Planned giving | Cincinnati, OH

Planned giving

Over the next decade, trillions of dollars will be donated to nonprofit organizations through planned gifts. These are most often unrestricted bequests of many thousands of dollars and they can make or break fundraising campaigns. You need to make sure you understand the motivations and challenges for donors and their advisors, know how to set realistic goals, and plan how you will attract and close these gifts.

Topics we will cover include:

Planned giving vehicles and how they work
Special stewardship plans for top-level donors
Customizing a planned giving program for your organization
Keeping your donors involved and committed after the gift has been made

After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.

Speakers for this session:

Audrey "AJ" Casey

CEO

AJCasey Companies

For more than 20 years, AJ Casey has been leading and consulting to nonprofit leaders and organizations. AJ is a comprehensive campaign consultant, specializing in capital and endowment campaigns. In roles varying from chief development officer to private consultant, AJ has helped establish and advance planned giving programs in multiple nonprofit disciplines. From local museums to national organizations, AJ has created strategy, managed outreach and led donor relations in planned giving. She has been counsel both to mega-million campaigns, national monuments and start-up organizations. She is a Certified Fundraising Executive (CFRE) and a Certified Life Success Consultant. She is a member of the National Speakers Association, a popular presenter at AFP conferences, and an internationally recognized speaker and trainer. An alumna of Georgetown University, AJ also attended the University of Quebec in Three Rivers.

Marcia Goldsmith

Owner/CEO

NonProfit Management and Development

Marcia offers more than 30 years of experience managing and counseling development professionals and volunteers from California to Massachusetts. She has initiated and directed planned giving programs for public school districts, including the Wyoming (Ohio) and Mariemont School Foundations; and served with the Jewish Community Center of Cincinnati, where she also directed capital campaigns and endowment initiatives. Marcia`s work has resulted in multiple $500,000 bequests. An experienced presenter, she is adept at teaching development professionals the language of planned giving options, strategies for building trust with prospects, and how to recognize planned giving opportunities through consistent stewardship of individual donors. Marcia formerly served as President of the Greater Cincinnati Planned Giving Council and Vice President of the Greater Cincinnati National Society of Fundraising Executives. She holds an M.S.S.W. in Social Welfare from University of Cincinnati and a B.A. in Journalism/Public Relations from The Ohio State University.

David Valinsky

President

David Valinsky Associates LLC

David has worked in nonprofit world dealing with planned giving for more than 22 years. He is the author of The Mercifully Brief, Real World Guide to Raising Money Through Bequests (Emerson/Church, 2007), amazon.com. He currently runs a fundraising firm that works with nonprofit organizations throughout the U.S. conducting planned giving programs, feasibility studies, capital campaigns, and board development. David often speaks on how the planned giving process enriches professional and donor relationships. He feels that conversations about planned giving enables donors to grow their own personal and family legacy with an organization and the community. David has served as a national planned giving consultant for Cabrini Mission Foundation, Franciscan Sisters of the Poor, and Bon Secours Health System. He has a BA in English from University of Pittsburgh, and a MS in Curriculum and Instruction from University of Wisconsin.

Cincinnati Fundraising Summit

A relationship approach to fundraising
Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Cincinnati Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:

Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many corporate and foundation grants, and have built successful relationships with the grantmaking community.

Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.

WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.

CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2009, we are introducing a two-day pass so that attendees can attend all sessions at a reduced price.

WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will break down the fundraising process into a series of phases with measurable outcomes and action steps for each phase. During the seminar, panelists will engage with the audience in an interactive manner to ensure that the sessions are educational and also fun to attend.

ONE-ON-ONE MENTORING SESSIONS
In 2009, we are adding an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.

HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:

Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use

WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.

HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend.

Location/Directions

Location:

The Summit will take place at the Tangeman University Center, which is located on the University of Cincinnati West Campus. The Tangeman Center is easy to reach by public or private transportation. The Tangeman University Center is located just minutes from downtown Cincinnati and 20 minutes from the airport. The full address is:

2766 UC Main Street
Cincinnati, OH 45221

Public Transportation:

Public bus transportation is provided in Cincinnati by GO METRO Southwest Ohio Regional Transit Authority (SORTA). Metro Bus Routes 17, 18 & 19 from Downtown stop at the Main Gate of the Univeristy. The Metro stop at the Main Gate is at the intersection of Clifton and Calhoun. It is a five minute walk from the stop to the Tangeman Center. To get to the Tangeman Center from the Metro Stop, go up the hill past the guard’s hut, to where the hill crests, this is University Plaza. Directly in front of the plaza is the home of the president, University Pavilion. If you walk around this building to the opposite side, you will come to a Quad area. If you look diagonally to your right, you will see Tangeman University Center.

Directions By Car:

From the north or south via I-75

From I-75, take the Hopple Street exit (exit 3). (If you are traveling north, Hopple Street exits from the left lane).

Turn left off the exit on to Hopple Street. As you cross the first intersection (Central Parkway), Hopple Street becomes Martin Luther King. Follow Martin Luther King Jr. Drive to Jefferson Avenue. Turn right onto Jefferson Avenue and follow to the second traffic light. Turn right onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located. At the 3^rd stop sign bear slightly to the left and enter the CCM Parking Garage which is located underground. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

From the west via I-74

Take I-74 east to I-75 south. Take the Hopple Street exit (Exit 3). Turn left off the exit onto Hopple Street. As you cross the first intersection (Central Parkway), Hopple Street becomes Martin Luther King Drive. Follow Martin Luther King Jr. Drive to Jefferson Avenue. Turn right onto Jefferson Avenue and follow to the second traffic light. Turn right onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located.

