Planned Giving Day is scheduled for September 18, 2025 at Cleveland Marriott East.
We are looking for presentations that will prepare gift planners and professional advisors for the days ahead. Submissions are due by April 30, 2025.
The potential themes for this year's events will be one of these:
- Bridging Finance and Philanthropy: Creating Impact, Building Legacies
- Partnering for Purpose: Financial Expertise in Philanthropy
- Financial Wisdom, Philanthropic Vision: A Legacy in the Making
If you have a presentation that would fit the above themes, please submit your presentation below.
SUBMIT YOUR PRESENTATION HERE
Guidelines
- Individuals may submit up to two proposals.
- The program should qualify for continuing education credit. The program committee reserves the right to ask session designers to make modifications to the session.
- The program committee may share your proposal with the Planned Giving Day committee.
- Presentations range from the very basic to most advanced strategies in gift planning to offer maximum variety for attendees. Speakers should feel free to propose topics that address not only the technical aspects of planned giving but also donor relationships as well as implementation issues or experiences. Conference speakers are asked to donate their time as well as travel expenses.
- Please submit presentation proposals for your area of expertise of interest to professionals involved with charitable gift planning.
Selection Criteria
- OBJECTIVE & FIT: Has the session designer described a clear and limited objective for imparting new knowledge, training in a new skill and/or changing opinion? In addition, is the objective appropriate for a 60-minute session, with the understanding that at least 10 minutes are devoted to audience participation or a learning activity for the audience?
- FORMAT: Does the designer suggest a format that matches the primary objective (for example, involves participants in analyzing a case study as a means of training in a new skill)?
- NEED: Does the session address a recognized information need or interest of the planned giving professional? Does the session have potential to add to the knowledge needed to lead or operate a development department or make strategic and effective decisions?
- BALANCE: Does the session include a balanced presentation on topics or opinions that are being debated in the field or larger society?
- DIVERSITY: Will the suggested discussion leaders offer perspectives that include different professional, geographic, ethnic and gender experiences and/or other diverse backgrounds that are relevant to the discussion and will challenge conventional thinking?
- FINAL DECISION: Please be advised that the decision of Northern Ohio Planned Giving Council PGD Program Committee is final.
- THANK YOU FOR YOUR INTEREST!
We appreciate conference speakers who donate their time and experience.