Local Programs for 2011
Thursday, February 24, 2011
Topic: Retirement Plans, Charitable Giving and Changing Tax Rates
Presenter: Chris Hoyt
Location: Engineers Club of Dayton
12:00-1:00 PM, Luncheon
1:00-3:00 PM, Presentation
Cost for seminar & lunch is $50 for members and $75 for non-members.
Cost for seminar only is $30 for members and $55 for non-members.
Date: Wednesday, March 16, 2011
Virtual Seminar: Motivating Your Donor Base: The Science (and Art) of Planned Gift Marketing
Presenter: Anne Melvin, Deputy Directory, Gift Planning, Harvard University (Faculty of Arts and Sciences)
Time: 12:00 PM-1:00 PM Luncheon & 1:00 PM-2:30 PM Virtual Seminar
Location: Engineer's Club of Dayton
Cost will be $15.00 for PPPGD Members and $25.00 for Non-Members who choose to attend the luncheon (includes boxed lunch cost).
Cost will be Free for PPPGD Members and $10.00 for Non-Members who wish to only attend the Virtual Seminar.
Wednesday, June 15, 2011
Summer Tour: American Red Cross
Time: 12:00-1:30 PM
Cost will be $10.
Wednesday, July 20, 2011
Summer Tour: Goodwill
Time: 12:00-1:30 PM
Cost will be $10.
Wednesday, August 17, 2011
Summer Tour: United Rehabilitation Services
Time: 12:00-1:30 PM
Cost will be $10.
Wednesday, September 21, 2011
Topic: Moving Prospects through the Gift Planning Process
Presenter: Jeff Lydenberg, Vice President, Consulting, PG Calc
12:00-1:00 PM, Luncheon
1:00 PM-3:00 PM, Presentation
Cost for members will be $15 and $25 for Non-Members
Location: Engineers Club of Dayton
Register for this event
Wednesday, November 16, 2011
Virtual Seminar
Cost will be $10 for luncheon, and free for the seminar only.
Register for this event
Tuesday, December 6, 2011
Monthly Meeting & Holiday Reception
Cost will be FREE for PPPGD members and $25 for Non-Members
Register for this event
Local Programs for 2010
February 17, 2010, 11:30 AM to 1:00 PM
Topic: How To Develop Relationships and Close Charitable Gifts Better Than The Person Next To You
Presenter: James Gillespie, Commonwealth Consultants in Philanthropy, Indianapolis, IN
Co-Sponsored Seminar with PPPGD & AFP
Location: Sinclair Community College, Ponitz Center
Cost: $25.00 for PPPGD & AFP members & $35.00 for non-members
The cost includes lunch and parking. Please pay by check or cash on the day of the event.
March 17, 2010, 1:00-2:30 PM
Virtual Seminar: "Bequest Boot Camp-Ten Exercises to Strengthen Your Bequest Program"
Location: Engineers Club of Dayton
12:00-1:00 PM Lunch
1:00-2:30 PM Virtual Seminar
Cost will be $15.00 for PPPGD Members and $25.00 for Non-Members who choose to attend the luncheon (includes boxed lunch cost).
Cost will be Free for PPPGD Members and $10.00 for Non-Members who wish to only attend the Virtual Seminar.
May 19, 2010, 12:00-4:00 PM
Topic: "Preparation and Filing of the Federal Estate and Gift Tax Returns & the Ohio Estate Tax Return"
Presented by William Jennewein of PNC Wealth Management (formerly of the Internal Revenue Service) & Brent Bowers of the Ohio Department of Taxation
Location: Engineers Club of Dayton
Buffet lunch from 12:00-12:55 PM
Seminar from 1:00-4:00 PM
*Cost for PPPofGD members is $50.00 if you attend the lunch & seminar and $30.00 if you attend the seminar only.
*Cost for non-members is $75.00 if you attend the lunch & seminar and $55.00 if you attend the seminar only.
