Meeting Materials from previous presentations:


Tax Reform Act, Part 2: Revisiting the Tax Reform Act and its Effect on Charitable GivingOctober 8, 2019 (Speaker: EG Schramka)


Donor Advised Funds: What are they? How do they work? Why so Popular? March 12, 2019 (Panel: Melissa Selinger, Tony Oommen, Julie Bogle, David Koehler)


Mine, Yours and Ours: Planning for Second Marriages and Blended FamiliesJuly 17, 2018 (Speaker: Bradley J. Kalscheur)​

Blog mentioned by speaker


Tax Reform Act: The Effect on Charitable Giving of the Individual Income and Estate Tax Changes March 13, 2018 (Speaker: EG Schramka)


Engaging Women in Transformational Giving through Planned GiftsJuly 11, 2017 (Speakers: Martha Taylor and Diane Ballweg)


Giving in an Election YearJuly 12, 2016 (Panel: Will Anzenberg, Tom Carroll, Aimee Granger)

Philanthropy Outlook 2016-2017 

The Richest Generation in U.S. History


Learning on the Job: Pitfalls and Pivot Points in Gift Planning October 13, 2015 (Panel: Jay Everard, Russ Howes, Ann Casey, Sheila Boothby Stevens)

Real Estate Issues


Investment Fiduciary Duties and Developing Trends March 3, 2015 (Reinhart Boerner Van Deuren, s.c.: Keith Johnson & Megan Jackson)
Socially Responsible Investing (Johnson Bank Wealth Management: Richard Sals & Colleen Johnson)


Life Insurance Policies: the Most Under-managed Asset Class October 7, 2014 (Speaker: John Zimdars)
Life Insurance Policies: the Most Under-managed Asset Class Examples


Real Estate Gift Program July 8, 2014 (Speaker: Russ Howes)
Real Estate Gift Checklist


How Donor Relations Intersect with Client Services March 4, 2014 (Speakers: Wendy Coe & Johanna Allex)

Donor Profiles to Consider


A Discussion About Family Foundations July 9, 2013 (Panel: Christopher Bugg, Lau Christensen, Jennifer Hannon)


Auditing and Accounting UpdateFebruary 12, 2013 (Speaker: Scott Haumersen)

Federal Tax Update

Governance Best Practices


Starting a Planned Giving ProgramJuly 17, 2012 (Speaker: Scott McKinney)
Starting a Planned Giving Program July 17, 2012 (Speaker: Patty Franson)

archive

handouts & presentations