Conversation & Coffee – Monthly meeting on the 3rd Wednesday morning of each month.
Idea Exchange: Quarterly roundtable discussions uniquely designed for experienced planned giving professionals.
Networking & Social Events – Quarterly events
We look forward to you joining us soon!
Conversation & Coffee - Wednesday, September 16, 2026
September 16th, 2026 at 8:30 am, Greater Cincinnati Foundation
TOPIC – From Business Value to Charitable Legacy: What Fundraisers Should Know About Strategic Giving PRESENTER: Jason M. Katz, CPA, CFP ,CEPA®, AEP® is a Wealth Advisor and Principal at Bartlett Wealth Management in Cincinnati. He provides…
Conversation & Coffee - Wednesday, October 21, 2026
October 21st, 2026 at 8:30 am, Greater Cincinnati Foundation
TOPIC – Lessons from the Vine- Thoughts for Fundraisers in an AI World Whether you are an early adopter or reluctant sceptic, AI is impacting the way the world runs. Are fundraisers in truly uncharted territory, or are there guideposts to giv…
Conversation & Coffee - Wednesday, November 18, 2026
November 18th, 2026 at 8:30 am, Greater Cincinnati Foundation
TOPIC – Toms to Transformational Gifts: A Case Study in Managing a Transformational Major Donor with Care, Strategy, and Integrity This presentation explores a real-world, multi-year case study demonstrating the importance of respectful, donor-…