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COPGC sponsored meetings and seminars for members and their guests.
Education Committee:
Thomas Kolda, PhD, CFRE
Education Committee Co-Chair
tkolda@insight.rr.com
Resource Development Advisor/Consultant
754 Kingsmeade Road
Westerville, OH 43082
Phone: 614-899-.9993
Cell: 614-558-3462 |
Anita Laterro
Education Committee Co-Chair
alaterr2@ohiohealth.com
Ohio Health Foundation
Vice President, System Philanthropy
3535 Olentangy River Road , South Administration
Columbus, OH 43214
Office Phone: 614-566-4890 |
Brad Britton
Education Committee Member
bbritton@columbusfoundation.org
The Columbus Foundation
Director of Planned Giving and General Counsel
1234 East Broad Street
Columbus, Ohio 43205
Office Phone: 614-251-4000 |
Tim Montgomery
Education Committee Member
tmontgom@gracebrethren.org
Grace Brethern Church/Schools
Director of Development and Stewardship
6675 Worthington-Galena Road
Worthington, Ohio 43085
Office Phone: 614-888-7733 |
2010 Chapter Meeting Schedule
Date |
Location |
Time |
Topic |
| January |
|
|
No Meeting |
February 3
(Wednesday)
|
Scioto Country Club |
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
|
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 |
4:30PM |
Annual Meeting (social), Board Election |
Check back often for most up-to-date program updates |
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. |
Scioto Country Club
2196 Riverside Dr
Columbus, OH 43221
(614) 486-4341
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