November 13, 2013

Topic: Not-for-Profits

Planned Giving - Is Your Organization Ready?

Listen to Podcast Online

Length:48:23

Attend our November seminar focused on planned giving. Attorney Jennifer Hannon of Godfrey & Kahn will provide a broad overview of planned giving techniques, the steps to take when considering implementing a planned giving program, and the operative agreements that typically accompany a planned gift. Dora Zuniga, CEO at Big Brothers Big Sisters of Dane County, will discuss the realities of implementing a planned giving campaign.  

Jennifer is a shareholder in the Estate Planning Group of Godfrey & Kahn, S.C.  Jennifer’s practice focuses on fiduciary income taxation, estate and gift taxation, probate and trust administration, and the drafting of wills, trusts, marital agreements and related estate planning documents. Jennifer advises individuals, businesses, private foundations and other charitable organizations on asset transfer and asset protection strategies through the use of split-interest trusts, irrevocable generation-skipping trusts, and other unique estate planning and business succession techniques. 

Dora works in partnership with the Big Brothers Big Sisters of Dane County Board of Directors to fulfill the mission of having the children reach their full potential. She is past Director of Leadership Giving at United Way of Dane County, and past Executive Director of Centro Hispano of Dane County. She serves on the Board for United Way, and has been noted as one of Madison’s All Time Top Most Influential Madisonians. 

This event is sponsored by First Business Bank and offered at no cost to our clients and invited guests. Seating is limited with preference provided to First Business clients.