Planned Giving on the Run

2017-18 Schedule

Time: 8:00 – 10:00 a.m.
Dates: Usually the first Wednesday of the month

  1. September 6, 2017
  2. October 4, 2017
  3. November 1, 2017
  4. December 6, 2017
  5. January 3, 2018
  6. February 7, 2018

Location: Greater Cincinnati Foundation, 200 West Fourth Street, across from US Bank building

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)

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

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 rcurtis@beechacres.org.

Members of the 2017-2018 Planned Giving on the Run Committee are Rhonda Curtis, Kathann Koehler, Jeff Lydenberg, and Mark Noel.

Registration is closed for the 2017-2018 series.
Please check back in the spring of 2018 for information on the 2018-2019 series.

Questions – contact Misty Griesinger at admin@gcpgc.org or 513-554-3071

Deadline for registration is August 23, 2017

Thank you to The Greater Cincinnati Foundation for hosting the Planned Giving on the Run Series

Course Topics

Foundational Topics
Designing a Gift Planning Program That Fits
Planned Giving Readiness
Stewardship/Ethics
Foundations for Gift Planning

Practical Applications
When Planned Giving is Not Your Only Responsibility
Writing a Case Statement
Identifying PG Prospects
Resources for Gift Planning
Policies Affecting Planned Gifts
Executive Director and Board
Marketing Planned Giving
Record Keeping
Legacy Society
Strategies to Sustain Your Program
Building Relationships
Making the Ask

Gift Planning Vehicles
Charitable Remainder
Trusts Bequest and TOD Gifts
Charitable Gift Annuities
Tax Primer for Gift Planning
Charitable Lead Trusts

Planned Giving on the Run is starting its twelfth 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.