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Planned Giving Day 2009

2008- 2009 Program Schedule

2008/2009 Program Series

Lockeeper's

(Formerly Dante's, formerly Lockkeeper's)

8001 Rockside Road, Valley View

* Unless otherwise noted

 

January 9, 2009

Moves or Prospect Management

Panel Discussion:

Berinthia LeVine

Jewish Community Federation of Cleveland

 

Cindy Creegan

Case Western Reserve University

 

Gabrielle Love

The Free Clinic

Click here for registration form!

 

February 13, 2009

Creative and Complex Uses of Life Insurance in Philanthropy

Presenter:  David Dickenson, III

 

March 13, 2009

What's Hot and What's Not?: Marketing Trends, Tools and Best Practices for Gift Planning

Presenter:  Claudine Donikian, JD, MBA

 

April 9, 2009

Endowment Campaigns

Presenter:  Samuel D. Caldwell

* Stages

 

May 7, 2009

Planned Giving Day

* TBD

 

 

Monthly Program Schedule:

10:45am

Registration for Get Smart

 

11:00am

Get Smart Roundtable

 

11:30am

Registration for Luncheon

 

11:45 am

Lunch/Networking

 

12:20 pm

NOPGC Announcements & Legislative Update

 

12:30 pm

Speaker Presentation

 

1:30 pm

Adjournment

 

 

 

* Cancellation Policy:  If registered, you are responsible for the fee even if you do not attend.  To receive a full refund, reservations must be cancelled before noon the day prior.

 
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