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Welcome to the Partnership for Philanthropic Planning of Greater Dayton. Your Miami Valley guide to gift planning standards, best practices, research, mentoring and education to help planned giving professionals to procure better charitable gifts.

Latest News

Article Senate Finance Committee Approves IRA Charitable Rollover Extension

Article - Anatomy of a Successful Planned Giving Program

Article - Bernard Ross Reveals the Next Big Thing in Fundraising!

Article - The Perpetual Campaign

Article - Spending Policy Challenges for Not for Profit Organizations - Fifth-Third Bank

Advocacy Update - House Approves H.R. 4719, The America Gives More Act

Press Release - Partnership for Philanthropic Planning Elects 2015 National Board Members

What is Planned Giving and Why Should I Have a Planned Giving Program?

A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning utilized as a method of supporting non-profits, and charities, enables philanthropic individuals, or donors, to make larger gifts than they could make from their income.

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Past Presentations

Ohio Legacy Trusts:
Who? Why? When? Where?

On September 24, 2014, Michael Barnes, of the Johnson Trust Company, discussed the game changing legislation of the Ohio Legacy Trust Act of 2013. By passing this law, Ohio became the 14th state, in the US, to allow domestic asset protection trusts and the benefits it will have for the clients of local attorneys, accountants and financial advisers. Michael provided valuable information on who should consider implementing an Ohio Legacy Trust, why these trusts are useful, when they should be used and how they are implemented and administered.

Upcoming Events
2015 Holiday Program
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