Past Speakers & Topics
2009 - 2020
Thursday, September 15, 2016
ADVANCED CASE STUDY
Presenters: Elizabeth Bawden, Partner, Trust, Estates, Charitable Planning, Withers Bergman LLP
Jay Harvil, Director of Gift Planning, Methodist Hospital Foundation
Session Title: When Cultures and Cash Collide A Case Study
Session Description: How often have we been told in our work that the acceptable mediums for making a gift is either check, credit card or wire transfer? But in reality, the world works, does business in, and operates with cash. During our case study, we will be discussing gift that involved a donor who presented a large cash donation to a development officer and the various issues that were confronted as part of this gift. Stay tuned, maybe there will be a future talk down the road involving Bitcoins?
MORNING PRESENTATION
Presenter: John E. Kobara, Executive Vice President & Chief Operating Officer, California Community Foundation
Session Title: The Generosity Gap: Donating in Post Recession Los Angeles: Peeling Back the Findings
Session Description: Join us for the PPPLA unveiling of this first of its kind study, combining detailed analysis of IRS data and surveys of Los Angeles donors that reveal the changes in giving that are unique to Los Angeles. We will examine the motivations and demographic trends that are influencing the giving behavior of donors and impacting LA County’s nonprofit sector.
AFTERNOON PRESENTATION
Moderator: Tammy Johnson, Donor Relations Officer, California Community Foundation
Panelists: Sandra Chen Lau, USC Pacific Asia Museum
Rodrigo Garcia, Founder of the Society of Hispanic Professional Engineers
Greg Gilbert, Senior Director of Development, Major Gifts, USC
Session Title: So You Think You Know My Philanthropic Passion?
Session Description: Conversations on discovering the philanthropic intent of donors from the Asian, African American, and Latino Communities"
Thursday, November 3, 2016
ADVANCED CASE STUDY
Presenters: Stephanie Buckley, Vice President, Senior Philanthropic Specialist, SWS Senior Advisory Specialist, Wells Fargo Bank & Juan Ros, CFP®, Lamia Financial Group, Inc.
Session Title: Recognizing Cases of Elder Financial Abuse
Session Description: Financial Elder Abuse spans a broad spectrum of conduct and is a fast-growing form of abuse of seniors and adults with disabilities. Situations often involve trusted persons in the life of the vulnerable adult. We will examine a case based on true facts and discuss the best solutions, and prevention, both professionally and legally.
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: Michael Kenyon, President & CEO, National Association of Charitable Gift Planners
Session Title: Your New Association: The National Association of Charitable Gift Planners
Session Description: Michael Kenyon, CGP President and CEO, will share the recent strategic work of the board as it progresses through a services overhaul and complete rebrand of the organization. Get an inside view of how CGP is implementing an inclusive approach, leveraging member engagement and expertise, technology, and partnerships to provide the very best in education, advocacy, research and a strong professional community. Also, learn how national and councils complement each other and work together to provide a comprehensive member experience.
AFTERNOON PRESENTATION
Moderator: Michael Kenyon, President & CEO, National Association of Charitable Gift Planners
Panelists: Reynolds Cafferata, Partner, Rodriquez, Horii, Choi & Cafferata LLP / William Hranchak, Senior Vice President & Partner, Temo Arjani, LLP / Joseph Lumarda, Senior Vice President and Investment Counselor, Capital Group
Session Title: What Do the Tea Leaves Predict for 2017?
Session Description: A Panel discussion on insights and trends in accounting, finance and investments, and the law that can benefit (or negatively affect) our donors, clients and philanthropy for the coming year.
Thursday, January 19, 2017
ADVANCED CASE STUDY
Presenter: Alejandra Gillette-Teran,Associate, Morris & Berger
Session Title: New Year's Career Diet: It’s A New Year, Time to Slim Down and Power Up Your Career.
Session Description: Almost everyone makes at least one personal New Year’s resolution, and by February, it’s already been broken. If you are going to affect real change and progress in your career, it is time to think about your resolution and dedication to your career and put your best foot forward for 2017 with your “New Year’s Career Diet.” Alejandra will be discussing current trends, resume and cover letter tips, as well as interview tips, and how to ensure your success in "landing the job.”
MORNING PRESENTATION
Presenter: Leah Ersoylu,President, Ersoylu Consulting
Session Title: Moving the Masses: Community Engagement's Role in Creating Lasting Impact
Session Description: This session will focus on the role of community engagement, as it is situated in the current philanthropic trend of moving from service provision toward systemic change. Community engagement is multi-faceted and can have a large impact on your overall mission; it is important to understand the how, what and why of this strategy and how it can be meaningfully measured to make your case to funders.
AFTERNOON PRESENTATION
Presenter: Dave Berkus,President, Berkus Technology Ventures
Session Title: The Sixth Wave in Technology: Where Each Year Equals 100 Years From Our Past
Session Description: Learn about our technology-based future as afternoon keynote speaker, Dave Berkus takes us on a journey through six waves of technology from 1771 through the next wave beginning in the early 2020’s. Dave is an early stage venture capitalist and tech futurist and speaks worldwide on the trends in technology and how they will affect us during the next decade and beyond. As a bonus, at the end of his presentation, Dave will update us on his journey as volunteer chairman for the planned giving programs at Occidental College and for the Greater Los Angeles Area Boy Scout Council, and how he used planned giving to leverage millions more than he thought possible with his own philanthropic gifts.
Thursday, March 9, 2017
ADVANCED CASE STUDY
Presenters: Susan J. Cooley, Partner, Oldman, Cooley, Sallus, Birnberg & Coleman, L.L.P and Cynthia Hizami, Director of Planned Giving, West Coast, Jewish National Fund
Session Title: Ethical Concepts as Applied to Real Situations Faced by PPP-LA Members
[No session description]
MORNING PRESENTATION
Presenters: Christopher J. Clarkson, CFA, Senior Vice President & Director, Bernstein Wealth Planning and Analysis Group and Andrea Kushner Ross,Director, Bernstein Wealth Planning and Analysis Group
Session Title: Philanthropy and the Sale of a Business: The Opportunity of a Lifetime
Session Description: In this presentation, Chris & Andrea will discuss the key tax and legal considerations when donating private business interests to different charitable vehicles, how to weigh the tradeoffs between charitable strategies, and how quantitative analysis can help answer the business owner’s questions and give them the confidence to move forward.
AFTERNOON PRESENTATION
Presenter: Jane Peebles, Partner, Karlin & Peebles, LLP
Session Title: Donor Advised Fund and Private Foundations
Session Description: After a brief refresher course on the characteristics of donor advised funds and private foundations, Jane will discuss real-life examples of common private foundation problems and offer creative and pragmatic solutions using donor advised funds.
Thursday, April 20, 2017
ADVANCED CASE STUDY
Presenters: Elizabeth A. Bawden, Partner, Withers Worldwide
Stephanie Buckley, Vice President, Senior Philanthropic Specialist, SWS Sr. Adv. Specialist, Wells Fargo Bank
Session Title: How to Handle a Matured Bequest
[No session description]
MORNING PRESENTATION
Presenter: Arthur D. Kraus, CLU, ChFC,Chartered Advisor in Philanthropy, Capital Intelligence Associates
Session Title: You Can’t Catch an Elephant with a Mousetrap
Session Description: Attracting major gifts and the single biggest reason why people make large donations to charity.
AFTERNOON PRESENTATION
Presenter: Kristen Dugdale,Relationship Manager, Kaspick & Company
Session Title: Setting Expectations for Real Estate Gifts
Session Description: At Kaspick & Company, the average median size of a trust created with real estate is between three and four times that of trusts created with cash and securities. From talking to our clients, we know that outright gifts of real estate are also generally larger. However, guiding a donor through a real estate gift can be complicated and fraught with unwanted surprises. The key to a successful real estate gift (one that involves a happy institution and a happy donor) is to appropriately set the donor’s expectations for the journey ahead. Kristen will take you on a “guided hike” through real estate gifts, giving you all the information you need to prepare your donor for this exciting and rewarding journey.
Thursday, September 14, 2017
ADVANCED CASE STUDY
Presenter: Stuart D. Zimring
Session Title: Handle with Care! – Legal and Ethical Issues Encountered in Dealing with Seniors
Session Description: Working with (potential) donors who are elderly involves distinct legal and ethical issues which we will examine through case studies and discussion all towards the goal of hopefully never hearing the phrase: “Whadya mean Mom left it all to her Alma Mater!? I’m calling my lawyer!”