June 16, 2010, 12:00-2:00 PM
Summer Tour @ Clothes That Work in The Job Center
Cost is $10.00 and includes lunch from Potbelly Sandwich Works
Please pay by cash or check on the day of the event.
July 21, 2010, 12:00-2:00 PM
Summer Tour @ Dayton Children's Hospital
Lunch & Tour
August 18, 2010, 12:00-2:00 PM
Summer Tour @ Miami Valley Hospital
Lunch & Tour
September 15, 2010, 12:00-3:00 PM
Topic: Federal Funding Opportunities for Non-Profits
Presenters: Craig Engle and Amy Demske Arent Fox LLP, Washington, DC
This seminar will be presented by two experts in the non-profit lobbying practice of the Washington, DC, law firm of Arent Fox LLP. The speakers will discuss lobbying the federal government on behalf of non-profits, opportunities for federal funding of non-profits, grant writing and the earmark process.
Cost: $50 For Lunch and Seminar
Location: Engineers Club of Dayton
November 17, 2010, 12:00-2:30 PM
Virtual Seminar
Location: Engineers Club of Dayton
Lunch & Seminar
December 7, 2010, 4:00-6:00 PM
Monthly Meeting & Holiday Reception
Location: Engineers Club of Dayton
Local Programs for 2009
January 14, 2009, 1 - 2:30PM
Virtual Seminar - Brown bag lunch and networking, 12 - 1:00PM
Speaker and topic TBA
Location: Cassano Health Center
February 10, 2009, 11:30AM to 1PM
Council Meeting - Luncheon Buffet: free for members, $25 for non-members
Presenter: Heidi B. Jark, Vice President and Manager of The Foundation Office at Fifth Third Bank, Cincinnati; National Chair-elect, Partnership for Philanthropic Planning
Topic: The new Partnership for Philanthropic Planning brand and national update
Location: Sinclair Community College
March 18, 2009, 1 - 2:30PM
Virtual Seminar: "Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy"
Presenter: Kathryn W. Miree, Kathryn W. Miree and Associates, Birmingham, AL
Noon to 1:00 Brown bag Lunch
Location: Cassano Health Center
Free
May 12, 2009, 9:00AM
Association of Fundraising Professionals Greater Dayton Fundraising Day
Presenter: Penelope Burk
Event check-in and continental breakfast begins at 8:00AM
Location: Sinclair Community College
May 19, 2009, 3:00 - 5:00 PM
"Creative Charitable Planning with Non-cash Assets"
Presenter: Bryan Clontz, Charitable Solutions, LLC
Location: University of Dayton, School of Law
$25 for Council members; $40 for non-members. CLE, CFP, CFRE credit
PPP Syllabus focus areas: 3.00 Understanding and Designing Charitable Gifts, 5.00 Financial and Estate Planning
May 20, 2009, 1 - 2:30PM
Virtual Seminar: "Counting Planned Gifts Toward Campaign and Fundraising Goals"
Moderator: Bruce Bigelow, President, Charitable Development Consulting, Frederick, MD
Noon to 1:00 Brown bag Lunch
Location: Cassano Health Center
Free
June 9, 2009, 12 - 1:30PM
Summer Tour: Daybreak
Lunch and tour
July 15, 2009, 1 - 2:30PM
Virtual Seminar: "Minding the Shop: Creative Planned Giving Strategies for Business Owners"
Presenter: Joseph Hancock, Trust Counsel, Baptist Foundation of Texas, Dallas, TX
Noon to 1:00 Brown bag Lunch
Location: Cassano Health Center
Free
1.5 Hours of CFRE, CFP & CLE Continuing Education Credits available
July 21, 2009, 12 - 1:30PM
Summer Tour: St. Vincent de Paul Hotel on Apple Street
Lunch and Tour
The cost of the tour is $10.00 and will include lunch. Pay by cash or check on the day of the event.
