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Meeting Materials from previous presentations:


Donor Advised Funds: What are they? How do they work? Why so Popular? - March 12, 2019


Mine, Yours and Ours: Planning for Second Marriages and Blended Families - July 17, 2018


Tax Reform Act: The Effect on Charitable Giving of the Individual Income and Estate Tax Changes - March 13,2018


Engaging Women in Transformational Giving through Planned Gifts - July 11, 2017


Giving in an Election Year - July 12, 2016


Philanthropy Outlook 2016-2017 - July 12, 2016


The Richest Generation in U.S. History - Bloomberg - July 12, 2016


Learning on the Job: Pitfalls and Pivot Points in Gift Planning - Handout - October 13, 2015


Real Estate Issues - Handout - October 13, 2015


Investment Fiduciary Duties and Developing Trends - Reinhart - March 3, 2015


Socially Responsible Investing - Johnson Bank - March 3, 2015


Life Insurance Policies: the Most Under-managed Asset Class - Outline - October 7, 2014


Life Insurance Policies: the Most Under-managed Asset Class - Examples - October 7, 2014


Gifts of Real Estate PowerPoint - July 8, 2014


Real Estate Gift Checklist - July 8, 2014


How Donor Relations Intersect with Client Services - March 4, 2014


Donor Profiles to Consider - March 4, 2014


Forming a new 501c3 Non-Operating Private Foundation in Wisconsin - July 9, 2013


Auditing and Accounting Update - February 12, 2013


Federal Tax Update - February 12, 2013


Governance Best Practices - February 12, 2013


Starting a Planned Giving Program (Scott McKinney) - July 17, 2012


Starting a Planned Giving Program (Patty Franson) - July 17, 2012