MORNING PRESENTATION
Presenter: Linda Davis Taylor,Chairman and CEO, Clifford Swan Investment Counselors
Session Title: The Business of Family: The Role of Philanthropy in Family Culture
Session Description: Linda Davis Taylor, author of The Business of Family: How to Stay Rich for Generations, will discuss the role of educating families about the impact philanthropy can have on their family connectedness and culture.
AFTERNOON PRESENTATION
Presenters: Diane K. Doolin, Sr. Vice President, Financial Advisor, Morgan Stanley Wealth Management
Vanessa M. Terzian, Managing Partner ─ The Law Offices of Vanessa M. Terzian, APC
Session Title: Women, Wealth & Wisdom − Assuming The Mantle Of Family Financial Leadership
Session Description: This presentation addresses the emerging role for women of all ages who have, or will one day assume, control of family wealth and the opportunities it creates to bring the family closer together. For unprepared women, family financial leadership may seem daunting, and it comes with hidden risks. We will share 10 questions to help women and their advisors evaluate how well prepared they are today, what actions to take, and how involved they want to be in the family’s financial management. Learn about our new definition of wealth and how philanthropy provides a unique opportunity for families to connect for generations to come. They do not have to know it all…just know enough!
Thursday, November 16, 2017
ADVANCED CASE STUDY
Presenter: Monica Goel,Partner, Tredway, Lumsdaine & Doyle LLP
Session Title: Ethical Considerations in Trusts & Estates
Session Description: Learn about ethical considerations in trusts and estates, including how to determine who the client is, preserving attorney client privileges, and recognizing conflicts of interest.
MORNING PRESENTATION
Presenter: Monica Goel, Partner, Tredway Lumsdaine & Doyle LLP
Session Title: Fiduciary Liability & Responsibility
Session Description: Learn about how what constitutes fiduciary duties and how to avoid liability. Serving as a Trustee or Conservator can be a thankless job. Learn to avoid common pitfalls and protect yourself from liability in an ever-growing world of fiduciary responsibility.
AFTERNOON PRESENTATION
Presenter: Nathan Stelter,VP of Business Development & Marketing, The Stelter Company
Session Title: Data 2 Design: Using Research to Drive the Creative Process
Session Description: This Session will provide a multi-dimensional view from the new 2016 U.S. Healthy Aging Database study on elements of healthy aging and how marketing may impact the how, when, and why of charitable giving. We will examine real examples of how donors prefer to learn about organizations, and the vehicles best suited to drive strategic direction towards increasing planned gifts.
January 18, 2018
ADVANCED CASE STUDY
Presenter: Kenneth A. Ziskin,Family Wealth Strategies, The Ziskin Law Corp
Session Title:2018 Estate Tax & Tax Bill Update
[No session description]
MORNING PRESENTATION
Presenter: Bill Ukropina, Managing Partner, CBC Advisors
Session Title:How Charitable Gift Planners Can Receive and Maximize the Value
of Real Estate
Session Description: An overview of the local and regional commercial real estate market, including current trends of new development and the demand for the different type of properties. After the overview, Bill will discuss how and why individuals and families are donating some of their real estate to charity and what type of return on the value is expected, if any, until their death, or when their children pass at a later date. Four different case studies will be handed to all audience members, showing how families and partners, who do not agree if the property they inherited or own with partners, should be sold, leased or developed, and creative ways of resolving disputes. Also, what specifically should be written in Trusts and Partnership Agreements, to mitigate the chance of disputes among partners and families. Hear ways to keep properties leased even in a difficult market and how to effectively market and sell buildings for the most favorable economic terms.
AFTERNOON PRESENTATION
Presenters: Reynolds Cafferata, Partner, Rodriguez Horii Choi Cafferata / Bill Hranchak, Partner, Temo Arjani LLP / Joe Lumarda, SVP Investment Counselor, Capital Group
Session Title: Tea Leaves... Are They Ready for Brewing or Now Too Bitter? What will 2018 Bring for Taxes, Estate Plans, Portfolios, and Our Donors?
Session Description: What is the hourly rate for these three “Super Advisors” in the room? For the right price, we have these three professionals for 60 minutes for a panel discussion to guide you, our members and your clients and donors, on the latest developments regarding taxes, portfolios and estate plans. Can you afford not to attend this presentation?
Thursday, March 22, 2018
ADVANCED CASE STUDY
Presenter: Crystal Thompkins, CAP, CSPG, Vice President and Director of Relationship Management, BNY Mellon Wealth Management Planned Giving Group
Session Title:Case Study in Understanding Charitable Gift Annuity Metrics and Insuring
a Healthy CGA Program
[No Session Description]
MINI-ROUND TABLE
THE MINI ROUND TABLE provides an opportunity to brainstorm, network, and learn together with LACGP mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.
Presenter: Sister Christine Bowman, O.S.F.,Director of Cathedral Relations, Cathedral of Our Lady of the Angels
Session Title: Bringing Life to a Gift Planning Program, Sharing Ideas and Solving Problems
Session Description: Join participants in discussing common issues, solving specific problems participants bring and sharing ideas. Great session for people who are relatively new to gift planning, do not work in an environment with gift planning colleagues (or wear too many fundraising hats), or have a specific gift planning challenge that the group can discuss.
MORNING PRESENTATION
Presenter: Hugh Ralston,Founder and CEO of LaurelOak Consulting, former community foundation CEO and private banker, and long-standing nonprofit board member
Session Title:Our Gift is Their Gift: Our Role in Shaping Legacies That Matter
Session Description: Bringing a unique perspective because of his varied roles in the nonprofit world, the speaker will highlight the opportunities for philanthropic gifts, the importance of legacies and how gift planning officers can sustain powerful relationships with donors in the midst of this transformative time. The changing expectations for institutional and private philanthropy, the drive for individual legacies and the lessons learned from building relationships with families, donors and partners will be explored.
AFTERNOON PRESENTATION
Presenter: Crystal Thompkins, CAP, CSPG,Vice President and Director of Relationship Management, BNY Mellon Wealth Management Planned Giving Group
Session Title: Donor Dreams, Investment Realities for Life Income Gifts
Session Description: Explore the common donor myths of planned gift investing and learn how to engage donors effectively to combat fears of market volatility or of loss of income streams. Real life examples, role-playing and detailed presentation slides provide a dynamic attendee experience.
Thursday, April 26, 2018
ADVANCED CASE STUDY
Presenter: Juan Ros CFP, CSPG, Principal/Vice President, Lamia Financial Group
Session Title: Thinking Like a Financial Planner: Real-Life Planned Giving Case Studies
[No Session Description]
MINI-ROUND TABLE
Presenter: Jay Harvill, Director of Gift Planning, Methodist Hospital
Session Title: What I Wish I Learned in Those Planned Giving Seminars
Session Description: Join participants in discussing common issues, solving specific problems participants bring and sharing ideas. Great session for people who are relatively new to gift planning, do not work in an environment with gift planning colleagues (or wear too many fundraising hats), or have a specific gift planning challenge that the group can discuss.
MORNING PRESENTATION
Presenters: Cynthia Hizami,Director of Planned Giving, West Coast Jewish National Fund; Aaron Levinson, Planned Giving Director, Los Angeles Jewish Home;Francine Lis,Director of Planned Giving, Legacy and Endowment, Anti-Defamation League
Session Title:Planned Giving with Family Dynamics and Family Dysfunction
Session Description: Everyone knows that families can be difficult. When charitable gift planning is thrown into the mix, it can get even worse. In this presentation using an innovative and entertaining teaching approach, the speakers will examine multiple scenarios that deal with complex family dynamics and dysfunction and will incorporate planned giving solutions for each scenario.
AFTERNOON PRESENTATION
Presenter: Amy Kramer, President, Counterintuity
Session Title: Moments and Mobile Marketing: Inspiring Millennials, Engaging Baby Boomers
Session Description: When the right donors are compelled by your organization's mission and accomplishments, they will support you to the full extent of their ability. But with all of the clutter in today's competitive mobile space, can we expect compelling connections to happen - online? Yes! The Co-Founder of Burbank's award-winning Counterintuity will break it all down, moment to moment, discussing strategies to reach and engage the generations of givers.
Thursday, September 20, 2018
ADVANCED CASE STUDY
Presenter: Ray Watts, CFRE, CSPG, Senior Associate VP for Advancement, Univ. of Redlands
Session Title:Life Insurance Gifts
Session Description: How partnership between financial advisers and gift officers can help donors achieve their desired impact. We will discuss issues like options when someone is uninsurable, considerations in setting terms, and potential changes to gift acceptance policy.
