Planned Giving Group of Indiana
Past Events
December 1, 2011
"Ethical Considerations for Charitable Gift and Estate Planning"
 Phil Purcell, Vice President of Planned Giving and Endowment Stewardship at Ball State University Foundation

November 3, 2011
"Making the Ask for the Major and Planned Gift: Tips for Effective Solicitation"
William T. Sturtevant

Oct. 13, 2011
“Getting Started with Charitable Gift Annuities”
Gregory W. Baker, J.D., ChFC, CFP, CAP
Executive VP Legal Services, Renaissance

September 8, 2011
"Some Music Hath Charm,Some Don’t"
presented by James E. Gillespie, CFRE
President and CEO, COMMONWEALTH

May 5, 2011
The Business of Charitable Gift Planning: Information We All Need To Know 
The State of Charitable Giving presented by Heidi Jark, Esq. 

April 7, 2011
"Best Friend or Odd Duck Out-The Role of Planned Giving in a Campaign"
Presented by Angela White
COO and Senior Consultant, Johnson, Grossnickle and Associates

March 3, 2011
"Discovering the Secret Giver—Groundbreaking Research on the Behavior of Bequest Givers in America"
Presented by Larry Stelter,President and CEO, The Stelter Company
 
Thursday, December 2, 2010
"Perfecting Donor Intent on Gifts to Charity The Gift Agreement (From the Charity’s Perspective)"
Presented by: Eric A. Manterfield, Krieg DeVault LLP

November 4, 2010
"Prospect Research for Planned Giving: Using Wealth, Asset Screenings, and Predictive Modeling to Identify Planned Gift Prospects"
Presented by: Lawrence C. Henze, JD, Managing Director, Target Analytics

October 7, 2010
"Giving USA 2010"
Presented by: Dr. Una Osili

September 2, 2010
"Perspective From A Philanthropist"
Presented by: Mrs. Marilyn Glick

May 6, 2010
"Hot Topics in Planned Giving"
André R. Donikian, JD

April 1, 2010
"The Practices of Flourishing Families"
Charles W. Collier

March, 2010
"Social Media For Non-Profits"
Presented by: Eric Deckers

February 2, 2010
"Philanthropy and Tax Legislation:  Where Are We?  How Did We Get Here?  Where Might We Be Going?"
Presented by: Craig C. Wruck
Click here for the February program handout

 December 3, 2009"Black, White or Gray: Ethical Shades in Charitable Gift Planning"Presented by: Tanya Howe Johnson

 November 5, 2009
"Gifts of Insurance: Overview and Dilemmas"
Presented by: Greg Purvis, JD, CLU, CHFC

October 1, 2009
"Talking to Real People About Real Gifts, Including the Topic in Every Conversation With Just About Everyone"
Presented by: Pamela Jones-Davidson
Click here for the October 1 program handout.

September 3, 2009
"Leading Where it Counts"
Presented by: William D. "Danny" Nicholson II, Ph.D.

May 7, 2009
"Gift Planning Strategies in a Down Economy"
Presented by: Dr. Frank Minton, PG Calc

April 2, 2009
"Get Real: Using Real Estate as a Charitable Giving Asset"
Presented by: Joseph Bull, Columbus Zoo and Aquarium

March 5, 2009
"Understanding the Probate Process"
Presented by: Hon. Kevin Barton, Johnson Co. Superior Court 1

February 5, 2009
"Planned Gift Marketing - Channeling Your Success"
Speaker: Claudine Donikian, JD, MBA

January 22, 2009
NCPG Brand Identity Rollout and Cocktail Social

December 4, 2008
"Now What? An Economist's View of Our Economic Future"
Speaker: Morton J. Markus

November 6, 2008
Speaker: Phil Purcell
"Latest Tax Developments and Fundraising Ethics"

October 13, 2008
Affinity Group Meeting with Phil Purcell
Topic: "The Best Year-End Gift Planning Ideas"

October 2, 2008
"With $41 Trillion at Stake: Why Women are Key to Philanthropy and the Transfer of Wealth"
Presented by: Dr. Deb Mesch and Angela White

September 4, 2008
"A Donor's Perspective"
Presented by: Katie Betley, Central Indiana Community Leader