Planned Giving 101 - 301: Your Greatest Fundraising Investment
May 12, 2023
Speakers: Julie Weagraff, MNO, CFRE, Girl Scouts of North East Ohio; Diane Strachan, CFRE, Cleveland Museum of Natural History; Amanda Steyer, Esq., Cleveland Clinic; Karen Kannenberg, CFRE, Cleveland Metroparks; Lia Jones, JD, Key Private Bank; Michael Walczak, JD; John Shelley, Esq.; and Stacey McKinley, Esq., Cleveland Clinic
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The Government Has Enough Money:  Help Donors Direct More Money to Family and Charity
April 14, 2023
Speaker: Bradley Schlang, CFP, Eton Financial Services
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Webinar: Marketing Tools for Your Planned Giving Program
February 4, 2022
Speaker: Christine Millen, Enza Financial LLC
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Planned Giving: Working With Estate Planners
October 21, 2021
Co-Sponsored with AFP Greater Cleveland
Speakers: Terri Bradford Eason, The Cleveland Foundation; Jaclyn M. Vary, Calfee; Michael P. Grzesiak, Oberlin College
Moderator: Tim McCormick, McCormick Consulting
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Planned Giving 101
May 7, 2021
Laura Frye, Akron Children's Hospital; Laura Hnat, Cholangiocarcinoma Foundation
Laura Lederer, Akron Community Foundation; Christine Millen, Heirmark; Dave Stokley, JD, Cleveland Foundation
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View Stokley PowerPoint | View Millen PowerPoint | View Hnat PowerPoint

War Stories and Lessons from a Career in Gift Planning
April 9, 2021
Speaker: Russell A. Willis III, J.D., LL.M.
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America is a Given Place: A Brief History of Charitable Gift Planning
March 5, 2021
Speaker: Ron Brown, Historian
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Timely and Compelling Charitable Gift Strategies
February 5, 2021
Speakers: Don Laubacher, CFP, CPA, AEP, Sequoia Financial Group; Al Yambor, CFP, Sequoia Financial Group
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Life Settlements: Overview & Insights
January 8, 2021
Speaker: Todd Everson, Buckeye Life Resources
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