MINI-ROUND TABLE
Presenter: Jay Harvill, Director of Gift Planning, Methodist Hospital
Session TItle: What I Wish I Learned in Those Planned Giving Seminars
Session Description: For September, we'll be focusing on (1) how we can help executive staff see the light on gift planning and (2) how identifying mentors can help each of us in our development as gift planners. Great session for people who are relatively new to gift planning, do not work in an environment with gift planning colleagues, or have a specific gift planning challenge that the group can discuss. Participants will walk away with great tips and new networking colleagues.
MORNING PRESENTATION
Presenter: Elizabeth Bawden,Partner, Withersworldwide
Session Title:Navigating the Twists and Turns of Testamentary Gift Annuities
Session Description: Most charitable gift annuities (CGAs) are funded with lifetime gifts made by loyal donors. The processes and procedures associated with these lifetime CGAs are fairly straightforward and familiar to many gift officers. However, there are many opportunities for CGAs to be created upon the passing of a donor. Known as testamentary CGAs, these gifts are made through wills, trusts or IRA beneficiary designations. Using case studies, this session will explore common reasons testamentary CGAs are created and the practical and procedural challenges that accompany them. Among them: what is the date of the CGA, when do payments begin and who signs the CGA agreement? Finally, this session will explore advance planning opportunities with donors to ensure that testamentary CGAs work well for donors, charities, and annuitants alike.
AFTERNOON PRESENTATION
Presenter: Lindsey Jacobs, Manager, Legacy Planning, Chapman University
Session Title: Social Media for Planning Giving: Why We Shouldn't Write It Off
Session Description: While it is easy to assume that planned giving donors are not active on social media, this is a mistake that could keep your operation from easy and effective outreach opportunities. This presentation addresses the benefits of including social media as another form of cultivation and stewardship. Learn about simple ways social media can be used to enhance your reach and even deepen relationships with donors and philanthropic clients.
Thursday, November 15, 2018
ADVANCED CASE STUDY
Presenter: Linda Mazur, Senior Director, The Pomona Plan
Session Title: Testamentary Life Income Gifts
Session Description: A real example of the good, the bad, and the ugly of life-income gifts funded through bequests or other estate planning techniques. What are the roadblocks and difficulties associated with these kinds of gifts, as well as the benefits? Mazur will share how Pomona College managed a recent testamentary life-income gift, including partnering with outside advisors. She will talk about the history of the gift, the qualified disclaimer process used to realize the gift from the decedent’s Individual Retirement Account, and the related legal, tax, accounting, and trust administration questions that had to be resolved once the gift matured.
MORNING PRESENTATION
Presenter: Vincent J. Fraumeni, Fraumeni Fundraising Consultants
Session Title: Donor Conversations: What to talk about after you’ve said, “Hello”
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AFTERNOON PRESENTATION
Presenter: Jim Normandin, Normandin & Associates
Session Title: Real Estate Profits, a matter of timing and technique
Session Description:
Thursday, January 17, 2019
ADVANCED CASE STUDY
Presenters: Vanessa Terzian and Josh Driskell
Session Title:
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MORNING PRESENTATION
Presenter: Lisa Rehburg,President, Rehburg Life Insurance Settlements
Session Title: Life Insurance Settlements – An Additional Fundraising Opportunity
Session Description:
AFTERNOON PRESENTATION:
Presenter: Joshua Karlin
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Thursday, March 21, 2019
ADVANCED CASE STUDY
Presenter: Rik Floyd, MBA, California Licensed Professional Fiduciary, Foster Thornton LLC
Session Title: A Planned Giving Professional's Guide to Working with a Fiduciary - and What Exactly is a Professional Fiduciary?
Session Description: Designed to help illustrate the role of a professional fiduciary, this session will feature examples of cases a fiduciary has work on with special focus on their role within gift planning. At the end of session, participants will be able to articulate to role of a fiduciary, understand the challenges of their work, and have strategies for partnering with them in working with clients and their families.
MORNING PRESENTATION
Presenters: Steve Sommers, Vice President and Senior Philanthropic Specialist, Wells Fargo Private Bank Philanthropic Services and Yolla Kairouz, Wealth Advisor, Wells Fargo Private Bank
Session Title: Discovery: The Journey to Creating Meaningful Client-Donor Relationships
Session Description: The worlds of wealth management and gift planning may sometimes appear to orbit upon different paths. In truth, however, both disciplines intersect frequently and benefit from shared skills required to assist clients as we seek discover their needs and help them navigate their personal journeys and aspirations. This session will explore how best practices from the world of wealth management can be applied to donor relationships to help uncover untapped potential for deeply meaningful client/donor engagement.
MINI-ROUND TABLE
Moderators: Jay Harvill, Director of Gift Planning, Methodist Hospital / Bill Strickland JD, CSPG, Sr. Development Officer, California Community Foundation
Session Description: You’ve been given the opportunity to build your organization’s first planned giving program. Woo-hoo! Now what? What are those first steps to lay the foundation for a successful program? What are the risks and opportunities? How about best practices? Who can help us? Join Jay Harvill and Bill Strickland in the discussion that wrestles with these questions. The Mini Roundtable is intentionally mini and informally structured so that it allows guests to participate in open table discussions, very similar in how LACGP was originally formed. Learn from each other as we grapple with common challenges and share our successes so others can succeed, too.
AFTERNOON PRESENTATION
Presenter: Presenter: Michelle C. Herting, CPA
Session Title:Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You and Your Favorite Charities
Session Description:The first tax filing season under the new federal tax law is proving to be surprising and confusing for some Americans. Learn what impact the new law will have on your donors, and how to talk with them about the changes and alleviate their concerns. Also, learn how best to handle the changes that affect you as a fundraiser. Up to the minute, cutting-edge planning techniques will be discussed.
Thursday, April 18, 2019
ADVANCED CASE STUDY
Presenter: John Kobara, Chief Operating Office, California Community Foundation
Session Title: Reality Check on Growing the Potential for Philanthropy
Session Description: Wealth inequity and privilege are under attack. The impact and intent of philanthropy is being questioned. How is philanthropy complicit in maintaining inequity? Is philanthropy merely the fragrant exhaust of a capitalist system gone wrong? How can philanthropy address real inequity and human suffering in LA and in the US? What can advisors do to assist their clients to develop the most impactful and meaningful philanthropy in this context? John Kobara will offer some provocative thoughts to explore these questions with the participants.
MINI-ROUND TABLE
Moderators: Jay Harvill, Director, Gift Planning, Methodist Hospital Foundation / Lambert Bittinger, Gift Planning Specialist, The Salvation Army
Session Description: Wisdom comes to us through our own personal experiences. But isn’t it great to learn from someone else’s experiences, especially someone who is respected in our circles?
Jay Harvill’s special guest, Lambert Bittinger, is a long-time planned giving professional (31 years, 17 of which was at USC ) with a long memory, who will share his experiences – good and “could be betters” – throughout his years. Join us to learn and enjoy an informal conversation with one of the best.
MORNING PRESENTATION
Presenters: Eric McDermott, CFP, ChFC, CLU, Managing Equity Partner, Pacific Advisors
Session Title: Future Growth Requires Donor-Centric Strategies
Session Description:In this session Eric McDermott will share a unique, counterintuitive perspective for future growth in Planned Giving. A perspective that demonstrates how precision tailoring strategies for the donor’s concerns, not just the charity’s concerns, produces greater impact for everyone. Eric will deconstruct several common traditions, from how the siloed efforts of “fundraising vs. planned giving” may be hindering progress, to inspecting the fundamental way we approach donors – and of course, always with practical, relatable case examples. Who knows, by the end you may never look at Planned Giving the same way again!
AFTERNOON PRESENTATION
Presenters: Joe Lumarda, Senior Vice President and Investment Counselor, Capital Group Private Client Services, Reynolds Cafferata, Partner, Rodrigues, Horii, Choi, & Cafferata LLP
Bill Hranchak, Partner, TemoArjani LLP
Session Title: Reading the Tea Leaves: Insight into What the Gift Planning Community Should Be Considering in 2019
Session Description:A complete year of the Tax Cut and Jobs Act fully behind us and filings having begun. Markets are experiencing high variability. Another presidential race kicking into gear which could lead to shifts in policy. We are taking a moment to hear from experts in law, finance, and accounting about what we can anticipate for the future based on trends they see in their work, with special focus on how gift planning may be affected by the current economic and political climate.
