Roundtable Discussion: Legacy Programs

About the Event

We know there is going to be a great wealth transfer but how does your organization create a legacy program or utilize the one you have? It's a question that keeps coming in conversation. Let's come together and hear from fellow colleagues on how they built their program, where we might start and how to incorporate gift planning as part of your donor conversations. This peer discussion will give you time to talk through ideas and hear what other organizations are working on. The planning committee has also invited a few planned giving pros to join the conversation and share their insights. 

 

Thursday, March 19

9:00-10:00 am

$10/Member; $15/Non-Member

Registration is required to attend. Scholarships are available during registration if cost is a barrier to attending.

Location: UW South Madison Partnership, Room 104, 2238 S Park St, Madison, WI 53713

Event Details

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Cancellation Policy
Cancellations must be received in writing via email at least two weeks before the start of an event to be eligible for a refund.  No refunds will be made for requests received after that time, by other means, or for those who choose not to attend. You may always send an alternate to an event without additional charge. Online processing fees will be incurred for refunds and deducted from the refunded amount.

If AFP-GM cancels an event, registrants will receive a full refund of the registration fee. All event registrants will be notified immediately by email of cancellation.

Refunds will be issued in the same form payment was made. Please allow two weeks for processing.
To request a cancellation, send an alternate, or make other changes to your registration, please contact the Chapter Director at: admin@afpmadison.org.