November 14, 2018
Location: Cincinnati Playhouse in the Park
November 6, 2018
Topic: Getting Bequests Right from Prospect Identification to Realization
Speaker: Mike Valoris, Senior Consultant, PG Calc
Location: American Red Cross
Letter from the President
Welcome to the Greater Cincinnati Planned Giving Council! Thank you for stopping by our website to browse. Whether you are new to planned giving or are a seasoned planned giving professional, we welcome you. Our mission is to increase the quantity and quality of planned gifts in our Greater Cincinnati community by providing a forum for education, training, and networking to our members. We have been recognized nationally for our innovative programming and our strides to increase the diversity of the planned giving community. It is you, our members, who make this council one of the outstanding councils of the National Association of Charitable Gift Planners. Thank you for your support, engagement, and encouragement.
Our educational offerings are varied by delivery method, technical experience, and length of time to complete. We are guided in our educational choices by the annual member survey. Your feedback is invaluable as we select the topics you want.
Our monthly Conversation and Coffee series keeps us in touch with current trends in planned giving as well as offering networking opportunities to our members. We are grateful to Fifth Third Foundation and their commitment to quality speakers for their sponsorship of this series.
For beginners to the planned giving field, we offer our Planned Giving on the Run series. The classes meet once per month from September through February (holding March open in case of inclement weather). We are very excited to offer each class participant from the very first meeting, a mentor who is more experienced in the field to help when needed and to give advice. Mentoring was the most valuable part of the Planned Giving on the Run series as expressed by the participants in their post-course survey.
Four times per year we offer the Knowledge @ Noon series that mixes pre-recorded webinars with live audience participation exercises. We strive to offer soft skill offerings with deep dive technical information for the beginner through the seasoned professional. We take a something for everyone approach.
We also like to have fun and offer three to four socials per year. We have held socials at various member non-profits and bars and restaurants. It is a great way for us to share information, stories, and advice. Watch our calendar and your e-mails for invitations to these events.
None of these programs would be successful without participation by you, the members. We are pleased to be able to offer such diverse programming throughout the year. If you are not currently a member, please consider joining so that the member benefits of the website and access to certain events will be at your fingertips.
Thank you for all that you do to drive philanthropy in the Greater Cincinnati area. I hope to see you soon.
Greater Cincinnati Planned Giving Council
Conversation & Coffee – November 2018
November 14th, 2018 at 7:30 am,
To increase the quantity and quality of planned giving in our community by providing a forum for education, training, and networking among various professional disciplines involved in gift planning, in accordance with The Model Standards of Practice for Charitable Gift Planners.