Meeting Materials from previous presentations:

Charitable Giving Strategies [Slides] June 13 (Speaker: Jason J. Kohout)

The Art & Soul of Fundraising and Development [Slides] November 9, 2021 (Speaker: Don Gray)

Working with Women on Estate and Charitable Gift Planning [video] December 8, 2020 (Speaker: Noelle H. Augelli & Cherie A. Gon)

          Notes from Attorney Noelle H. Augelli

          Article: Who donates more time and money to charity — men or women? Here’s your answer

Philanthropy & the African American Community [video] November 10, 2020

     (Moderator: Angela R. Davis | Panel: Laura Ford-Harris, Alexzandra Shade, Martinez White, Robert Wynn.)

          List of web links to articles & podcasts mentioned during broadcast

          PDFs of articles mentioned

The SECURE Act | Everything You Need to Know March 10, 2020 (Speaker: Kelsey Berns)

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)


handouts & presentations