Why every nonprofit can -- and must -- prioritize planned giving under the new tax law

About the Event

May Educational Luncheon

No doubt about it:  the new tax law is bound to reduce taxpayers’ motivation to itemize their deductions, and this will surely affect their charitable giving. That fact increases the importance of planned giving as a way to help stimulate major gifts. Is your organization ready?  Mega nonprofits can tap dedicated planned giving expertise, but at many other nonprofits, gift planning is either rudimentary and/or increasingly falling to development officers with blended roles. In this session, learn how the profile of a planned giving officer is evolving, plus how nonprofits of any size can prioritize the use of planned gifts now and avoid falling behind in the brave new world of planned giving.

This program is a collaborative education session brought to you by AFP Southeastern WI, and the Planned Giving Council of Eastern Wisconsin.

Event Details

Event Dates
Italian Community Center
631 East Chicago Street, Milwaukee, Wisconsin 53202
Erin, Chapter Administrator
414.399.0281 | chapteradmin@afpsewi.org


Andrew W. Hibel, Charitable Catalyst, Founder, Advise Us Foundation


Julie Quinlan Brame, Campaign Consultant at Milwaukee Public Museum
Kathy Kielar, Senior Director, Major & Planned Gifts at WTTW|WFMT