Next Meeting

16th Annual Comprehensive Planned Giving Conference
September 21, 2017 

Annual Conference

Join us on September 21 for local and national speakers, networking and more! 

Details and Registration HERE

Planned Giving Workshops

Each spring, the Planned Giving Council of Eastern Wisconsin offers a comprehensive series of planned giving workshops.

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

If you are new to the area of gift planning or if you have some experience and would like to sharpen your skills, we encourage you to attend the Planned Giving Council’s annual Planned Giving Workshops.

Topics: This practical, interactive course will teach you everything you need to know about setting up and running a planned giving program (and then some). The topics we will cover include:

  • Understanding the basic planned giving vehicles
  • Designing policies and procedures for a successful planned giving program
  • Understanding tax concepts that are essential to gift planning
  • Identifying planned giving prospects
  • Marketing your planned giving program
  • Matching a donor with the appropriate planned giving vehicle

Registration opens each spring. To be added to the list for notification, please contact the Administrator.