August 11, 2009, 12 - 1:30PM
Summer Tour: CareSource
Lunch and Tour
**The tour is near capacity; a wait list will be created.
The cost of the tour is $10.00 and will include lunch. Pay by cash or check on the day of the event.
September 16, 2009, 1 - 2:30PM
Virtual Seminar: "Multiple-Entity Donors: How to Work Effectively with Today's Sophisticated Philanthropist"
Presenter: Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP, Los Angeles, CA
Noon to 1:00 Brown bag Lunch
Location: Cassano Health Center
Free
1.5 Hours of CFRE, CFP & CLE Continuing Education Credits available
September 22, 2009, 1:00 to 5:00 PM
"Women, Wealth and Philanthropy"
Presenters: Michele Dole, JPMorgan, Indianapolis, IN, IUPUI Women's Philanthropy Institute & Barbara Culver, CFP, CLU, ChFC, AEP, Resonate, Inc., Cincinnati, OH
Location: Wright State University, Nutter Center, the Berry Room
Co-presented by the Partnership for Philanthropic Planning of Greater Dayton, and the Association of Fundraising Professionals Greater Dayton Region Chapter
The cost will be $25 for members & $40 for non-members
Continuing Education Credits will be available
PPP Syllabus focus areas: 2.00 Donor Relations, 3.00 Understanding and Designing Charitable Gifts, 5.00 Financial and Estate Planning
November 18, 2009, 1 - 2:30PM
Virtual Seminar: "Determining Your Client's Capacity to Make a Planned Gift"
Presenters: Kathy Busey, WTTW 11/98.7 WFMT, Chicago, IL & Neil Boyer, Lions Club International Foundation, Oak Brook, IL
Noon to 1:00 Brown bag Lunch
Location: Dayton Art Institute
Free
1.5 Hours of CFRE & CFP Continuing Education Credits available
December 1, 4:00 to 6:00 PM
Program & Holiday Reception: "Speed-Networking"
Location: Engineers Club of Dayton
Free for members; $25 for non-members
PPP Syllabus focus area: 2.00 Donor Relations
Local Programs for 2008
January 16, 2008, 1 - 2:30PM
Virtual Seminar: "Planned Giving in Faith-Based Organizations: Making the Spirituality Real"
Presenter: J. Richard Ely
Location: United Theological Seminary
January 24, 2008, 5:30 - 8PM
Social: Film - "The Ultimate Gift"
Location: Dayton Art Institute
February 26, 2008, 2 - 4PM
"Charitable Gifts of IRA / Retirement Plan Assets"
Presenter: Christopher Hoyt
Location: University of Dayton
March 19, 2008, 1 - 2:30PM
Virtual Seminar: "Planning for the Home"
Presenter: Emanuel Kallina
Location: Southview Hospital
April 16, 2008, 12 - 1:30PM
Networking Event: Seeking Results: Marketing for Planned Gifts
Presenter: Regis Lekan
Location: Culp's Café - Dayton History
May 5, 2008, 8 - 9AM *breakfast 7:30AM
Joint program with AFP: "Reporting and Counting Charitable Gifts"
Presenter: Phil Purcell
Location: Dayton Racquet Club
May 21, 2008 1 - 2:30PM
Virtual Seminar: "Realistic Expectations for Planned Giving Success"
Presenter: Robert F. Sharpe, Jr. of The Sharpe Group
Location: Southview Hospital
June 18, 2008, 12 - 1PM **New Location**
Networking Lunch: "Promoting Gift Annuities"
Moderator: Angela Clements of The Dayton Foundation
Location: Dayton Children's Hospital
July 16, 2008, 1 - 2:30PM
Virtual Seminar: "Donor-Centered Gift Planning Marketing"
Presenter: Brian Sagrestano of Gift Planning Development, LLC
Location: Southview Hospital
August 20, 2008, 12 - 1PM
Networking Event: "Connecting Advisors and Non-Profits: How to best work together"
Moderator: John Clough - Pickrel, Schaeffer & Ebeling
Location: Dayton Art Institute
September 17, 2008, 1 - 2:30PM
Virtual Seminar: "Beyond Basic Bequest Administration (a.k.a. Bequests Gone Bad)"
Presenters: Beth McNally and Beth Ridout
Location: Cassano Health Center
October 14, 2008, 3 - 5PM
"How to Incorporate the Charitable Question When Working with Clients, Prospects, and Other Professional Advisors"
Presenter: James E. Gillespie
Location: Wright State University
November 19, 2008, 1 - 2:30PM
Virtual Seminar: "Tale of the Tape: Measuring the Performance of Gift Planning Officers"
Presenters: Joe Bull and Elizabeth Ayers
Location: Southview Hospital
December 2, 2008, 4 - 6PM
"Donor Dialogue": A panel discussion featuring four local philanthropists
Presenters: William and Wanda Lukens, Troy; Lee Morgan, Yellow Springs; Fred Setzer, Dayton
Moderator: Sandra K. Pierce, CPA, Parker Carlson & Johnson Inc.
