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COPGC sponsored meetings and seminars for members and their guests.
Education Committee:
Education Committee Co-Chairs
Bob Hays, Hays/Altenbach Group, Merrill Lynch Welath Management
Mike O'Sullivan, OhioHealth Foundation |
Education Committee
Brad Britton, Columbus Foundation
Jason Eliason, Waller Financial Planning Group
Tim Montgomery, Grace Brethren Church/Schools |
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2012 Chapter Meeting Schedule
Date |
Location |
Time |
Topic |
| January |
|
|
No Meeting |
February 1
(Wednesday) |
Scioto Country Club |
Noon |
Reflections: A Career in Financial Planning and Planned Giving
Presenter: Larry Waller, Waller Financial Planning Group
Larry Waller, a longtime COPGC member and the recently retired founder and CEO of Waller Financial Planning Group, will reflect on his 40-plus years as a financial planner, including changes in his field during his career and his work with many charitably inclined clients.
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February 16
(Thursday)
|
Grace Brethren Church |
1PM |
FREE Program for COPGC Members and Guests
As a service to our membership, COPGC is pleased to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.
Grace Brethren Church will host each session.
The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.
1 p.m. – 2:30 p.m.
February 16, 2012 Council Conversation – Administration/Legal
Includes issues related to insurance, incorporation, taxes, etc.
COST: There is no charge to COPGC members or Guests to attend this event but reservations are required. |
March 7
(Wednesday) |
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|
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April 4
(Wednesday) |
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|
|
April 19
(Thursday)
|
Grace Brethren Church |
1PM |
FREE Program for COPGC Members and Guests
As a service to our membership, COPGC is pleased to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.
Grace Brethren Church will host each session.
The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.
1 p.m. – 2:30 p.m.
April 19, 2012 Council Conversation – Communications/Community Building
Includes using the PPP 2.0 system to communicate with and serve council members.
COST: There is no charge to COPGC members or Guests to attend this event but reservations are required. |
May 5
(Wednesday) |
|
|
|
June 21
(Thursday) |
Grace Brethren Church |
1PM |
FREE Program for COPGC Members and Guests
As a service to our membership, COPGC is pleased to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.
Grace Brethren Church will host each session.
The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.
1 p.m. – 2:30 p.m.
June 21, 2012 Council Conversation – Leveraging council’s and members’ relationship with PPP
COST: There is no charge to COPGC members or Guests to attend this event but reservations are required. |
| July, August, September |
|
|
No monthly Lunch Programs |
October 3
(Wednesday) |
|
|
|
November 7
(Wednesday) |
|
|
|
December |
Scioto Country Club |
4:30-6:30 |
Annual Meeting and Holiday Social |
Check back often for most up-to-date program updates |
2011 Chapter Meeting Schedule
Date |
Location |
Time |
Topic |
| January |
|
|
No Meeting |
February 2
(Wednesday) |
The Columbus Foundation
(1234 E. Broad St.) |
Noon
Buffet Lunch |
Topic: "How to Get Your Clients to Finalize Their Estate Plans & to Sign on the Dotted Line."
Speaker: Beatrice Wolper, J.D., Emens & Wolper |
March 2
(Wednesday) |
The Columbus Foundation
(1234 E. Broad St.) |
Noon
Buffet Lunch |
Topic: "A Framework for Understanding the Art & Science of Planned Giving"
Michael O'Sullivan
|
April 6
(Wednesday) |
The Columbus Foundation
(1234 E. Broad St.) |
Noon
Buffet Lunch |
Topic: "Optimizing Your On-line Presence"
Sandy Blanquera, Social Boomerang
|
May 4
(Wednesday) |
The Columbus Foundation
(1234 E. Broad St.) |
Noon
Buffet
Lunch |
Topic: "Future of PPP & Current Planned Giving Issues"
Heidi Jark
|
June 1
(Wednesday) |
Scioto Country Club |
Noon
Buffet
Lunch |
Topic: "How Did I Get to be This Old?"
Bob Hamilton, CFP |
| July 14 |
Grace Brethren Church |
|
FREE Program for COPGC Members and Guests
As a service to our membership, COPGC is proud to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.
Each summer program will include a casual and conversational “Lunch and Learn” before the PPP program. Bring a friend!
Grace Brethren Church will host each session.
The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.