Thursday, September 19, 2019
ADVANCED CASE STUDY
Presenters: Shelley De Leon, Manager, Planned Giving Data & Analytics, City of Hope
Zeki Kavgaci, Data Analyst Business Intelligence and Philanthropy Analytics, City of Hope
Session Title: Visualizing Planned Giving Data: Tableau Dashboards at City of Hope
Session Description: Are you interested in learning how data visualizations can help your planned giving team? Come see how the Planned Giving team at City of Hope is using Tableau dashboards to enhance our efforts to raise $50 million annually in realized planned gifts. Zeki Kavgaci, a member from City of Hope’s Business Intelligence team, and Shelley De Leon, a member from the Planned Giving team, will walk the group through four dashboards: 360 Prospect Identification, Loyal Donor, Intends/Considers Conversions & LOH (City of Hope’s Legacy Society).
MORNING PRESENTATION
Presenter: Monica Goel, TLD Law
Session Title: The Basics of CA Trust Administration and Fiduciary Accountings
Session Description: People have become educated to know that estate planning is important. Without it, your life savings and estate will go through the cost and expense of probate court. With estate planning, you can do advanced tax planning to avoid the cost and expense of probate, avoid costly estate taxes, and ensure smooth transition of assets to your heirs. Trust administration is just as important. When someone passes away, it’s imperative that the proper trust administration is done to carry out the terms of the Trust. In this presentation, Monica Goel will discuss the top ten trust administration rules to keep you out of trouble and avoid fiduciary liability. She will also discuss the importance of financial record keeping and how to prepare an accounting to satisfy beneficiaries and complete a successful trust administration and distribution.
AFTERNOON PRESENTATION
Presenter: Matt Laufman, Senior Vice President, Philanthropic Strategist – Bank of America Private Bank – Philanthropic Solutions
Session Title: The 2018 US Trust Study of High Net Worth Philanthropy
Session Description: Established in 2006, this groundbreaking study, conducted in partnership with The Lilly Family School of Philanthropy at Indiana University, is the largest and most comprehensive survey to date of the charitable practices and attitudes of wealthy Americans. The 2018 study will explore many of the same issues probed in earlier versions of this research, including how much, where, and why wealthy donors give their time and money. It will also expand into several new areas, such as how and the frequency in which donors measure and monitor the results in their giving. The findings in the 2018 study impact and inform the practices of donors, nonprofit organizations and advisors alike.
Thursday, November 21, 2019
ADVANCED CASE STUDY
Presenters: Barbara Bushnell, CFRE, RBI Fundraising Campaign Consulting
Session Title: When and How to Say No to a Gift
Session Description: Barbara Bushnell will be presenting two case studies involving planned gifts that presented ethical challenges for two different organizations where she served as the Chief Development Officer.
MORNING PRESENTATION
Presenter: Avery Tucker Fontaine, Head of Strategic Philanthropy, BNY Mellon Wealth Management
Session Title: From Philanthropy to Social Investment: A New Way of Giving
Session Description: In recent years, philanthropic giving has exceeded $400 billion, a tremendous achievement in generosity. We invite you to join us for an interesting discussion over breakfast with guest speaker, Avery Tucker Fontaine, head of strategic philanthropy with BNY Mellon Wealth Management. Avery will discuss the current landscape of strategic philanthropy, what driving factors have led to an increase in generosity and how this new way of giving fits into social investment.
AFTERNOON PRESENTATION
Presenter: Lynn Malzone Ierardi, JD, University of Pennsylvania
Session Title: Storytelling: The Secret Sauce of Fundraising Success
Session Description: Nonprofit organizations have amazing stories to share – stories of perseverance, fortitude, profound impact, and generosity. Stories are at the core of why nonprofit organizations exist. There is scientific research that confirms good storytelling is one of the most powerful ways to communicate, to engage stakeholders, and to influence behavior. It is especially important for effective fundraising. But what makes a good story? With the right recipe, storytelling can be the secret sauce of your fundraising success. What ingredients engage the audience and have an impact? Some ingredients are essential. You just cannot make a good sauce (or gravy as some call it) without tomatoes. In this interactive session based on Lynn’s recently published book on Storytelling: The Secret Sauce of Fundraising Success, you will hear about what it takes to become a storytelling gourmet and refine your own storytelling recipes.
Thursday, January 16, 2020
ADVANCED CASE STUDY
Presenters: Barbara Gunning, Regional Director of Advancement, Southern California and Arizona, Jesuits West AND Michele Bignardi, Senior Vice President
Session Title: How Planned Gifts Can Contribute to a Capital Campaign
Session Description: When an organization undertakes a capital campaign, managing cash flow to pay for the new building is an important focus, so the default strategy is to seek and secure outrights gifts and pledges with gift fulfillment to be realized within a few years. This presentation will share case studies that demonstrate opportunities to incorporate planned giving vehicles – including testamentary gifts – into successful building campaigns.
MORNING PRESENTATION
Presenters: Stephanie Buckley, Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services, Wells Fargo AND Curt Portzel, J.D., M.T.S., Executive Director, Center for Estate and Gift Planning, Pepperdine University
Session Title: All the Dirt on Real Estate Gifts to Nonprofits
Session Description: Real estate, especially in certain geographic areas like Southern California, can represent a significant portion of a donor's assets. If vetted properly, real estate can make up a significant portion of a charity's annual fundraising goals. In this session, learn from Curt Portzel and Stephanie Buckley about the ins and outs of real estate gifts. Discover how to go about assessing whether a gift of real estate is worth pursuing, best practices for performing due diligence, and working with the nonprofit's decision-makers. Also, which types of property gifts work well to meet the donor's charitable goals.
AFTERNOON PRESENTATION
Presenter: Kimberley Valentine, Associate Director of Gift Planning and Principal Gifts, Los Angeles Philharmonic Association
Session Title: Planned Giving Donors CAN Give Now!
Session Description: Too often, our leadership looks at the Planned Giving donor or prospect as only able to provide support well into the future. Your assignment, should you choose to accept, is to understand and facilitate gifts to support your organization now, those made from assets (stock, real estate, IRA accounts, and others) and not just cash. Turn your planned giving donor into both an annual fund supporter and the planned giving donor of your dreams.
Thursday, September 17, 2020 (online webinar)
MORNING PRESENTATION
Presenter: Kathy Anderson, President and Executive Director, Catholic Community Foundation of Los Angeles
Session Title: Philanthropy Management in Perpetuity: Community Foundation Tools for Estate Planning
Session Description: Gift planning is a team sport and that's never been clearer than as we all enter a period where our work with donors and clients goes virtual. As we all adjust to the new normal post-pandemic, it will be vital for gift planners to consider how we can best partner with others within the philanthropic space who may already have strong relationships with our donors/clients, from CPAs and attorneys to fundraisers and charitable partners like community foundations.
This session is an introduction to community foundations and explores the options available for charitable wealth planning, including donor-advised funds and other charitable fund structures for giving as a financial expression of your values.
ADVANCED CASE STUDY
Presenter: Kimberly Jetton, Director of Planned Giving, Archdiocese of Los Angeles
Session Title: Vulnerable Nonagenarians, Case Studies of Fragile Donors
Session Description: Why do donors in their late 80’s and 90s or those who are ill need special care and attention? What missteps can cause you to lose a gift? What if the donor is calling you from a hospital bed? We will delve into 2 case studies that have no easy answers. You decide your path with the donors and see if you make the right choice. Will you help the donor give her Beverly Hills home to your organization, or will the gift be lost? Find out if you have what it takes to be a closer!
MINI ROUNDTABLE
Presenter(s): Moderated by Jay Harvill, Director of Gift Planning, Methodist Hospital; featuring guest speaker Terry Green, associate senior vice president of development, Children's Hospital of Los Angeles
Session Title: Donor Lessons from a Gift Planner
Session Description: Over the years, we learn to be better at what we do through our experiences with donors – our mistakes and memorable successes get added to our basket of wisdom. In this mini round table, we’ll explore lessons we learn from our donor experiences including:
- How can early donor experiences better prepare you in your approach today?
- Does a gift always have to be solicited and are there other approaches to get a more impactful gift?
- Exploring the value of the little things we do. Are we overlooking them as powerful tools?
- What is the fine line between persistence and nagging when asking for a gift?
- Is it safe to think outside the box when the ‘old tried and true’ may work?... How far will you or your organization go to secure a gift?
- Really, how long will it take to secure a transformational gift… three days or 24 years?
