General Meetings

The Partnership for Philanthropic Planning of Greater Los Angeles holds five General Meetings each year with speakers addressing a wide variety of topics affecting planned giving professionals.

Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either a beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals.


Thursday, March 8, 2012 PPP-LA would like to thank our March General Meeting sponsor:

ADVANCED CASE STUDY Presenter: Mick Koster Vice President & Philanthropic Advisor Comerica Charitable Services Group Session Title: Those Difficult Donors with Those Unusual Circumstances Session Description: When donor situations don't easily fit into simple CGAs or CRTs, what can we do? Sometimes the easiest solution is best, and other times we need to get creative. Learn what old men, talking frogs, apples, and apple trees teach us about solving complicated donor situations with creative gift planning techniques. MINI-ROUND TABLE The mini-Round Table provides an opportunity to brainstorm, network and learn together with PPP-LA mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers. MORNING PRESENTATION Presenter: Kevin Daehnke Managing Partner Daehnke Cruz Law Group, LLP Session Title: Gift Acceptance of Toxic Assets Session Description: Soil or groundwater contamination of property can be the single largest liability of a potential donor who owns a business or invests in real estate. That same property may also be their single largest asset. Most holders of contaminated sites do not adequately address these toxic liabilities in their business, estate, or charitable gift planning because they think they are left “holding the bag.” Most charitable organizations reject such donations out of hand. Learn more about how to assess these types of gifts. This presentation will focus on how such toxic properties can be an important asset towards a donor’s philanthropic and financial goals. It will provide planned giving professionals with strategies for helping donors maximize the economic value of these properties and encouraging the acceptance of such gifts by their organizations without a corresponding increase in liability. AFTERNOON PRESENTATION Presenter: Gregory A. Schupra Vice President and Group Manager Comerica Charitable Services Group Session Title: "They Just Don't Get It . . .": A Coherent Approach to Building Your Planned Giving Program Session Description: How do you reach target donor audiences in meaningful and lasting ways when their choices are multiplying, their attention spans are dwindling, and their trust has all but eroded? For those who work in charitable gift planning, the donor marketplace has never been more crowded, challenging, or contested. This session offers charitable gift planning specialists both a broad framework and specific strategies for successfully building a coherent strategy to attract gifts of accumulated wealth. MEETING AGENDA

Format:		Location:
8:00 a.m. 8:30 a.m. 10:00 a.m. 11:30 a.m. 12:00 p.m. 12:15 p.m. 1:15 p.m.	Registration Advanced Case Study/mini-Round Table Morning Session No Host Social Time Lunch Afternoon Session Adjournment	Location: Sheraton Los Angeles Downtown 711 South Hope Street Los Angeles, CA 90017 (213) 488-3500 PPP-LA offers free valet parking! Directions: Click here It may also be convenient for you to avoid traffic, save gas, and take public transportation to the Sheraton. The 7th St./Metro Station is less than a block away from the Sheraton. Please click here for Metro information.
Cost:
$70.00	Members with advance registration
$85.00	Nonmembers with advance registration
$95.00	Walk-in Registration

Continuing Education
The Partnership for Philanthropic Planning of Greater Los Angeles is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.
Cancellation Policy
Please note: Cancellations will be accepted until 48 hours prior to the event. A $25 administrative fee will be imposed. To avoid an administrative fee, registration may be rolled over to a future General Meeting. Cancellations received after the 48 hour deadline are non-refundable.
Speaker/Sponsor Opportunities
Qualified presenters are asked to contact Bill Hranchak at: This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 626-578-1978 to discuss their presentation material. To discuss General Meeting sponsorships opportunities, please contact: President-Elect William Strickland This e-mail address is being protected from spambots. You need JavaScript enabled to view it 2012 General Membership Meeting Sponsorship Opportunities: The Partnership for Philanthropic Planning of Greater Los Angeles has five membership meetings scheduled in 2012 (January, March, April, September & November). The cost of sponsorship is $1,000 and a sponsor receives the following benefits: Recognized as a meeting sponsor on banner prominently displayed at all five meetings Recognized on podium sign at the sponsored meeting Recognized by name, logo and description of services in bulletin for sponsored meeting Recognition on PPP-LA web site page corresponding with sponsored meeting Opportunity to introduce both speakers at the sponsored meeting Opportunity to display materials at exhibit table at the sponsored meeting Free meeting registration for one sponsor representative at sponsored meeting

Past Programs Offered
To view a listing of the programs offered over the past years at the PPP-LA General Membership Meetings, please click here.