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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.

 
Effective End of Year Planning in a Chaotic Year
Effective End of Year Planning in a Chaotic Year - Patrick Schmitt

In 2020, people are making estate plans in record numbers. Nonprofits who stay top of mind during this process will see record results. In this webinar, we cover ways that nonprofits thrive during the rest of 2020

• What the CARES Act and this moment mean for different types of gifts

• How cash, DAFs, QCDs, stocks, and bequests will be affected by a recession (and what to do)

• How to convince your boss and board to invest in planned giving

• Creative ideas for planned giving from across the nonprofit landscape

If you missed the event you can watch a recording of it here:

Click here

 

 

 

 

 


*Continuing Education Credits are pending

 

Patrick Schmitt is the co-founder of FreeWill, a social venture which has helped organizations raise more than $1.6B in new planned gifts and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.

From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years.

Patrick received his BS from Georgetown University and MBA from Stanford University.


When:

Thursday, October 29, 2020
1:00 PM – 2:00 PM EDT
 



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



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