We’ll welcome veteran fundraiser, Terry Green, of Children’s Hospital Los Angeles, to share the stories that generated these questions above and have led him to become a better gift planner. He’ll share illustrations that can help us fill our basket with skills and approaches to make us more effective in our roles. As always, this is our time for conversation and dialog. Maybe a story will remind you of what you have learned from working with donors, which we hope you’ll share during this session.
2009 - 2016
April 21, 2016
ADVANCED CASE STUDY • Presenter: Tim Boone, Vice President, Crescendo Interactive, Inc.
Gifts and Mineral Interests
The growth of oil and gas production creates a major planned gift opportunity for charities nationwide. Individuals and mineral interests may be interested in gifting royalties and life estate arrangements. Furthermore, using a mineral interest to fund a charitable remainder trust can create a wealth of personal and philanthropic benefits for donors and clients. The case study will walk through various gift arrangements and the ins and outs of which gift planners and advisors need to be aware.
Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.
MORNING PRESENTATION • Presenter: Vanessa M. Terzian, Terzian Law Partners, APC
Dynasty Trusts and other Techniques: Incorporating Asset Protection into Estate Planning
Most parents/families are concerned about bloodline protection, but how can we protect their children (and younger beneficiaries) while at the same time give them control over their inheritance? Learn and understand the different levels of asset protection that can be incorporated into every trust-based plan. Learn about your options when identifying who should serve as trustee - and what distribution standard will most-likely meet the family's objective.
AFTERNOON PRESENTATION • Presenters: Vanessa M. Terzian & Edward Terzian, Terzian Law Partners, APC; Mark Russakow, Founding Partner, Russakow & Tan Law
Epidemic in Estate Litigation
It is no secret that the population throughout the U.S. is aging. According to the U.S. Census Bureau, the number of seniors 65 years or older currently exceeds 38.6 million persons. This number is anticipated to swell by over 24 million over the next decade. While the baby boomers continue to age, a myriad of resulting senior issues have arisen including an overall increase in estate litigation. Disputes arising out of the executive of an estate plan, or the management of an existing estate, have increased lockstep with our aging population. Learn how to spot issues for your donors to avoid litigation before it arises!
March 10, 2016
ADVANCED CASE STUDY • Presenter: James (Jim) F. Normandin, Vice President, Legacy Planning, MemorialCare Health System
Accepting Gifts of Real Estate...do you or don't you?
The case study will introduce the many issues related to accepting gifts of real estate for the benefit of a not-for-profit entity be it outright, in trust, or in exchange for a life income vehicle. Owners who have accumulated wealth in low basis real estate are looking for answers and feel that another 1031 exchange is not the answer. Further, the sale of the real estate is subject to significant erosion due to taxation. Discussion will include which charitable planning vehicle may be best suited to accepting real estate including Charitable Remainder Trust, Charitable Gift Annuities, Bargain Sale, Charitable Lead Trust. The income gift and estate tax benefits will be reviewed as it relates to the various vehicles. Furthermore, be introduced to information one needs to obtain in advance of offering suggested solutions. Understand the consequences that may arise in accepting property that may have environmental challenges. How do you determine if they exist? What to do with debt encumbered property and the options that may be available? Who should be the Trustee of the Charitable Remainder Trust funded with real estate? Come and join the conversation.
Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.
MORNING PRESENTATION • Presenter: Xiliary Twil, Founder, Art Asset Management Group, Inc.
Planning and Protecting your Art Legacy
Developing an art collection requires time, energy, resources, and most of all, passion. It is often difficult for collectors and artists to contemplate the significance and worth of their assets during their lifetimes, let alone the impact and consequences of the inevitable disposition of their collections. With advances in technology and communication, the art market has never been more dynamic and accessible. However, the necessity of art legacy planning is more crucial than ever.
AFTERNOON PRESENTATION • Presenter: Lee Hausner, Ph.D., Senior Vice President, Family Enterprise, First Foundation Inc.
Dealing with Wealthy Families in Gift Planning
The dream of parents is creating a family that will be productive and connected for multi-generations, yet the reality of this goal is very challenging. The role of philanthropy in making the world a better place is well recognized but equally important is the role that it can play in building the internal family structure which can sustain the family well past the lives of the founders.
January 21, 2016
Presenter: (All Sessions) Dr. Frank Minton, Founder, Planned Giving Services
ADVANCED CASE STUDY
Use of a Complex CRT to Finance and Name a New Building
The case study, based on an actual gift, pertains to a contribution of real estate to fund a Flip-CRUT. It involves questions about a pre-arranged sale, change of trusteeship from the donor to charity, historical edifice classification, subsequent gift of a portion of the income interest, vesting a percentage of the remainder interest in the charity but retaining the ability to select beneficiaries of the rest of that interest, and structuring the gift so that it can count towards the requirements for a naming opportunity.
MORNING PRESENTATION
Everybody Knows That, But Did You Know...
Thinking of a well-known commercial, we might say that all gift planners know that a donor can increase cash flow and save taxes with a CGA or CRT. However, they may not have considered some of the innovative ways these instruments can be designed to meet donor objectives and thus be made more appealing. Participants will leave thinking, "I didn't know you could do that with a CGA or CRT."
AFTERNOON PRESENTATION
Adapting to New Realities
There are new realities to which gift planners must adapt. Estate and gift planning is now more about income tax than estate tax. There are many different living arrangements in the United States, and gift plans must be appropriate for all of them and not just for the traditional family. Ever more donors, especially younger entrepreneurs, are interested in the collaboration of non-profit and for-profit institutions to solve problems, and gift planners can help foster this collaboration.
November 18, 2015
ADVANCED CASE STUDY • Presenter: Susan J. Cooley, Partner, Oldman, Cooley, Sallus, Gold, Birnberg & Coleman LLP
Wills, Evidence, & Henry VIII
This session will explore new types of evidence that can be used in the contesting of family wills and how it affects Planned Giving Officers and Attorneys.
MORNING PRESENTATION • Presenter: Nathan Stelter, Vice President, The Stelter Company
The Power of Engagement: Integrating your Donor Communication Strategy
Over the last five years, advances in online and offline communication methods have narrowed the gap between nonprofits and the donors who support them. This increase in exposure and accessibility enables nonprofits to build deeper relationships with existing donors and develop bonds with newer donors at a rapid pace. However, over this same time period, donor expectations regarding communication from the nonprofits they support have changed, forcing many in the planned giving field to pay more attention to their marketing programs and how they engage their constituents. This session aims to demystify current marketing trends and provide actionable next steps for planned giving professionals to better communicate with their donors and prospects.
AFTERNOON PRESENTATION • Presenter: Jeff Gutovich, Managing Director & CEO, Sentry Financial Services Group, Inc. & NEFESH, Inc.
Creating Living Legacies
Preparing Wealth for Children and Children for Wealth
September 10, 2015
ADVANCED CASE STUDY • Presenter: Lani Starkey, Associate Vice President, Principal Gifts and Estate and Gift Planning, University of Hawai’I & Randy Huston, Executive Vice President, Yellowstone Trust Administration, Inc.
The Reinvention and Rebranding of a Classic: Forget Everything You Think You Know About Charitable Lead Trusts
This presentation will probably destroy every myth you have about Charitable Lead Trusts and dramatically change how you view and apply them. In this session, you will learn how to regularly close CLTs, and why CLTs are not just for the top 1% but are actually well-suited for the other 99%. Even though CLTs provide significant tax and financial benefits, offer great flexibility, and can be applied in numerous fact situations, many fundraisers and professionals have little experience executing CLTs. This current state of CLT affairs presents us with the proverbial “opportunity.” The opportunity to better understand CLTs – “who” are good candidates, “what” are the key advantages, “why” donors actually want them, and “when” to suggest their use. Equally important for us to understand is what misperceptions and miscommunications might be causing CLTs to be less implemented in comparison to other more popular planned giving vehicles. And finally, Lani will share his specific methods for successfully marketing CLTs.
MORNING PRESENTATION • Presenter: Claudia Sangster, Director of Family Education and Governance, Wealth Management, Northern Trust
What do the Wealthy Use for their Philanthropy? DAFs, Private Foundations, CLTs and SO’s—When to Use and Why
When it comes to philanthropy planning for wealthy families, the phrase, “One size fits all” is not applicable. Families of wealth may have one thing in common—wealth—but that may be the only commonality because families are comprised of individuals who have differing goals, objectives, personalities, backgrounds, passions and types of assets that comprise the wealth. Planned Giving Officers and client advisors have an array of vehicles to present to such families so which ones should be featured to such donors? This interactive session will look at the most common vehicles found in the philanthropic portfolios of wealthy families and what factors moved these donors/clients to choose the vehicles they selected. A case study will highlight the issues to consider in educating your donors and clients on which vehicle of vehicles to consider.
