Planned Giving 101-301
An event by the Northern Ohio Charitable Gift Planners
Friday, May 9, 2025 8:00 AM - 11:30 AM
Wyndham Independence (formerly DoubleTree Independence)
6200 Quarry Lane, Independence, OH 44131
Cost: NOCGP Members $65 / Non-Members: $75 / New NOCGP Member Bundle (Local Membership + Member Ticket): $165
Are you ready to strengthen your expertise in planned giving and take your donor engagement strategies to the next level? Join us for the Northern Ohio Charitable Gift Planners’ annual Planned Giving 101-301—a comprehensive workshop tailored for professionals new to planned giving and those seeking to refine their intermediate-level skills.
This dynamic event will provide a foundational understanding of planned giving basics, actionable steps for creating successful programs, and strategies to go beyond the transaction by building lasting donor relationships.
Speakers: Timothy Mann, Senior Advancement Officer, Friends of Breakthrough Schools and Al Yambour, CFP, CEPA, Senior Director, Wealth Advisor at Sequoia