Tom Lesko Senior Consultant, Family Wealth Management, Manning & Napier Advisor

(Joint meeting with the Assn of Fundraising Professionals)

Optional Pre-Lunch Session:
“Planned Giving:  It’s All About Relationships”

Luncheon Program:
“Blended Gifts”

Presenter: Lori Carlson, Executive Director, Licking County Humane Society

Luncheon Program Presenters:
Mary Ann Iveson, Senior Director of Development, The Ohio State University; Colin Reenan, Associate Director Of Development, The Ohio State University

2017 Chapter Meeting Schedule:

Half-Day Planned Giving Conference

2.0 CFP Credits

“Getting Bequests Right from Prospect Identification to Realization”

Presenter:  Vincent J. Spiziri, Bernstein, Senior Managing Director

Joint meeting with the Association of Fundraising Professionals

Date

Location

Time

Topic

February 3

(Wednesday)

“Estate Planning for Digital Assets”

Presenter: Attorney Geoff Kunkler, of Carlile Patchen & Murphy

March 3

(Wednesday)

“Working Across Generations”

Presenter: Ann Metzler, The Ohio State University

April

No Program

May 4

“Lessons From Our Donors: Listening and Learning”  

Creating mutually meaningful and insightful dialogues with our donors and clients can unlock the “why” of giving, build intentional planning, and enhance and sustain the relationship for everyone. Hear from a panel of diverse donors about personalized philanthropy and how to maximize your role in the process.

Panel:  Jason Eliason will lead a candid discussion featuring panel members Charlette Gallagher-Allred, Clyde Gosnell, and Peter and Janet Halliday.

June  1

“Selling Assets Using a Charitable Remainder Trust“

Presenter:  Gregory W. Baker, J.D., ChFC®, CFP®, CAP; Executive Vice President, Legal Services; Renaissance

July

October 5

(Wednesday)

November 2

(Wednesday)

December 7

Scioto Country Club

Date

Location

Time

Topic

February 4

(Wednesday)

“Knowing a Planned Giver When You See One”

Presenter:  Jeff Lydenberg, JD, Vice President, PG Calc

March 4

(Wednesday)

The Columbus Foundation

Davis Hall

“Chasing Women – Why Women are Sought-After Philanthropy Partners and How Women Should Respond to this Attention”

Presented by Linda Gause, CFP, MorganStanley SmithBarney

April 1

(Wednesday)

“April Fools!  Ethics in Planned Giving – Who’s Foolin’ Who?”

Presenter: Philip Purcell, Vice President for Planned Giving and Endowment Stewardship, Ball State University Foundation

May 21

(Thursday)

Planned Giving Spring Conference

Two Programs:

“Wills that Won’t” and “Words that Work”

Presenter:  Russell James III, JD, PhD, CFP, Texas Tech

June

July 1

(Wednesday)

The Columbus Foundation

Carriage House

Brown Bag Program – BYO Lunch

“The Way We Think About Charity is Dead Wrong”

We will view and discuss the Dan Pallotta TED Talk

October 13

(Tuesday)

Longaberger Alumni House at The Ohio State University

Joint meeting with the Association of Fundraising Professionals

“The Psychology of Giving” & “Asking With Confidence”

Presented by:

Bill Bartolini, Ph.D., ACFRE, and Nancy Koerner, J.D.

AGENDA

10:45-11:00  Registration for Pre-Lunch Session

11:00-11:45 Optional Pre-Lunch Program open only to AFP and COPGC members

11:30-Noon Registration for Lunch Session

Noon-1:15 PM Lunch Program

November 4

(Wednesday)

“What to do when it’s not just a trend –

How to effectively use technology in Planned Giving”

Presenter: S. Michelle Cline, Johns Hopkins University

December 3

(Thursday)

Scioto Country Club

Centennial Room

Date

Location

Time

Topic

February 5

(Wednesday)

TOPIC:  Annuities:  Why they are an important part of your donors’ financial plan and why that is good for charitable giving.

PRESENTER: Pete Armstrong from Sun America

March 5

(Wednesday)

TOPIC: Advocating for the Future of Philanthropic Planning.

PRESENTER: Michael Kenyon, President & CEO

Partnership for Philanthropic Planning
Indianapolis, Indiana

Activities and strategies of the Partnership for Philanthropic Planning to defend and promote a positive environment for charitable planned giving.

April 23

(Wednesday)

Half Day Conference on Planned Giving

Presented by the Central Ohio Planned Giving Council

www.cgpco.org

Come join us for a very special half day conference with nationally-recognized presenters and thought-leaders, Jay Steenhuysen and Anne Melvin

May 7

(Wednesday)

“Diary of a Wimpy Gift”

In our careers, all of us will or have encountered the inevitable “Greg Heffley gift” and the struggles that ensue to help it fit in. Just like Greg, the donors mean well and the gift can be beneficial to your organization, but sometimes problems arise in the process. Join Joe Irvine and Brad Britton in a lively discussion of charitable planning issues and how to avoid, handle and create solutions. Joseph Irvine is Senior Assistant General Counsel, Development and Tax, Office of Legal Affairs and Senior Lecturer in Law at the Fisher College of Business at The Ohio State University.

