Working with Your CEO & Trustees on Planned Giving

SAVE THE DATE

December 7, 2018

2018-2019 Education Series Sponsor:

DoubleTree
6200 Quarry Lane
Independence OH 44131

Speaker:
Diane Strachan, CFRE
Director of Philanthropy
Cleveland Museum of Art

AGENDA:

7:45 am - Breakfast
8:15 am - Presentation
9:30 am - Board Meeting and Round Table

SAVE THE DATE!

All programs are 7:45 AM to 9:30 AM unless otherwise noted

Friday, January 11, 2019
Planning Your Digital Estate
Speaker: David M. Lenz, Partner, Schneider Smeltz Spieth Bell LLP
Location: Double Tree, Independence, Ohio

Friday, February 1, 2019
Planned Giving 101 - Technical Aspects of Donor Acknowledgements & Gift Acceptance Policies 

Speakers: Nancy Griffith, Principal, BauerGriffith LLC and
Malou Monago, Vice President of Institutional Advancement, Cleveland Institute of Art
Location: Double Tree, Independence, Ohio

Friday, March 1, 2019
Data Analytics for Planned Giving
Speakers: Dan Barney, Principal, Barney & Associates and 
Catherine Zajc, Principal/Consultant, KnowPro Consulting
Location: Double Tree, Independence, Ohio

Friday, April 5, 2019 
Topic TBD
Speaker: Glen E. Danahey, CIMA®, AIF®, ChFC, PNC Institutional Asset Management
Location: Double Tree, Independence, Ohio

May 2, 2019
Planned Giving Day

Friday, June 7, 2019
After Work Program & Social
4:30 pm to 6:00 pm

Topic TBD
Speaker: Kaye Ridolfi, Senior Vice President of Advancement, The Cleveland Foundation
Location: LockKeepers, Cleveland, Ohio

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.