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Our panel discusses the charitable implications that may
come from the new administration, during our March 3rd program.

Marcus Owens presents ‘What to Do if the IRS
Comes Knocking’ to the Dayton Chapter of the PPP.

Michael Barnes, of the Johnson Trust Company,
addresses PPP of Greater Dayton members about
the impact of the Ohio Legacy Trust Act
during the PPP of Greater Dayton’s September program.

PPP Dayton members enjoy networking and
fellowship during the Holiday reception.
Current Events

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"How Much Is Enough?"

Many parents with mid sized and larger estates would like to benefit children with an inheritance. We do not give inheritance to children to make them worse persons, but in the hope that they will become better persons. Quite often, parents who have midsize to large estates can transfer a substantial inheritance. But the parents ask the question, “How much is enough?”

Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is President of Crescendo Interactive, Inc. and is the principal creator of the GiftLegacy Pro eMarketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLegacy and GiftLaw eNewsletters.

Charles writes, speaks and publishes extensively. He teaches over 30 planned giving seminars per year and is President of GiftCollege.com, an Internet education program for gift planners and professional advisors. He also serves as Executive Director of GiftAttorney.com, an association of attorneys with charitable receptivity. His law degree is from the University of Michigan. Charles is on the Board of Directors for the Christian Foundation of the West.


Online Event


Wed, May 19, 2021
12:30 PM – 1:30 PM EDT



“Update - 2021” - A Panel Discussion

Five local experts, with specialties in law, finance, taxes and philanthropy, provided an update on a variety of topics related to taxes, philanthropy, investing and business. 

Our Panelists:

  • Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC
  • Karen Crim, CPA,  Senior Director- Tax Services for Nonprofits at RSM US LLP
  • Vince Russell from Johnson Investment Council
  • Mike Parks, President, The Dayton Foundation
  • Sam Warwar, Partner, shareholder - Coolidge Wall Tax Department
  • Michelle Lovely, VP, Development, The Dayton Foundation –Moderator

Click here for more information about our panelists


Online Event


Fri, March 19, 2021

If you would like to hear a recording of the event, click here.


Access Passcode: &S2z^7yL


Effective End of Year Planning in a Chaotic Year

In 2020, people are making estate plans in record numbers. Nonprofits who stay top of mind during this process will see record results. In this webinar, we cover ways that nonprofits thrive during the rest of 2020

• What the CARES Act and this moment mean for different types of gifts

• How cash, DAFs, QCDs, stocks, and bequests will be affected by a recession (and what to do)

• How to convince your boss and board to invest in planned giving

• Creative ideas for planned giving from across the nonprofit landscape

If you missed the event you can watch a recording of it here:

Click here

*Continuing Education Credits are pending


Patrick Schmitt is the co-founder of FreeWill, a social venture which has helped organizations raise more than $1.6B in new planned gifts and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.

From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years.

Patrick received his BS from Georgetown University and MBA from Stanford University.


Thursday, October 29, 2020
1:00 PM – 2:00 PM EDT

“Update - 2024” - A Panel Discussion

Five local experts, with specialties in law, finance, taxes and philanthropy, will provide an update on a variety of topics related to taxes, philanthropy, investing and business. This will be a live event.

Our Panelists:

  • Lynn Burns, Owner of Burns Tax Consulting, LLC
  • Karen Crim, Senior Director, Tax Services for Nonprofits at RSM US LLP
  • Mike Parks, President - The Dayton Foundation
  • Frank H Scott, Senior Investment Advisor,PNC Private Bank
  • Sam Warwar, Tax Partner at Coolidge Wall Co., L.P.A

8:00a - 8:30a - Networking and Breakfast
8:30a - 10:00a - Panel Discussion

Cost: Free to all PPP Dayton Members and Guests

Continuing Education: Continuing education credits are pending


Click here for more information about our panelists


University of Dayton Multi-Purpose Room
1401 S. Main St
Dayton, OH 45409


Monday, May 20, 2024, 8:00 AM - 10:00 AM EST

Click Here To Register

A Presentation on the SECURE Act!

The Partnership for Philanthropic Planning of Greater Dayton was pleased to offer this timely and exceptional program on the newly enacted SECURE Act.

Edwin P. Morrow III, Regional Wealth Strategist, East U.S. Region; New York, Cleveland, Columbus, Cincinnati, Nashville, Louisville, Palm Beach and Naples, Florida

Mr. Morrow will summarize the impact of the Setting Every Community Up For Retirement Enhancement (SECURE) Act on estate, charitable and trust planning for retirement benefits.

As a Regional Wealth Strategist, Ed works with local private wealth management teams and their clients throughout the Eastern U.S. With the help of the client’s tax and legal advisors, the teams create customized financial and estate plans, helping clients work toward their goals and financial objectives. Financial strategies encompass asset allocation, retirement, education business succession, asset protection and overall wealth planning.

Additionally, Ed serves as a resource for the U.S. Bank Private Wealth Management teams nationwide and focuses on thought leadership in personal income tax, estate and private business advisory areas. He will often speak at client and professional events, serve as a mentor for other advisors and as a senior resource for complex client situations across the region.

Ed began his career in private law practice focused on tax, trust and estate planning in 1998. Prior to joining U.S. Bank, Ed was at KeyBank where he most recently served as a Director in their Family Wealth Consulting Group.