Brad Britton is Director of Planned Giving and General Counsel at The Columbus Foundation.

June 11

(Wednesday)

October?

November 5

(Wednesday)

A Conversation with Colleen Mitchell, the new Senior Vice President for Donor Services and Development with The Columbus Foundation. Colleen’s career has spanned nearly three decades throughout the public, private and nonprofit sectors. As the founder of VENTURE3Philanthropy, Colleen provided philanthropic advice to numerous leading CEOs, prominent multi-generational families, and social entrepreneurs. Interact with Colleen to learn more about how to work with donors to determine Why donors give?  What’s most important to accomplish? And How best to engage and enjoy the experience of being a philanthropist? 

December

Annual Meeting and Holiday Social

Date

Location

Time

Topic

February 6

(Wednesday)

Emotional Issues in Estate Planning

Presenter: Bea Wolper

March 6

(Wednesday)

April 3

(Wednesday)

May 1

(Wednesday)

Social Security Update with John LaMotte

Gain a better understanding of the Social Security Administration at our May meeting with John LaMotte, State Liason, SSA.

John will discuss calculating benefits, benefits for dependent spouses, survivor benefits, taking benefits early, and much more. Understanding of this information will benefit anyone involved in planning an estate, a charitable  gift, or planning for retirement income.

June 5

(Wednesday)

October 8

Joint meeting with the Association of Fundraising Professionals – Central Ohio Chapter

“An Overview of the Bank of America Study of High Net Worth Philanthropy”

November 6

(Wednesday)

“Questions to Start Gift Planning Conversations”

Greg will be speaking with our Council on what he likes to refer to as “the softer side of gift planning.”

The title of his talk is “Questions to Start Gift Planning Conversations”. Specifically, Greg will share a number of questions for donors that often lead to conversations that result in charitable gifts. He will illustrate how these questions eventually led to gifts through a series of brief stories, and will invite attendees to share their stories as well.

Presented by Greg Sharkey, The Nature Conservancy

December

Annual Meeting and Holiday Social

Date  2012

Location

Time

Topic

February 1

(Wednesday)

Reflections:  A Career in Financial Planning and Planned Giving

Presenter: Larry Waller, Waller Financial Planning Group

Larry Waller, a longtime COPGC member and the recently retired founder and CEO of Waller Financial Planning Group, will reflect on his 40-plus years as a financial planner, including changes in his field during his career and his work with many charitably inclined clients.

February 16

(Thursday)

FREE Program for COPGC Members and Guests

As a service to our membership, COPGC is pleased to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.

Grace Brethren Church will host each session.

The church address is: Grace Brethren Church, 8225 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church websitehttp://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.

1 p.m. – 2:30 p.m.

February 16, 2012 Council Conversation – Administration/Legal

Includes issues related to insurance, incorporation, taxes, etc.

COST: There is no charge to COPGC members or Guests to attend this event but reservations are required.

March 7

(Wednesday)

April 4

(Wednesday)

April 19

(Thursday)

FREE Program for COPGC Members and Guests

As a service to our membership, COPGC is pleased to announce our participation in the PPP Annual Meeting and Council

Conversations that will be provided by PPP in webinar format over the 2011-2012 year.

Grace Brethren Church will host each session.

The church address is: Grace Brethren Church, 8225 Worthington-Galena Rd, Westerville, OH 43081.

There are more detailed directions on the church website http://gracepolaris.org/resources/directions/

Enter the building on the northwest side, through the doors closest to the flagpole.

1 p.m. – 2:30 p.m.

April 19, 2012 Council Conversation – Communications/Community Building

Includes using the PPP 2.0 system to communicate with and serve council members.

COST: There is no charge to COPGC members or Guests to attend this event but reservations are required.

May 2

(Wednesday)

June 21

(Thursday)

FREE Program for COPGC Members and Guests

As a service to our membership, COPGC is pleased to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.

Grace Brethren Church will host each session.

The church address is: Grace Brethren Church, 8225 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.

1 p.m. – 2:30 p.m.

June 21, 2012 Council Conversation – Leveraging council’s and members’ relationship with PPP

COST: There is no charge to COPGC members or Guests to attend this event but reservations are required.

October 9

(Tuesday)

Joint meeting with the Association of Fundraising Professionals – Central Ohio Chapter

“Building an Ethical Framework for Planned and Major Giving”
Plan to join us for an outstanding panel of experienced development and planned giving experts as they tackle some of the leading ethical

questions facing all non-profit fund-raising professionals.

Moderator: Angela Parsons, Associate Director of Planned Giving, The Columbus Foundation, COPGC Chapter President, featuring:
Mary Ann Iveson, J.D.,  Associate Director of Gift Planning, The Ohio State University

Tom Hofmann, CFRE, President, Ohio Presbyterian Retirement Services Foundation

Marc Littlecott, CAP ®, Divisional Panned Giving Director, Regional Director of Family Philanthropy and Planned Giving, The Salvation Army

November 7

(Wednesday)

“What the Frack?:

A Primer on Oil and Gas Interests, and How to Give Them to Charity”

Attorneys Suzanne Fisher-Edwards of MacMahon DeGulis and Jacintha Balch of Balch Law will present the basics on oil and gas interests, including terminology, and issues surrounding charitable gifts of such interests.

