COPGC sponsored meetings and seminars for members and their guests.

Education Committee:

COPGC Speakers Fund:

The Board of Trustees of the Central Ohio Planned Giving Council (COPGC) has created a new fund to support costs associated with bringing exceptional speakers from outside the Central Ohio area to Columbus on a periodic basis. The Speakers Fund was seeded in 2012 with gifts from the COPGC Board of Directors. We now invite members of the Council to join the Board in making tax deductible gifts to COPGC for this purpose.

Please make checks payable to the “Central Ohio Planned Giving Council” (with “Speakers Fund” on the memo line) and send your gift to Mr. Ned Segelken, Treasurer, Central Ohio Planned Giving Council, Porter, Wright, Morris and Arthur, LLP, 41 South High Street, Columbus, OH 43215. Please also feel free to stop by the registration table at our COPGC monthly luncheons with your gift/check. Thank you for your consideration and support of the Central Ohio Planned Giving Council!

2013 Chapter Meeting Schedule:

Lunch begins at 12:00 sharp, with announcements at 12:15 and featured speaker at 12:30 pm.  Programs conclude by 1:15 pm.

2012 Chapter Meeting Schedule

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
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.
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.