Other resources

Here you’ll find information from past TAPPP events, links to other organizations, industry news, trends and much more. We strive to be a timely, relevant source of information and inspiration for our members and the community at large.

Archive of material from past TAPPP events

CE Day – Join us for the day and learn from industry professionals while earning    Continuing Education credits

LOURDES UNIVERSITY FRANCISCAN CENTER, 6832 CONVENT BLVD. SYLVANIA, OH 43560 Tuesday, September 13th 8:00 am – 2:00 pm
Presented by TAPPP, Lourdes University, and MassMutual Ohio Brokerage

Program flyer here: CE Day September 13 2016 Presented by MassMutual Ohio Brokerage TAPPP and Lourdes University

Estate Planning for Small Business Owners and Professionals
presented by Jacqueline Wiggins, JD*, MassMutual Advanced Sales (2 CE Hrs)
Estate Planning for Modern Families
presented by L. Paul Hood Jr., JD, University of Toledo Foundation (1.5 CE Hrs)
Charitable Giving, Helping You Make a Difference
presented by Jacqueline Wiggins, JD*, MassMutual Advanced Sales (2 CE Hrs)
*Not practicing on behalf of MassMutual

Cost: $20.00 by August 22nd, $30.00 after deadline
Payable to The Association Office
Each CE session will have separate certificate of attendance, credits filed for Insurance and CPA for OH, MI, and IN.
Please try to attend for the entire day.
RSVP to The Association Office, theassocoffice@gmail.com or call 419-764-4387.


The Event for Estate and Financial Planners
, May 19, 2016

Follow the link Project 419 for the complete Event Schedule and Speaker Bios. Register Now online too! We hope to see you at this great educational event.

The exciting May 19, 2016 program, which is co-sponsored by TAPPP, the Toledo chapter of NAIFA, the Toledo chapter of SFSP, the Toledo Estate Planning Council and the Northcoast Estate Planning Council, will feature nationally renowned legends in estate planning,  Steve Leimberg and Natalie Choate. The event will be a whole day program that will take place at the Peristyle at the Toledo Museum of Art.

Leave A Legacy of Southeast Michigan – Development Day
, June 8, 2016 from 7:30 am – 4:15 pm

Follow the link Development Day Conference Jun 8 2016 – Leave A Legacy Southeast Michigan for the complete Event Schedule and Speaker Bios. Register Now online too! We hope to see you at this great educational event.

Invest just one day and get a year’s worth of the insight and advice you need to create your plan for success. You’ll hear from top national and regional experts about “what works” and how that will benefit your organization, your donors/clients, and your career.


TAPPP Educational Seminar: My Favorite Recent Developments in Tax and Charitable Planning During 2015
, February 11, 2016
7:30 a.m. – 9:00 a.m. (breakfast at 7:30 a.m.)

Toledo Human Society, 827 Illinois Avenue, Maumee, Ohio 43537Register Now

Presenter: Paul Hood, Jr., J.D., LL.M., Director of Planned Giving at the University of Toledo Foundation

  • Complimentary for TAPPP/AFP/TEPC and Toledo Chapters of NAIFA/SFSP members $0, $10 for non-members
  • Register Now
  • Sponsored by the Toledo Area Partnership for Philanthropic Planning


SAVE THE DATE – TAPPP’s Annual Meeting and Legislative Update will be held on Thursday, February 11, 2016!

TAPPP strives to engage all constituents in the charitable gift planning process: planned giving and major gift professionals, nonprofit managers and trustees, financial and estate planners, trust managers and administrators. TAPPP members benefit from frequent, economical opportunities for professional education and personal development. Mark your calendar!

TAPPP membership offers a network of helpful colleagues and contacts for exchanging ideas, services and professional support. Scholarship assistance in given annually to a member attending the National Conference on Philanthropic Planning – Congratulations to 2015 Scholarship Recipient Elaine Jansen, Director of Alumni Relations at Central Catholic High School.

Visit us at www.tappp.org and become a member – Join Today!

TAPPP Half-day Educational Seminar: Gift  Planning…Blending Today and Tomorrow for Maximum Results
Friday, Nov. 13, 2015
8:45 a.m. – 12:00 p.m. (registration at 8:00 am)

PNC’s Bank’s Auditorium – PNC Bank Building is located at 405 Madison Avenue, Toledo, OH 43604.  The Auditorium is in the lower level of the building. Map

Presenter: Christopher L. Kelly, Vice President Planned Giving Specialists with PNC Institutional Asset Management

About our presenter: ChristopherKelly-bio

  • $25 TAPPP/AFP members, $35 for non-members
  • Register Now
  • Box lunch following presentation
  • Sponsored by the Toledo Community Foundation
  • Sponsored by The University of Toledo Foundation


National Conference on Philanthropic Planning
Oct. 21-23, 2015
Orlando, FL

The National Conference on Philanthropic Planning is…A unique meeting place for all of the professionals who make charitable giving most meaningful. In your work, you’d love to find these people at the planning table—charitable, financial and estate advisors with the experience and spirit to build the legacies their donors and clients desire.

At the conference, you’ll sit around the training table, collaborating with the experts at the podium and your peers in the seats to build your own experience and spirit.


