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.
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