October 3 2018 Monthly Lunch Program – Planned Giving

Joint meeting with Charitable Gift Planners of Central Ohio

“Planned Giving”
Wednesday, October 3, 2018

Optional Pre-Lunch Session:
“Planned Giving: It’s All About Relationships”

Luncheon Program:
“Blended Gifts”

10:45-11:00 Registration for Pre-Lunch Session
11:00-11:45 Pre-Lunch Program
11:30-Noon Registration for Lunch Session
Noon-1:15 PM Lunch Program

11:00 – 11:45AM
Optional Pre-Lunch Program
Planned Giving: It’s All About Relationships

Learn how to maneuver the task of asking for a planned gift and how to recognize and celebrate your donors’ planned gifts. Bring some new ideas back to your organization to make asking and stewarding easier and more rewarding.

Lori Carlson, Executive Director, Licking County Humane Society
Lori has lived in Licking County for 25 years. She graduated from Wittenberg University and from Keller Graduate School of Management with a Master’s Degree in Public Administration. Lori worked in child protective services from 1985-2012, both in Fairfield and Licking County. Lori began with LCHS 8 years ago as a volunteer. She was later invited to join the Board of Directors, and eventually, served as the president of the Board. In 2012, Lori left the Board and accepted the newly created Executive Director position with LCHS. In Lori’s spare time, she enjoys listening to music and spending time with her husband, 2 adult children, and 4 dogs who were rescued from various places-3 standard poodles and a pit bull mix. Lori’s favorite thing about working at LCHS is being given the opportunity to see the good in people!

Noon – 1:15PM
Lunch Program

Blended Gifts

Blended gifts are a combination of current and future giving—major gifts (now) and planned gifts (later). The value of a blended gift lies in the combined benefits that result from the two giving strategies. Learn about how these gift strategies, when combined, can accomplish a donor’s goals while benefitting your organization.

Mary Ann Iveson, Senior Director of Development, The Ohio State University
A Canton, Ohio, native, Mary Ann earned a B.A. in accounting from Walsh University in North Canton and a J.D. from the University of Akron. Mary Ann practiced taxation and employee-benefits law in Canton before joining Ohio State. Mary Ann has been with the gift planning office for 17 years. She is active with the Central Ohio Planned Giving Council and Worthington Estate Planning Council.

Colin Reenan, Associate Director Of Development, The Ohio State University
Colin is a Cincinnati native who joined the gift planning team in 2017 after earning his law degree and M.B.A. from Ohio State. While in the J.D./M.B.A. program, he served as a Moritz College of Law student ambassador and was appointed to the university’s Committee on Academic Misconduct. Colin earned his B.A. in economics and history from Butler University and was a member of the golf team all four years. He has real estate experience working with Ohio State leases and transactions including due diligence, mineral rights, and valuation.

Scioto Country Club
2196 Riverside Drive
Directions: http://www.sciotocc.com/directions

Registration Fee:
$20 for AFP Members
$40 for Guests
No Charge for Charitable Gift Planning Council Members

Buffet lunch provided

RSVP Deadline is Noon on Thursday, September 27

To RSVP you must register online in advance.
No late RSVPs and no walk-ins.

When you register online you will receive two emails – a Confirmation and a Receipt.
Please bring your confirmation with you to the event to check in.

Cancellation and Refund Policy:
Cancellations received in writing by the RSVP deadline are eligible for a full refund. Cancellations received after the deadline will not be eligible for refunds as we will have already made a commitment to purchase your meal. You may, however, send a substitute guest.

RSVP (https://secure.groundworkgroup.org/register/event/AFPEd18)