Upcoming Events

Information on upcoming events may be found below. Click here for a complete archive of materials and resources from past TAPPP events.

Blended Gifts: A New Generation’s Charitable Giving

(click on title to register)

Presented by: Sarah Corney, Esq
Date: June 5, 2018
Time: 8:00 – 9:00 am, 7:30 breakfast
Location: Girl Scouts of Western Ohio, 2244 Collingwood Blvd.

Summary: A significant portion of inheritable wealth (wealth that will not be expended during the earner’s lifetime) is in tax-deferred retirement plans, such as IRAs and 401k plans. This presentation will explore strategies of lifetime and testamentary giving relevant to the next-in-line generation of givers.

Sarah Corney, Esq., is a private practice attorney with the firm of RCO Law.  She focuses her practice on estate planning, business planning, and real estate. She assists individuals and business owners by implementing a plan for their finances, healthcare, and legacies in the event of their disability or death. Much of her practice involves the drafting of wills, trusts, deeds, and business agreements.

1 Hour of Continuing Education credit has been approved for OH Insurance, CLE, CFP, CPE, PACE & CFRE.

CALL FOR NOMINATIONS – The Toledo Area Partnership for Philanthropic Planning (TAPPP) is asking for nominations of individuals to serve on their Board of Directors.

Directors serve three year terms and may serve two consecutive terms. Directors are expected to attend Board meetings, attend seminars/events and work toward the common goal of forwarding TAPPP’s mission to enhance the knowledge and gift planning skills of our members, serve our clients and donors, to collaborate in making the experience of charitable giving meaningful and ultimately to benefit our communities.

This is a great opportunity to serve Northwest Ohio and Southeast Michigan, network with colleagues and obtain valuable leadership skills. Submit candidate name, contact information and qualifications to info@tappp.org

THE TOLEDO AREA PARTNERSHIP FOR PHILANTHROPIC PLANNING (TAPPP) 2017 NCPP SCHOLARSHIP

TAPPP-Annual-Conference-Scholarship-Application-2017

The Toledo Area Partnership for Philanthropic Planning is pleased to offer a $1,000          scholarship to a selected recipient to attend the 2017 National Conference on Philanthropic Planning in Baltimore, MD from October 9-11. The Partnership for Philanthropic Planning serves as the source for education, research and advocacy for all professionals who have a role in designing and implementing donors’ philanthropic plans. The conference provides more than 40 sessions featuring pertinent speakers and topics, as well as prime networking opportunities. For details on the conference, including cost, lodging, etc. go to: http://events.charitablegiftplanners.org

Please scan and email this application and required attachment by 5pm on Friday, August 4, 2017 to: Bridget Brell Holt, TAPPP Treasurer, bridget@toledocf.org