Planned Giving Market During & After COVID-19: A Chance to Pivot or Truly Change?

July 21, 2020

Speaker:
Nathan Stelter, President, The Stelter Company

View Session PowerPoint
View Presentation


Advance Planning

June 5, 2020

Speaker:
Tim Malloy, Wealth Planning Specialist, Key Bank

View Session PowerPoint
View Presentation


Planned Giving 101

March 6, 2020

Speakers:
Malou Monago, Cleveland Institute of Art
Nancy Hancock Griffith, Esq., BauerGriffith, LLC

View Session Handout
Photos


The Impact of the New SECURE Act, and other IRA Ideas

February 7, 2020

Speaker:
Paul Fidler
Schneider Smeltz Spieth Bell LLP

View Session PowerPoint
Photos


Market Smarter, Not Harder. Using Your Own Data for Communications Success

January 10, 2020

Speaker:
Ceci Dadisman
FORM

View Session PowerPoint
Photos


The Importance of Blended Gifts: Thinking Beyond Cash

December 6, 2019

Speaker:
Charles M. Miller, JD, AEP®
Case Western Reserve University

View Session PowerPoint
Photos


Year-End Legislative Update: What's Happening Now in Charitable and Estate Planning!

October 4, 2019

Speaker:
Patrick J. Saccogna
Partner, Thompson Hine LLP

View Session Handout
Photos


Got Your Moves On? Using Moves Management to Manage Up and Down!

September 13, 2019

Speaker:
William Bartolini, Ph.D., ACFRE
President, Bartolini Philanthropic Services

View PowerPoint Handout


The Donor Advised Fund - Philanthropic Planning

April 5, 2019

Speaker:
Charles M. Grimm, CPA/PFS, CFP®
Senior Relationship Strategist, PNC Wealth Management

View PowerPoint
Photos


Data Analytics for Planned Giving

March 1, 2019

Speaker:
Dan Barney, Principal, Barney & Associates

View PowerPoint
Photos


Planned Giving 101 - Technical Aspects of Donor Acknowledgements & Gift Acceptance Policies

February 1, 2019

Speakers:
Malou Monago, Cleveland Institute of Art
Nancy Hancock Griffith, Esq.BauerGriffith, LLC

Breakfast Session Handout    PG 101 Handout
Model Gift Acceptance Policy and Manual


Planning Your Digital Estate

January 11, 2019

Speaker:
David M. Lenz, Partner, Schneider Smeltz Spieth Bell LLP

View PowerPoint
View Outline
Photos


Partnering in the New Age of Gift Planning:
A Roadmap for Deeper Engagement of C-Suite Stakeholders

December 7, 2018

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

View PowerPoint
Event Briefing Form
Meeting Briefing Form
Legacy Member Form


Charitable Giving Under the New Tax Laws

October 5, 2018

Speaker:
Patrick J. Saccogna, Partner, Thompson Hine LLP

View Handout
View Speech
Photos


Mission Based Recognition for Today's Donors and Tomorrow's Visionaries

September 14, 2018

Speaker:
Karen Kannenberg, CFRE, Principal Giving Director, Cleveland Metroparks

View Program Resources
Photos


Planned Giving Donor Recognition:
What is Most Meaningful and How to Avoid Disaster

June 1, 2018

Moderator:
Charles M. Miller, JD, AEP, Case Western Reserve University

Recognition Prods People to Give — Even When It’s Not Prominent
Best Practices in Donor Recognition
Selective Recognition: How to Recognize Donors to Increase Charitable Giving


Planned Giving 101: Starting the Planned Giving Discussion-
Thoughts on Moving Toward Legacy Giving

April 6, 2018

Speakers:
Malou Monago, Cleveland Institute of Art
Nancy Hancock Griffith, Esq.BauerGriffith, LLC


Tax Aspects of Planned Giving and Donor-Advised Funds

March 2, 2018

Speakers:
Laura Fink, Akron Community Foundation
Alex CampbellBuckingham, Doolittle & Burroughs, LLP

View PowerPoint


Policies, Procedures and Planning, Oh My!

February 2, 2018

Speakers:
Erin Adler, Key Private Bank
Susan Murphy, OhioGuidestone
Laura Hnat, Episcopal Diocese of Ohio

 

 


Women’s Philanthropy Panel
Why are Women Donors Different and How Can We Help Them Fulfill their Philanthropic Goals While Achieving Ours?

