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Northern Ohio Charitable Gift Planners - NOCGP

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Northern Ohio Charitable Gift Planners - NOCGP

We combine the people, tools, values and best practices that work together to make charitable giving most meaningful. Donors need charitable gift planning

The Northern Ohio Charitable Gift Planners, an affiliate of The National Association of Charitable Gift Planners, is the only local organization dedicated to improving both the quality and the quantity of philanthropic planning in northeast Ohio. Donors need charitable gift planning advice from professionals with integrity, expertise, and experience in law, investments, property, tax, and charitab

le transfers in order to assure both the technical merits of the transfer and the philanthropic quality of the gift.

06/18/2026

35th Annual Planned Giving Day - The Future of Philanthropy: Strategies for a Changing Landscape

🎟️ Attendee registration is now open!
✨ Session speakers to be announced soon

Join NOCGP for a dynamic full-day gathering focused on what’s next in charitable giving. Together, we’ll explore how the philanthropic landscape continues to evolve—and what that means for organizations, advisors, and donors alike.

This year’s program highlights include:
- Emerging donor trends and motivations
- Innovative giving strategies and tools
- The growing role of AI and technology in donor engagement
- Real-world insights you can put into practice immediately

Connect with peers across disciplines, exchange ideas, and leave inspired to help shape the future of philanthropy. Full Day, Breakfast Only and Lunch Only registration options available.

Breakfast Keynote - “Meeting the Moment: A Conversation with the Cleveland Public Library”
Felton Thomas, Jr. and Dr. Shenise Johnson Thomas will discuss the role of the Cleveland Public Library as a community anchor and driver of long-term impact. The conversation will highlight how leadership, partnership, and philanthropy are shaping the future of one of Cleveland’s most trusted institutions—along with how the Library Foundation is engaging supporters and aligning giving with long-term community needs.

Don’t miss this opportunity to engage, learn, and connect around the future of philanthropy. Register today at https://www.nocgp.org/pgd/

06/17/2026

Next Week! Join us for the NOCGP Annual Meeting and an inspiring conversation on the power of generational philanthropy.

Stronger as a Herd: A Family’s Journey in Generational Philanthropy

📅 Thursday, June 25, 2026
⏰ 4:00 PM – 6:30 PM
📍 The Clifton Club, Lakewood, OH

Following the Annual Meeting, hear from the family behind Papa's Path, a nonprofit founded after Dr. Charles “Chuck” Babbush’s Parkinson’s diagnosis. Learn how one family turned a personal challenge into a lasting mission of hope, support, and community impact.

Together, we'll explore:
✨ How philanthropic values are passed from one generation to the next
✨ Ways to engage children and grandchildren in meaningful giving
✨ Leading by example to inspire compassion, purpose, and service

✔ Approved for 1 CFRE Credit

Connect with fellow philanthropic professionals, gain valuable insights, and leave inspired by a remarkable story of family, resilience, and giving.

Register today: https://nocgp.org/june2026

06/10/2026

Join us for the NOCGP Annual Meeting!

Stronger as a Herd: A Family’s Journey in Generational Philanthropy

📅 Thursday, June 25, 2026
⏰ 4:00 PM – 6:30 PM
📍 The Clifton Club, Lakewood, OH

Following the Annual Meeting, hear an inspiring conversation with the family behind Papa’s Path, a nonprofit born from Dr. Charles “Chuck” Babbush’s Parkinson’s diagnosis. Discover how one family transformed a personal challenge into a mission of support, community, and impact.

Together, we'll explore:
✨ Passing philanthropic values from one generation to the next
✨ Engaging children and grandchildren in meaningful giving
✨ Leading by example to inspire compassion and purpose

This program has been approved for 1 CFRE credit.

Reserve your spot today and join fellow philanthropic professionals for an evening of learning, connection, and inspiration.
https://www.nocgp.org/june2026

06/04/2026

Secure your Planned Giving Day Sponsorship now to receive the most benefits!

Showcase your organization to a strong network of nonprofit, estate planning, and financial professionals from across Northern Ohio.
Planned Giving Day is the region’s premier educational event for professionals involved in charitable gift planning, featuring expert speakers, timely topics, and meaningful networking opportunities.

By becoming a sponsor, your organization will:
✔ Gain visibility with representatives from 100+ organizations
✔ Connect with key leaders in philanthropy and financial planning
✔ Support high-quality professional education in our community
✔ Receive valuable promotional and networking benefits

Learn more about becoming a sponsor today! https://www.nocgp.org/pgdsponsorship/

06/02/2026

Will we see you at the Annual Meeting on June 25? Join us for an inspiring evening of connection, conversation, and community with a special presentation by the family behind Papa's Path, a nonprofit inspired by Dr. Charles “Chuck” Babbush’s Parkinson’s diagnosis.

📅 Thursday, June 25, 2026
🕓 4:00 PM – 6:30 PM
📍 The Clifton Club, Lakewood

Enjoy networking, drinks, and appetizers before the Annual Meeting and featured program: “Stronger as a Herd: A Family’s Journey in Generational Philanthropy”

Applied for 1 CFRE credit.

Register today: https://www.nocgp.org/june2026

05/27/2026

Join us on June 25 for an inspiring evening of connection, conversation, and community at the Annual Meeting.

