Planned Giving Council of Eastern Wisconsin
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    • About Us
      • Board
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      • Annual Report
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      • Programs
      • 2022 Conference
    • Resources
    • Donate!
Planned Giving Council of Eastern Wisconsin
  • Home
  • About Us
    • Board
    • News
    • Annual Report
  • Membership
  • Programs
    • Programs
    • 2022 Conference
  • Resources
  • Donate!
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Council Happenings & Events

2022 ANNUAL REPORT

GENERATIONAL WEALTH

GENERATIONAL WEALTH

   2022 was a great year for the Council with a return to a fully in-person Annual Conference and a new monthly newsletter and LinkedIn page - all united in our goals of connecting planned giving professionals in the area.



Read Annual Report

GENERATIONAL WEALTH

GENERATIONAL WEALTH

GENERATIONAL WEALTH

The Council's Feb. 2023 Lunch & Learn Program hosted Erica Wright & James "JB" Bell of Northwestern Mutual as they shared their industry expertise, client scenarios, and stories with a focus on how people of color are building wealth, making plans, and transferring family assets to others.

Read Recap Here

MEMBERSHIP

GENERATIONAL WEALTH

MEMBERSHIP

Council Membership is a terrific resource for those of us involved with gift planning. 


Members receive discounts on programs, access to expert advice, and a network to share ideas, get feedback, and grow!



Become a Member

Contact Us

Council Administrator

Jessica Bursi

P.O. Box 253 | Butler, WI 53007 

Phone: (414) 235-7237

Email: pgcewi@gmail.com


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An affiliate of the National Association of Charitable Gift Planners

1075 Broad Ripple Ave. #306
Indianapolis, IN 46220
Phone: (317) 269-6274
Email:  
info@charitablegiftplanners.org
Website: www.charitablegiftplanners.org

Copyright © 2022 Planned Giving Council of Eastern Wisconsin - All Rights Reserved.