PPP is a member of The National
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.

Latest News

PPP Rebrand - Changing More than Just a Name- Creating Your Professional Home

The Greater Dayton PPP Chapter lost a wonderful friend recently.  Pete Klosterman devoted over a decade of his life to the endeavors of our local Dayton Council.  It is with great sadness that we say goodbye to our wonderful friend, who passed away, at the age of 65, on July 16th.  To visit the full obituary - http://www.legacy.com/obituaries/tdn-net/obituary.aspx?n=peter-klosterman&pid=180704810&fhid=17943

Visit the ‘Perspectives Blog’ for Resources available to Planned Giving Professionals at https://pppphilanthropy.wordpress.com/

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

May 10th Event – Creative Charitable Planning with Closely-Held Family Businesses: A Case Study Approach
Closely-held business owners are some of the most charitable donors in the country, yet many choose to donate the worst asset possible… cash.  This session explored creative ways to use family business assets (C-corp, S-corp and LLCs) to optimally fund life-time and life-income gifts. (view photos)

Outline:
1. How C-corp donations can facilitate succession planning while using the lowest cost basis asset to fund current and future giving.
2. How S-corp stock triggers Unrelated Business Taxable Income (UBTI) which can be reduced by 50%.
3. How both C-corp and S-corp can be used to fund life income gifts.

A big thank you to the sponsors of this event:  Wright State University, University of Dayton and The Dayton Foundation

March 2nd Event – Panel Discussion with 5 Local Experts
Five local experts, with specialties in law, finance, taxes and philanthropy, addressed a variety of topics related to taxes, philanthropy, investing and business. The panel included  Karen Crim, CPA,  Senior Manager Tax Services for Nonprofits at RSM US LLP, Dan Johnson, CFP, Vice President, Wealth Management Advisor Merrill Lynch Wealth Management, Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC, Mike Parks, President, The Dayton Foundation and Sam Warwar, Partner, Coolidge Wall.  (view photos)

Special Needs Planning
On May 12, 2017, Attorney Brittany O’Diam and Doug Jackson, Deputy Director for the Ohio STABLE program, discussed options when it comes to Special Needs Planning, including Special Needs Trusts and ABLE Accounts.

Upcoming Events
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