Central Ohio Planned Giving Council Conference – AFP Members are invited to attend







Half Day Conference on Planned Giving

Presented by the Central Ohio Planned Giving Council



Come join us for a very special half day conference with

nationally-recognized presenters and thought-leaders,

Jay Steenhuysen and Anne Melvin






Wednesday, April 23, 2014


Schedule of events:



Registration and Continental Breakfast




Jay Steenhuysen




Anne T. Melvin


Lunch/Networking/Concluding Remarks







Scioto Country Club

2196 Riverside Drive

Columbus, Ohio  43221


Parking is free





Central Ohio Planned Giving Council Members

No Charge

Northern Ohio PGC Members


Springfield Ohio PGC Members


Dayton Ohio PGC Members


Central Ohio Assn of Fundraising Professionals Members


Other Guests






Session 1



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





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


Registration Instructions:

To register, visit our website at www.copgc.com and follow the registration link.


Registration opens for COPGC members on Monday, March 10.

Registration opens for all others on Monday, March 17.