Ed is a noted author and speaker. This includes co-authoring the 18th and 19th Editions of Tools and Techniques of Estate Planning, along with co-authors Steve Leimberg, Paul Hood, Jay Katz and Marty Shenkman. He was recently invited to present at both the 2019 Notre Dame Tax and Estate Planning Institute and 2020 Heckerling Institute on Estate Planning. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC) and a board certified specialist in estate planning, trust and probate through the Ohio State Bar Association. He is on the editorial board of the Probate Law Journal of Ohio.

Ed resides in Springboro, Ohio with his wife and two daughters and when not working Ed enjoys reading history and historical fiction.



"Lunch and Learn" hosted by The Dayton Foundation

Join us for a "Lunch and Learn" hosted by The Dayton Foundation and The Greater Dayton Partnership for Philanthropic Planning. Come see the new offices and hear about what The Dayton Foundation does to support our community.

Our schedule:

  • Registration will begin at 11:30
  • Noon - Lunch, Overview and Tour

RSVP required no later than 1/8/2020.


Thu, January 16, 2020


"Lunch and Learn" hosted by St. Mary Development Corporation

Join us for a "Lunch and Learn" hosted by St. Marys Corporation and The Greater Dayton Partnership for Philanthropic Planning. The lunch and learn will be held at the senior independent-living community Lyons Place II – located across the road from the Dayton VA Hospital on the Dayton VA campus.

Our schedule:

  • Registration will begin at 11:30
  • At 12:15 p.m. our senior residents will join us for a catered lunch. Everyone will have an opportunity to meet and engage with our residents, many who are veterans

RSVP required no later than 11/8/2019.



Lyons Place II
4100 W. Third St.
Building 415
Dayton, OH 45428


Wed, November 13, 2019
11:30 AM – 1:30 PM EST

Understanding the Psychology of Philanthropy so You can Ask with Confidence

Did you know that people who make philanthropic gifts live longer, happier lives? And the good news is that fundraisers who facilitate those gifts enjoy the same benefits! But what’s the psychology behind why someone gives and how they make that decision? In this light and humorous (and maybe sometimes a bit irreverent) session, we’ll explore the psychology of the prospective donor, their needs, and the techniques you can use to successfully build a relationship and close a gift. Join AFP master teacher Bill Bartolini (ACFRE, Ph.D. & instructor in major gifts fundraising at Columbia University) in this entertaining and useful master class so you can Ask with Confidence.


Bill Bartolini, Ph.D., ACFRE, is a well known mentor, coach, educator, and counselor to those who raise philanthropic support. He is an Advanced Certified Fundraising Executive (ACFRE) – AFP’s certification signifying an advanced level of leadership and management expertise – and AFP has certified him as a Master Fundraising Teacher. He has served on the international board of AFP and the AFP Foundation.

Most recently Bill was Senior Philanthropic Advisor, Principal Giving at Ohio State University, where he worked to build the Wexner Medical Center and the Health Sciences Colleges’ ability to achieve gifts of $5M+. Previously, Bill worked at The George Washington University, first being responsible for ensuring the schools and units were ready for the quiet phase of GW’s first $1B campaign, and later building a portfolio of Principal Gifts prospects. Previous to GW he served as Chief Development Officer for the national nonprofit Recording for the Blind and Dyslexic (now Learning Ally).

Bill also has served as Vice President at Northeastern University in Boston, where he rejuvenated and completed a lagging $200 million campaign. He came to Northeastern from Kent State University, where he was executive director of development. There he helped build the fundraising success of the development officers assigned to the colleges, schools, and campuses. He was part of the leadership team that completed Kent State’s first-ever $100 million comprehensive campaign – raising $121.9 million.

Bill received his undergraduate degree from Ball State University, his masters degree from Indiana University, and his Ph.D. from Kent State University, where his dissertation was Prospective Donors’ Cognitive and Emotive Processing of Charitable Requests – or “What do People Think and Feel when You Ask them for Money.”


Wright State University Foundation
Wright State University Foundation/Bill Shepard Board Room
3070 Presidential Drive
Fairborn, OH 45435


Tue, October 1, 2019
2:30 PM – 5:00 PM EDT

Planning and preserving your clients estate and their charitable intentions

Our speakers led a discussion on ways to plan and preserve your clients' estate to
meet their charitable intentions through case study examples.

Leading our discussion: 

  • Joe Baldasare, The Dayton Foundation
  • Bill Bigham, Wright State University
  • Kim Cullman Estess, O'Diam & Estess Law Group
  • Patty Ioas, Elders Advisory Services
  • Sandra Pierce, Parallel Advisors
  • Michelle Lovely, Moderator

Click here to view bios

CLE's - 1.5 hours

CFP's - 1.5 hours




Wright State University Foundation Offices
3020 Colonel Glenn
Dayton, OH 45435


May 16, 2019

The Greater Dayton Partnership for Philanthropic Planning

Are you looking for opportunities to grow professionally, build your network with key individuals, and make a greater impact for your clients and organization? The GREATER DAYTON PARTNERSHIP FOR PHILANTHROPIC PLANNING (PPP) is committed to offering programs and services such as this that help its members to succeed in business and develop as professionals.

  • Educational seminars/meetings, committee participation—a forum to discuss issues affecting the planning giving and philanthropic industry.
  • Opportunities to network
  • FREE professional education credits
  • Information sharing and idea exchange
  • Updates regarding the latest legislative/tax changes and other important trends and issues effecting the industry
  • PPP members have access to the PPP local and national membership directory which lists the most successful and influential planned giving and philanthropy professionals in the greater Dayton area and nationally.