Event Details

Conversation & Coffee

June 21, 2017 at 7:30 AM
Playhouse in the Park

Topic:  Understanding Endowment and Planned Giving

Planned gifts represent a long-term commitment to your organization by some of your most loyal donors.  These supporters have worked a lifetime to leave what, for many of them, will be their largest charitable gift. Donors want their planned gifts to have a long-term impact. This desire dovetails perfectly with the aims of your organization’s endowment: long-term financial stability and a permanent source of funds for specific purposes. 

But what exactly does it mean for a gift to be “endowed” and how can you be sure you can carry out your donor’s intentions?  This Webinar will teach attendees how endowments operate and how donors can leave a lasting legacy with endowment gifts. 

Speaker:   Jeff Lydenberg — Vice President, Consulting for PG Calc

Jeff is a planned giving consultant to non-profits large and small in a variety of industries. In that role he has advised planned giving programs on staffing and development of policies and procedures, trained boards and planned giving staff on planned gift design, created planned giving marketing plans, and designed marketing materials for planned giving programs. 

Jeff is a frequent presenter for PG Calc’s popular Webinar series. He plays a critical role in supporting PG Calc’s clients in their use of Planned Giving Manager as the lead trainer on use of the bestselling gift proposal software. Jeff recently completed a term as chair of the Partnership for Philanthropic Planning, and is widely recognized as an industry leader.

Jeff practiced law for 6 years with the Cleveland-based law firm of Thompson, Hine and Flory in its Cincinnati office. His planned giving career began in 1995, when he started as Assistant Director of Planned Giving at The Cleveland Clinic Foundation. He served in a similar capacity at the Cleveland Foundation. 

Jeff is a sought-after speaker for national, regional and local planned giving groups. presenting on a wide variety of estate planning and gift planning topics. In addition to his service as chair for the Partnership for Philanthropic Planning, he sits on the organization's board. He is the former programming chair for the Planned Giving Group of New England. He is a member of the Greater Cincinnati Planned Giving Council. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. 

WHAT: Conversation & Coffee

WHEN: Wednesday, June 21, 2017

TIME: 7:30-9:00 a.m. 

WHERE: The Playhouse in the Park, Eden Park, Cincinnati, Ohio 

WHO: GCPGC members and guests

Cost:  Free for all attendees, thanks to our sponsor, The Fifth Third Foundation. 

Bring a colleague or board member to learn what the GCPGC is about...

If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.

Members of the 2017 Conversation and Coffee Committee are Heather Dare of PNC Bank, Mindy Hammer of the Free Store/Food Bank, Jeff Lydenberg of PG Calc, Conrad Theide of Cincinnati Public Radio and Jonathan Perlman of the Cincinnati Museum Center. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.

MARK YOUR CALENDAR: Conversation and Coffee is hosted at the Playhouse in the Park and is always the 3rd Wednesday morning of each month.

Please register at the door, online registration is now closed. If you have any questions, please contact us at admin@gcpgc.org.
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