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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 Wealth Management

   Mike O'Sullivan

Education Committee

   Brad Britton, Columbus Foundation

   Jason Eliason, Waller Financial Planning Group

   Tim Montgomery, Grace Polaris

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!

 

2014 Chapter Meeting Schedule:

Date

Location

Time

Topic

January        No Meeting

February 5

(Wednesday)

Scioto Country Club Noon

 

TOPIC:  Annuities:  Why they are an important part of your donors'

financial plan and why that is good for charitable giving.


PRESENTER: Pete Armstrong from Sun America

March 5

(Wednesday)

The Columbus Foundation Noon

TOPIC: Advocating for the Future of Philanthropic Planning

PRESENTER: Michael Kenyon, President & CEO

Partnership for Philanthropic Planning
Indianapolis, Indiana


Activities and strategies of the Partnership for Philanthropic Planning to defend and promote a positive

environment for charitable planned giving.

April 23

(Wednesday)

Scioto Country Club 8:00AM - 1:00PM

Half Day Conference on Planned Giving

Presented by the Central Ohio Planned Giving Councilwww.copgc.com

 

Come join us for a very special half day conference

with nationally-recognized presenters and thought-leaders,

Jay Steenhuysen and Anne Melvin

May 7

(Wednesday)

Scioto Country Club Noon


June 4

(Wednesday)

Scioto Country Club Noon  
July, August, September   No monthly Lunch Programs

October ?

Scioto Country Club Noon Joint meeting with the Association of Fundraising Professionals

November 5

(Wednesday)

TBA Noon

 

December

Scioto Country Club 4:30-6:30

Annual Meeting and Holiday Social

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

 

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

 

Historical Programmng (For your reference if you need to refer to older programs for certification reminders.)

2013 Chapter Meeting Schedule:

Date

Location

Time

Topic

January        No Meeting

February 6

(Wednesday)

Scioto Country Club Noon

Emotional Issues in Estate Planning

Presenter: Bea Wolper

March 6

(Wednesday)

The Columbus Foundation, Davis Hall

Noon

Insurance and Gift Planning

Presenter: Rich Connelly

The basics of life insurance, how life insurance works with charitable giving and what to look for

in insurance schemes purporting to be charitable.

April 3

(Wednesday)

Scioto Country Club Noon

The Equity Marketplace: What you need to know From the individual investors point of view

For investing your organization's reserves


The equity market has experienced unprecedented highs - and lows - over the past four years.  

Why has the market been so volatile?  What are the implications for your clients and donors, and for your organization's investment portfolio?

What will be the impact of the sequester, health care reform and the federal deficit?

Bring your questions to our April meeting for the answers from our expert panel featuring

Bob Hays, Senior Vice President, Bank of America Merrill Lynch, and Jason Eliason, Partner, Waller Financial Planning Group.  

May 1

(Wednesday)

Scioto Country Club Noon

Social Security Update with John LaMotte

Gain a better understanding of the Social Security Administration at our May meeting with John LaMotte, State Liason, SSA.  

John will discuss calculating benefits, benefits for dependent spouses, survivor benefits, taking benefits early, and much more.

Understanding of this information will benefit anyone involved in planning an estate, a charitable  gift, or planning for retirement income.
 

June 5

(Wednesday)

Scioto Country Club   Social/Networkeng Event
July, August, September     No monthly Lunch Programs

October 8

Jewish Community Center Noon

Joint meeting with the Association of Fundraising Professionals - Central Ohio Chapter

“An Overview of the Bank of America Study of High Net Worth Philanthropy”

November 6

(Wednesday)

TBA Noon

"Questions to Start Gift Planning Conversations"


Greg will be speaking with our Council on what he likes to refer to as “the softer side of gift planning.”

The title of his talk is “Questions to Start Gift Planning Conversations”.

Specifically, Greg will share a number of questions for donors that often lead to conversations that result in charitable gifts.

He will illustrate how these questions eventually led to gifts through a series of brief stories, and will invite attendees to share their stories as well.

Presented by Greg Sharkey, The Nature Conservancy

December

Scioto Country Club 4:30-6:30

Annual Meeting and Holiday Social

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.  

 

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, 8225 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)

McConnell Heart Center in Classroom 1

this is on the second floor).

3773 Olentangy River Road and

please remember that this is north

of Riverside Hospital.   

Noon

The Ohio Attorney General:  Our Regulator – And Our Defender

Like a call from any law enforcement agency, none of us is excited to get hear from the state attorney general’s office.  Did someone

complain about our charity?  

Did we make a mistake, file the wrong form, break a rule, or worse?!  The AG isn’t there just to make sure we do our jobs right, though,

but to enforce the law for us as well.  Peter Thomas, Chief of the Charitable Law Section of the Ohio Attorney General’s office, will speak

to us about the work of that section in regulating and protecting charities in Ohio. Peter has more than a decade of experience working in

the AG’s office. 

Speaker:  Peter Thomas, Charitable Law Division, Ohio Attorney General’s office

April 4

(Wednesday)

Scioto Country Club Noon

CGA, CRT, CRAT: WTF? (LOL!)

Planned giving isn’t just full of acronyms, it’s full of tax and income implications for your donors.  We’ll look at some potential donor

scenarios and explain why one vehicle would make more sense than others in that situation. We’ll also explain just what some of the tax

variables are, such as the IRS discount rate, and how it affects calculations so you can better explain it to your donors.

Speaker:  John Schuman, J.D., CPA, of the excellent financial planning firm of Budros Ruhlin & Roe

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, 8225 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 2

(Wednesday)

Scioto Country Club Noon

TOPIC:  “Real Estate Gifts”  

 

Panelists:

Scott Hartman, The Catholic Foundation

Jim Hickey, OPRS  

Dick Elosh, Former OSU Strategic Real Estate Director

June 5 Cantina Laredo 4-7PM Social and Networking Opportunity

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, 8225 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 9

(Tuesday)

Scioto Country Club Noon

Joint meeting with the Association of Fundraising Professionals - Central Ohio Chapter


"Building an Ethical Framework for Planned and Major Giving”
Plan to join us for an outstanding panel of experienced development and planned giving experts as they tackle some of the leading ethical

questions facing all non-profit fund-raising professionals.


Moderator: Angela Parsons, Associate Director of Planned Giving, The Columbus Foundation, COPGC Chapter President, featuring:
Mary Ann Iveson, J.D.,  Associate Director of Gift Planning, The Ohio State University

Tom Hofmann, CFRE, President, Ohio Presbyterian Retirement Services Foundation

Marc Littlecott, CAP ®, Divisional Panned Giving Director, Regional Director of Family Philanthropy and Planned Giving, The Salvation Army

November 7

(Wednesday)

Scioto Country Club Noon

“What the Frack?:

A Primer on Oil and Gas Interests, and How to Give Them to Charity”

 

Attorneys Suzanne Fisher-Edwards of MacMahon DeGulis and Jacintha Balch of Balch Law

will present the basics on oil and gas interests, including terminology,

and issues surrounding charitable gifts of such interests.

December

Scioto Country Club 4:30-6:30

Annual Meeting and Holiday Social

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.

.

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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.