AFTERNOON PRESENTATION • Presenter: Lani Starkey, Associate Vice President, Principal Gifts and Estate and Gift Planning, University of Hawai’I
The 8 Ways to Ask for Gifts: Expanding the Art and Science of the Solicitation
In order to be a happy, successful fundraiser, hit your required metrics, and produce more results with less resources, many fundraisers could benefit from being more creative and flexible with their ask strategies. With those objectives in mind, Lani has observed and developed eight proven and repeatable ways to ask for gifts. Some of these you may do now but not be aware of it. Others you might never have even considered. These eight ways will give you an arsenal of options to do your job better, faster, and with more measurable results. Accordingly, this presentation will describe the eight ways and numerous real-life case studies that illustrate each method.
April 16, 2015
ADVANCED CASE STUDY • Presenter: Stephanie C. Buckley, Associate Vice Chancellor, Pepperdine University School of Law
Digging Into The Weeds
This session will discuss some of the more complex issues when dealing with a retained life estate and charitable gift annuity combination such as debt encumbered property and maintenance, insurance, and taxes agreement.
MORNING PRESENTATION • Presenter: David Wheeler Newman, Chair, Charitable Sector Practice, Mitchell Silberberg & Knupp, LLP
Effective Gift Acceptance Policies and Procedures
Well-considered gift acceptance policies, and effective procedures to implement those policies, can not only ensure that an organization’s fundraising activities are consistent with the values and objectives of the organization, they can help prevent misunderstandings with donors, negative publicity and even litigation arising from the acceptance of problem gifts. This presentation will consider what things should, and what things should not, be included in a gift acceptance policy, and will suggest a process to develop policies and procedures tailored to a particular organization, its values, objectives, constituencies and circumstances.
AFTERNOON PRESENTATION • Presenter: Stephanie C. Buckley, Associate Vice Chancellor, Pepperdine University School of Law
Staying Out of the Weeds
Matching a simultaneous retained life estate with a charitable gift annuity (life estate plus gift annuity combination) can be a wonderful opportunity for a charitable organization and its donors. This gift combination especially works well in areas where real estate values are above average. There are potential risks for the charitable organization, however, such risks can be mitigated with proper due diligence. A donor who enters into this gift arrangement is likely to have a lot of questions such as what happens if he or she can no longer live in their home. In this session we will dig into some of the more complex issues that can arise with this gift arrangement and address how to mitigate risk for the charity and provide flexibility for the donor.
March 5, 2015
ADVANCED CASE STUDY • Presenter: Arnold Price, President, Price, Raffel & Associates Inc
Funding Irrevocable Life Insurance Trusts with Financed Premium Policies
Arnold has developed a unique way to fund charitable gifts by funding irrevocable life insurance trust with life insurance policies purchased with borrowed funds. This method has a number of benefits to both donor and charity, including substantially lowering the cost to the donor, thus allowing for a larger gift, and unlike a simple bequest, the gift is irrevocable. Arnold will be joined for the presentation by Herb Sturman, an expert in tax law as well.
MORNING PRESENTATION • Presenter: Jessica Dorman-Davis, Esq., Partner, Freeman, Freeman & Smiley, LP
The New Reality: Why Traditional Planning Might Short-Change Your Clients
Too often advisors opt for traditional methods of planning rather than consider the new rules and reality enacted as “The American Taxpayer Relief Act of 2012.” Virtually every traditional plan deserves a thorough review to determine whether it is missing golden opportunities allowable under our current laws. This program analyzes numerous popular planning tools and wealth transfer strategies which may need to be overhauled before plunging a client into a traditional method in light of the new reality. Comparison of the “old” and “new” will illustrate how some of these core planning techniques will often not achieve the desired results in today’s world. By varying these strategies the wealth plan can generally be improved for most clients. Almost every trust and Family Limited Partnership/Limited Liability Company would benefit significantly by at least some modification.
AFTERNOON PRESENTATION • Presenter: Eddie Thompson, Founder & CEO, Thompson & Associates
Integrating Estate Gifts into Planning
This presentation will suggest ways to integrate estate gifts to charity as part of the estate planning process. We will examine current trends in charitable estate planning as well as the types of donors who make these amazing gifts. We will review the three important questions donors ask and answer before they make an estate gift to charity and discover how these questions impact the planning process. A number of estate plans will be reviewed to reveal the results of an integrated planning process.
January 15, 2015
ADVANCED CASE STUDY • Presenter: Carol Bradford, Senior Counsel & Charitable Advisor, California Community Foundation; Presenter: Bill Hranchak, Partner, TemoArjani LLP
Gifts of Privately Held Stock and Business Interests
An advanced case study presentation of planning issues and tips for accepting gifts of closely held stock and other private business interests from your donors and prospective donors.
MORNING PRESENTATION • Presenter: Juan C. Ros, CFP, CSPG, Lead Advisor, Lamia Financial Group, Inc
How to Think Like a Financial Planner
Do you know what’s important to your donors about money? What have been your donor’s best and worst financial moves? When your donors think about money, what needs, fears, or concerns come to mind for them? In this presentation, planner Juan Ros, CFP® will take you on a trip to the “dark side” and provide insights on how you can learn to think like a financial planner – not just to be able to better communicate with a donor’s professional advisors, but also so you can understand and serve your donors in a more holistic manner.
AFTERNOON PRESENTATION • Presenter: Tim Boone, Assistant Vice President, Legal, Crescendo
Blended Gifts—“The Future of Gift Planning”
Blended gifts combine current and major gifts with planned gifts. Why might a donor be interested in a blended gift? Many donors are able to maximize their giving with a combination major and planned gift. The “double ask” is now common in most capital campaigns. When individuals decide to create an endowment with a major gift, they often want to ensure that their gift continues into the future. This presentation will contain specific examples of blended gifts from trustees, business owners and investors. Blended gifts are the future of planned giving!
November 13, 2014
ADVANCED CASE STUDY • Presenter: Karen Cornwell Manager, Planned Gift Administration, UCLA
Real Estate Gifts involving Life Estates and Gift Annuities
This session will focus on what works and doesn’t work in gifts of real estate involving life estates and/or gift annuities. Over the last thirty years, The UCLA Foundation has accepted 46 gifts creating Life Estate/Gift Annuities, and 15 involving Gift Annuities alone. We’ll share how we establish these gifts, and how we handle financial, due diligence, and donor relations concerns.
MORNING PRESENTATION • Presenter: Lynn Dunphy, Senior Donor Relations Officer, First Church of Christ Scientist
Stewardship - Does it Really Work?
We know that stewardship is an important part of the donor giving life-cycle: identification, cultivation, solicitation, stewardship. Effective stewardship helps donors feel good by conveying the organization’s gratitude . . . but how powerful is gratitude? Is it actually effective when it comes to improving your organization's bottom line? Taking a fresh look at how we say "thank you," learning how to speak the donor's language, planning a strategy of how and when to say "thank you" . . . these can all be powerful tools in developing new gifts. Together we will consider examples where sincerely and systematically wielding the power of gratitude can lead to increased giving.
AFTERNOON PRESENTATION • Presenters: Amy Goldman, Vice President, Gift Planning, City of Hope and Phyllis Freedman, President, SmartGiving
Going Digital: Achieving Planned Giving Success Online
The myth that our planned giving audience is not online is just that—a myth! And the low cost of digital communication makes it an important avenue for reaching a broad audience cost-effectively. How can we optimize this channel? Using case studies, this session will describe the essential steps for online planned giving success. Attendees will leave the session ready to implement an online communication strategy after learning: Why it’s so important to go multi-channel
- What are the pillars of an online communication plan
- How to integrate online and offline communication
- What design and creative elements are considered best practices
- How to measure success
September 11, 2014
ADVANCED CASE STUDY • Presenters: Debbie Bills, Jim Ehlers and Allyson Simpson, California Institute of Technology
Blended Gifts: The New Campaign Workhorse?
