Meeting/Event Information

Education Program Announcement

Thursday, September 10, 2026
11:45am-1:15pm

"The Ups and Downs of Stewarding Ohio/Florida Snowbird Donors"

Presenter:  Charles A. Kerwood III, CFP®, ChFC®, AEP®

Waller Financial Planning Group, Inc.

Explore the complex emotional landscapes of donors in two critical, yet distinct, philanthropic hubs: Florida and Ohio.  This session explores the unique cultural, economic, and regional factors that drive charitable giving in the Sunshine and Buckeye states.  Participants will analyze donor motivations, preferred causes, and communication preferences specific to each region.  We will also address the growing trend of "snowbird" donors who split their time between both states, offering actionable insights to inform tailored cultivation strategies designed to resonate with the unique values of both Buckeye and Sunshine State philanthropists.

PRESENTER BIO

Charlie partners closely with clients to provide steady guidance and long-term perspective, helping them navigate important financial decisions with confidence and align their wealth with both their current lifestyle and future legacy. Known for his relationship-driven approach, he has built enduring client partnerships grounded in trust, consistency, and a deep commitment to service.

In his role as a financial planner, Charlie manages client relationships and leads ongoing review meetings, ensuring each plan remains aligned as life evolves. As a Partner, he contributes to the firm’s strategic direction and leads business development efforts in Southwest Florida, where he has established meaningful connections within both the client and professional communities.

Charlie joined the firm in 1990 and became a Partner in 2001. He holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Accredited Estate Planner® designations. With more than three decades at the firm, Charlie has made a lasting impact across nearly every facet of the organization, helping shape its culture, client relationships, and long-term vision.

His commitment extends beyond the firm through his involvement in the community and professional associations, where he continues to build and support meaningful relationships.

In his free time, Charlie enjoys relaxing at home with his cat, Juliette, and spending time on the golf course.

Charlie approaches each client relationship with a deep sense of commitment and care—helping clients stay aligned with what matters most, both today and over the long term.

AGENDA

11:45am-Noon - Registration and networking
Noon-1:15pm - Education Program

Buffet lunch catering by Freedom a la Cart

LOCATION

Columbus Library – Northside Branch

1423 N High St, Columbus, OH 43201

REGISTRATION FEES

No Charge for CGPCO Members* – advance online reservations required

$45 Guests – online reservations and credit card payments required by the RSVP deadline

*Membership benefits are not transferable to colleagues.

CGPCO members - Please do not RSVP if you don't actually intend to attend.  If you need to cancel please do so before the RSVP deadline or the chapter will be required to pay for your meal.

CANCELLATION AND REFUND POLICY

Cancellations received in writing to [email protected] by the RSVP deadline are eligible for a full refund. Cancellations received after the deadline will not receive a refund since we will have paid for your meal.

Registration Deadline

 Friday September 4 at Noon

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October 22 (Tuesday) - Joint Meeting with AFP featuring Kerri Mollard.  Location: The Columbus Foundation

November 17 (Thursday)

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Charitable Gift Planners of Central Ohio

Our mailing address is:
Post Office Box 961     Columbus, Ohio 43216-0961

[email protected]
 
Phone 614-565-5159 (Dale Abrams, Chapter Administrator)