Planned giving can be a powerful part of a fundraising program, but it can also feel like unfamiliar territory, especially when it’s only one part of your job.
Join AFP Southeastern Wisconsin for a panel conversation featuring professionals who approach planned giving from different perspectives: those who work in planned giving as their primary focus, fundraisers who incorporate planned giving into a broader development role, and a trust attorney who works with donors and their advisors.
Hear how these professionals approach planned giving, identify opportunities, build relationships with donors, work with advisors, and navigate the questions that come up along the way. Whether planned giving is a major part of your portfolio or something you’re just beginning to explore, you’ll leave with practical ideas and a better understanding of how planned giving can fit into your fundraising work.
Bring your questions and learn from colleagues who work with planned giving from different sides of the table.
Thank you to Catherine Steinhafel from Marquette University for moderating this panel!
8:30 – 9 a.m. Registration/Networking 9 – 10:30 a.m. Presentation