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PLANNED GIVING 101-301

Friday, May 8, 2026 8:15 AM - 3:45 PM
Wyndham Independence, 6200 Quarry Ln, Independence, OH 44131

The goal of this day of learning is to provide both basic and in-depth exploration of planned giving resources/techniques, and to offer real-world examples of how the use of Planned Giving resources deepens the relationship between donors and the institutions they support.

Learning objectives for the day:

• Participants will gain a solid understanding of Planned Giving vehicles, how they work, how to implement them, and how meaningful they can be to a charity.
• Participants will learn to recognize cues from donors that they may be able to better realize their philanthropic objectives by making a planned gift.
• Participants will learn to discuss gift planning options with donors that are easy to comprehend and donor-centric.

The day will be structured with morning sessions for fundraising professionals new to planned giving, while the afternoon will cover more advanced topics and techniques for seasoned professionals.  Registrants can participate in either the morning or afternoon sessions or experience the entire day. Lunch and networking is included for all participants.

5 CFREs applied for

Agenda:

8:30 AM - Coffee and Networking
9:00 AM - The Building Blocks of Thoughtful Gift Planning
Speakers: Karen Kannenberg, CFRE, Cleveland Metroparks & Katie Collin, Esq., The Cleveland Foundation 
10:00 AM - Break/Coffee
10:15 AM - Introduction of Planned Giving Vehicles
Speaker: Timothy Mann, Oberlin College and Conservatory
11:15 AM - Break
11:30 AM - Lunch/Networking
12:15 PM - Planned Giving Vehicles - More Advanced Implementation/Gifting Techniques
Speaker: Michael Walczak, B.A., M.Ed., J.D., NEO Consulting
1:15 PM - Break
1:30 PM - Estate Administration and Working with Advisors
Speakers: Malou Monago, JD, CAP, Cleveland Institute of Art & Stacy McKinley, JD, Cleveland Clinic Philanthropy Institute
2:30 PM - Break
2:45 PM - Putting it All Together! Panel Discussion
Moderator: Diane Strachan, CFRE, Cleveland Museum of Natural History
Panelists: Karen Kannenberg, CFRE, Cleveland Metroparks, Stacey McKinley, JD, Cleveland Clinic Philanthropy Institute, Katie Collin, Esq., The Cleveland Foundation, Malou Monago, JD, CAP, Cleveland Institute of Art & Michael Walczak, B.A., M.Ed., J.D., NEO Consulting

View Speaker Bios

Cost to Attend: 
Members: $65 Half Day | $80 Full Day
Non-Members: $80 Half Day | $95 Full Day
Attendance PLUS Membership: $165 Half Day | $180 Full Day