Upcoming Chapter Events
Estate Planning Seminar with Johni Hays
Tuesday, October 24, 2017
8 a.m. to 11:30 a.m.
McCarthy Center, 700 Locust St., Dubuque.
FREE for AFP members; $50 for non-members
With almost 20 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized expert on the subject of charitable gift planning. Hays is the author of the book Essentials of Annuities and co-author of the book The Tools and Techniques of Charitable Planning. She is in demand as a national lecturer on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation.
Continuing education credits will be available. Registration will be available soon. This event is co-sponsored by AFP and the Community Foundation of Greater Dubuque.
To register visit: https://www.dbqfoundation.org/events/afp-seminar-johni-hays-2017-estate-planning-your-clients
SAVE THE DATE- AFP Donor Retention: A Self-Assessment Workshop
Wednesday, November 8, 2017
8 a.m. to 5:30 p.m.
Clarke University, 1550 Clarke Drive, Dubuque.
$50 for AFP members; $75 for non-members
Facilitated by certified AFP Faculty Member Lori Hunter Overmyer, CFRE, this one-day workshop will focus on developing an effective donor relations plan based on what research indicates and what really works.
Session topics include:
- Why organizations lose donors and money.
- How keeping donors increases fundraising success.
- Determining the effectiveness of fundraising efforts through use of the Fundraising Fitness Test.
- Developing a successful donor relations plan.
CFRE Credit- Full participation in this workshop is applicable for 8.0 points of CFRE Credit in Category 1.B.
Please contact Courtney Leonard with any questions or to register at firstname.lastname@example.org.
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