Planned Giving Math: 3 ?'s + 3 D's + 4 P's= LARGER GIFTS!

November 15, 2018
Italian Conference Center

11:30 AM - 1:30 PM

This presentation will focus on three questions you can use to learn more about people, their connection to your charity and the non-cash assets they can use to create larger gifts. Presented by Steve Davis, CPGE, FCEP, Director of Planned Giving, Medical College of Wisconsin. 

Details and Registration

Planned Giving Workshop Series - check back for 2019 dates

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