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.

 
"How Much Is Enough?"

Many parents with mid sized and larger estates would like to benefit children with an inheritance. We do not give inheritance to children to make them worse persons, but in the hope that they will become better persons. Quite often, parents who have midsize to large estates can transfer a substantial inheritance. But the parents ask the question, “How much is enough?”
 

Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is President of Crescendo Interactive, Inc. and is the principal creator of the GiftLegacy Pro eMarketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLegacy and GiftLaw eNewsletters.

Charles writes, speaks and publishes extensively. He teaches over 30 planned giving seminars per year and is President of GiftCollege.com, an Internet education program for gift planners and professional advisors. He also serves as Executive Director of GiftAttorney.com, an association of attorneys with charitable receptivity. His law degree is from the University of Michigan. Charles is on the Board of Directors for the Christian Foundation of the West.


Location:

Online Event


When:

Wed, May 19, 2021
12:30 PM – 1:30 PM EDT


Link to register

Webinar credentials will be forwarded closer to the date of the 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