Conversation & Coffee – June 2023

Conversation & Coffee - Wednesday, June 21, 2023

Beneficiary Designations: Charitable Bequests Without the Fuss

June 21st, 2023, 7:30 am - 9:00 am
Zoom Meetings
Register by June 20th, 2023

TOPIC: Beneficiary Designations: Charitable Bequests Without the Fuss

For donors, the steps to make a gift with a charitable bequest can be daunting, usually involving writing or amending a will or trust. A much easier way to make a legacy gift is with a “beneficiary designation” from a bank or other financial account. Often as simple as checking a box on a form, donors can direct their entire account or just a portion with the rest going to family or other heirs.

PRESENTER:  Craig WruckVice President, Consulting, PG Calc

WHAT: Conversation & Coffee

WHEN: Wednesday, June 21, 2023

TIME: 8:00 AM -9:00 AM EDT

LOCATION:  Zoom Meeting

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 2023 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Jeff Lydenberg of PG Calc and Conrad Thiede of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at

MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.