December 1, 2017

Panelists:
Carina Diamond, Springside Partners
Marie Covington, Women’s Endowment Fund
Cynthia Chaiten, Merrill Lynch Wealth Management, Bank of America
Moderator:
Jane Christyson, CEO, Girl Scouts of North East Ohio


Marketing Your Organization to Inspire Donors  
October 6, 2017

Speaker:
Amy Castelli, President, Castelli Media Group

 


Annual Social Event: Cocktails, Gift Tales & Tax Tales
September 6, 2017

Speaker:
Roger L. Shumaker, Attorney, McDonald Hopkins

Photos


The 2016 Planned Giving Study: New Insights from Data on Planned Gifts
June 2, 2017

Speaker:
Claudine A. Donikian, JD, MBA, Pentera, Inc.

 


Half Day Session Planned Giving 101: What You Need to Launch a Successful Planned Giving Program
April 7, 2017

Speakers:
Nancy Hancock Griffith, Esq., BauerGriffith, LLC
Malou Monago, 
Cleveland Institute of Art

View Breakfast Presentation Handouts


Tax and Estate Planning in Divorce
March 3, 2017

Speakers:
Roy A. Krall, Cavitch, Familo & Durkin Co., LPA
Naomi D. Ganoe, CBIZ MHM, Inc.

 

Handouts


Shark Tank Panel - Ethical and Practical Considerations from Senior Planned Giving Practitioners
February 3, 2017

Speakers:
Margaret Medzie, Akron Community Foundation
Gretchen Corp Jones, JD, Hospice of the Western Reserve
Stacey L. McKinley, Esq., Cleveland Clinic
Charles M. Miller, JD, Case Western Reserve University (Moderator)

 


Understanding Your Giving Potential
January 6, 2017

Speaker:
Larry Friedman, CPA, MT
Director and Chairman of Tax Services, Barnes Wendling CPAs, Inc.

Presentation PowerPoint                   Photos


The Role of Life Insurance in Charitable Planning
December 2, 2016

Speaker:
Ralph Criswell
Pollock and Criswell

Presentation PowerPoint


The Inside Story for a Strong Planned Giving Program
October 7, 2016

Speakers:
Diane Strachan, CFREDirector of Development, Cleveland Museum of Art
Pat Egan, CFRE, Principal, Beyond Fundraising, LLC

Presentation PowerPoint
Presentation Handouts: Education Plan Marketing Plan Research Snapshot


Managing Planned Giving in Smaller Shop: How to do more with less
September 9, 2016

Speaker:
Nanci Miller
Leave a Legacy Stark County

Presentation PowerPoint


 

The Reality of Planned Gifts: The Documents (and other stuff) You Need
June 3, 2016

Speaker:
Mike Walczak 
Director of Trusts and Estates, Baldwin Wallace College

Presentation PowerPoint                   Photo


Tips for Communicating Effectively with Potential Donors
April 1, 2016

Speakers:
Leah Epstein, Manager, Development & Campaign Communications
University Hospitals
Michele Brown, Director, Donor Relations & Communications
University Hospitals


Creative Stewardship Strategies
March 4, 2016

Speaker:
Bill Spiker, JD
Cleveland Sight Center

Presentation PowerPoint                   Photo


Half-Day Basics Seminar: Planned Giving 101
February 5, 2016

Speakers:
Nancy Hancock Griffith, Esq., Principal, BauerGriffith, LLC
Malou Monago, Vice President of Development, Cleveland Botanical Garden

Presentation Handouts


Charitable Gift Planning for Business Owners
January 8, 2016

Speakers:
Don Laubacher, Sequoia Financial Group
Alane Boffa, Cohen & Co, CPAs

Photos


Annual Meeting / James P. Conway Mentor of the Year Award Winner Presentation and Program
December 4, 2015

 

Photos


A Poker Hand You Can't Win: A Creative Way to Cash in on Life Insurance
October 9, 2015

Speaker:
David Kottler (dkottler0112@gmail.com)
Founder, Strategic Life insurance Solutions (www.strategiclifeinsurancesolutions.com)

Presentation PowerPoint         Handouts        Photo


From the Desk of... and other War Stories!
September 11, 2015

Panel:
John F. Shelley, Case Western Reserve University
James R. Hickey, CAP, CFRE,. OPRS Foundation
Nelson J. Wittenmyer, Jr., JD, Esq, Cleveland Clinic Foundation
Michael Walczak, Baldwin Wallace University

Photo