Breakfast Meeting: Valuing Prospect Research
Friday, Sept. 11, 2015

Diocese of Toledo Catholic Center
1933 Spielbusch Avenue
Toledo, OH 43604 (Map)

Presenter: Patricia E. (Patty) Keller, Director of Prospect Research for The University of Toledo

  • Sponsored by the University of Toledo Foundation Office of Planned Giving

Presentation materials:


TAPPP Social Networking Event
, August 13, 2015

Packo’s at the Park – free parking across the street
7 South Superior St.
Toledo, OH 43602 (Map)

Join your fellow TAPPP members and enjoy some Packo’s food and beverages! Guests are welcome! A cash bar will be offered.

  • Sponsored by Siena Heights University


Breakfast Meeting: Tips and lessons in planned giving
Friday, June 12, 2015

Diocese of Toledo Catholic Center
1933 Spielbusch Avenue
Toledo, OH 43604 (Map)

Panelists will include:

L. Paul Hood, Jr., J.D., LL.M.
Director of Planned Giving, The University of Toledo Foundation

Mitch Blonde, CFRE
Vice-President of Institutional Advancement, Siena Heights University

Ken Frisch, ACFRE
Senior Philanthropic Services Officer, Toledo Community Foundation

  • Sponsored by the Catholic Foundation of the Diocese of Toledo


TAPPP Educational Forum
December 5, 2014

An educational forum hosted by the Toledo Area Partnership for Philanthropic Planning that included great information pertinent to many professionals and also an excellent networking opportunity.

Presentation materials:

National Conference on Philanthropic Planning
October 14-16, 2014

The National Conference on Philanthropic Planning is a unique meeting place for all of the professionals who make charitable giving most meaningful. In your work, you’d love to find these people at the planning table–charitable, financial and estate advisors with the experience and spirit to build the legacies their donors and clients desire.

Getting the Most ROI From Your Planned Giving Marketing Investment
June 19, 2014

With budgets tight, new channels and demographics changing from elders to Baby Boomers, the marketing and stewardship rules are changing. How young should I be targeting supporters? What’s the right role for the online channel? Are the messages for Boomers different than the ones I used for their elders? What’s a best practice for stewarding legacy donors?

TAPPP Educational Seminar with Bill Sturtevant
Nov. 8, 2013

Bill Sturtevant is Senior Consultant for Principal Gifts at the University of Illinois Foundation, a position which guides relationships with individuals and families capable of gifts at a level of $5 million and above. From 1980 until 2004, he served as Vice President for Planned Giving and Trust Relations at the Foundation and built what is considered by many to be one of the nation’s preeminent gift planning programs.

Ten Tips for Securing More Planned Gifts from Women Donors
August 16, 2013

Facilitated by Janet Krzyminski
Partner, Compass Pointe Philanthropic Consulting

Women’s ability to contribute and make a lasting impact in philanthropy is often overlooked and under-utilized. In truth, women are driving many of the philanthropic decisions in this country. Research tells us that women behave differently than men in their philanthropic giving. We cannot assume what works for men will be applicable to women. This session will outline key considerations for success when soliciting planned gifts from women, including understanding the differences between men and women donors, understanding key motivators for women donors, and how to steward and recognize women’s gifts.

Charitable Gifts of Business Interests
Wednesday, May 16, 2012

Presented by David Libengood, Director, Relationship Management, Kaspick & Company

Business owners usually have four goals when they leave their businesses: retire from the business; sell to a new owner (family members, employees, or third parties); minimize taxes and maximize profits. For those who are already charitably inclined, business exit planning using charitable strategies allows them to add a fifth goal: doing good things for their favorite charity or their community. In this session we will explore some frequently used charitable planning tools, such as, charitable remainder trusts and charitable lead trusts, and point out some common pitfalls, such as, prearranged sales, unrelated business taxable income (UBTI) and self dealing.

CRT Planning on a Napkin
Wednesday, September 14, 2011

Presented by Greg Baker, Renaissance Administration LLC
The simplest way is often the best. Computer presentations and printed proposals are nice, but when you meet face to face with a donor, a few boxes and arrows can be a powerful way to convey your message about a gift that is personalized to his or her situation. If you cannot explain the concept on a napkin, then your donors won’t be able to explain it to family and others who help with philanthropic decision-making. This session demonstrated simple, direct ways to show how all kinds of charitable trusts work from a donor’s perspective.

Structuring and Funding Life-Income Gifts with Retirement Plan Assets
Wednesday, July 13, 2011

Presented by Tim Prosser, Relationship Manager/Senior Consultant, Kaspick & Company
This session covered recent legal developments affecting gifts of retirement assets, and presents case studies of life-income gifts funded from retirement accounts. Advisors readily tout the economic and tax advantages of these gifts, but the “devil is in the details” from a legal and administrative perspective. We discussed actual CRT and CGA gifts, choices made in structuring beneficiary designations, trust instruments and gift annuity agreements, and real-life implications of those choices.

Charitable Gift and Estate Planning after the 2010 Tax Changes
Wednesday, May 18, 2011

Presented by Marc Carmichael, R&R Newkirk
A new Congress will soon begin its work in Washington, DC, and this session considers what we’ll know in July about the future of federal estate taxes. Whatever the fate of the estate tax, “death taxes” of other kinds, such as income in respect of a decedent and state death taxes, will have an ongoing impact on many estates, and on how charities market philanthropic options.

Gifts, Money and Taxes 101
Wednesday, April 20, 2011

Presented by Shari Fox, Assistant Vice President for Development, University of Michigan

How confident are you in your knowledge of the fundamental tax laws and regulations that inform charitable giving? All fundraisers, especially those working in major and/or planned giving arenas, should be informed about the tax motivations and rules that donors consider, or should know more about, before making charitable gifts.

  • Click here to access the Baker Fox Session materials presented during the event