12 noon – 1 p.m. (Room DC205)
Lunch and Learn - “Capturing Donor Intent: Working with Gift Agreements”
Bring your lunch and the tools you use to capture donor intent such as gift agreements, MOUs, etc. Bring samples to share with colleagues!
1 p.m. – 2:30 p.m. (Room DC 208)
PPP Annual Meeting
Come learn about our National Organization, the Partnership for Philanthropic Planning; Reports on PPP Activities and New Programs and Services; election of candidates to join PPP board in 2012. |
August 18
(Thursday) |
|
|
FREE Program for COPGC Members and Guests
As a service to our membership, COPGC is proud to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.
Each summer program will include a casual and conversational “Lunch and Learn” before the PPP program. Bring a friend!
Grace Brethren Church will host each session.
The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.
12 noon – 1 p.m. (Room DC205)
Lunch and Learn - “Planned Giving Stories...the Good, the Bad and the Ugly"
Bring your lunch and your anecdotes for this interesting, interactive conversation!
1 p.m. – 2:30 p.m. (Room DC 208)
PPP Webinar on "Programming for your Chapter"
Come learn about our local chapter and how explore program formats,
successful programs for various constituencies, cooperation with other organizations, etc. . |
| September |
|
|
No program |
October 11
(Tuesday) |
Scioto Country Club |
Noon
Buffet
Lunch |
Joint program with Central Ohio Planned Giving Council and the Association of Fundraising Professionals Central Ohio Chapter
“Steps You Can Take to Avoid Estate Litigation and How to Deal With It If It Happens Anyway”
This informative program will cover the following:
Steps a charitable development officer can take to avoid contests over charitable bequests in the first place
If there is a contest (whether over a will, trust or beneficiary designation), what are the grounds for bringing it, e.g., mental incompetence, duress, undue influence.
Who has the burden of proof (the contestant) and what do they need to do in order to prove one of these grounds? What does a charity (or the estate or trust of which it is a beneficiary) do to respond?
Misuse of powers of attorney during a donor’s lifetime, with the effect of decreasing what is left for charity under a donor’s estate plan. What is the charity’s recourse, e.g., an intentional interference with expectancy of inheritance claim?
Role of the Ohio attorney general in litigation involving charity, i.e., the AG is our statutorily-mandated friend
Guest Speakers:
Charles “Chuck” E. Ticknor, III, Partner at Dinsmore & Shohl LLP Presenter bio J. Bradley Britton, J.D., LL.M. Presenter bio
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November 2
(Wednesday) |
Scioto Country Club |
Noon
Buffet
Lunch |
“Beware of the Stranger that Comes Bearing Gifts”
Presenter: Dale Arnold, Director, Energy Policy, Ohio Farm Bureau
Dale Arnold is Director of the Ohio Farm Bureau Foundation, and helps
coordinate the planned giving, donation and philanthropic policies for 87
county Farm Bureau organizations throughout Ohio. In Beware the Stranger
that Comes Bearing Gifts, Dale will discuss issues and dilemmas many small,
non-profit organizations face when gifts offered are coupled with
provisions that could leave management of the resource with the donor. He
will share ideas and draft governance policies that could be used to
establish good donor relations, and ensure that the non profit has control over all resources needed to enhance their programs and mission.
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December 8
(Thursday) |
Scioto Country Club |
4:30-6:30 |
Annual Meeting and Holiday Social |
| December 15 |
Grace Brethren |
1:00-2:30 |
FREE Program for COPGC Members and Guests
As a service to our membership, COPGC is proud to announce our participation in the PPP Annual Meeting and Council Conversations that will be provided by PPP in webinar format over the 2011-2012 year.
Grace Brethren Church will host each session.
The church address is: Grace Brethren Church, 8224 Worthington-Galena Rd, Westerville, OH 43081. There are more detailed directions on the church website http://gracepolaris.org/resources/directions/ Enter the building on the northwest side, through the doors closest to the flagpole.
December 15, 2011 Council Conversation - Governance
Best practices for strategic planning, board terms and meetings, leadership succession, etc. |
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Lunch begins at 12:00 sharp, with announcements at 12:15 and featured speaker at 12:30 pm. Programs conclude by 1:15 pm.
Luncheon Meetings
Location: See above for specific location for each meeting
Time: 11:45-1:15
Cost: Members - Free; Guests $30
RSVP: To RSVP for meetings, email copgc@cs.com
Please remember that if you make a reservation and do not attend, you will be billed for the missed luncheon. |
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