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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.

“Update - 2024” - A Panel Discussion
“Update - 2024” - A Panel Discussion

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. This will be a live event.

Our Panelists:

  • Lynn Burns, Owner of Burns Tax Consulting, LLC
  • Karen Crim, Senior Director, Tax Services for Nonprofits at RSM US LLP
  • Mike Parks, President - The Dayton Foundation
  • Frank H Scott, Senior Investment Advisor,PNC Private Bank
  • Sam Warwar, Tax Partner at Coolidge Wall Co., L.P.A

8:00a - 8:30a - Networking and Breakfast
8:30a - 10:00a - Panel Discussion

Cost: Free to all PPP Dayton Members and Guests

Continuing Education: Continuing education credits are pending


Click here for more information about our panelists


University of Dayton Multi-Purpose Room
1401 S. Main St
Dayton, OH 45409


Monday, May 20, 2024, 8:00 AM - 10:00 AM EST

Click Here To Register

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