Friday, October 29, 2010
9:00 A.M. – 4:00 P.M.
Check-in and continental breakfast begin at 8:30 a.m.

Braille Institute – Los Angeles
Weingart Conference Center
741 North Vermont Avenue
Los Angeles, California 90029 

Registration Fees:

PPP Member - $85.00
Non-Member - $100.00

2010 Planned Giving 101 Description

The Program:

• An understanding of planned giving fundamentals
• Familiarity with the income, estate and gift tax structures that affect gift giving and the transfer of wealth
• An exploration of outright and deferred methods of charitable giving
• An understanding of charitable gift substantiation rules for maximum tax benefits
• New: Suggestions for planned giving in economically challenging times

Attendees:

• Anyone new to the field of planned giving who desires a solid, basic foundation of planned giving fundamentals
• Experienced planned giving professionals who want an up-to-date refresher about those important planned giving basics

Included Incentives:

• Take-away PowerPoint of presentation, plus materials
• Continental breakfast and lunch
• Free parking; note that carpooling/ public transportation use are encouraged
• Carpool/public transportation users eligible for drawing ($50.00 Starbucks card)
• Networking – expand your network of planned giving professionals

The Presenters:

Claudia Sangster is Director of Philanthropy, Estate and Trust Services with Harris myCFO, Inc. and President/Executive Director of the Harris myCFO Foundation.  She is a former president and current member of the Partnership for Philanthropic Planning of Greater Los Angeles, a member of the National Partnership for Philanthropic Planning, a board member of the Prostate Cancer Research Institute, founding partner of Los Angeles Social Venture Partners, trustee of the Nichols Endowment and a faculty member of the American Institute for Philanthropic Studies at California State University, Long Beach. Claudia is a former president and current member of Pepperdine's Board of Associated Women.  She is a member of the state bar associations of Texas (inactive) and California, and the American Bar Association.

Steven J. Chidester is a partner with Luce, Forward, Hamilton & Scripps LLP in Rancho Santa Fe.  Steve practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations.  He has represented exempt organizations in civil and probate court and before state Attorneys General.  He also has considerable experience designing and using computer modeling to show the economic consequences of various estate planning and charitable giving techniques. He is a faculty member of the American Institute for Philanthropic Studies at California State University, Long Beach.  Steve is a member of the California State Bar Association and the American Bar Association.

2011 Western Regional Planned Giving Conference

June 1 - 3, 2011
Westin South Coast Plaza
Costa Mesa, CA

Check back for the following 2011 WRPGC details:

• EVENT SUMMARY
• AGENDA
• REGISTER
• CONFERENCE SCHOLARSHIP
• BOOK YOUR ROOM
• DOWNLOAD CONFERENCE BROCHURE

Western Regional Planned Giving Conference

The Western Regional Planned Giving Conference has earned a well-deserved reputation as one of the most stimulating and worthwhile education opportunities for gift planning professionals in the nation. As one of the largest planned giving conference in this country, this popular 1½-day conference attracts over 300 planned giving professionals. Each year, diverse and well-respected speakers participate in this conference and contribute to make it among the best.  And in partnership with our generous sponsor organizations, the PPP-LA is able to offer this conference at a very affordable price.

Whether you are a fundraiser, a legal or financial advisor or other allied professional; whether you are new to the gift planning profession or a veteran; this conference has been designed for you. From the basics of planned giving to the most sophisticated gift planning techniques, the breakout sessions and general session speakers offer a wide range of topics and information. Without a doubt, you will find information you need and want in your day-to-day activities as a planned giving professional.

For information about sponsorship, please contact Conference Chair, June Kim at june@cresmail.com, or 805-603-0083.

The Partnership for Philanthropic Planning

The Partnership sponsors an annual planned giving conference, the National Conference on Philanthropic Planning.  This conference is designed for experienced planned giving officers, consultants, development managers, tax and financial planners, trust officers and those involved with planned giving.  The program includes sessions on current policy trends, professional issues, technical topics, case studies, and problem solving.  Information on planned giving services and products is available in an exhibit area adjoining the conference.  More than 50 gift planning professionals will help you explore new theories, tools and techniques in a conference setting.  Thirty-two breakout sessions emphasizing in-depth analysis will be available to attendees.  Each session is a master class designed to challenge planners with five or more years of experience.   Please contact ppp@iupui.edu for further information.

The PPP-LA typically offers its membership scholarships to the National Conference on Philanthropic Planning.  Please contact Membership Chair Tena Yatroussis at yatroussist@cee-school.org, should you have any questions.