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2023 Annual Conference
Planned Giving Council Annual Conference 2023
JOIN US ON OCTOBER 24TH!
The Planned Giving Council Board of Directors warmly invites you to join us for this year’s conference: Unlocking the Power of Planned Giving. We are thrilled to present all new and outstanding sessions. Choose from MSOE & Husch Blackwell’s Artificial Intelligence in Fundraising and former Marquette Director of Planned Giving Steve Farwig’s What’s Your Story, Morning Glory, Foley & Lardner’s Making Complex Gifts and PNC Bank’s Activating Your Board, Stakeholders and Community. The closing keynote address Why Donors Give will feature a panel of donors who have made planned gifts to charities in the community.
Whether you're a seasoned planned giving officer, an emerging development professional, or in wealth management, estate planning, and consulting - you're sure to find this year’s conference informative and inspiring.
Thank you 2023 Sponsors!
Foley & Lardner LLP ~ PNC Bank ~ Carroll University ~
Marquette University ~ Mission Huddle
Unconscious Bias seminar
Thursday, September 21, 2023 - UNCONSCIOUS BIAS
UNCONSCIOUS BIAS - KNOWING WHAT YOU DON’T KNOW FOR NONPROFIT PROFESSIONALS -
SEPTEMBER EDUCATION SESSION
Presenter: Derek Mosley, Director of Lubar Center at Marquette University
Co-hosted by Association of Fundraising Professionals Southeastern Wisconsin Chapter and Planned Giving Council of Eastern Wisconsin
MIXER at DRAFT & VESSEL
Thursday, May 18 , 2023 - Member Mixer & More!
WHAT: It's time to mix it up!
- Join us and connect with other planned giving pros.
- Refreshments will be served and your first two beverages are courtesy of Mission Huddle!
- Plus, we'll have takeaways for your Planned Giving Marketing Toolkit.
WHEN: Thursday, May 18th
- 4:30pm - 5:00pm = Member Orientation for current members. This is the first time that we've held an orientation (that we can remember!). This is geared towards new members, but all members are encouraged to attend.
- 5:00pm - 6:30pm = Member Mixer & More! (Brief remarks at 5:30pm) The fun continues - after learning about member benefits, let's connect with others in the planned giving community, have a drink and bite, learn some marketing tricks, and more.
WHERE: Draft & Vessel Wauwatosa Beer School Room (It's really called that, but there won't be any tests!)
7479 Harwood Ave.
Wauwatosa, WI 53213
PAST PROGRAM
Feb. 28, 2023: Annual Meeting and Lunch & Learn
While generational wealth is nothing new, the description of who has it, who is creating it, and what it can do to transform lives is expanding.
Understanding current trends is always helpful to the planned giving conversation and this session is designed to enrich our knowledge about what is happening in Greater Milwaukee and how that fits into the national landscape.
James Bell and Erica Wright of the Bell & Wright Financial Group of Northwestern Mutual 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.
Tuesday, February 28 | 11:30AM - 1:00PM CST
Woman's Club of Wisconsin
2022 Conference
With the transition of these past couple years affecting so many aspects of our industry and lives, we were thrilled to bring together all members of our planned giving community for a day of learning, sharing, and... connection.
We heard from from leading industry experts, gained knowledge, and grew our networks!
Geared towards anyone in the space of planned giving - whether you're a seasoned full-time planned giving officer, an emerging development professional, or in wealth management, estate planning, and consulting - we hope you found our conference informative and inspiring.
Please find pictures from the event below!
THANK YOU 2022 Annual CONFERENCE Partners
