Planned Giving Day - SAVE THE DATE!

Lunch Sponsor

Breakfast Sponsor

Networking Reception Sponsor

Presenting Sponsors

Supporting Sponsors

- Akron Community Foundation
- Baldwin Wallace University
- Case Western Reserve University
- Crescendo Interactive, Inc.
- Dakota Wealth Management
- Fifth Third Private Bank
- Girl Scouts of North East Ohio
- Hindman Auctions
- Jewish Federation of Cleveland
- Leave a Legacy, Summit, Portage, Medina
- McDonald Hopkins LLC
- Oberlin College
- Pentera, Inc.
- PG Calc
- Sequoia Financial Group, LLC
- The Stelter Company
- Summa Health Foundation

32nd Annual Planned Giving Day & James P. Conway Mentor of the Year Award

Thursday, September 28, 2023

Cleveland Marriott East
Warrensville Heights, OH 44122

Planned Giving Day is Northern Ohio’s premier educational event for professionals involved with charitable gift planning; featuring expert speakers on timely gift planning topics & strategies.

Call for Presentations

Cancellation Policy:

- Payment must be made at the time of the reservation or guaranteed with a credit card. The attendee can give a credit card to hold the reservation and then pay at the door with cash, check, etc.

- For reservations that are cancelled by 2:00 p.m. at least three (3) business days prior to the event full payment will be refunded

- For reservations that are made less than 72 hours prior to the event the attendee will be charged an additional $5.00.

- Reservations cancelled two days or less prior to the event will not be refunded or transferred as credit for another program but may be transferred to another attendee for the same program.

- Reservation and payment may be transferred to another attendee for the same program. If a non-member attends in place of a member, the price difference must be paid. If a member attends in place of a non-member, the price difference will be credited.