In a campaign or a year of high fundraising goals, there is always pressure to bring in the "big gifts." Development officers meet with prospects and donors to educate them on "why" their six, seven, eight, or nine figure gift is valuable to the mission and future of their institution. The donor may be interested in a significant gift but feels he or she does not have the resources to complete the gift currently with cash or publicly traded securities or there may be family considerations that could become obstacles. At that point, it becomes the job of the planned giving officer to step in and educate the donors on the assets and gift vehicles available to help them make the gift they really want to make—the blended gift is born! This Advanced Case Study will provide actual donor situations that resulted in larger and more significant commitments than the donors initially thought possible, using combinations of gift vehicles and complex assets. Group participation will be encouraged and required
MORNING PRESENTATION • Presenters: Patience Boudreaux and Ray Watts, University of Redlands
Plannual Giving
Silos no more! The future of planned giving marketing is integration, not separation. The idea behind "Plannual Giving" is a new hybrid marketing mix, with a blending of messages combining both annual support and legacy gifts in the same communication vehicles. As the research continues to demonstrate the benefit of marketing planned giving to the widest possible audience, the "Plannual Giving" model will help development leaders think about their constituents with a wider prism, better reaching the most likely planned giving donor—the loyal annual donor.
AFTERNOON PRESENTATION • Presenter: Joseph Francaviglia, Bonhams
They Can’t Take it with Them, So Why Not Give it to Charity: Personal Property as a Development Tool
The discussion will include defining personal property, current IRS requirements for charitable contributions of personal property, including the "related use" rules and "qualified appraisals." This session will explore two Southern California estates that recently made headlines, which involved the testamentary bequest of personal property to non-profit institutions and ended up in the courtroom. Although things went awry in these two cases, the problems could have easily been avoided. Finally, with proper guidance, testamentary bequests can have significant advantages to the donor and the organization and can further the mission of the non-profit in ways beyond the immediate financial gain.
April 10, 2014
ADVANCED CASE STUDY • Presenter Dr. Stan Stahl, President, Citadel Information Group, Inc.
Financial Implications of Cybercrime: Meeting the Information Security Management Challenge in the Cyber-Age
By telling the stories of cybercrime victims and cyber security champions, Dr. Stahl engages his audience in the reality of cyber crime, arguably the greatest challenge of the Internet age. Dr. Stahl's non-technical, entertaining talk provides real-world guidance for everyone wanting to know what they need to do to meet the challenge of cyber crime. This session will:
- Explore actual cybercrime case studies like the Target breach and online bank fraud;
- Describe the financial implications of cybercrime;
- Demonstrate the limitations of technology in meeting the cybercrime challenge;
- Illustrate how users are the weak link in cybersecurity; and
- Provide pragmatic cost-effective solutions every business and non-profit can implement to lower their risk of being a victim.
MORNING PRESENTATION • Presenters: John Lansing, Partner, Taylor, Summers, Rhodes, Rasmussen, Brooke & Torossian, LLP & Linda Torossian, Partner, Taylor, Summers, Rhodes, Rasmussen, Brooke & Torossian, LLP
Undue Influence & Financial Elder Abuse
Examining the challenges of undue influence in cases of financial elder abuse. A typical case involves the new 'girlfriend' half the senior's age or the worker who insinuates himself into the financial affairs of the senior.
AFTERNOON PRESENTATION • Presenter: Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP
Avoiding Shirtsleeves to Shirtsleeves: Can you? Should you try?
Few fortunes survive multiple generations, and it is easy to blame bumbling spendthrift heirs. The reality is more complicated. Preserving wealth may be harder than creating wealth. Children in wealthy families face challenges different from the children of middle America. The presenter has worked with a number of wealthy families and built on some investment analysis and studies to develop some interesting findings on these issues. Learn some of the constraints that the wealthy face if they don't plan to subsidize the lives of their heirs and how philanthropy plays a role.
March 13, 2014
ADVANCED CASE STUDY • Presenters Kimberley Valentine, Executive Director Gift Planning and Principal Gifts, Scripps College; Cris Lutz, Planned Giving Director, Huntington Library, Art Collections and Botanical Gardens; and Elizabeth Bawden, Esq., Partner, McKenna, Long & Aldridge
A Life Estate, Divorce and Chandelier
Focusing on the importance of continuity, relationships and transitions, Kimberley, Cris and Elizabeth will share their experience with a complex gift from start to finish, and the lessons learned in balancing stewardship with due diligence and fiduciary responsibility.
NOTE: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.
MORNING PRESENTATION • Presenter: Alison O’Carroll, Senior Consultant, PG Calc
Gift Annuity or Charitable Remainder Trust: What’s a Gift Planner to Choose?
At first glance, gift annuities and charitable remainder trusts seem to be two interchangeable ways of reaching the same donor objective, with either gift type the donor is able to support a favorite charity (hopefully yours) while securing payments for life. However, while there are some instances in which both a gift annuity and a charitable trust would be appropriate, there are other instances where one gift type is a far better choice, given the donor’s particular situation. Sometimes the guidance given as to gift type rests on subjective knowledge and personal biases and leads to less than optimal outcomes for the donor. However, there are objective considerations on which to base this guidance and which will lead to better results. By examining five different donor situations, this session will help gift planners and professional advisors understand the applicability and uses of each gift type, and equip them to better advise their donors and clients.
AFTERNOON PRESENTATION • Presenter: Vince Fraumeni, Fundraising Consultant, Fraumeni Consulting
Multi-Generation Fund Raising: Communicating Across the Generations
The good news for today is that we are promoting planned gifts to multiple generations. The challenge is how to best communicate with them. Do you know who they are? What are their cultural similarities and differences? Who is your audience? How do you communicate with your donors? This presentation will take a look at characteristic similarities and differences among your donors, considerations for communicating with them and why you should.
January 9, 2014
ADVANCED CASE STUDY • Presenter: Jeri Wilson, Executive Director, Pediatric Cancer Research Foundation
Transformative Career and Transformative Gifts
Working in and for charities, I have been part of raising funds and awareness since the late 1960s starting with pancake breakfasts for the Lions Club in Chicago. After my children were born, I went back to work part time and became a board member of the Komen Foundation. Volunteering was great, but I was really interested in rolling up my sleeves and working. As a single mother, my kids have volunteered alongside me and learned philanthropy the same way I did…osmosis.
MORNING PRESENTATION • Presenters: Baruch Littman, Vice President, Development, Jewish Community Foundation; Lee Fox, Founder, KooDooZ; David Harvilicz, Founder, When You Wish.
Crowdfunding in the Nonprofit Space
The Panel will share facts and perspectives on how best to utilize this new form of philanthropy, whether you’re a grant maker or grant seeker. Come hear the good, the challenging and the potential for transformation.
AFTERNOON PRESENTATION • Presenter: Colette M. Murray, JD, CFRE, President and CEO, Paschal Murray, Inc.
What Employers Are Looking For In Gift Planning Professionals
The program will address skills and attributes employers are looking for in development professions in general and then will focus in on the specifics of how planned giving professionals can move their careers forward. The session will also focus on how individuals can create their own brand to set themselves apart from others in their organizations and in the current job market and outline a list of items job seekers need in their “career toolbox.”
November 21, 2013
ADVANCED CASE STUDY • Presenter: Frank Minton
Problem Solving with Planned Gifts
The various planned gifts – charitable remainder trusts, gift annuities, charitable lead trusts, donor advised funds, etc. – are commonly presented as a means of making a gift. However, they may have more appeal if they are presented as ways to solve problems. This interactive session will describe several donor situations and then ask participants to propose gift plans that can address the individual’s concerns and objectives. Sometimes the best solution is not a single planned gift but a creative combination of gift plans, or a gift planned linked to a non-charitable instrument. The situations are designed to stimulate creative thinking.
MORNING PRESENTATION • Presenter: Frank Minton
Gifts of Non-Traditional Assets
Planned giving literature typically contains examples of gifts made with cash, publicly-traded securities, and real estate. Although most charitable gifts are made with these assets, there is considerable potential for gifts of non-traditional assets such as collectibles, precious metals, LLC interests, stock in closely-held corporations, copyrights, patents, crops, mineral interests, etc. Unfortunately, gift planners are often not equipped to discuss these assets, and their charities are often unwilling to accept them. This session will provide some basic understanding of the issues concerning certain of these gifts and make a case for gift acceptance policies that expand the range of assets potentially acceptable as gifts.
AFTERNOON PRESENTATION • Presenter: Frank Minton
Reading the Tea Leaves
Tasseography (or tasseomancy) is a fortune-telling method that interprets patterns in tea leaves. In this session we won’t literally look in the tea leaves to discover the future of planned giving, but we will comment on the trends we see how to respond to them. We will begin with a retrospective of how the profession has evolved and then try to anticipate likely changes regarding the role of planned giving professionals, the future skills they will need, the giving instruments that will probably remain and the ones that could diminish, new ways of marketing planned gifts, whether there will be less face-to-face communication with donors, and how PPP might change.
