Conversation & Coffee Review

 2008 Conversations and Coffee Committee

~ Year In Review ~

 Conversations & Coffee 2008-2009 Sponsors

• § Fifth Third Foundation
• § The Greater Cincinnati Foundation
• § United Way of Greater Cincinnati

Special Thanks to Our Host:    The Playhouse in the Park

 2008 Conversations and Coffee Committee: 

• ó Heather Dare, Co-Chair
• ó Conrad Thiede, Co-Chair
• ó Patty Rosely
• ó Mindy Hammer

   

2008 Topics/Titles - Presenters (Monthly Attendance)

January:  Annual Meeting & NCPG Update - GCPGC Presidents and Heidi Jark  (48 attendees)

February:  Charitable Lead Trusts - Michael Barnes     (43 rsvp,16 attendees - snow)

March:  Can't Have One w/o the Other... (Gift Planning Marketing) - Larry Stelter  (60 attendees)

April:  Building Family Culture - Terry Hunt   (52 attendees)

May:  Planned Giving Boot Camp: Case Studies from the Trenches - Jeff Lydenberg (46 attendees)

June:  Economics 101 (Fed rate, financial markets, etc.)  - John Augustine      (33 attendees)

July:  A (Mostly) Honest Conversation with a Trust Advisor - Margaret Johnson  (44 attendees)

August:  Talking with Clients & Donors about Personal & Family Values in Estate and Charitable Planning - Daniel Hoffheimer  (64 attendees)

September:  Getting Everyone on the Same Page - Glynnis Reinhart (26 attendees/40 rsvp, wind storm)

October:  Estate Logistics...A Paralegal Recounts a Gift, From Death to Realization -  Renee Cipriani and Karen Ecker Kratz (42 attendees)

November:  Leave A Legacy Panel Discussion with Jim Friedman, Whitney O'Neal, Margaret Gaither and 2 member organizations  (38 attendees)

December:   How to Chat with Seniors about Planned Giving - Mary Ann Jacobs (46 attendees)

12 Distinct Programs, with more than 20 guest speakers, during calendar year 2008.

Total attendees Conversation and Coffee Attendees in 2008:  556 / 515 (weather issues)

Attendees in 2007:  513

Attendees in 2006: 450

Attendees in 2005: 360

Looking Ahead to 2009 - Topics/Presenters

February - John Augustine (Economic Outlook: 2009)

March - Timothy Mahoney, Human Rights Campaign, Washington, DC

April - Michael Barnes

Additional Presenters for 2009, Dates TBD: Sally Alspaugh, Jeff Lydenberg, Barbara Culver, Representatives from Stelter

Purpose and Expectations:

Conversations & Coffee is a monthly program and forum that:

• Currently is held the 3^rd Wednesday morning of each month, 7:30 to 9 am; if a holiday is in close proximity to the 3^rd Wednesday, the event will be held the 2^nd Wednesday
• Serves the planned giving needs for members and potential members, including those who are fundraisers for nonprofit institutions, consultants, and professional legal and financial advisors
• Hosts events that address a wide variety of planned giving topics, including developing, marketing, and administering charitable planned gifts
• Serves the needs of all colleagues in the planned giving profession regardless of expertise, represented organization/business or primary focus of responsibilities
• Promotes the sharing of information between members and represented organizations
• Encourages networking, group dialogue and announcements
• Promotes the sponsor(s) of the monthly program
• Responds to current legal and newsworthy topics, as well as the continuing education needs of members
• Serves the GCPGC's membership recruitment efforts and recognizes new members/guests
• Promotes the Leave A Legacy campaign and other GCPGC-sponsored/endorsed events and programs

Expectations and Duties of the Conversation & Coffee Planning Committee:

• Attend and facilitate monthly Conversations and Coffee, and
• 1. oversee 7 am set-up
• 2. secure refreshments for function
• 3. prepare agenda and introductions
• 4. oversee proper sponsor recognition and display signs
• 5. attain nametags for those who have RSVPed
• 6. recognize new members, guests and first-timers
• Meet at least quarterly as a committee to discuss the implementation of Conversations & Coffee program
• Choose topics for monthly program
• Secure sponsorships for program in coordination with GCPGC vice president
• Solicit input from membership for programming
• Solicit support from member organizations for new member recognition (tickets/passes/etc.)
• Contact and secure speakers/presenters for monthly topics
• Send thank-yous to presenters, speakers and hosting organization
• Set calendar of events and forward to GCPGC president for posting on GCPGC website
• Set calendar of events and forward to Association Connection for egcpgc email
• Utilize feedback from members for future topics and presenters
• Report monthly to GCPGC Board on committee and program activity
• Recruit additional participation on committee from GCPGC membership

The mission of the Greater Cincinnati Planned Giving Council is to increase the quantity & quality of planned giving in our community by providing a forum for education, training, & networking among various professional disciplines involved in gift planning, in accordance with The Model Standards of Practice for Charitable Gift Planners.