Cost: Members $65 / Non-Members: $75 / New Member Bundle (Local Membership + Member Ticket): $165

Are you ready to strengthen your expertise in planned giving and take your donor engagement strategies to the next level? Join us for the Northern Ohio Charitable Gift Planners’ annual Planned Giving 101-301—a comprehensive workshop tailored for professionals new to planned giving and those seeking to refine their intermediate-level skills.

This dynamic event will provide a foundational understanding of planned giving basics, actionable steps for creating successful programs, and strategies to go beyond the transaction by building lasting donor relationships.

What to Expect:

• Planned Giving Basics & Steps for Success: Gain a solid grounding in the fundamentals of planned giving, from key concepts and tools to essential steps for implementing and growing an effective program.
• Beyond Giving: Explore innovative techniques to deepen relationships with donors, transforming transactional interactions into enduring partnerships.
• Interactive Learning: Benefit from real-world case studies, peer discussions, and expert-led presentations designed to enhance your confidence and capabilities in planned giving.

Who Should Attend:
This workshop is ideal for nonprofit professionals, fundraisers, and development officers who are new to planned giving or looking to elevate their current efforts. Whether you’re just starting or ready to expand your program, this session will provide valuable insights to drive meaningful results for your organization.

Join us to build your knowledge, grow your skills, and create a lasting impact through planned giving!

Agenda:

8:00 - 8:45am: Registration, Networking, and Breakfast
8:45 am: Welcome & Introductions (Ella Fong); 2024 National Charitable Gift Planners Conference (Laura Lederer, Julie Weagraff)
9:05 am: Planned Giving Basics and Steps for Success – presented by Timothy Mann, Senior Advancement Officer, Friends of Breakthrough Schools
10:05 am: Break 
10:20am: Beyond Giving: Strengthening Relationships through Planned Giving presented by Dave Stribula, CFP, CEPA, Senior Director, Family Wealth and Daniela Truver, CFP, CTFA, Wealth Strategist, Sequoia Financial
11:20am: Networking & Event Concludes at 12pm

Speakers: Timothy Mann, Senior Advancement Officer, Friends of Breakthrough Schools and Dave Stribula, CFP, CEPA, Senior Director, Family Wealth & Daniela Truver, CFP, CTFA, Wealth Strategist, Sequoia Financial

View Bios Here

SAVE THE DATE: Registration Coming Soon!

Join the Northern Ohio Charitable Gift Planners for our Annual Meeting as we spotlight the transformative power of Black philanthropy. This year, we are honored to explore the rich history, cultural significance, and future opportunities surrounding philanthropic contributions within Black communities.

Why Attend?
This engaging event will provide attendees with valuable insights into the motivations, traditions, and impact of Black philanthropists, highlighting how these efforts shape and strengthen our communities. Through dynamic discussions, expert presentations, and personal stories, we will examine how organizations can embrace inclusivity, build meaningful partnerships, and amplify the voices of Black philanthropists in their missions.

What to Expect:

• Honoring Tradition and Legacy: Learn about the deep-rooted history of Black giving and its enduring influence on social progress.
• Engaging Conversations: Hear from thought leaders, philanthropists, and nonprofit professionals about strategies to foster equity and inclusion in philanthropy.
• Strengthening Relationships: Discover how to build trust, collaborate effectively, and align organizational goals with the priorities of diverse donor communities.

Who Should Attend?
This event is ideal for nonprofit professionals, fundraisers, development officers, and anyone passionate about advancing philanthropy and equity.

Agenda:

 4:00 pm - 4:30 pm  | Registration & Tour
 4:30 pm - 5:00 pm | Drinks, Food & Networking
 5:00 pm | Annual Meeting
 5:15 pm | Program

Speakers: Torey Tolson, Corporate Affairs & Community Involvement, FirstEnergy; Tracy Carter, System Director, Government Affairs and Health Policy, SummaHealth; Jon Fiume, John S. Knight Director & CEO, Akron Art Museum

View Bios Here

Planned Giving Day is an annual event dedicated to equipping nonprofit professionals and financial advisors with the tools and knowledge needed to guide donors and clients in achieving their philanthropic goals. This observance emphasizes the importance of planned giving as a strategic approach to charitable contributions that aligns with donors’ values and long-term objectives.

Registration coming soon.

Nominate a Mentor-of-the-Year - Nominations are due by April 30, 2025

The James P. Conway Mentor of the Year Award celebrates an outstanding individual whose dedication to advancing the charitable gift planning profession has empowered others to achieve their philanthropic goals. Presented annually at the Northern Ohio Charitable Gift Planners (NOCGP) Planned Giving Day, this prestigious award honors exemplary mentorship and leadership in the field.

Nominate a Colleague Here

Call for Presenters - Submit your Presentation by april 30, 2025

We are looking for presentations that will prepare gift planners and professional advisors for the days ahead. The potential themes for this year's events will be one of these:

• Bridging Finance and Philanthropy: Creating Impact, Building Legacies
• Partnering for Purpose: Financial Expertise in Philanthropy
• Financial Wisdom, Philanthropic Vision: A Legacy in the Making

If you have a presentation that would fit the above themes, please submit your presentation below. 

SUBMIT YOUR PRESENTATION HERE

Register for CGP Conference where you can earn continuing education credits (CFRE, CAP®, CFP®, CSPG), discover the latest strategies driving charitable giving success and gain practical skills you can implement immediately. The conference features educational tracks designed to address every aspect of gift planning.

Learn More