Planned Giving on the Run

2025-2026 Schedule

Time: 9:00 – 11:00 a.m.
Dates:

  1. Tues., September 9, 2025 (second Tuesday)
  2. Tues,. October 7, 2025
  3. Tues., November 4, 2025
  4. Tues., December 2, 2025
  5. Tues., January 6, 2026
  6. Tues., February 3, 2026

Location:
Greater Cincinnati Foundation
River Room
720 E. Pete Rose Way, Suite 120
Cincinnati, OH 45202

Pricing
GCPGC Members: $200
Non-Members: $270

Testimonial

“I had the opportunity to participate in GCPGC’s Planned Giving on the Run, on my first week of employment in development. Not only did I have a lot to learn about fundraising for St. Joseph Home as their first Major Gifts Officer, but I was also tasked with planned giving! I cannot say enough about this course. The facilitators are top in their field with years of experience behind them. They broke down what can be a very complicated subject into actionable pieces: the legal and tax implications of different giving vehicles; the very real emotional and personal considerations of our donors; how to market our planned giving programs to different segments of constituents. There was always something I could implement quickly and easily. If you’re new to planned giving, or if you have a new member of your team, send them to Planned Giving on the Run. You won’t regret it and your ROI will bear out the value of the course.”
-Lucienne Driehaus, Major Gifts Officer at St. Joseph Home–

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

Planned Giving on the Run (PGOTR) is designed for fundraising professionals who are just beginning to work in Planned Giving. Whether your organization has a robust planned giving program, or you’re building a new planned giving program, PGOTR will equip you with the foundational knowledge and playbook you need to get started.

Over the course of six months, you will learn the fundamentals of planned giving, including: an overview of planned giving vehicles; how to identify, qualify, and cultivate planned giving prospects; making the ask and closing the gift; stewardship and ethics; and more!

Each session will include presentations by local professionals in planned giving, group discussions, handouts and resources, and practical applications so you can begin implementing what you are learning in real time.

In addition, you will have the opportunity to opt-in to be paired with a coach to support you between sessions and beyond PGOTR.

Planned Giving on the Run participants offered the opportunity to be paired with a mentor. If you are interested in becoming a mentor, please contact Mentor Chair, Rhonda Curtis at  rhonda.curtis@gmail.com.

2025 – 2026 Registration is Now Open!

CLICK HERE TO REGISTER NOW!

Deadline for registration is Friday, August 29, 2025

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

Planned Giving on the Run is starting its fifteenth 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 15-20 students, including executive and/or development directors, front-line 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.