Click below to see previous programs

Wednesday, April 18, 2012
Virtual Seminar: Money Has No Value Except What You Choose to Do With It
Presenter: Pamela Jones Davidson, Consultant and Charitable Gift Planner, President, Davidson Gift Design
Many in fundraising approach prospects with our charity’s compelling story of need and worth, and that is important. But what is a prospect’s frame of reference, do they hear the conversation as capacity or commitment? Do we first ask about an individual’s view of generosity and values, after which our role is showing how philanthropy can fulfill personal and community values they already have? This session will feature gift scenarios illustrating how the fundraiser’s paradigm of the call and process can shift towards donors’ values, for better dialogue with many more individuals, resulting in larger gifts and more meaningful activity.
12:00-1:00 PM is luncheon
1:00-2:30 PM is Virtual Seminar
Engineer's Club of Dayton
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, May 23, 2012
Planned Giving: The Bare Essentials
Presenter: Craig Wruck, St. Cloud State University, St. Cloud, MN
The Bare Essentials is an intensive introduction to the nuts and bolts of planned giving. Topics include tax essentials, charitable gift assets, and planned gift vehicles. The emphasis is on learning the concepts in order to develop a conversational understanding of the technical topics so that you can speak with confidence to donors and prospects. If you are new to planned giving, need a refresher, or are a development generalist, this course will give you an overview of gift planning and the tools you need to make the most of it.
8:30-10:30 AM, Registration will open at 8:00 AM
Engineer's Club of Dayton
Free for Members & $25 for Non-Members
Bring a Guest for Free

Wednesday, June 20, 2012
Summer Tour @ United Way of the Greater Dayton Area
12:00-1:30 PM
33 W. First St., Dayton, OH 45402
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, July 18, 2012
Summer Tour @ A Special Wish Foundation
12:00-1:30 PM
436 Valley St., Dayton, OH, 45404
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, July 25, 2012
Virtual Seminar: Charitable Gifts of Business Interests
Presenter: David Libengood, Director, Relationship Management, Kaspick & Company
Business owners usually have four goals when they leave their businesses: retire from the business; sell to a new owner (family members, employees, or third parties); minimize taxes and maximize profits. For those who are already charitably inclined, business exit planning using charitable strategies allows them to add a fifth goal: doing good things for their favorite charity or their community. In this session we will explore some frequently used charitable planning tools, such as, charitable remainder trusts and charitable lead trusts, and point out some common pitfalls, such as, prearranged sales, unrelated business taxable income (UBTI) and self dealing.
Miami Valley Hospital
12:00-12:30 PM is luncheon
12:30-2:00 PM is Virtual Seminar
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, August 15, 2012
Summer Tour @ The Foodbank
12:00-1:30 PM
427 Washington St., Dayton, OH, 45402
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, September 5, 2012
Virtual Seminar: Donor Relations When Legal Capacity Becomes An Issue
Presenters: Laura Hansen Dean, Executive Director of Gift Planning, The University of Texas at Austin & Marcia Inger Navratil, Director of Gift Planning, The University of Texas at Austin
What does it mean to be legally incapacitated, and how should charitable planners deal with the donor, donor’s family, and professional advisors in situations where legal capacity could be a problem? This session helps planners to avoid scenarios where a development officer or organization could exert undue influence on a donor with questionable judgment; and to handle challenges from a donor’s family after the donor has already made a planned gift.
Engineer's Club of Dayton
12:00-1:00 PM is luncheon
1:00-2:30 PM is Virtual Seminar
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, September 19, 2012
Structuring and Funding Life-Income Gifts of Retirement Plan Assets
Presenter: Timothy Prosser, JD, Relationship Manager/Senior Technical Consultant, Kaspick & Company, LLC
Retirement assets continue to be the most tax-effective charitable gift at death. Under PPA 2006 (as extended in subsequent legislation through 2011), large lifetime IRA gifts to charity finally made tax sense, too. This presentation discusses why retirement assets have become such an important funding source for charitable gifts (unprecedented plan growth; favorable tax treatment; donor flexibility and creative arrangements that benefit both individuals and charity); sets out legal and tax issues for donors and their advisors to consider when choosing among retirement plans to fund gifts to charity; and explores legal, tax and practical issues related to structuring life-income gifts funded with retirement plan assets.
Engineer's Club of Dayton
3:00-4:30 PM, Registration will open at 2:30 PM
2.0 hours for CLE & CFRE & 1.5 hours for CFP
Free for Members & $25 for Non-Members
Bring a Guest for Free

Wednesday, October 17, 2012
Virtual Seminar: Accept Real Estate Gifts
Presenters: Allen Thomas, Vice President of Advancement, The American College & Chase V. Magnuson, Director of Planned Giving, The George Washington University
This presentation will provide insight to the sophisticated gift planner on the cultivation, negotiation and closing of complex real estate gifts. Special focus will be on the analysis and structuring of real estate to fund planned gifts with the objective of minimizing risk that the unwary charity might otherwise encounter. The topics covered will assume that the attendee already has exposure to and training in the basic issues relating to real estate gifts. Upon completion, the seminar participant will have greater comfort with planned gifts funded by real estate and will be prepared to make informed recommendations to the governing board about real estate donations.
Engineer's Club of Dayton
12:00-12:30 PM is luncheon
12:30-2:00 PM is Virtual Seminar
Free for Members & $15 for Non-Members
Bring a Guest for Free

Wednesday, November 14, 2012
Virtual Seminar: Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising
Presenter: Kristen Schultz, Vice President, Crescendo Interactive, Inc.
While most of us have tried Facebook, Twitter or LinkedIn by now, there is no body of research on how charities are actually using social media to reach donors for planned gifts. This presentation covers best practices based on a review of over 100 charity social networking sites and 15 personal interviews with charities using social media to encourage current and planned gifts. The virtual seminar updates information presented at the 2011 National Conference on Philanthropic Planning, and introduces attendees to new best practice models for social media.
12:30-1:00 PM is luncheon
1:00-2:30 PM is Virtual Seminar
Engineer's Club of Dayton
Free for Members & $15 for Non-Members
Bring a Guest for Free

Tuesday, December 4, 2012
Monthly Meeting & Holiday Reception
4:00-6:00 PM
Engineer's Club of Dayton
Free for Members
Bring a Guest for Free

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.

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

Wednesday, November 16, 2011
Virtual Seminar
Cost will be $10 for luncheon, and free for the seminar only.

Tuesday, December 6, 2011
Monthly Meeting & Holiday Reception
Cost will be FREE for PPPGD members and $25 for Non-Members

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

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

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

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.

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.