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Our panel discusses the charitable implications that may
come from the new administration, during our March 3rd program.

Marcus Owens presents ‘What to Do if the IRS
Comes Knocking’ to the Dayton Chapter of the PPP.

Michael Barnes, of the Johnson Trust Company,
addresses PPP of Greater Dayton members about
the impact of the Ohio Legacy Trust Act
during the PPP of Greater Dayton’s September program.

PPP Dayton members enjoy networking and
fellowship during the Holiday reception.
Current Events

"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.


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


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

Click here to register for this event.


"Lunch and Learn" hosted by St. Mary Development Corporation

Join us for a "Lunch and Learn" hosted by St. Marys Corporation and The Greater Dayton Partnership for Philanthropic Planning. The lunch and learn will be held at the senior independent-living community Lyons Place II – located across the road from the Dayton VA Hospital on the Dayton VA campus.

Our schedule:

  • Registration will begin at 11:30
  • At 12:15 p.m. our senior residents will join us for a catered lunch. Everyone will have an opportunity to meet and engage with our residents, many who are veterans

RSVP required no later than 11/8/2019.



Lyons Place II
4100 W. Third St.
Building 415
Dayton, OH 45428


Wed, November 13, 2019
11:30 AM – 1:30 PM EST

Understanding the Psychology of Philanthropy so You can Ask with Confidence

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.


Bill Bartolini, Ph.D., ACFRE, is a well known mentor, coach, educator, and counselor to those who raise philanthropic support. He is an Advanced Certified Fundraising Executive (ACFRE) – AFP’s certification signifying an advanced level of leadership and management expertise – and AFP has certified him as a Master Fundraising Teacher. He has served on the international board of AFP and the AFP Foundation.

Most recently Bill was Senior Philanthropic Advisor, Principal Giving at Ohio State University, where he worked to build the Wexner Medical Center and the Health Sciences Colleges’ ability to achieve gifts of $5M+. Previously, Bill worked at The George Washington University, first being responsible for ensuring the schools and units were ready for the quiet phase of GW’s first $1B campaign, and later building a portfolio of Principal Gifts prospects. Previous to GW he served as Chief Development Officer for the national nonprofit Recording for the Blind and Dyslexic (now Learning Ally).

Bill also has served as Vice President at Northeastern University in Boston, where he rejuvenated and completed a lagging $200 million campaign. He came to Northeastern from Kent State University, where he was executive director of development. There he helped build the fundraising success of the development officers assigned to the colleges, schools, and campuses. He was part of the leadership team that completed Kent State’s first-ever $100 million comprehensive campaign – raising $121.9 million.

Bill received his undergraduate degree from Ball State University, his masters degree from Indiana University, and his Ph.D. from Kent State University, where his dissertation was Prospective Donors’ Cognitive and Emotive Processing of Charitable Requests – or “What do People Think and Feel when You Ask them for Money.”


Wright State University Foundation
Wright State University Foundation/Bill Shepard Board Room
3070 Presidential Drive
Fairborn, OH 45435


Tue, October 1, 2019
2:30 PM – 5:00 PM EDT


To register for this event:  https://www.eventbrite.com/e/understanding-the-psychology-of-philanthropy-so-you-can-ask-with-confidence-tickets-70142446947

Planning and preserving your clients estate and their charitable intentions

Our speakers led a discussion on ways to plan and preserve your clients' estate to
meet their charitable intentions through case study examples.

Leading our discussion: 

  • Joe Baldasare, The Dayton Foundation
  • Bill Bigham, Wright State University
  • Kim Cullman Estess, O'Diam & Estess Law Group
  • Patty Ioas, Elders Advisory Services
  • Sandra Pierce, Parallel Advisors
  • Michelle Lovely, Moderator

Click here to view bios

CLE's - 1.5 hours

CFP's - 1.5 hours




Wright State University Foundation Offices
3020 Colonel Glenn
Dayton, OH 45435


May 16, 2019

The Greater Dayton Partnership for Philanthropic Planning

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.

Midterm Update

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
• Keith Meyer, CFP, CRPC, Senior Vice President and a partner in the Hale/Meyer Group at Morgan Stanley.
• Mike Parks, President, The Dayton Foundation
• Sam Warwar, Partner, shareholder - Coolidge Wall Tax Department
• Michelle Lovely, VP, Development, The Dayton Foundation – Moderator

Click here to view panelist bios


University of Dayton, River Campus / Marshall Room, 1700 S Patterson Blvd, Dayton, Ohio 45409


March 8, 2019




Practical Options for Practical Client Problems….How and Why to Include Charitable Plans in Lifetime and Estate Planning

This program will address what assets, at what time, and who should consider charitable plans that can help achieve a client’s personal planning objectives and philanthropy both. These plans can further estate, tax, retirement and financial planning goals, and can be made during lifetime and in estate planning both, for maximum advantages. A client can convert non-income producing assets into income producing for self and others, and utilize expensive assets for family to inherit like retirement plans, while attaining personal goals and significantly supporting favored charities. Gift arrangements can be funded PRE-TAX and create advantageous scenarios for a donor and family members, and still leave a significant gift to a Community Foundation for charities they have cared about during life. This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 2.50 total CLE hour(s), with 1.00 of attorney professional conduct instruction.

** CFP and CPA CE credits available.

Pamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training.


November 14, 2018

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.

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.

Bryan K. Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP


May 10, 2018