Specail Live Session - Planning for Buster
Date: May 10, 2017 at 12:00 PM
Location: Cintas Center
Cost: $10 for non-members
Planning for Buster
Buster Mayberry is a long-time loyal donor to High State University. He's worked with a succession of fundraisers and other staff over the years, but no one has really figured out how to activate his passion for the organization or his full giving capacity. In this program, you'll get to know Buster just as you would in real life--by listening to him talk with planned and major gift fundraisers, family members and advisors. And you'll work together with other council members to consider philanthropic options tailored to his style and values. The real “Buster” was an important person in the career of a young major gift officer who was just beginning to understand the power of blended giving. If you've already worked with many donors like Buster, you'll have a lot to contribute in this interactive program. And if you're just getting started, you'll gain confidence for the challenges that lie ahead.
- Listen for clues that help to connect a donor’s passions with the mission of your organization.
- Draft an Attribute Map to help identify the best philanthropic options for Buster.
- Practice addressing common objections or obstacles to blended and/or planned gifts.
The National Association of Planned Giving Professionals
A 26-year veteran of the National Association of Charitable Gift Planners, Barbara Yeager takes on several leadership roles. Through CGP’s Leadership Institute, she helps members advance the art and science of philanthropy, working side by side with volunteers to shape standards and best practices for the gift planning community.
Conversation & Coffee
Date: May 17, 2017 at 7:30 AM
Location: Playhouse in the Park
Topic: Charitable Lead Trusts: Real World Applications
Speaker: Robert E. Brant
Bob Brant has an uncanny ability to do five things at once, and all of them proficiently. He was multitasking before the term even existed.
He may be entering a timesheet while he dissects a tax problem and actively participates in a meeting. Just when you think there is no possible way he could be listening and doing so much simultaneously, out will pop a sentence that gets right to the heart of the matter. Those who have not been initiated will often sit back in stunned silence, even awe. But this is an everyday thing for Bob, as his clients have come to know and appreciate.
Bob's practice is most concentrated in the areas of estate and wealth planning and employment benefits. He represents a large number of medical practices and works in the taxation, estate planning, retirement planning and business planning areas. In addition, he works on a number of health care-related matters, has structured numerous physician practice mergers, and has been involved in designing compensation systems for many of these practices.
We are now taking Nominations and Sponsors for the 2017 Voices of Giving Awards.
Nomintation Deadline Extended to April 21st!
Members of the Greater Cincinnati Planned Giving Council are invited to nominate benefactors who have included their organization in their estate plan or financial advisors who have played a significant role in their organizations planned giving efforts.The nomination submission deadline is, Friday, April 21, 2017.
Interested in Sponsorship?
2017 Diversity & Inclusion Initiative in Planned Giving
The Greater Cincinnati Planned Giving Council has developed a program to help diversify our organization.
We are looking for individuals considered to be diverse by ethnicity, gender identity, race, religion or sexual orientation who want to learn more about planned giving for their professional or volunteer work.
The Council is offering 3 scholarships to Planned Giving on the Run and 7 one year memberships in the Council.