September 5, 2024 – Blended Gifts: Combining Now and Later

REGISTRATION IS CLOSED

Thursday, September 5, 2024
Noon-1:15 Lunch and Program

Blended Gifts: Combining Now and Later

Presenter:  John C. Woods
The Ohio State University
Assistant Vice President, Estate and Gift Planning

John will introduce “blended gifts” in light of current market trends and discuss strategies and advantages for talking about them with donors and their advisors. Particularly interesting will be how to utilize a donor’s various assets in a donor-centric manner.

Prior to joining Ohio State in June 2015, John was vice president of gift planning for the University of Arizona (UA) Foundation for 21 years. Before UA he worked for the law firm of Dickerman and Nuckolls in Tucson, Arizona. He earned a bachelor’s degree in speech communication from the University of Arizona and a law degree from Creighton University. He is a member of the Worthington Estate Planning Council, Partnership for Philanthropic Planning, Central Ohio Planned Giving Roundtable and State Bar of Arizona. John is a past member of the Southern Arizona Estate Planning Council and the Planned Giving Roundtable of Southern Arizona, where he has served as president. He also has been on the board of the Catholic Foundation for the Diocese of Tucson where he served as president.

Columbus Metropolitan Library Main Branch Auditorium 96 S Grant Ave, Columbus, OH 43215

Parking at the Main branch is recommended to be in the attached garage – the proceeds of which support the library and will cost attendees between $.50 and $1. Cards, cash, and change are accepted as payment.

Agenda

11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
Catering provided by The Eagle

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 Policy

Cancellations received in writing to CentralOhioPlannedGiving@gmail.com 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, August 30

REGISTRATION IS CLOSED