Local Programs for 2008
Sip and Share
On the second Tuesday of each month, please join other PGCGD members for coffee and conversation at Panera Bread on Brown Street near UD from 8:00AM - 9:00AM.
January 16, 2008, 1 – 2:30PM
Virtual Seminar: “Planned Giving in Faith-Based Organizations: Making the Spirituality Real”
Presenter: J. Richard Ely
Location: United Theological Seminary
January 24, 2008, 5:30 - 8PM
Social: Film - “The Ultimate Gift”
Location: Dayton Art Institute
February 26, 2008, 2 – 4PM
“Charitable Gifts of IRA / Retirement Plan Assets”
Presenter: Christopher Hoyt
Location: University of Dayton
March 19, 2008, 1 – 2:30PM
Virtual Seminar: “Planning for the Home”
Presenter: Emanuel Kallina
Location: Southview Hospital
April 16, 2008, 12 – 1:30PM
Networking Event: Seeking Results: Marketing for Planned Gifts
Presenter: Regis Lekan
Location: Culp's Café – Dayton History
May 5, 2008, 8 - 9AM *breakfast 7:30AM
Joint program with AFP: “Reporting and Counting Charitable Gifts”
Presenter: Phil Purcell
Location: Dayton Racquet Club
May 21, 2008 1 – 2:30PM
Virtual Seminar: “Realistic Expectations for Planned Giving Success”
Presenter: Robert F. Sharpe, Jr. of The Sharpe Group
Location: Southview Hospital
June 18, 2008, 12 – 1PM **New Location**
Networking Lunch: "Promoting Gift Annuities"
Moderator: Angela Clements of The Dayton Foundation
Location: Dayton Children's Hospital
July 16, 2008, 1 – 2:30PM
Virtual Seminar: “Donor-Centered Gift Planning Marketing”
Presenter: Brian Sagrestano of Gift Planning Development, LLC
Location: Southview Hospital
August 20, 2008, 12 – 1PM
Networking Event: "Connecting Advisors and Non-Profits: How to best work together"
Moderator: Lisa Wiseman - Taft, Stettinius & Hollister LLP
Location: Dayton Art Institute
Register for this event
September 17, 2008, 1 – 2:30PM
Virtual Seminar: “Beyond Basic Bequest Administration (a.k.a. Bequests Gone Bad)”
Presenters: Beth McNally and Beth Ridout
Location: Cassano Health Center
October 14, 2008
“How to Incorporate the Charitable Question When Working with Clients, Prospects, and Other Professional Advisors”
Presenter: James E. Gillespie
Location: Wright State University
November 19, 2008, 1 – 2:30PM
Virtual Seminar: “Tale of the Tape: Measuring the Performance of Gift Planning Officers”
Presenters: Joe Bull and Elizabeth Ayers
Location: Southview Hospital
December 2, 2008, 4 – 6PM
"Donor Dialogue": A panel discussion featuring four local philanthropists
Presenters: William and Wanda Lukens, Troy; Lee Morgan, Yellow Springs; Fred Setzer, Dayton
Moderator: Sandra K. Pierce, CPA, Parker Carlson & Johnson Inc.
Location: Engineers Club of Dayton
*Holiday reception following the program
Local Programs for 2007
February 28, 2007, 7:30 AM - 9:00 AM
“The Delicate Marriage Between Major and Planned Gifts”
Presenter: Panel Presentation
Location: Sinclair Community College
May 16, 2007, 3:00 PM
“Realities of Planning for Personal and Philanthropic Success - Pragmatic Gift Options for Clients and Donors, Good Planning while Doing Good”
Presenter: Pamela Davidson of Davidson Gift Design in Bloomington, IN
Location: University of Dayton
July 18, 2007, 1:00 - 2:30 PM
Virtual Seminar: “How to Talk to Prospects”
Presenter: Pamela J Davidson
Location: Cassano Health Center
September 27, 2007, 3:00 - 5:00 PM
“The New Physics of Philanthropy and Donor Relations”
Presenter: Paul Schervish - Director, Center for Wealth and Philanthropy and Professor, Department of Sociology at Boston College
Location: Wright State University
December 3, 2007, 4:00 - 6:00 PM
“Managing Gift Acceptance”
Presenter: Joe Bull from The Nature Conservancy
Location: Dayton Racquet Club
Holiday reception following the program.
Local Programs for 2006
February 6, 2006, 11:30 AM - 1 PM
"Designing a Bequest for Charity”
Presenter: Panel discussion led by Michelle Vollmar, Partner Rogers & Greenberg LLP
Location: Dayton Racquet Club
March 15, 2006, 1-2:30 PM
Virtual Seminar: “Complex Charitable Real Estate Gifts: Issues and Solutions”
Presenters: Charles O. Mahaffey, Jr., Wachovia National Center for Planned Giving, Winston-Salem, NC & Allen F. Thomas, Devereaux Foundation, Villanova, PA
Location: Cassano Health Center
May 10, 2006, 3-5 PM
“Wealth in Families”
Presenter: Charles Collier, Senior Philanthropic Adviser for Harvard University
Location: University of Dayton
July 19, 2006, 1-2 PM
“Tax Implications of Charitable Gifts”
Presenter: Joseph Irvine Tax Counsel and Associate Legal Counsel at The Ohio State University
Location: Cassano Health Center
September 25, 2006, 3-5 PM
“Charitable Giving Strategies...Windfalls and Pitfalls”
Presenter: Conrad Teitell, Director, Philanthropy Tax Institute
Location: The Marjorie and Oscar Boonshoft Center for Jewish Culture and Education
December 4, 2006, 4-5 PM
“Mergers, Partnerships & Collaboratives”
Presenter: Local panel discussion with Mike Parks, Joe Gruenberg, Leo Knight and David Ramey
Location: Dayton Racquet Club
Holiday reception following the program.
