A Letter from the President
The Planned Giving Council of Greater Dayton strives to increase the quality and quantity of charitable gifts in the greater Dayton area by serving as the professional resource for the local charitable giving community. We host educational and networking events throughout the year to encourage dialogue and collaboration among gift officers and professional advisors. By facilitating philanthropic support, we hope to not only benefit our donors, clients and charities, but also to contribute to the betterment of the greater Dayton community, as a whole.
Founded in 1996, the Planned Giving Council of Greater Dayton is one of more than 130 local councils that make up the National Committee on Planned Giving. Our membership is comprised of planned and major gift officers, fundraising consultants, attorneys, accountants, financial planners, insurance agents, bankers, trust officers and other financial services professionals and donor advisors. We invite anyone interested in charitable gift planning to join our council, attend our programs and become involved in the greater Dayton charitable giving community.
Lisa K. Wiseman
President
Planned Giving Council of Greater Dayton
Attorney
Taft Stettinius & Hollister LLP
Mission Statement
To increase planned giving in our community by providing a forum for education and networking for various professionals involved in gift planning.
The Planned Giving Council of Greater Dayton is your local link to the National Committee of Planned Giving - an organization that:
- Sponsors a national campaign promoting charitable giving by bequest – Leave a Legacy
- Develops standards for valuing planned gifts
- Sponsors a forum for timely and reliable expert opinions on the legality of new or creative giving strategies
- Provides online access to job openings in the fields of development and planned giving
- Conducts research on gift planners, gift vehicles, and donors
- Conducts continuing education opportunities without travel or hotel expenses
- Provides online access to a directory of thousands of gift planners nationwide
- Provides the Journal of Gift Planning and the Gift Planning Update
2008 Officers
- President - Lisa Wiseman
- President-Elect - Laura Byington
- Secretary - Melissa A. Kleptz
- Treasurer - Peter M. Klosterman
Upcoming Events
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.
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
Go to Events Calendar to view the entire 2008 schedule of events.
2008 Program Sponsors
If you or your company or organization would like to sponsor any events on our calendar, please contact us.
