Upcoming Events

October 10th, 2023 | The Columbus Foundation

Joint Event with the Charitable Gift Planners of Central Ohio | Common Mistakes in Charitable Gift Planning | October Continuing Education Program 11:30 a.m. - 1:00 p.m.

Register

This presentation will educate charitable gift planners and fundraising professionals on common mistakes made in charitable gift planning to equip them to spot issues and help donors avoid these mistakes. The presentation will discuss mistakes that frequently occur when making lifetime gifts as well as planned gifts funded at death. We will discuss the role of gift planners in identifying these mistakes and their duty to follow ethical guidelines.

Pending approval for 1.25 CFRE CE credits.

Miranda E. Morgan, Partner IceMiller Legal Counsel

Miranda Morgan concentrates her practice in tax law, with a focus in gift, estate and trust taxation. She is a member of the Firm’s Board of Directors.

She advises individuals on estate planning, succession planning, charitable planning and wealth transfer planning. Miranda represents fiduciaries in estate administration matters and counsels trustees on trust administration and fiduciary responsibilities. She also represents clients in controversies with the Internal Revenue Service (IRS), including examinations and other proceedings at all administrative levels of the IRS.

Miranda received her Bachelor of Arts from The Ohio State University, summa cum laude. She received her juris doctor from The Ohio State University College of Law, graduating with honors, and was the chief managing editor of The Ohio State Journal of Criminal Law. While practicing law, Miranda earned her Master of Laws in Taxation (LL.M.) from Capital University Law School, summa cum laude.

October 24th, 2023 | COhatch Polaris - The Pub

Networking | October Event 4:30 - 6:30 p.m.

Additional Information

Central Ohio AFP offers a variety of educational opportunities throughout the year.  Sessions are planned by the Education Committee and are typically held the second Tuesday of each month as breakfast, lunch, or happy hour meetings.  These learning opportunities for fundraising professionals cover a wide variety of topics to benefit the range of our membership—including those new to the profession or considering a career in fundraising, as well as mid-career and seasoned professionals.

Guest speakers are identified locally, regionally, and nationally to present on a wide range of topics. Around the end of each calendar year, our committee circulates a Request for Proposals (RFP) application to evaluate and select an upcoming slate of speakers. If you’d like to join our committee or have a suggestion for a future topic presentation, please email [email protected]

Educational presentation formats include:

  • General Monthly Session – 1-hr long presentations that include provided time for networking beforehand and Q&A with the speaker afterwards
  • Speaker Series – a more in-depth presentation involving a special speaker or national expert
  • Brown-Bag Series – offered for free or reduced cost, partnering with local catering companies
  • Cocktails and Calamities Happy Hour – this annual summertime tradition calls on local AFP colleagues to share their “horror stories” and the lessons learned.

Event announcements, registration information, and general updates can be found on this page as well as our respective social media channels: LinkedIn and Facebook. An email will also be sent to our membership mailing list as soon as event details are confirmed.

Attendees are surveyed following each educational program to receive feedback on presenter, topic, and location.  Suggestions through these surveys lay the groundwork for future programming.

For questions about current or future programming, contact this year’s Education Co-Chairs.

Monthly Education Programs Chair

Michael Haddock (he/him/his)

Director of Alumni Relations - Columbus Academy

Contact Me

614-688-1363


Position Title:Monthly Education Programs Chair

Capacity: Board Member

Reports to: Vice President of Professional Development

Key Responsibilities:

  • Organizes and chairs committee meetings
  • Recruits and enlists committee members; monitors the work of volunteers to ensure timely completion of assignments
  • With committee, ensures all Chapter education programs are planned and executed
  • Works with the Vice President of Professional Development to ensure that each educational session is well coordinated and well communicated with a focus on securing and coordinating venues, catering, AV and communications to membership
  • Applies to CFRE International to ensure that Chapter education programs qualify for CEUs
  • Works with Chapter Administrator and Marketing Chair to send out program notices
  • Sends evaluation questions to Chapter Administrator before each program
  • Maintains program records including description, attendance and summary of evaluations
  • Develops and submits a budget to the Treasurer by designated deadline; monitors committee income and expenditures
  • Provides timely and up-to-date content to Chapter Administrator and Marketing Chair for website and digital publications
  • Works to successfully achieve goals outlined in Chapter Strategic Plan
  • Ensures there is a succession plan to cultivate a new chair to take his/her place as needed
  • Celebrates success; ensures that celebration includes expressions of gratitude to volunteers
  • Adheres to policies and Board responsibilities as adopted by the Board of Directors
  • Upon leaving office, transfers all records to successor

Education Chair-Elect

Hardy Kern

Director of Government Relations - American Bird Conservancy

Contact Me

412-337-4673


Position Title: Education Programs Chair and Chair Elect

Capacity: Board Member

Reports to: Vice President of Professional Development

Key Responsibilities:

  • Organizes and chairs committee meetings
  • Recruits and enlists committee members; monitors the work of volunteers to ensure timely completion of assignments
  • With committee, ensures all Chapter education programs are planned and executed
  • Works with the Vice President of Professional Development to ensure that each educational session is well coordinated and well communicated with a focus on securing and coordinating venues, catering, AV and communications to membership
  • Applies to CFRE International to ensure that Chapter education programs qualify for CEUs
  • Works with Chapter Administrator and Marketing Chair to send out program notices
  • Sends evaluation questions to Chapter Administrator before each program
  • Maintains program records including description, attendance and summary of evaluations
  • Develops and submits a budget to the Treasurer by designated deadline; monitors committee income and expenditures
  • Provides timely and up-to-date content to Chapter Administrator and Marketing Chair for website and digital publications
  • Works to successfully achieve goals outlined in Chapter Strategic Plan
  • Ensures there is a succession plan to cultivate a new chair to take his/her place as needed
  • Celebrates success; ensures that celebration includes expressions of gratitude to volunteers
  • Adheres to policies and Board responsibilities as adopted by the Board of Directors
  • Upon leaving office, transfers all records to successor