2020-2021 Planned Giving on the Run
Reserve your spot today!
October 6th, 2020, 8:00 am - 10:00 am
Register by October 2nd, 2020
Planned Giving on the Run is a program that gives you all the nuts and bolts you need to start a planned giving program.
Has “start planned giving program” been on your project list for the past five years? Are you avoiding planned giving because you aren’t a tax expert? Is your board still asking, “Why don’t we have an endowment?”
If you answered “yes” to any of these questions, then Planned Giving on the Run is for you.
Planned Giving on the Run
Program: comprehensive start-up with turn-key simplicity
People: veteran facilitators, mentors and expert speakers
Context: council resources provide continuing education
Adequate time will be allowed for class discussion and problem solving.
Planned Giving on the Run is designed for busy professionals who need a planned giving program but don’t have the time, staff or budget to start a traditional program.
Planned Giving on the Run will lead you step-by-step through the process of creating a planned giving program.
Planned Giving on the Run participants are matched with a mentor at the beginning of the series. If you are interested in becoming a mentor, please contact Mentor Chair, Rhonda Curtis at email@example.com.
Members of the 2020-2021 Planned Giving on the Run Committee are Rhonda Curtis, Kathann Koehler, Jeff Lydenberg, and Mark Noel.
Time: 8:00 – 10:00 a.m.
Dates: Usually the first Tuesday of the month
- September 9, 2020 (second Wednesday)
- October 6, 2020
- November 3, 2020
- December 8, 2020 (second Tuesday)
- January 5, 2021
- February 9, 2021 (second Tuesday)
Location: Zoom Meeting
Pricing Course fee: $200**
**Must be a GCPGC Member to attend. GCPGC annual dues are $70.00
(Please do NOT pay GCPGC dues with course registration or check will be returned)
- Click Here to Reserve your spot today!
- Register – contact Misty at Association Connection, 513-554-3071 or firstname.lastname@example.org
- Deadline for registration is Friday, October 2, 2020
Space is limited.
Not a GCPGC Member?
Click Here to Join Online
Thank you to The Greater Cincinnati Foundation for hosting the Planned Giving on the Run Series
|Foundational Topics||Practical Applications||Gift Planning Vehicles|
|– Designing a Gift Planning Program
|– When Planned Giving is Not Your
|– Bequests & T.O.D Gifts|
|– “Impact” vs “Asset” Planning||– Writing a Case Statement||– Charitable Lead Trusts|
|– Planned Giving Readiness||– Identifying PG Prospects||– Charitable Remainder Trusts|
|– Stewardship/Ethics||– Resources for Gift Planning||– Charitable Gift Annuities|
|– Foundations for Gift Planning||– Policies Affecting Planned Gifts||– Retirement Account Planning|
|– Executive Director and Board||– Other Planning Techniques|
|– Marketing Planned Giving||– Tax Primer for Gift Planning|
|– Record Keeping|
|– Legacy Society|
|– Strategies to Sustain Your Program|
|– Building Relationships|
|– Making the Ask|
Planned Giving on the Run has is starting its thirteenth session in as many years here in Cincinnati. It has trained over 200 people in our community in that time. Each session commonly consists of 25-30 students, including executive and/or development directors, frontline fundraisers, development coordinators, as well as those staff hired to specialize in gift planning. In addition, each session typically consists of a dozen or so individuals from the financial or legal fields, including attorneys, wealth planners, and bank trust officers.