Logo Central Ohio Planned Giving Council

Welcome to the Central Ohio Planned Giving Council

The Central Ohio Planned Giving Council (COPGC) is an association of nonprofit planned giving professionals and those from the

allied professions (i.e. legal, banking, insurance, accounting, financial planning) involved in developing, marketing and administering planned charitable gifts.

 

The Central Ohio Planned Giving Council is a local chapter of the Partnership for Philanthropic Planning (formerly National Committee on Planned Giving) headquartered in Indianapolis, Indiana.

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Central Ohio Planned Giving Council Monthly Education Program Announcement

 

Wednesday, June 1, 2016

Noon-1:15 Lunch and Program

 

“Selling Assets Using a Charitable Remainder Trust”

Presenter: Gregory W. Baker, J.D., ChFC®, CFP®, CAP*

 

Join Greg as he reviews three common scenarios that donors face in selling an asset and how a charitable remainder trust (CRT) met each donor’s goals.

A CRT is a versatile and tax-effective tool that enables donors to set aside assets for the future benefit of a charity while receiving income for life. 

This program will offer learning skills for all levels by covering CRT fundamentals as well as more advanced techniques. 

Plus, it will pose insights into verbal cues and situations which can spark your ability to raise CRT as a planning tool to your donors.

Location

Scioto Country Club

 2196 Riverside Drive

Directions: http://www.sciotocc.com/directions

 

 

Cost

No Charge for COPGC Members

$30 Guests

Full-Time Students $5

(Student underwriting provided by Waller Financial Planning Group)

Buffet lunch provided

 

For guests, payments need to be made at the event. 

COPGC accepts checks and cash.  No credit cards.

 

 

RSVP Deadline is Noon, Friday, May 27

 

To RSVP, you may either reply to this email at copgc@cs.com

or call our chapter admin at 614-565-5159

 

Registration questions: Email copgc@cs.com

 

*Presenter Bio:

Gregory W. Baker, J.D., ChFC®, CFP®, CAP, is Executive Vice President of Renaissance Administration LLC,

the nation’s leading third-party administrator of charitable gifts. Mr. Baker is a Board Member of the Partnership for Philanthropic Planning

and a past President of the Planned Giving Group of Indiana. For the past 25 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys

and 8,000 development officers and financial planners in all 50 states regarding more than 18,000 charitable remainder trusts, more than 800 charitable lead trusts, numerous foundations,

charitable gift annuities and donor-advised funds. Mr. Baker has helped donors contribute over $6 billion to charitable gift plans.

 

 

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Have you paid for a COPGC Lunch program and need a receipt?  Download one here:

COPGC Lunch Receipt

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We invite you to join our chapter, participate in our educational programs and

network with other planned giving professionals. 

  Download a New Membership Application

Download a Membership Brochure

Announcing our new Scholarship Program:

The Central Ohio Planned Giving Council has created a scholarship program to encourage, grow and expand knowledge of local individuals in planned giving.

It is meant to introduce new practitioners to the Central Ohio Planned Giving Council www.copgc.com

and its members as well as the national Partnership for Philanthropic Planning www.pppnet.org.

By doing so, the scholarship awardees learn planned giving techniques, best practices and meet other gift planning practitioners.

Download a scholarship brochure and application

 

To visit the Partnership for Philanthropic Planning website... http://www.pppnet.org/

 

 

Would you like to keep informed about our upcoming programs? 

Send your name, organization and email address to us at copgc@cs.com to be added to our mailing list. 

 

 

 

COPGC Logo
Post Office Box 163955,  Columbus, Ohio 43216
Phone: 614-565-5159, Dale Abrams, Chapter Administrator
Email: copgc@cs.com