Events

Conversation & Coffee – Monthly meeting on the 3rd Wednesday morning of each month.
Knowledge @ Noon (formerly Virtual Seminars) – Quarterly meetings, that include pre-recorded sessions and live seminars.
Networking & Social Events – Quarterly events

We look forward to you joining us soon!

wholeset
Feb
05
2025

Knowledge @ Noon - Wednesday, February 5, 2025

February 5th, 2025 at 12:00 pm, Girl Scouts of Western Ohio

Topic:  Myths and Realities of Bequest Fundraising Estate gifts in the form of wills, trusts, and beneficiary designations (loosely referred to as “bequests”) are the foundation of post-death charitable gifts. Bequests form 70% to 80% of all re…

wholeset
Feb
19
2025

Conversation & Coffee - Wednesday, February 19, 2025

February 19th, 2025 at 7:30 am, Greater Cincinnati Foundation

TOPIC: Difficult Donor Conversations PRESENTER:  John Bromels WHAT: Conversation & Coffee WHEN: Wednesday, February 19, 2025 TIME: 7:30 AM Coffee & Conversation; 8:00 AM Presentation, followed by Q&A LOCATION:  Greater Cincinnati Fo…

wholeset
Mar
19
2025

Conversation & Coffee - Wednesday, March 19, 2025

March 19th, 2025 at 1:00 pm, Zoom Meetings

TOPIC: Leveraging AI in Charitable Gift Planning for 2025 and Beyond In this presentation, Paul Caspersen, CFP®, AEP®, MS will provide some updates in the dynamic evolution of AI in charitable gift planning since his last presentation with Bryan C…

wholeset
Apr
16
2025

Conversation & Coffee - Wednesday, April 16, 2025

April 16th, 2025 at 7:30 am, Greater Cincinnati Foundation

TOPIC: Philanthropic and Economic Outlooks and Update PRESENTERS: Heidi Jark, Fifth Third Bank Kristal Smith, Fifth Third Bank Hans Tinkler, Fifth Third Bank WHAT: Conversation & Coffee WHEN: Wednesday, April 16, 2025 TIME: 7:30 AM Coffee &…

wholeset
May
07
2025

Knowledge @ Noon - Wednesday, May 7, 2025

May 7th, 2025 at 12:00 pm, Girl Scouts of Western Ohio

Topic: Top Ten Estate Problems and What to Do About Them No matter the size of the charity and no matter the size of the bequest, sometimes the receipt of a bequest does not “go smoothly.” What’s more, there are several typical problems whi…

wholeset
May
21
2025

Conversation & Coffee - Wednesday, May 21, 2025

May 21st, 2025 at 1:00 pm, Zoom Meetings

TOPIC: TBA PRESENTER: TBA WHAT: Conversation & Coffee WHEN: Wednesday, May 21, 2025 TIME: 1:00 PM -2:00 PM ET LOCATION:  Zoom Meeting WHO: GCPGC members and guests Cost:  Free for all attendees, thanks to our sponsor, The Fifth Third Foun…

wholeset
Jul
16
2025

Conversation & Coffee - Wednesday, July 16, 2025

July 16th, 2025 at 1:00 pm, Zoom Meetings

TOPIC: Planned Giving Marketing PRESENTER: Nathan Stelter, President, The Stelter Company WHAT: Conversation & Coffee WHEN: Wednesday, July 16, 2025 TIME: 1:00 PM -2:00 PM EDT LOCATION:  Zoom Meeting WHO: GCPGC members and guests Cost:  Fre…