Education Programs

Date	Location	Time	Topic
February 6 (Wednesday)	Scioto Country Club	Noon	Topic: "Tale of the Tape: Measuring the Performance of Gift Planning Officers". Elizabeth Ayers and Joe Bull
March 5 (Wednesday)	Buckeye Hall of Fame Cafe	Noon	How to Engage Gen X and Gen Y Speaker: Derek Grosso President, Columbus Young Professionals Club
April 2 (Wednesday)	Buckeye Hall of Fame Cafe	Noon	Rich Connolly, J.D Topic: Issues involving life insurance and charitable giving
April 8 (Tuesday)	Buckeye Hall of Fame Cafe	Noon	Joint meeting with the Association of Fundraising Professionals Topic: "Planned Giving: Getting Started and Raising New Money Through Bequests" Presented by David Valinsky Cost for COPGC and AFP members is $20
May 7 (Wednesday)	Buckeye Hall of Fame Cafe	Noon	Judge Lawrence A. Belskis "Recent Developments at the Franklin County Probate Court."
July 16	McConnell Heart Health Center 3773 Olentangy River Road (lower level)	5:00 pm -7:00 pm.	SAVE THE DATE - IT’S GOING TO BE SUMMERTIME! We have determined a short cookout would be a good way to celebrate summer! Casual attire is ok, so is business. Plan to join with us for some summer camaraderie, beer, wine, hot dogs, snacky stuff. We will also have a chance to hear a short presentation by Randy Bateman, CFA, Huntington Private Financial Group Investments on the state of the economy at that time and a look to the future. He’s a guru when it comes to talking about market economy analysis and was ranked as one of the top 100 mutual fund managers in the U.S. by Barron’s last year.
October 1 (Wednesday)	Buckeye Hall of Fame Cafe	Noon	Topic: Marketing Speaker: Brenda Stier President & CEO, Marketing Works, Inc.
November 5 (Wednesday)	Buckeye Hall of Fame Cafe	Noon	Lloyd Fisher, Porter Wright Morris and Arthur Topic: The Myths of Aging
December 3 (Wednesday)	TBD	4:30PM	Annual Meeting and Holiday Social

Luncheon Meetings
Location: Buckeye Hall of Fame Cafe (Unless otherwise announced above)
Time: 11:45-1:30
Cost: Members - Free; Guests $20
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.

2008 Virtual Seminar Schedule

Provided courtesy of Tim Montgomery and Grace Brethren Church

Date	Location	Time	Topic
March 19 (Wednesday)	Grace Brethren Church	1:00PM	Planning For Home Program Description Often, the family home and vacation home are substantial assets owned by donors. It is important for gift planners to be familiar with different types of ownership, gifting options, options you are getting cash out of, the property, and the potential problems gift planners will encounter when real estate is owned by a decedent’s estate. This session centers around issues with the family home and vacation home. Various mechanisms for holding real property such as Qualified Personal Residence Trusts, Revocable Trusts and life estate deeds will be discussed. Methods of gifting remainder interests in property to charity are included in the session. Reverse mortgages, which are a great way to solve liquidity problems, are detailed. Finally, problems associated with owning real estate in a decedent’s estate will be presented.
May 21 (Wednesday)	Grace Brethren Church	1:00PM	Realistic Expectations for Planned Giving Success Program Description What should senior management know before embarking on a new planned giving program or investing additional resources in current efforts? What are realist expectations for success and how do you set them? What are the factors that make a difference? Does one size fit all? Learn why the artful integration of development, finance, and program elements of your organization are ultimately critical to overall success.
September 17 (Wednesday)	Grace Brethren Church	1:00PM	Beyond Basic Bequest Administration Program Description Matured bequest administration is often the “orphan” of planned giving in that little attention or help is provided to planned giving staff regarding how to effectively collect these gifts. Despite the fact that deceased donor gifts are the culmination of a planned giving program, many thousands of bequest dollars remain uncollected or are collected at an unacceptably slow rate. This session will provide those charged with the collection of matured donor gifts some highly practical tips and techniques (that do not necessarily require the hiring of an attorney) for collecting what is due their organization. The session will include what to ask for and when, what to do if your request is ignored, how to spot problems on accounting and tax returns (including avoiding income taxes, and effectively collecting IRAs/life insurance/POD accounts), how to (politely) decline a request to return your bequest, and when to join in/sit out litigation with or without an attorney. Samples of suggested letters, tax code citations, tax and probate forms will be included.
November 19 (Wednesday)	Grace Brethren Church	1:00PM	*Tale of the Tape: Measuring the Performance of Gift Planning Officers* Program Description In the post-Enron world, accountability measures have become a major focus area, even in the nonprofit world. Performance metrics are now the rage for development officers across the country. The lingering question remains, how should the performance of gift planning officers be measured? Should it be like other major gifts officers, or should it be measured by its own, unique set of criteria? This session will unveil a comprehensive study of how organizations from all aspects of the gift planning world measure the performance of their gift planning officers, and will cover whether these “best practices" should be more universally adopted.

Virtual Seminars

Free to COPGC members, courtesy Tim Montgomery and Grace Brethren Church
Virtual seminars are held at Grace Brethren Church Distance Learning Center in Westerville, Ohio from 1:00 p.m. to 2:30p.m. Address is 8225 Worthington-Galena Road and the room number for the seminars is DC208. The room is on the northwest of the building.

2007 Meeting Schedule

Date	Location	Time	Topic
February 7 (Wednesday)	Longaberger Alumni House	Noon	Joe Bull: “The Intersection of Principal and Planned Gifts: Raise Larger Gifts, Think Outside of the Box and Build Your Career”
March 7 (Wednesday)	Fawcett Center		Luncheon Meeting: Allen Proctor, of Allen Proctor Consulting, and formerly CFO of Harvard University speaking on “Board Governance”
March 14 (Wednesday)	VIRTUAL SEMINAR Grace Brethren Learning Center	1:00PM	CRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable Remainder Trusts
April 4 (Wednesday)	Fawcett Center	Noon	Luncheon Meeting: Topic TBA
May 2 (Wednesday)	The Columbus Foundation	Noon	Mike Jordan, Schottenstein, Zox & Dunn: “Securities Regulation and Gift Planning”
July 12 (Thursday)	McConnell Heart Health Center 3773 Olentangy River Rd	Noon	Samantha Fickey, Hartford Leaders, will discuss “Marketing to Female Donors”. Her presentation will be followed by a Marketing Roundtable Discussion; please bring copies of your marketing materials to share.
July 18 (Wednesday)	VIRTUAL SEMINAR Grace Brethren Learning Center	1:00PM	How to Talk to Prospects
September 17 (Monday)	Room 112 @ 1480 West Lane Avenue (OSU Development Office)	11:00AM	Meeting for Board members only
October 3 (Wednesday)	Fawcett Center	Noon	Susan Hirshman, JP Morgan, “Passion Points of the Affluent”
November 7 (Wednesday)	Fawcett Center	Noon	Bea Wolper, Chester Willcox & Saxbe, “How Professional Advisors Can Talk to Clients about Charitable Giving”
December 5 (Wednesday)	OSU Golf Course	4:30PM	Annual Meeting and Holiday Social