Skip Navigation

Chapter Logo

Join us for the May membership meeting and program... The “Give It Twice Trust” & “Preserving the Public’s Trust”

This presentation will provide a brief overview of Planned Giving and the role it plays in a non-profit’s development efforts. Then we will explore a particular use of a Charitable Remainder Trust (CRT) to make gifts first to heirs and then to charity, while avoiding taxation and preserving wealth. Lastly, we will have a brief review of standards for fundraisers and professional advisors in conducting their work with donors/clients.

Speaker: Phil Schumacher, ACFRE, CFRE, Gundersen Medical Foundation

MEETING  DATE:  Tuesday, May 12, 2015

LOCATION:   Radisson Hotel, LaCrosse

TIME:  10:30am – Board meeting, 11:45am - Social & Lunch, 12:15pm - Chapter Meeting, 12:30pm - Program 

*Members lunch cost is $12/person and guests or non-members is $15/person.


AFP Quick Poll

 

Required indicates a required field





Mar 13 - Vice President for Institutional Advancement (VPIA)
Viterbo University (www.viterbo.edu) is accepting nominations and applications for the position of Vice President for Institutional Advancement (VPIA). ... more >
Mar 4 - Vice President of Development
Bethesda Lutheran Communities (Bethesda), a faith-based national charity supporting people with intellectual and developmental disabilities, seeks to hire a Vice President of Development. The position is located at Bethesda’s Corporate Office in Watertown, Wisconsin. Review of applications will begin immediately and continue until the position is filled. However, inquiries received after March 30, 2015 may not be considered. ... more >
Feb 19 - Fund Development, Marketing and Public Information Coordinator
The Greater Madison Jazz Consortium (GMJC) seeks a talented professional to serve as its first Fund Development, Marketing and Public Information Coordinator and grow with our young organization. GMJC is a coalition of presenting organizations, educational institutions, supportive media, and individuals working to create a more vibrant and sustainable local jazz scene. Founded in October 2012, GMJC incorporated as a Wisconsin nonprofit in September 2013 and was granted 501(c)(3) status in September 2014. To date, our support has come mainly from grants, comprising 82% of our roughly $122,200 operating budget. With our budget currently projected to grow to about $140,000 next year, we are now embarking on a systematic effort to develop a diversified and sustainable base of support. ... more >
May 22 - Comments of the Association of Fundraising Professionals on Cancer Charities Charged With Fraud by FTC
The Association of Fundraising Professionals (AFP) released this statement in response to the recent action by the Federal Trade Commission (FTC) against three national charities, Cancer Fund of America, Children's Cancer Fund of America, and Breast Cancer Society. ... more >
May 20 - 2014 Chapter Impact Campaign Donors
Thank you to the chapters that made a gift to the AFP Foundation for Philanthropy supporting one or more strategic initiatives: Capacity Building for the Foundation, the Diverse Communities Scholarship Program, Professional Education and Career Development and Research and Innovation. ... more >
May 19 - Top Ten (Week of May 20, 2015): How to Write When You Have Nothing to Say
(May 20, 2015) Learn about this topic and more in this week’s top ten, including solving problems by learning how to share; a look at the latest data on smartphones and what it means for fundraising; seven disciplines for nonprofit sector excellence; transforming staff into champions; and more! ... more >
May 19 - Parliament Hill Day Builds Trust, Sets Stage for Future Advocacy
(May 20, 2015) Last Thursday, May 14, 2015, more than 35 representatives from a variety of nonprofit organizations and associations, including AFP, participated in the first Hill Day in Ottawa to educate Parliament about the importance of Canada’s charitable sector and the impact it has upon society. ... more >
May 19 - How Big Picture Thinking Will Improve Your Fundraising Event
(May 20, 2015) You more than likely have a checklist when planning your annual event. However, when you are immersed in the minutia of details that have to be executed it’s possible you are missing some of the big-picture items that can make the difference between a good event and a great event. ... more >