Monthly Program

After You Raise the Money: Fiduciary Duties and Managing Charitable Investments

April 12, 2024
7:45 AM | Registration/Breakfast
8:15 AM | Program
 

DoubleTree By Hilton, Independence
6200 Quarry Lane | Independence OH 44131

Speaker:
Stacy McKinley
Director of Gift Planning, Cleveland Clinic
Board Member, National Association of Gift Planners 

 1 CFRE Applied For

Cost to Attend:
NOCGP Members: $35
Non-Members: $40
Non-Members + New Membership: $55

Register Now

Planned Giving 101-301 "An Investment in Your Future"

May 10, 2024

Northern Ohio Charitable Gift Planners annual half-day course is designed for development directors, major and planned giving officers, and board members new to planned giving or interested in expanding their program. This program will start at the basics and move through the technical aspects and infrastructure of a comprehensive gift planning program in a relaxed format that welcomes questions and dialogue. The morning will conclude with a panel of local professionals who will discuss “What I Wish I Knew About Planned Giving Before I Started.”

Prior to the program Vondea Sheaffer will share her insights and experiences at the 2023 National Charitable Gift Planners Conference. Vondea was the first recipient of NOCGP’s scholarship for the National Gift Planners Conference. More information about the scholarship here.

Seating is limited, so register now to secure your place. The morning promises to provide practical examples and resources to help you and your program grow now and in the future.

8:00 am | Networking and Breakfast
8:30 am | Welcome and Introductions
2023 National Charitable Gift Planners Conference
remarks by Vondea Sheaffer, CFRE, The Village of St. Edward
8:50 am | Planned Giving Basics and Steps for Success
presented by Michelle Blackford, CFRE, Hiram College
9:45 am | Break
10:00 am |  Nuts and Bolts of Planned Giving: Agreements, Policies and Crediting/Receipting
presented by Amanda Steyer, Esq., Cleveland Clinic
10:50 am | Break
11:00 am | Panel Discussion: “What I Wish I Knew About Planned Giving Before I Started”
presented by Katherine E. Collin, Esq., Ren
Glen Danahey, CIMA®, AIF®, ChFC, PNC
Ella Fong, CFRE, ideastream
Jessica Grashoff, Esq., University Hospitals

 

DoubleTree By Hilton, Independence
6200 Quarry Lane | Independence OH 44131

Cost to Attend:
NOCGP Members: $50
Non-Members: $60

Register Now