Conversation & Coffee - Wednesday, September 16, 2026
From Business Value to Charitable Legacy: What Fundraisers Should Know About Strategic Giving
September 16th, 2026, 8:30 am - 10:00 am
Greater Cincinnati Foundation Directions
Register by September 15th, 2026
FREE
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 strategic income tax planning, estate planning, and other comprehensive wealth planning services to business owners, individuals, and families.
Jason received his BS in Accounting and Finance from Indiana University. Jason is a CERTIFIED FINANCIAL PLANNER® professional and a licensed Certified Public Accountant (CPA) in Ohio and Illinois. In 2019, he earned his Certified Exit Planning Advisor® designation, and in 2026, he earned his Accredited Estate Planner® designation. Before joining Bartlett, Jason spent over seven years providing comprehensive financial and tax planning services at a single family office. Prior to that, Jason spent four years at Deloitte.
Outside of the office, Jason currently serves as president of the Cincinnati Estate Planning Council Board of Directors and as a board member of the Goering Center. He currently resides in Madeira with his wife and children.
Jason joined Bartlett Wealth Management in 2017 and has over 19 years of industry experience.
WHEN: Wednesday, September 16, 2026
TIME:8:30 AM Coffee & Conversation; 9:00 AM Presentation, followed by Q&A
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
LOCATION: Greater Cincinnati Foundation, 720 E. Pete Rose Way, Suite 120, Cincinnati, OH 45202
PARKING:
Paid parking is available in the Tri-State Parking East Lot behind the building at the corner of Eggleston Avenue and Pete Rose Way (a map will be sent in event reminder email the day prior to the meeting).
To register your vehicle:
- Scan the QR code on the A-frame sign in the East Lot.
- Select Daily Parking and leave the quantity set to 1 (this represents day, not hour).
- Enter your contact and vehicle information.
- Complete the checkout process to finalize your parking registration.
To reach the building’s main entrance, please follow the route marked by the small orange arrows on the map below.
Please do not park in the Visitor Parking spaces located along the driveway in front of the building.
ADA parking is available directly in front of the building.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please email us at admin@gcpgc.org to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2026 Conversation & Coffee Committee are Amy Cheney of Crayons and Beyond – Retired, Sarah Dods, Easterseals Redwood, Jeff Lydenberg of PG Calc, Retired, Whitney O’Neal, 4C for Children, Todd Simmons, Phi Delta Theta Foundation, Conrad Thiede of Cincinnati Public Radio and Tammy Wernke, University of Cincinnati Foundation. 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, typically, the 3rd Wednesday of each month.