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.
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