2196 Riverside Drive
REGISTRATION IS CLOSED
Thursday, April 6, 2023
Best Practices for Charities in Managing Receipt of Testamentary Gifts
Danette Golis-Variano, M.Ed.
Assistant Director, Estate and Gift Planning, The Ohio State University
Receipt of bequests and other deferred gifts are the basis of a charity’s successful planned gift program. Complications may arise, as newly appointed Executors and Successor Trustees are unacquainted with probate and trust
Danette Golis-Variano is the Assistant Director, Estate and Gift Planning, for The Ohio State University, and has held the position since 2015. She held a similar position at The University of Arizona Foundation. Her role as trust and estate administrator for OSU involves coordinating receipt of testamentary gifts from trusts, estates, and third-party vendors, including life insurance and wealth management companies.
11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
Buffet lunch provided
Education Program Registration Fee
No Charge for CGPCO Members* – online reservations required
*Membership benefits are not transferable to colleagues.
CGPCO members – if you need to cancel please do so before the RSVP deadline or the chapter will be charged for your meal.
$45 Guests – online reservations and credit card payments required by the RSVP deadline
Cancellation and Refund Policy
Cancellations received in writing to firstname.lastname@example.org by the RSVP deadline are eligible for a full refund.
Cancellations received after the deadline will not receive a refund since we will have paid for your meal.
RSVP Deadline is Noon on Friday, March 31, 2023