2023
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 View PowerPoint
The Government Has Enough Money: Help Donors Direct More Money to Family and Charity April 14, 2023 Speaker: Bradley Schlang, CFP, Eton Financial Services View PowerPoint
2022
Webinar: Marketing Tools for Your Planned Giving Program February 4, 2022 Speaker: Christine Millen, Enza Financial LLC View Webinar | View PowerPoint
2021
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 View Webinar & Materials
Planned Giving 101 May 7, 2021 Speakers: Laura Frye, Akron Children's Hospital; Laura Hnat, Cholangiocarcinoma Foundation Laura Lederer, Akron Community Foundation; Christine Millen, Heirmark; Dave Stokley, JD, Cleveland Foundation View Presentation | View Frye/Lederer PowerPoint 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. View PowerPoint
America is a Given Place: A Brief History of Charitable Gift Planning March 5, 2021 Speaker: Ron Brown, Historian View Presentation
Timely and Compelling Charitable Gift Strategies February 5, 2021 Speakers: Don Laubacher, CFP, CPA, AEP, Sequoia Financial Group; Al Yambor, CFP, Sequoia Financial Group View PowerPoint
Life Settlements: Overview & Insights January 8, 2021 Speaker: Todd Everson, Buckeye Life Resources View Handout
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