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Association of Charitable Gift Planners
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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.

 
2020 - A Panel Discussion
2020 - A Panel Discussion

Once again, five local experts, with specialties in law, finance, taxes and philanthropy, will provide an update on a variety of topics related to taxes, philanthropy, investing and business.

Our Panelists:

  • Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC
  • Karen Crim, CPA, Senior Director- Tax Services for Nonprofits at RSM US LLP
  • Nicole T. Strbich, CFP®, CPWA®, EA - Buckingham Advisors
  • Mike Parks, President, The Dayton Foundation
  • Sam Warwar, Partner, shareholder - Coolidge Wall Tax Department
  • Michelle Lovely, VP, Development, The Dayton Foundation – Moderator

Registration and Networking: 7:30a - 8:00a

Program: 8:00a - 9:30a

Cost: Free to all PPP Dayton Members and Guests

Refreshments: Breakfast will be provided

Continuing Education: This program is not eligible for continuing education credits

 

Click here for more information about our panelists


Location:

The Dayton Club
Stratacache Tower
40 N Main St, Dayton, OH 45423


When:

Friday, Mar 6, 2020, 7:30 AM EST

 

To register for this event, click here.



A Presentation on the SECURE Act!

The Partnership for Philanthropic Planning of Greater Dayton is pleased to offer this timely and exceptional program on the newly enacted SECURE Act.

Edwin P. Morrow III, Regional Wealth Strategist, East U.S. Region; New York, Cleveland, Columbus, Cincinnati, Nashville, Louisville, Palm Beach and Naples, Florida

Mr. Morrow will summarize the impact of the Setting Every Community Up For Retirement Enhancement (SECURE) Act on estate, charitable and trust planning for retirement benefits.

As a Regional Wealth Strategist, Ed works with local private wealth management teams and their clients throughout the Eastern U.S. With the help of the client’s tax and legal advisors, the teams create customized financial and estate plans, helping clients work toward their goals and financial objectives. Financial strategies encompass asset allocation, retirement, education business succession, asset protection and overall wealth planning.

Additionally, Ed serves as a resource for the U.S. Bank Private Wealth Management teams nationwide and focuses on thought leadership in personal income tax, estate and private business advisory areas. He will often speak at client and professional events, serve as a mentor for other advisors and as a senior resource for complex client situations across the region.

Ed began his career in private law practice focused on tax, trust and estate planning in 1998. Prior to joining U.S. Bank, Ed was at KeyBank where he most recently served as a Director in their Family Wealth Consulting Group.

Ed is a noted author and speaker. This includes co-authoring the 18th and 19th Editions of Tools and Techniques of Estate Planning, along with co-authors Steve Leimberg, Paul Hood, Jay Katz and Marty Shenkman. He was recently invited to present at both the 2019 Notre Dame Tax and Estate Planning Institute and 2020 Heckerling Institute on Estate Planning. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC) and a board certified specialist in estate planning, trust and probate through the Ohio State Bar Association. He is on the editorial board of the Probate Law Journal of Ohio.

Ed resides in Springboro, Ohio with his wife and two daughters and when not working Ed enjoys reading history and historical fiction.


Location:

The Dayton Foundation
Muti Purpose Room
1401 S. Main St., Suite 100
Dayton, Ohio 45409


When:

Thu, February 6, 2020
2:30 PM – 5:00 PM EST

Registration 2:30 pm

Program 3:00 pm - 5:pm

Light refreshments will be served

Continuing Education credits are pending.

CLICK HERE to register for this event.



"Lunch and Learn" hosted by The Dayton Foundation

Join us for a "Lunch and Learn" hosted by The Dayton Foundation and The Greater Dayton Partnership for Philanthropic Planning. Come see the new offices and hear about what The Dayton Foundation does to support our community.

Our schedule:

  • Registration will begin at 11:30
  • Noon - Lunch, Overview and Tour

RSVP required no later than 1/8/2020.


Location:

The Dayton Foundation
1401 S. Main ST, Suite 100
Dayton, OHIO 45409


When:

Thu, January 16, 2020
11:30 AM – 1:30 PM EST


Click here to register for this event.



The Greater Dayton Partnership for Philanthropic Planning
An important resource to the local philanthropic community, spread across a broad spectrum of industries, including estate planning attorneys, CPA’s, financial planners, investment advisors, trust officers and fundraisers


Are you looking for opportunities to grow professionally, build your network with key individuals, and make a greater impact for your clients and organization? The GREATER DAYTON PARTNERSHIP FOR PHILANTHROPIC PLANNING (PPP) is committed to offering programs and services such as this that help its members to succeed in business and develop as professionals.

  • Educational seminars/meetings, committee participation—a forum to discuss issues affecting the planning giving and philanthropic industry.
  • Opportunities to network
  • FREE professional education credits
  • Information sharing and idea exchange
  • Updates regarding the latest legislative/tax changes and other important trends and issues effecting the industry
  • PPP members have access to the PPP local and national membership directory which lists the most successful and influential planned giving and philanthropy professionals in the greater Dayton area and nationally.


 
Latest News

Did you know that people who make philanthropic gifts live longer, happier lives? And the good news is that fundraisers who facilitate those gifts enjoy the same benefits! But what’s the psychology behind why someone gives and how they make that decision? In this light and humorous (and maybe sometimes a bit irreverent) session, we’ll explore the psychology of the prospective donor, their needs, and the techniques you can use to successfully build a relationship and close a gift. Join AFP master teacher Bill Bartolini (ACFRE, Ph.D. & instructor in major gifts fundraising at Columbia University) in this entertaining and useful master class so you can Ask with Confidence.  Click to Register

 

On March 8, your Dayton Partnership of Philanthropic Planning held a Mid-term update at the University of Dayton. on critical topics related to taxes, philanthropy, investing and business. Five local experts, with specialties in law, finance, taxes and philanthropy, shared their knowledge, tips and provided guidance to the audience of 75 professionals.

On May 16, 2019 we met at the Wright State University Foundation. The topic: “Planning & preserving your clients’ estate & their charitable intentions.” 

It was a tremendous educational opportunity and offered great networking as well. Stay tuned for our next event.

 

More Info