Northern Ohio Charitable Gift Planners - NOCGP

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.

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

Sponsorship Opportunities Available for Planned Giving Day 2026! Showcase your organization to a strong network of nonpr...
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/

Are you looking to elevate your brand among the region’s top charitable gift planners? Planned Giving Day 2026 is offici...
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!

Join us May 8th for Planned Giving 101-301Are you looking to deepen donor relationships and master the art of planned gi...
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

Do you have insights that can shape the future of philanthropy? The deadline to submit your presentation proposal for Pl...
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/

Time is running out to honor an outstanding mentor!The James P. Conway Mentor of the Year Award celebrates those who don...
04/23/2026

Time is running out to honor an outstanding mentor!

The James P. Conway Mentor of the Year Award celebrates those who don’t just do the work—they empower others to do it better. We are looking for a professional who embodies Jim’s philosophy of collaboration, leadership, and a deep commitment to our philanthropic community.

Now is the time to honor the mentor who helped you find your footing or reach your next milestone. Deadline to Nominate: April 30, 2026

The award will be presented during the opening session of Planned Giving Day on September 17th at the Cleveland Marriott East.

👉 https://www.nocgp.org/conway-award/

Whether you are just starting your fundraising journey or looking to master complex gift structures, this is an event yo...
04/21/2026

Whether you are just starting your fundraising journey or looking to master complex gift structures, this is an event you don’t want to miss!

Join us for PLANNED GIVING 101-301, a comprehensive day of learning designed to deepen donor relationships and sharpen your technical expertise. From the building blocks of thoughtful planning to advanced implementation strategies, we’re covering it all.

📍 Why Attend?
-Tailored Learning: Choose between full-day or half-day registration.
-Expert Insights: Hear from leaders at Cleveland Metroparks, The Cleveland Foundation, Oberlin College, Cleveland Clinic, and more.
-CFRE Credits: 5 CFRE points have been applied for.
-Networking: Lunch and coffee breaks are included for all participants!

🗓️ The Agenda
9:00 AM: The Building Blocks of Thoughtful Gift Planning
10:15 AM: Introduction of Planned Giving Vehicles
12:15 PM: Advanced Implementation & Gifting Techniques
1:30 PM: Estate Administration & Working with Advisors
2:45 PM: "Putting it All Together" Expert Panel Discussion

🎟️ Flexible Registration Options
Full Day: Experience the complete 101-301 curriculum.
Half Day: Focus on either the morning or afternoon sessions.

Don’t wait—secure your spot today and learn to discuss donor-centric options that truly make an impact.

🔗 https://nocgp.org/may2026

Deadline Alert: Shape the Future of Philanthropy!The clock is ticking! NOCGP is looking for forward-thinking speakers fo...
04/16/2026

Deadline Alert: Shape the Future of Philanthropy!

The clock is ticking! NOCGP is looking for forward-thinking speakers for Planned Giving Day 2026. Do you have the insights to help nonprofits and advisors navigate a rapidly changing landscape?

We are looking for timely, practical sessions (60 mins) focused on:
- Innovative Giving: Emerging trends and tech/AI in engagement.
- Collaboration: Bridging the gap between advisors and nonprofits.
- Expertise: Topics ranging from technical gift planning to donor relationships.

Why Speak?
- Impact: Influence the next generation of charitable giving.
- Perks: Selected speakers receive FREE conference registration and a one-year local NOCGP membership.

Ready to lead the conversation? Submit your proposal (up to 2 per person) and help us challenge conventional thinking with diverse perspectives and fresh strategies.

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

Level Up Your Philanthropic Impact: Planned Giving 101-301Are you looking to deepen donor relationships and master the a...
04/13/2026

Level Up Your Philanthropic Impact: Planned Giving 101-301

Are you looking to deepen donor relationships and master the art of planned giving? Join us on Friday, May 8, 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 applied for.
- Networking: Lunch and coffee sessions included to connect with fellow fundraising professionals.

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

Honoring the past, celebrating the future. Mentorship is the lifeblood of charitable gift planning. It’s how we share kn...
04/09/2026

Honoring the past, celebrating the future.

Mentorship is the lifeblood of charitable gift planning. It’s how we share knowledge, build collaboration, and ensure our profession thrives.

We are officially in the final countdown for the James P. Conway Mentor of the Year Award nominations. If you know someone who has gone above and beyond to support their peers and proteges, we want to hear their story.

Help us shine a light on our community's best leaders.

Submission Deadline: April 30, 2026
Link to Nominate: https://www.nocgp.org/conway-nominations

There's still time to register to join us this Friday for the NOCGP April Program: Working with Family Offices – A Panel...
04/06/2026

There's still time to register to join us this Friday for the NOCGP April Program: Working with Family Offices – A Panel Discussion

Family offices often play a key role in shaping the charitable strategies of ultra-high-net-worth families—but their work can sometimes feel like a mystery to those outside that world.

This moderated panel discussion is with senior family office executives who will share insights on how their firms approach philanthropy, guide family giving decisions, and navigate multi-generational dynamics.

Moderator:
- Brian Tullio, Partner, Fairway Wealth Management LLC

Panelists:
- Stacey Guard Langal, Vice President of Philanthropy, Kaulig Companies Limited
- Michael T. Novak, CPA/PFS, AEP​®, Founder, Wellspring Family Office

Approved for 1 CFRE Credit

This conversation will help demystify family offices and offer practical insight for building stronger relationships with advisors and the families they serve.

Register today: https://www.nocgp.org/april2026

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

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