Nonprofit organizations or professional advisors with a Portage County address are invited to join Planned Giving for Portage County. For more information call Fred Hebblewhite at 715-341-6740.

There's a schedule of fees for nonprofits or advisors to have themselves listed in the print or Web versions of our directories.

Welcome

Purpose and Organizational Structure

Principles of Professional Conduct

Membership Packet:

• Benefits for Members and Supporters
• Member Commitment
• Steering Committee Member Profile
• Memo of Understanding for Estate Planning Seminars
• Seminar Sponsorship Request
• Committee Structure
• Executive Committee Position Descriptions
• Financial Policies and Procedures
• Annual Evaluation