May 24, 2017 Planned Giving Conference

Half Day Conference on Planned Giving

Presented by the Charitable Gift Planners Central Ohio (www.CGPCO.org)

Join us for a very special half day conference with nationally-recognized presenters

Chris Kelly and Ben Stahmann

Date/Time

Wednesday, May 24, 2017

Schedule of events:

Location

Scioto Country Club

2196 Riverside Drive  Columbus, Ohio  43221   Parking is free

http://www.sciotocc.com/directions

Cost

 Registration

 Details

Registration opens for CGPCO members and their guests on  March 22

Registration opens for all others on March 29

Seating is limited – first-come-first served

Education Sessions

Continuing Education Credits for Educational Programs:

2.5 Points

CLE

2.5 Credits

CFP

2 Credits

Session 1 Presenter: Chris Kelly

VP Institutional Asset Management, PNC

 Strategic Gift Planning:

What High Net Worth Donors Want You To Know

Numerous studies are conducted each year to determine what the higher net-worth client/donor is expecting when contemplating a substantial gift to a nonprofit organization.  While many of these current and potential donors have a solid working knowledge of gifting strategy, they prefer to have the confirmation of their professional advisors to affirm their planning goals, as well as the ultimate impact.  This session is designed to review and discuss the data and findings of these studies and apply this to our everyday interaction with our donor/client base.  In addition, we will discuss how this information applies and enhances the various components of the traditional Planned Giving Infrastructure along with the customized benefits of the “Blended Gift Strategy”.  Finally, this session will contain an overview of best practices in interacting with the nonprofit community with the ultimate goal of building and maintaining a team approach to good philanthropic practice. 

Session 2 Presenter: Ben Stahmann, JD

Gift Planning Services, LDS Philanthropies

 Intentional Engagement:

Counseling Clients About Bequest Disclosure

Each year, most philanthropic bequests arrive as surprises to the charity, and represent tragically missed opportunities for donors to have fully experienced the delights of philanthropy. Professional advisers, particularly lawyers, can best help a client assess the risks and benefits of bequest disclosure if they understand their ethical responsibilities and approach the issue with the preparation and insight that characterize the rest of their counseling and planning. We will review the professional responsibilities that advisers owe their planning clients, explore their perceptions of risks and benefits of bequest disclosure, and discuss steps that charities can take to develop advisers’ perspectives on how disclosure might advance their clients’ interests.

Register Now

Registration is CLOSED and event is SOLD OUT