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

Thursday, September 28, 2023 

Cleveland Marriott East
26300 Harvard Road
Warrensville Heights, Ohio 44122

Thank you to everyone who attended!


Breakfast Keynote

CVNP – A Natural Connector

Lisa Petit, Ph.D. Superintendent
Cuyahoga Valley National Park

Lunch Keynote

Donor Stories in Planned Giving Marketing -- To Use or Not to Use

Claudine Donikian, JD, MBA
President/CEO & Chief Marketing Officer
Pentera, Inc

View Session Descriptions

Lunch Sponsor

Breakfast Sponsor

 Plenary Sponsor

Networking Sponsor

Presenting Sponsors

Supporting Sponsors

 - Akron Community Foundation
- Baldwin Wallace University
- Buckingham, Doolittle & Burroughs
- Case Western Reserve University
- Fairway Wealth Management, LLC 
- Fifth Third Private Bank
- Girl Scouts of North East Ohio
-Health Giving
-Jewish Federation of Cleveland
- John Carroll University
-Leave a Legacy, Summit, Portage, Medina
- McDonald Hopkins
- Oberlin College
- Pentera, Inc.
-PG Calc
- Sequoia Financial Group 
- UBS Financial Services