Date

Location

Time

Topic

February 3  

(Wednesday)

Noon

Buffet Lunch

Topic: "Discovering the Secret Giver: Groundbreaking Research on the Behavior of Bequest Givers in America"
Presenter: Larry Stelter, President, THE STELTER CO., Des Moines, IA.

Larry Stelter Handouts

March 3

(Wednesday)

The Columbus Foundation

(1234 E. Broad St.)

Noon

Buffet Lunch

Topic: "Life After the Meltdown - Is There an Alternative to a Buy and Hold Strategy to Protect Endowment Assets?"
Presenter: Brian Stertzer, CFP, WealthStone Asset Management

Presenter: Scott Welch, Fortigent, LLC

April 7

(Wednesday)

The Columbus Foundation

(1234 E. Broad St.)

Noon

Buffet Lunch

Topic: "Hear Ye! Hear Ye! The IRS Form 990 is Finally Revealed"
Presenter: Valorie Schwarzmann, J.D., C.P.A., Plante & Moran Accounting Firm, Columbus office

May 5

(Wednesday)

The Columbus

Foundation

(1234 E. Broad St.)

Noon

Buffet

Lunch

Topic: "Intellectual Property 101"
Presenter: Scott Austin, J.D., Roetzel & Andress

Many of our members represent charitable organizations that own significant intellectual property, such as patents, trademarks and copyrights.  It is also possible that a potential donor could propose a gift of any of these assets, and such a gift could be quite valuable.  To even begin to analyze what intellectual property our organizations already own, or what they might receive as a gift, we need to know how each type of intellectual property works:  their basic definitions, what rights come with them, and what we have to do to maintain those rights.  Scott Austin, an experienced intellectual property attorney in the Columbus office of the law firm of Roetzel & Andress, will speak on this topic at our May 5 meeting, again at The Columbus Foundation.

June 2

(Wednesday)

Franklin Park Conservatory / Veridian Room

(1777 East Broad Street)

4:30-7:00PM

Wine and Cheese followed by meeting

“Philanthropic Planning as a Team Sport”

Join your COPGC colleagues for a Case Study presentation by gift planner Joe Bull and attorney Larry Huddleston on how they worked together to help a special Columbus couple realize their philanthropic dreams (or meet their philanthropic goals)(or make a transformative gift) for a local charity.  You won’t want to miss this special opportunity to gain insight on how to work most effectively as part of a donor’s team of for-profit and not-for-profit advisors. Please RSVP to join us for this engaging and informative Case Study.

4:30 pm – Wine and cheese reception/networking
6:00 pm – Case Study presentation

7:00 pm -  Free admission to Conservatory for those interested

Oct 6

(Wednesday)

Scioto Country Club

Noon

Buffet

Lunch

Topic: “Two-Way Street of Professionals, Their Clients  w/Money and Fundraising Professionals” 

Presenter:  James L. Budros, CFP, principal of wealth management firm Budros, Ruhlin & Roe, Inc., Columbus

Note: This is a combined meeting with AFP

Nov 3

(Wednesday)

Scioto Country Club

Noon

Buffet

Lunch

Topic: "Marketing Planned Giving in Tough Economic Times"
Presenter: Claudine Donikian, J.D., MBA, VP Marketing and Consulting Services, PENTERA, Indianapolis, IN

Dec 1

(Wednesday)

Scioto Country Club

Check back often for most up-to-date program updates