Planned Giving: Working With Estate Planners

October 21, 2021

Monthly Program Sponsor:

Panelists

Tim McCormick (Moderator)
Past President Greater Cleveland AFP Chapter
Terri Bradford Eason
The Cleveland Foundation
Jaclyn M. Vary
Calfee
Michael P. Grzesiak
Oberlin College

REGISTER NOW

NOCGP Members: Registration is through AFP Greater Cleveland. Check your email or call the NOCGP office for the code you will need to enter to register at member price.


CFRE 1 hour approved

DESCRIPTION:

All of us with the goal of expanding our Planned Giving programs would like the opportunity to meet with estate planning professionals and share our organizations’ stories with them. Our program will explore not only how best to connect with estate planners, but the most effective approaches to present your case once you have established a relationship.

You will hear directly from a well-known estate planning professional what is needed from nonprofits to better inform their clients of the opportunities that are available and other expectations they have when working with development professionals.

Our panel will also include two seasoned fundraising professionals who will share the strategies they have used to connect with estate planning professionals and other planned giving resources throughput their careers. The panel will present specific examples of what has worked for them, [and what hasn’t].

This will be a fast-paced hour-long presentation, with plenty of time allotted for our audience to ask questions of our experts

AGENDA:

8:30 am (ET) - Virtual Program
9:30 am (ET) - Adjourn

COST TO ATTEND:

NOCGP and AFP Members: $25
Non-Members: $40

CANCELLATION POLICY:

- Payment must be made at the time of the reservation or guaranteed with a credit card.
- The attendee can give a credit card to hold the reservation and then pay at the door with cash, check, etc.
- For reservations that are cancelled by 2:00 p.m. at least three (3) business days prior to the event full payment will be refunded or can be applied toward one future luncheon/educational program(s) (PGD excluded).
- For reservations that are made less than 72 hours prior to the event the attendee will be charged an additional $5.00.
- Reservations cancelled less than three (3) business days prior to the event will not be refunded or transferred as credit for another program, but may be transferred to another attendee for the same program.
- Reservation and payment may be transferred to another attendee for the same program. If a non-member attends in place of a member, the price difference must be paid. If a member attends in place of a non-member, the price difference will be credited.

SAVE THE DATE!

Friday, December 3, 2021
9:00 a.m. - Virtual Program
Charitable Planning: The Sale of a Business
Brian C. Layman, J.D., CPA, M. Tax
Mark. A. Mosley, JD, Huntington Private Bank

Friday, January 7, 2022
9:00 a.m. - Virtual Program
Cyber Security: Ensuring Data Security in a Digital World
Harun Rashid, Vice President, Information Services and Chief Information Officer, Akron Children's Hospital

Friday, February 4, 2022
9:00 a.m. - Virtual Program
Marketing Tools for Your Planned Giving Program
Christine Millen, Vice President, Heirmark

Friday, March 4, 2022
Program planned for in person, location TBD
7:45 a.m. - Registration and breakfast
8:30-9:30 a.m. - Program
Shark Tank Panel - Ethical and Practical Considerations from Senior Planned Giving Practitioners
Moderated by Charles M. Miller, JD, Senior Director of Planned Giving, Case Western Reserve University

Friday, April 1, 2022
Program planned for in person, location TBD
7:45 a.m. - Registration and breakfast
8:30-9:30 a.m. - Program
Gift and Estate Planning: Finding Lost Heirs
Katharine O’Connell, Forensic Genealogist

Friday, May 6, 2022
Program planned for in person, location TBD
8:30 a.m. - Registration and breakfast
9:00 a.m. - Noon - Program
Planned Giving 101

June
Stay tuned for more details for Annual Meeting, Program and Networking Reception