Jan. 25 | Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes | Mike Valoris |
Feb. 22 | Donor Restrictions – What Will They Think of Next? | Erik Dryburgh, Principal, Adler & Colvin |
Mar. 29 | Working with Younger Donors | Jeffrey Lydenberg |
April 19 | Making Sense of State Gift Annuity Regulations | Edith Matulka |
May 24 | Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning | Craig Smith, Senior Consultant, John Brown Limited, Inc. |
June 28 | Taxation Basics for Gift Planners | Bill Laskin |
July 26 | Regaining Momentum in Your Planned Giving Program | Mike Valoris |
Aug. 30 | What to Use and When: CGAs vs. CRATs and CRUTs | Jeffrey Lydenberg |
Sept. 27 | What Your Gift Administrator Can Do For You | Gary Pforzheimer |
Oct. 25 | Top 10 Planned Gift Marketing Strategies from Scientific Research | Russell James, Professor – Department of Personal Financial Planning, Texas Tech University |
Nov. 15 | Building and Maintaining the Testamentary Gifts Pipeline | Laura Hansen Dean, Senior Director – Gift Design and Documentation, University of Texas at Austin |
Dec. 20 | How to Inspire Your Donors Through Marketing | Andrew Palmer |
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WELS Center for Mission and Ministry
N16W23377
Stone Ridge Drive
Waukesha, WI 53188
Contact Us
Hours: Monday-Friday
8:00 a.m.-4:30 p.m.
Phone: 414-256-3200