Thursday, September 12, 2013
MORNING PRESENTATION
Presenter: David Moore, Director of Planned Giving, Chapman University
Click by Click: An overview of how southern California nonprofits and allied professionals are engaging their audiences via social media.
With a distinct focus on gift planning, we will examine how a large variety of nonprofit organizations and allied professionals throughout southern California are utilizing social media to engage prospective donors and clients. This interactive program will highlight creative ideas and strategies for engagement that you will want to incorporate into your own social media campaign.
Presentation Handout
ADVANCED CASE STUDY
Presenter: Matthew Rabin, Associate Director of Gift Planning, Cedars-Sinai Medical Center
Alternative Planned Giving Marketing Strategies: How to Significantly Boost Your Response Rate
A detailed discussion of a marketing survey mailed to planned giving suspects that elicited a significantly higher response rate than standard pieces. The survey allowed the Medical Center to deepen biographical data in RE7, as well as identify a substantial number of new bequests. We’ll discuss how the survey was constructed, the internal constituencies involved in the drafting, the follow-up strategies the survey generated, and how the survey can be adapted to attendees’ institutions.
Presentation Handout
AFTERNOON PRESENTATION
Presenter: Joe Lumarda Sr. VP Capital Group (former COO CCF)
In YOU We Trust: When Does One Transition from Fundraiser to Trusted Advisor?
Trust – A word we often use in our business. It is the word used as one of the primary ways we build the sustainability of our organizations future (CRAT, CLAT, etc.). But you need the deeper trust before you garner the monetary trust. Mr. Lumarda will explore this important dynamic of our work. What is it? How do we build trust? How does it come into play in our activities, interactions and life? What is a trusted advisor? Are you a trusted advisor? If you have answers to any of these questions, additional questions or stories along these lines, please bring them to the presentation. Mr. Lumarda would like this to be as interactive as possible.
Presentation Handout
Wednesday, April 18, 2013
ACS
Speaker: Rosemary Ringwald and Jim Rea
Charitable Trusts: More Important Than Ever
Morning Session
Speaker: Lee Hauser
The Legacy Family
Lunch Session
Speaker: Ange-Marie Hancock
Give Black: Black Philanthropic Giving Trends in Los Angeles
Presentation Handout
Wednesday, March 13, 2013
ACS
Speaker: Aaron Levinson
Playing Detective and Protecting a Donor’s Charitable Bequest: A Case Study
Morning Session
Speaker: Don Gottesman
Community Foundations: Who They Are and What They Do
Presentation Handout
Lunch Session
Speaker: Stephanie Buckley
Estate Planning Hollywood Style
Thursday, January 10, 2013
ACS
Speaker: Chris Yates
Top 10 Thoughts on How to Prevent a Good Bequest from Going Bad
Presentation Handout
Morning Session
Speakers: Dien S. Yuen,Buck Gee, Suzy Moser
Asian American Philanthropy: A Conversation on Emerging Trends & the Role of Planned Giving
Presentation Handout
Lunch Session
Speakers: Chris Yates
Best Practices for Administering Your Bequest Program
Presentation Handout
Thursday, November 8, 2012
Advanced Case Study
Speaker: Juan Ros
Working with Financial Advisors: Best Practices from Here to Honduras
Presentation Handout
Morning Session
Speaker: Robert Hobson & Michael Hobson
Pooled Income Funds Revisited
Presentation Handout
Lunch Session
Speaker: Adam Duncan
It started out as a Simple Bargain Sale of Real Estate ... Lessons from a Colorful Gift
Presentation Handout
Thursday, September 13, 2012
Advanced Case Study
Speaker: Don Gottesman
Boosting Your Confidence When Talking About Donor Advised Funds
Presentation Handout
Morning Session
Speaker: Phyllis Freedman
Getting the Most ROI From Your Planned Giving Marketing Investment
Presentation Handout
Lunch Session
Speaker: Richard Morley & Elizabeth Bawden
LGBT Gift Planning: Opportunities and Strategies
Presentation Handout
Thursday, April 11, 2012
Advanced Case Study
Speaker: Jim Normandin
You Can't Take it With You
Morning Session
Speaker: Kevin T. Crilly
Conversations About Money: Exploring Barriers to Raising More for Your Organization's Mission
Presentation Handout
Lunch Session
Speaker: Jonathan Fitzgarrald
People Are Watching! How Image Affects Success
Thursday, March 8, 2012
Advanced Case Study
Speaker: Mick Koster
Those Difficult Donors with Those Unusual Circumstances
Presentation Handout
Morning Session
Speaker: Kevin Daehnke
Gift Acceptance of Toxic Assets
Lunch Session
Speaker: Gregory A. Schupra
"They Just Don't Get It . . .": A Coherent Approach to Building Your Planned Giving Program
Presentation Handout
Thursday, January 20, 2011
Advanced Case Study
Speaker: Jay Link
Turning a Giver into a Philanthropist!
Morning Session
Speaker: Jay Link
Ten Charitable Giving Strategies that You Can Use with Your Donors!
Lunch Session
Speaker: Jay Link
Effectively Serving Donors of Faith: Drawing on Their Deepest Motivation to Give!
Thursday, November 11, 2010
Morning Session & Lunch Session
Speaker: Charles W. Collier
Wealth and the Family: Asking Essential Questions
Thursday, September 16, 2010
Morning Session
Speaker: Jay Steenhuysen
Philanthropy’s Other Motivations: How to End Donor Fatigue
Lunch Session
Speaker: Keith Kegley
More than just innovation, radical innovation and ruthless compassion.
Thursday, April 8, 2010
Advanced Case Study
Speaker: Vince J. Fraumeni
Creative Solutions for Facilitating Life Income Gifts with Encumbered Real Estate
Morning Session
Speaker: Dr. Robert Bramucci
Are We Looking the Wrong Way? Lessons from Geese and Genghis Khan
Lunch Session
Speaker: Jim Normandin
Parting with part, That’s smart for 2010: Why Split Interest Transfers and other Charitable Techniques make a winning strategy
Thursday, March 11, 2010
Advanced Case Study
Speaker: Juan C. Ros
Financial Planning in the Charitable Gift Planning Process
Morning Session
Speaker: Andrea Kushner Ross
Common Estate Planning Blunders (and How to Fix Them)
Lunch Session
Speaker: Cary Tamura
Planned Giving Transformations
Thursday, January 14, 2010
Advanced Case Study
Speaker: Stephanie Buckley, J.D., LL.M.
Morning Session
Speaker: John Crowe
Getting Your Board Involved in the Giving Program: Enlisting Agents for Success
Lunch Session
Speaker: Reynolds T. Cafferata
Donor Advised Funds – Effective Strategies for Gift Planners
Thursday, November 12, 2009
Morning Session
Speaker: Juan C. Ros
Where the Rubber Meets the Road: Tips I Learned from Other People for Effective and Successful Donor Visits
Lunch Session
Speaker: Charles B. Gordy
Planned Giving in Today's Economic Environment
Thursday, September 10, 2009
Advanced Case Study
Carol Bradford
Morning Session
Speaker: Mickie Faris/Amy Gross
Dancing with the Fundraisers: What happens when the Tango is performed by a major gifts and planned giving officer and the CEO sits on the judges’ panel
Lunch Session
Speaker: Douglas J. Corbin, CSPG
The Keys in Developing a Successful Professional Advisory Council
Thursday, April 23, 2009
Morning Session
Speaker: Matt Brown, JD
The Advisor’s Role in Philanthropy
Lunch Session
Speaker: Amanda J. Ferrari, JD, CFRE
A “Ferrari in a Box” into a CRAT - Transferring Tangible Personal Property into a CRT? It can work!!!
Thursday, March 12, 2009
Advanced Case Study
Speaker: Johni Hays, JD
Gift Planning with Commercial Annuities
Morning Session
Speaker: David Solie
Unlocking the Communication Code with Senior Clients: Practical Communication Strategies for Planned Giving Professionals
Lunch Session
Speaker: Johni Hays, JD
Ethical Issues in Planned Giving
Thursday, January 15, 2009
Advanced Case Study
Speaker: Chris Yates
Morning Session
Speaker: Vince Fraumeni
How does Planned Giving fit into the current economic climate?
Lunch Session
Speaker: Chris Yates, Director of Planned Giving, Stanford University
Accepting Gifts of Complex Assets
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