2022-2023 Planned Giving on the Run – Session 1

2022-2023 Planned Giving on the Run

Reserve your spot today!

September 13th, 2022, 8:00 am - 10:00 am
Zoom Meeting
Register by August 26th, 2022
200.00

Planned Giving on the Run is designed for busy professionals who may want to start a planned giving program but don’t have the time, staff or budget to start a traditional program. It is also for those who have some planned giving experience, but want to sharpen your skills and improve your program. This program will lead you step-by-step through the essentials to have a successful planned giving program.
What is Planned Giving on the Run?
  • Program: learn about comprehensive planned giving skills and infrastructure with turn-key simplicity
  • People: veteran facilitators, mentors, and expert speakers
  • Context: council resources provide continuing education and mentoring
Adequate time will be allowed for class discussion and problem solving.

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 rcurtis@clovernook.org.

Members of the 2020-2021 Planned Giving on the Run Committee are Rhonda Curtis, Kathann Koehler, Jeff Lydenberg, and Mark Noel.

2022-2023 Schedule

Time: 8:00 – 10:00 a.m.
Dates:

  1. September 13, 2022
  2. October 4, 2022
  3. November 8, 2022
  4. December 6, 2022
  5. January 10, 2023
  6. February 7, 2023

Location:
Xavier University, Alumni Building
1507 Dana Ave.
First Floor
Cincinnati, OH 45207

Zoom will only be an alternative option if weather is a concern for travelling, this will not be a hybrid session.

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)

Registration

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

Course Topics

Foundational Topics Practical Applications Gift Planning Vehicles
-Planned Giving Readiness – Identifying PG Prospects – Charitable Remainder Trusts
– Foundations for Gift Planning – Marketing Planned Giving – Bequest and TOD Gifts
– Designing a Gift Planning Program
That Fits
– Legacy Societies – Charitable Gift Annuities
– Stewardship/Ethics – Strategies to Sustain Your Program – Charitable Lead Trusts
– When Planned Giving is Not Your Only Responsibility – Prospect Management/Building Relationships/Making the Ask –  Charitable Planning with Qualified Retirement Accounts

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.