December

Annual Meeting and Holiday Social

Date  2011

Location

Time

Topic

February 2

(Wednesday)

(1234 E. Broad St.)

Buffet Lunch

Topic: “How to Get Your Clients to Finalize Their Estate Plans & to Sign on the Dotted Line.”

Speaker: Beatrice Wolper, J.D., Emens & Wolper

March 2

(Wednesday)

(1234 E. Broad St.)

Buffet Lunch

Topic: “A Framework for Understanding the Art & Science of Planned Giving”

Michael O’Sullivan

April 6

(Wednesday)

(1234 E. Broad St.)

Buffet Lunch

Topic: “Optimizing Your On-line Presence”

Sandy Blanquera, Social Boomerang

May 4

(Wednesday)

(1234 E. Broad St.)

Buffet

Lunch

Topic: “Future of PPP & Current Planned  Giving Issues”

Heidi Jark

June 1

(Wednesday)

Buffet

Lunch

Topic: “How Did I Get to be This Old?”

Bob Hamilton, CFP

FREE Program for COPGC Members and Guests.

As a service to our membership, COPGC is proud to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.

.

Each summer program will include a casual and conversational “Lunch and Learn” before the PPP program.  Bring a friend!

.

Grace Brethren Church will host each session.

The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.

.

12 noon – 1 p.m. (Room DC205)

Lunch and Learn – “Capturing Donor Intent: Working with Gift Agreements”

Bring your lunch and the tools you use to capture donor intent such as gift agreements, MOUs, etc.  Bring samples to share with colleagues!

.

1 p.m. – 2:30 p.m.  (Room DC 208)

PPP Annual Meeting

Come learn about our National Organization, the Partnership for Philanthropic Planning; Reports on PPP Activities and New Programs and Services; election of candidates to join PPP board in 2012.

August 18

(Thursday)

As a service to our membership, COPGC is proud to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.

.

Each summer program will include a casual and conversational “Lunch and Learn” before the PPP program.  Bring a friend!

.

Grace Brethren Church will host each session.

The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081.  There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.

.

12 noon – 1 p.m. (Room DC205)

Lunch and Learn – “Planned Giving Stories…the Good, the Bad and the Ugly”

Bring your lunch and your anecdotes for this interesting, interactive conversation!

.

1 p.m. – 2:30 p.m.  (Room DC 208)

PPP Webinar on “Programming for your Chapter”

Come learn about our local chapter and how explore program formats, successful programs for various constituencies, cooperation with other organizations, etc..

October 11

(Tuesday)

Buffet

Lunch

Joint program with Central Ohio Planned Giving Council and the Association of Fundraising Professionals  Central Ohio Chapter.

“Steps You Can Take to Avoid Estate Litigation and How to Deal With It If It Happens Anyway”

.

This informative program will cover the following:

Steps a charitable development officer can take to avoid contests over charitable bequests in the first place

If there is a contest (whether over a will, trust or beneficiary designation), what are the grounds for bringing it, e.g., mental incompetence, duress, undue influence.

Who has the burden of proof (the contestant) and what do they need to do in order to prove one of these grounds?  What does a charity (or the estate or trust of which it is a beneficiary) do to respond? Misuse of powers of attorney during a donor’s lifetime, with the effect of decreasing what is left for charity under a donor’s estate plan.  What is the charity’s recourse, e.g., an intentional interference with expectancy of inheritance claim?

.

Role of the Ohio attorney general in litigation involving charity, i.e., the AG is our statutorily-mandated friend

.

Guest Speakers: Charles “Chuck” E. Ticknor, III, Partner at Dinsmore & Shohl LLP Presenter bio

J. Bradley Britton, J.D., LL.M.   Presenter bio

November 2

(Wednesday)

Buffet Lunch

“Beware of the Stranger that Comes Bearing Gifts”

Presenter: Dale Arnold, Director, Energy Policy, Ohio Farm Bureau.

Dale Arnold is Director of the Ohio Farm Bureau Foundation, and helps
coordinate the planned giving, donation and philanthropic policies for 87
county Farm Bureau organizations throughout Ohio. In Beware the Stranger that Comes Bearing Gifts, Dale will discuss issues and dilemmas many small, non-profit organizations face when gifts offered are coupled with provisions that could leave management of the resource with the donor.  He will share ideas and draft  governance policies that could be used to establish good donor relations, and ensure that the non profit  has control over all resources needed to enhance their programs and mission.

December 8

(Thursday)

FREE Program for COPGC Members and Guests.

As a service to our membership, COPGC is proud to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.

Grace Brethren Church will host each session.

The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/   Enter the building on the northwest side, through the doors closest to the flagpole.

December 15, 2011 Council Conversation – Governance

Best practices for strategic planning, board terms and meetings, leadership succession, etc.