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Seminars and Events
The Dayton Foundation is pleased to partner with others to offer presentations and educational opportunities to help you fulfill your clients' financial and charitable goals. Full- and half-day seminars by local and national experts, lunchtime presentations and one-on-one meetings are designed to enhance your knowledge of tax, estate and charitable gift planning. Many of these programs also can help you meet continuing education requirements. For more information or to be added to our mailing list for future events, contact Deb Seger, administrative assistant, Development, at (937) 225-9964.
Upcoming Seminars
Tuesday, October 14, 2008
"How to Incorporate the Charitable Question When Working with Clients, Prospects and Other Professional Advisors"
James E. Gillespie, CFRE, president of CommonWealth, will present "How to Incorporate the Charitable Question When Working with Clients, Prospects and Other Professional Advisors" on Tuesday, October 14, 2008, at Wright State University. Jim Gillespie founded CommonWealth in 1995 as a philanthropic consulting organization specializing in resource development for not-for-profit organizations. Mr. Gillespie's national reputation in the fundraising arena is well-established. With over 25 years experience in the field, his strengths lie in the design and implementation of planned giving, major gift and capital campaign programs, the development of charitable infrastructures, and training and mentoring administration, board members, staff and volunteers. Jim Gillespie also is a lead faculty member of The Fund Raising School, a unit of Indiana University's Center on Philanthropy. He is the author of nationally published articles on various philanthropic subjects and has presented over 800 lectures, seminars and retreats on a variety of philanthropic topics to board members, administrative personnel, professional advisors and prospective donors across the country. This seminar is sponsored by The Dayton Foundation; Fifth Third Bank; Merrill Lynch; Planned Giving Council of Greater Dayton; Taft, Stettinius and Hollister, LLP; the University of Dayton; and Wright State University. Continuing education credits are pending. For more information regarding this upcoming seminar, please contact Joe Baldasare at (937) 225-9954.
Lunchtime Presentations
Would you like to learn more about The Dayton Foundation and the benefits of charitable giving for your clients?
Join us for one of our free, lunchtime presentations at our offices in the Kettering Tower. We also are happy to schedule a meeting with you and your associates at a location and time that is convenient for you.
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File date: 07-1-08
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