level: Intermediate

    Learning Objectives: 

    1. Understand the different types of life-income gifts and the benefits they provide to individuals.
    2. Discuss practical examples and uses of the different gift types to include: charitable gift annuities, charitable remainder trusts, pooled income funds as well as the donor advised fund.
    3. Discuss opportunities around each vehicle and encourage sharing among the audience.

    Option 2: Protecting Donor Intent (ROOM LL17 - Downstairs)
    Emmaline Jurgena, Associate, Foley & Lardner LLP 
    Eric Maasen, Partner, Foley & Lardner LLP          
    Jason Kohout, Partner, Foley & Lardner LLP                                                                                       

    In the past few years, there has been an increasing hostility toward charities that sought to enforce their legal rights to receive legitimate bequests by donors. Unfortunately, the media has sometimes mischaracterized common fundraising approaches as “aggressive” and untoward.  An example is outlined in a recent Pro Publica article regarding litigation when family members of donors sought to challenge charitable bequests to St. Jude’s Hospital.

    In this presentation, we’ll look at fundraising and planned giving through the lens of a potential litigation challenge.  We’ll review how courts and others will look at certain gifts.  Attendees will learn to identify when a bequest is likely to be challenged, common legal claims, and how to position the charity for a positive result. Level: Advanced  

    Learning Objectives: 

    1. Understand the possibility that, in death, a planned gift may be met with hostility by family members and others.
    2. Identify situations where extra attention is required.
    3. Provide practical ways to approach certain donors to best position the charity for a positive result.

     

    Please note that Breakout Session program level designations are meant as a general guide of what materials will be discussed. All our sessions are open for anyone of any skill level to register.

    2:15 - 3:00 PM  Closing Keynote Address 

    Educate, Engage, and Expose: REI Leads to DEI 

    TrenLan Pounds, Kelly A. Martyka, Maura Cook Lamensky, and Fiesha Lynn Bell 

    The Greater Milwaukee Foundation is committed to advancing racial equity and inclusion (REI) in philanthropy.

    Hear from four Foundation staff members who will share lessons learned, resources, and tools the Foundation has built and used to deepen relationships with diverse donors.

    3:00 - 4:00 PM   Cocktails & Connections!

    After a day rich in knowledge and new and refreshed ideas, we invite you to connect with friends new and old in a warm and welcoming setting - with a beer, wine, or soft drink! 

    We know it's been hard to be our best social selves since the pandemic began - so whether you like to socialize with structure or just winging (or wining!) it, we'll have you covered!

    Help us wine down and celebrate a great day!

    Register with Guests from your Organization and Save!

    • Member rate 
       $125 for first registrant and $115 per additional registrant from the same organization. 

    • Non Member rate 
      $145 for first registrant and $135 per additional registrant from the same organization.  

    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