Location: Engineers Club of Dayton
*Holiday reception following the program
Local Programs for 2007
February 28, 2007, 7:30 AM - 9:00 AM
"The Delicate Marriage Between Major and Planned Gifts"
Presenter: Panel Presentation
Location: Sinclair Community College
May 16, 2007, 3:00 PM
"Realities of Planning for Personal and Philanthropic Success - Pragmatic Gift Options for Clients and Donors, Good Planning while Doing Good"
Presenter: Pamela Davidson of Davidson Gift Design in Bloomington, IN
Location: University of Dayton
July 18, 2007, 1:00 - 2:30 PM
Virtual Seminar: "How to Talk to Prospects"
Presenter: Pamela J Davidson
Location: Cassano Health Center
September 27, 2007, 3:00 - 5:00 PM
"The New Physics of Philanthropy and Donor Relations"
Presenter: Paul Schervish - Director, Center for Wealth and Philanthropy and Professor, Department of Sociology at Boston College
Location: Wright State University
December 3, 2007, 4:00 - 6:00 PM
"Managing Gift Acceptance"
Presenter: Joe Bull from The Nature Conservancy
Location: Dayton Racquet Club
Holiday reception following the program.
Local Programs for 2006
February 6, 2006, 11:30 AM - 1 PM
"Designing a Bequest for Charity"
Presenter: Panel discussion led by Michelle Vollmar, Partner Rogers & Greenberg LLP
Location: Dayton Racquet Club
March 15, 2006, 1-2:30 PM
Virtual Seminar: "Complex Charitable Real Estate Gifts: Issues and Solutions"
Presenters: Charles O. Mahaffey, Jr., Wachovia National Center for Planned Giving, Winston-Salem, NC & Allen F. Thomas, Devereaux Foundation, Villanova, PA
Location: Cassano Health Center
May 10, 2006, 3-5 PM
"Wealth in Families"
Presenter: Charles Collier, Senior Philanthropic Adviser for Harvard University
Location: University of Dayton
July 19, 2006, 1-2 PM
"Tax Implications of Charitable Gifts"
Presenter: Joseph Irvine Tax Counsel and Associate Legal Counsel at The Ohio State University
Location: Cassano Health Center
September 25, 2006, 3-5 PM
"Charitable Giving Strategies...Windfalls and Pitfalls"
Presenter: Conrad Teitell, Director, Philanthropy Tax Institute
Location: The Marjorie and Oscar Boonshoft Center for Jewish Culture and Education
December 4, 2006, 4-5 PM
"Mergers, Partnerships & Collaboratives"
Presenter: Local panel discussion with Mike Parks, Joe Gruenberg, Leo Knight and David Ramey
Location: Dayton Racquet Club
Holiday reception following the program.
