Breakfast Only NOPGC Monthly Program and Half Day Session
Planned Giving 101: What You Need to Launch a Successful Planned Giving Program

Friday, April 7, 2017
Embassy Suites by Hilton
5800 Rockside Woods Blvd
Independence, OH 44131


Nancy Hancock Griffith, Esq.
BauerGriffith, LLC
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Malou Monago
Cleveland Institute of Art
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Upcoming Events

May 4, 2017
Planned Giving Day

June 2, 2017
New Insights on Donors and Planned Gifts Revealed in Whitepaper from Pentera and Indiana University Lilly Family School of Philanthropy
Presented by Claudine A. Donikian, JD, MBA, President, CEO, CMO, Pentera Inc.

This half day course will present the basic elements for a successful planned giving program and the basic attributes of the most common gift vehicles, all in the context of a sample gift acceptance policy. Policy and procedural issues will be addressed. At the end of this presentation, participants will have a better understanding of how to create, maintain or reinvigorate their planned giving program and come away with a working draft of a complete gift acceptance policy for use at their organizations. 

Applied for 3 CE credits


8:00 a.m. – 8:30 a.m. Registration and Breakfast Buffet
8:30 a.m. – 8:45 a.m. Getting Your Program Started

Professional Resources
Getting Your Program Started-Revitalizing and Existing Program
Model Standards of Practice for Gift Planners
8:45 a.m. -- 9:15 a.m. Model Gift Acceptance Policy
Why You Need a Gift Acceptance Policy
Purpose and Scope
Board Review and Approval
Use of Planned Gift Proceeds
9:15 a.m. – 9:30 a.m. 15 Minute Break
Planned Giving 101 Continued – Annual Half-Day Basics Session
9:30 a.m. – 10:00 a.m.
Guidelines for Outright and Deferred Gifts
Gifts with Restrictions
Assets Accepted
10:00 a.m. – 10:30 a.m. Elements of a Successful Bequest Program
Types of Bequests
Gifts Through Life Insurance or Retirement Plans
10:30 a.m. – 11:00 a.m. Charitable Gift Annuity Basics
Immediate Gift Annuities
Deferred Gift Annuities
11:00 a.m. – 11:15 a.m. Charitable Trusts
11:15 a.m. – 11:30 a.m. Recognition and Valuation

Crediting and Recognition
Reporting and Forms 8282 & 8283
11:30 a.m. – 12:00 p.m. Marketing Basics
Telling Your Story
Stewardship and Donor Relations


2016-2017 Education Series Sponsor: Key Bank

Cost To Attend Half Day Session (8:00 am to 12:00 noon):
NOPGC Members - $75.00 Early Bird Rate*
Non-Members - $90.00 Early Bird Rate*

Cost for Breakfast Program Only (8:00 am - 9:15 am):
NOPGC Members - $25.00 Early Bird Rate*
Non-Members - $40.00 Early Bird Rate*
* Registrations placed after 2:00 p.m. on Monday, April 3rd
will be priced at $80.00 for members, $95.00 for non-member and $30 for members, $45 non-member

Cancellation Policy:

  • - Payment must be made at the time of the reservation or guaranteed with a credit card.
    - The attendee can give a credit card to hold the reservation and then pay at the door with cash, check, etc.
    - For reservations that are cancelled by 2:00 p.m. at least three (3) business days prior to the event full payment will be refunded or can be applied toward one future luncheon/educational program(s) (PGD excluded).
    - For reservations that are made less than 72 hours prior to the event the attendee will be charged an additional $5.00.
    - Reservations cancelled less than three (3) business days prior to the event will not be refunded or transferred as credit for another program, but may be transferred to another attendee for the same program.
    - Reservation and payment may be transferred to another attendee for the same program. If a non-member attends in place of a member, the price difference must be paid. If a member attends in place of a non-member, the price difference will be credited.

Registration Form

Number of people you would like to register: