Morning Roundtable: Planned Giving Best Practices

Does your organization have a planned giving program? Are you following best practices? How do Donor Advised Funds fit in? Would you like to hear from other Greater Madison area fundraising professionals about what they’re doing and how they have dealt with challenges you may be facing on this issue? If so, this Roundtable is for you. Please bring a copy of your organization’s planned giving promotional materials to share with the group.

AFP Roundtables give members and guests the opportunity to share questions and expertise around specific topics. 

Due to popularity, the roundtable events are offered at two sites simultaneously. Please note: The east side location for 2019 has moved to the Dream Bank. Select your location during registration.

Dream Bank
821 E. Washington Avenue, Madison

Oakwood Village University Woods
6205 Mineral Point Road, Madison