Conversation & Coffee – November 2022

Conversation & Coffee - Wednesday, November 16, 2022

Topic: What Should My Planned Giving Program Look Like?

November 16th, 2022, 8:00 am - 9:00 am
Zoom Meetings
Register by November 15th, 2022

TOPIC: What Should My Planned Giving Program Look Like?

This month’s presentation features a panel of fundraisers who have experience at non-profits with large established programs, small programs with little time for planned giving, and charities in between.

Do you feel pressured by your boss or your board to “take planned giving to the next level?” What does that even mean?  Should every charity offer gift annuities, accept cryptocurrencies, and real estate?

There isn’t a one size fits all. Our panelists will share what planned giving looked like at different charities. You’ll understand how to build a program that is sustainable and raises more planned gifts.

Join us to hear about the critical pieces of planned giving infrastructure and creative ways to leverage existing resources to promote planned giving.


Amanda Miller- Most recently Amanda Miller was the Vice President at Otterbein SeniorLife.  Prior to that Amanda was a fundraiser at The Ohio State University.

Kathann Koehler- Kathann has been the Planned Giving Manager at Xavier University for nearly 24 years.

WHAT: Conversation & Coffee

WHEN: Wednesday, November 16, 2022

TIME: 8:00  – 9:00 AM – Presentation

LOCATION:  Zoom Meetings

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 2022 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.