Logo Central Ohio Planned Giving Council

Welcome to the Central Ohio Planned Giving Council

The Central Ohio Planned Giving Council (COPGC) is an association of not-for-profit planned giving professionals and those from the

allied professions (i.e. legal, banking, insurance, accounting) involved in developing, marketing and administering planned charitable gifts.

 

The Central Ohio Planned Giving Council is a local chapter of the Partnership for Philanthropic Planning (formerly National Committee on Planned Giving) headquartered in Indianapolis, Indiana.

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The Planned Giving Conference is Sold Out.

 

Download full conference brochure

 

 

Event

Description

 

  

Half Day Conference on Planned Giving

Presented by the Central Ohio Planned Giving Council

www.copgc.com

 

Come join us for a very special half day conference with nationally-recognized

presenters and thought-leaders, Jay Steenhuysen and Anne Melvin

    

 

Date/Time

 

 

Wednesday, April 23, 2014

 

Schedule of events:

 

  8:00AM-8:30AM

Registration and Continental Breakfast

  8:30AM

Welcome

  8:30AM-10:00AM

Jay Steenhuysen

  10:00AM-10:15AM 

Break/Refreshments

  10:15AM-11:45AM

Anne T. Melvin

  11:45AM-1:00PM

Lunch/Networking/Concluding Remarks

 

 

 

Location

 

Scioto Country Club

2196 Riverside Drive

Columbus, Ohio  43221

http://www.sciotocc.com/directions

Parking is free

 

 

Cost

 

  Central Ohio Planned Giving Council Members

No Charge

  Northern Ohio PGC Members

$25

  Springfield Ohio PGC Members

$25

  Dayton Ohio PGC Members

$25

  Central Ohio Assn of Fundraising Professionals Members

$25

  Other Guests

$30

 

 


 Session 1

Jay Steenhuysen

 

Presenter: Jay Steenhuysen

Founder of Steenhuysen Associates

 

The Future of Gift Planning

 

Over the past 25 years, the role of the gift planner has experienced a tremendous arc: moving from the position of isolated technician, to being a key player, to serving as a divergent specialist. While gift planning is currently practiced by more individuals that at any time before, there are increasingly fewer full-time gift planner positions. During this session, Jay will detail this trend and its implications for gift planners, all fundraisers, and the charitable organizations they serve. The growing role of for-profit gift planners also will also examined. By the conclusion of this session, you will be aware of new frontiers for gift planning. You will know what today’s practitioners must do to remain relevant and be successful now and in the future.

 

 

 

Session 2

 

Anne Melvin

 

 

Presenter: Anne T. Melvin

Director of Training and Education

Alumni Affairs and Development

Harvard University

 

The Seven Secrets of Successful Solicitations

 

People routinely list “public speaking” and “asking for money” as the two things they fear most in modern life, and yet soliciting a gift is at the core of what we do as fundraisers.  Most of us never receive any explicit training on how to make a good ask, yet we are expected to be experts in this art.  Many people think that good solicitors simply have a “knack” for it; that you’re either good at it or you’re not.  While it is true that some people instinctively know how to solicit well, like good writing, there are elements of the ask that can be taught, memorized, learned and brought forth at the right moment.  This presentation aims to make explicit some of those techniques that have proven effective so that the attendee will have an arsenal of solicitation techniques at the ready to deploy as the situation demands.

 

 

Lunch & Networking

 

 

 

  Lunch/Networking/Concluding Remarks

 

Registration

 

 

  Registration Deadline is Wednesday April 16, or closing earlier when the event reaches our 100-person capacity.

 

The Planned Giving Conference is Sold Out.

 

Thank you to our Sponsors…

           

                                                                                                                          Barbara J. Haddox Fund

 

Additional sponsorship opportunities are available.  Contact Jenny Joerger at jajoerge@owu.edu for more information.

Download full conference brochure

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We invite you to join our chapter, participate in our educational programs and

network with other planned giving professionals. 

  Download a new membership application

 

To visit the Partnership for Philanthropic Planning website... http://www.pppnet.org/

 

Post Office Box 20129   -   Columbus, Ohio 43220-0129
COPGC Hotline 614-572-0956
Email: copgc@cs.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

COPGC Logo
c/o GroundWork group
Post Office Box 20129
Columbus, Ohio 43220-0129
COPGC Hotline 614-572-0956
Fax 614-884-7783
Email: copgc@cs.com