The Planned Giving Council of Children's Hospital and Health System Foundation

Children's Hospital and Health System Foundation's Planned Giving Council's focus is to help increase awareness of the advantages of future charitable giving. Members of the council include community professionals with expertise in estate and tax planning, investment management and financial planning who share a commitment to advancing philanthropy.   

The foundation's Planned Giving Council has been providing free continuing education seminars to the professional advisor community for over thirteen years. Seminars are held twice a year, in May and early November, where estate and financial planning information is presented along with charitable planning techniques. If you are a professional advisor, we invite you to attend. The foundation applies to the following professional organization for continuing education credits: Supreme Court of Wisconsin Board of Bar Examiners, Wisconsin Office of the Commissioner of Insurance and the Certified Financial Planner Board of Standards.

Council members also present planned giving informational seminars for the benefit of Children's Hospital and Health System donors and the general public. 

We appreciate the dedication of our council members in helping encourage estate and financial planning to achieve individuals' financial goals while benefiting the children cared for by Children's Hospital and Health System. The following council members are available to provide advice on estate planning and information on a wide range of planned giving options.

Children's Hospital and Health System Foundation Planned Giving Council members

• Patricia C. Anderson, UBS Financial Services Inc.
• Barbara A. Bombaci, The Northwestern Mutual Life Insurance Company
• Ralph D. Bultman, Bultman Financial Services, Inc.
• Dianne S. Cauble, Davis & Kuelthau, s.c.
• Keith A. Christiansen, Foley & Lardner LLP
• James F. Daly, Quarles & Brady LLP
• Jennifer R. D'Amato, Reinhart Boerner Van Deuren s.c.
• Erin M. Ennis, Northwestern Mutual
• Michael E. Friedman, Scribner Cohen & Company SC
• John A. Herbers, Reinhart Boerner Van Deuren s.c. 
• Joan Klimpel, Godfrey & Kahn s.c.
• Sarah L.N. Koenig, The Northwestern Mutual Life Insurance Company
• Michael L. Matrise, MPC Financial Services
• Patrick B. Mehigan, Deloitte & Touche, LLP
• Mark Miller, Kolb & Co.
• James L. Mohr, James L. Mohr & Associates
• H. Carl Mueller, Mueller Communications, Inc.
• Lynn Paull, JP Morgan Private Client Services
• Mark S. Poker, Michael, Best & Friedrich LLP
• Joseph Schlidt, M & I Wealth Management
• Mark P. Schueller, Tolan Schueller Incorporated
• Mark A. Shiller, von Briesen & Roper, s.c.
• Christopher S. Smith, Robert W. Baird & Co. Incorporated
• David R. Strelitz, Associated Wealth Management
• Peter M. Wolters, US Bank