Hear from the family behind Papa's Path, a nonprofit inspired by Dr. Charles “Chuck” Babbush’s Parkinson’s diagnosis. What began as a deeply personal journey became a multi-generational mission to support individuals and families navigating Parkinson’s with compassion, community, and hope.

This meaningful conversation will explore:
💙 How values and generosity are passed down through generations
💙 Ways to engage children and grandchildren in philanthropy authentically
💙 The power of leading by example to inspire purpose-driven giving

📅 Thursday, June 25, 2026
🕓 4:00 PM – 6:30 PM
📍 The Clifton Club

Enjoy networking, drinks, and appetizers before the Annual Meeting and featured program: “Stronger as a Herd: A Family’s Journey in Generational Philanthropy”

Applied for 1 CFRE credit.

Register today: https://www.nocgp.org/june2026

05/21/2026

Sponsorship Opportunities Available for Planned Giving Day 2026!

Showcase your organization to a strong network of nonprofit, estate planning, and financial professionals from across Northern Ohio.
Planned Giving Day is the region’s premier educational event for professionals involved in charitable gift planning, featuring expert speakers, timely topics, and meaningful networking opportunities.

By becoming a sponsor, your organization will:
✔ Gain visibility with representatives from 100+ organizations
✔ Connect with key leaders in philanthropy and financial planning
✔ Support high-quality professional education in our community
✔ Receive valuable promotional and networking benefits

Learn more about becoming a sponsor today! https://www.nocgp.org/pgdsponsorship/

05/06/2026

Are you looking to elevate your brand among the region’s top charitable gift planners? Planned Giving Day 2026 is officially open for sponsorships!

Taking place on September 17, 2026, this is the must-attend educational event for nonprofit leaders, estate planners, and financial professionals across Northern Ohio.

Why Sponsor? By becoming a sponsor, you gain direct access to a robust network of experts from more than 100 organizations. It’s a cost-effective way to:

-Boost Visibility: Showcase your organization through exclusive signage, social media features, and program book ads.

-Build Connections: Engage in meaningful networking with influential philanthropic leaders and allied professionals.

-Showcase Expertise: Select tiers offer the opportunity to introduce speakers and highlight your mission directly to attendees.

Find Your Level: We offer a range of sponsorship tiers to fit your goals and budget—from Presenting Sponsor to Supporting levels ($500 - $3,000). Most tiers include:
-Complimentary full-day registrations
-An exhibitor table for direct engagement
-Year-long recognition on the NOCGP website

Ready to join us? Visit https://www.nocgp.org/pgdsponsorship/ to secure your spot!

04/29/2026

Join us May 8th for Planned Giving 101-301

Are you looking to deepen donor relationships and master the art of planned giving? Join us for a specialized program featuring some of Northern Ohio’s leading experts.

Whether you are a newcomer or a seasoned professional, our structured agenda allows you to customize your day.

Agenda:
8:30 AM: Coffee and Networking
9:00 AM: The Building Blocks of Thoughtful Gift Planning (Karen Kannenberg, CFRE, Cleveland Metroparks & Katie Collin, Esq., Cleveland Foundation)
10:15 AM: Introduction of Planned Giving Vehicles (Timothy Mann, Oberlin College)
11:30 AM: Lunch & Networking
12:15 PM: Advanced Implementation/Gifting Techniques (Mike Walczak, B.A., M.Ed., J.D., NEO Consulting)
1:30 PM: Estate Administration and Working with Advisors (Malou Monago, JD, CAP, Cleveland Institute of Art & Stacey McKinley, JD, Cleveland Clinic Philanthropy)
2:45 PM: Putting it All Together! Panel Discussion moderated by Diane Strachan, CFRE, Cleveland Museum of Natural History

Why Attend?
- Customizable Learning: Attend the morning, the afternoon, or the full day.
- Expert Insights: Learn to identify donor cues, simplify complex gifting vehicles, and manage estate administration.
- Earn Credits: 5 CFREs approved.
- Networking: Lunch and coffee sessions included to connect with fellow fundraising professionals.

Register Now: https://nocgp.org/may2026

04/27/2026

Do you have insights that can shape the future of philanthropy? The deadline to submit your presentation proposal for Planned Giving Day 2026 is fast approaching!

We are looking for forward-thinking experts to lead the conversation on September 17th at the Cleveland Marriott East. As the landscape of giving evolves, your expertise in cross-sector collaboration, AI in donor engagement, and emerging trends is more valuable than ever.

Why present at PGD 2026?
-Impact: Help nonprofit leaders and advisors navigate a changing industry.
-Visibility: Share your strategies and case studies with the Northern Ohio professional community.
-Perks: Selected speakers receive free conference registration and a one-year NOCGP local membership!

The Details:
Theme: The Future of Philanthropy: Strategies for a Changing Landscape
Format: 60-minute sessions (including 10 minutes of audience Q&A/activity)
Level: Topics ranging from basic fundamentals to advanced gift planning strategies.

📅 DEADLINE: April 30, 2026

Don’t miss your chance to contribute to this premier educational event. Submit your proposal today and help us build a stronger, more collaborative philanthropic community.

👉 https://nocgp.org/pgd-call-presentations/

Address

PO Box 12
Brunswick, OH
44212

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+13302735756

Website

http://www.nocgp.org/

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