At the 3^rd stop sign bear slightly to the left and enter the underground CCM Parking Garage. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

From the north via I-71

From I-71 southbound, take the Taft Road exit (exit 3).

The exit places you on Taft Road, a one-way street heading west. Follow Taft Road to the 5^th traffic light and turn right onto Jefferson/Vine Avenue. Follow Jefferson/Vine to the 1^st traffic light. Turn left onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located. At the 3^rd stop sign bear slightly to the left and enter the CCM Parking Garage which is located underground. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

From the east via US 50

From US 50 westbound, turn right on Taft Road.

Taft is a one-way street heading west. Follow Taft Road to Jefferson/Vine Avenue. Follow Jefferson/Vine to the 1^st traffic light. Turn left onto Corry Boulevard and follow Corry to the 3^rd stop sign. Turn right onto Corry Boulevard and follow Corry to the 3^rd stop sign. At the 3^rd stop sign look to your right and you will see a grey slate building with a clock tower this is where the Great Hall is located. At the 3^rd stop sign bear slightly to the left and enter the underground CCM Parking Garage. Park in the far right hand corner marked Electronic Media on any level and take that hallway to the elevator. Take the elevator to the 4^th floor and exit outside. Once outside take the walkway over to the grey slate building, Tangeman University Center (TUC).

Parking:

Visitor parking is available in three garages near the Tangeman Center on West Campus: CCM Garage, Varsity Village Garage, and Clifton Court Garage. All University Garages have an automated Pay In Lane (PIL) attendant. This machine will be in your lane as you exit the garage. It accepts cash, change and major credit cards (visa, amex, mc & discover). Surface parking lots are for permit parking only. The CCM Garage is the closest parking garage to the Tangeman Center. Cost for parking in the three parking garages listed below is as follows:

1 hr - 1.5 hrs $5.00 1.5 hrs - 2 hrs $6.00 2 hrs - 2.5 hrs $7.00

2.5 hrs - 3 hrs $8.00 3 hrs - 24 hrs $9.00

CCM Garage (off Corry Blvd) (Auto Cashiering PIL - no attendant) Driving Directions to the CCM Garage: From Jefferson Avenue, take Corry Blvd towards the Gettler Stadium. Just past the Stadium take the round-about to CCM Blvd, pass the Varsity Village Garage and enter the CCM Garage. From Calhoun Street, take Varsity Village Drive past the Gettler Stadium. Enter the round-about to CCM Blvd, pass the Varsity Village Garage and enter the CCM Garage. Walking Directions to Tangeman University Center: Exit the CCM Garage and cross through CCM Plaza. Pass the Nippert Stadium on your right. The Tangeman University Center will be directly in front of you on Bearcat Way. Go to the 4th floor to our registration desk outside the Great Hall. This will be about a 5-minute walk.

Varsity Village Garage (off Corry Blvd.) Auto Cashiering (PIL-no attendant) Driving Directions to the Varsity Village Garage: From Jefferson Avenue, take Corry Blvd towards the Gettler Stadium. Just past the Stadium take the round-about to CCM Blvd, veer off to the right into the Varsity Village Garage. From Calhoun Street, take Varsity Village Drive past the Gettler Stadium. Enter the round-about to CCM Blvd, veer off to the right into the Varsity Village Garage. Walking Directions to Tangeman University Center: Exit the Varsity Village Garage and pass between the Vocal Arts Center on your left and the Nippert Stadium on your right. Follow the path around the stadium to the right. The Tangeman University Center will be directly in front of you on Bearcat Way. Go to the 4th floor to our registration desk outside the Great Hall. This will be about a 5-minute walk.

Clifton Court Garage (off Clifton near Martin Luther King Dr.) Auto Cashiering (PIL-no attendant) Driving Directions to the Clifton Court Garage: From Martin Luther King Drive, take Clifton Ave south. Turn left onto Clifton Court and follow around until you come to Clifton Court Garage. From Clifton Avenue heading north, turn right onto Clifton Court and follow around until you come to Clifton Court Garage. Walking Directions to Tangeman University Center: Walk past Rieveschl Hall and walk along the front of the Old Chemistry building to the right. Pass between the Old Chemistry building on your left and Braunstein Hall and your right. Continue walking straight ahead and past Swift Hall. The Tangeman University Center will be straight ahead. It is a circular shaped building. Go to the 4th floor to our registration desk outside the Great Hall. This will be a 5-10 minute walk.

Additional Parking Garage Options:

Calhoun Garage (off Corry Blvd. or Calhoun St.) Auto Cashiering (PIL-no attendant)
Corry Garage (off Jefferson Avenue and Corry Blvd) Auto Cashiering (PIL-no attendant)
Woodside Garage (off Martin Luther King Dr.) Auto Cashiering (PIL - no attendant)
Campus Green Garage (off Martin Luther King Dr.) Auto Cashiering (PIL-no attendant)
University Ave Garage (off University Ave) Auto Cashiering (PIL-no attendant)

Hotel Accommodations:
Most hotels near the Summit venue are within the $103 - $169 per night range. The following hotels are within a 2.5 mile radius of the hotel.

1. Marriott Kingsgate Hotel at UC BOOK NOW .60 miles from venue

2. Springhill Suites by Marriott BOOK NOW .84 miles from venue

Midtown Cincinnati

3. Comfort Suites Newport BOOK NOW 1.92 miles from venue

4. Cincinnatian Hotel BOOK NOW 2.10 miles from venue

5. Holiday Inn Express Bellevue BOOK NOW 2.10 mile from venue

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One-on-one mentoring

Click on any seminar title or the arrow on the right side to learn more about that seminar

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