Planned Giving Solutions in Family Dynamics:
Putting the ‘Fun’ (and Humor) into ‘Dysfunction’

LACGP Webinar | February 16, 2022 | 12:00 PM - 1:00 PM (PST)

In this reprise of a 2018 presentation, Cynthia Hizami, Aaron Levinson, and Francine Lis will role play in various scenarios where potential planned giving donors are speaking with a planned giving officer or an estate planning attorney. Various red flags in family dynamics will be raised. How many can you identify? Can you come up with creative solutions to these problems?

Members: FREE | Non-Members: $15


SPEAKERS

Aaron Levinson
Planned Giving Director, Los Angeles Jewish Home
Aaron Levinson currently serves as Planned Giving Director of the Los Angeles Jewish Home. Previously Aaron served five years as Executive Director of The Executives, a fund-raising support group of the Jewish Home. Prior to joining the Jewish Home, Aaron served as Executive Director of Shomrei Torah Synagogue, a conservative Jewish synagogue of more than 550 family members in West Hills. Aaron also spent seven years at the Anti-Defamation League in a variety of positions, including as Interim Regional Director. Aaron holds a Bachelor’s Degree in Judaic Studies from the University of California at San Diego as well as a Master’s Degree in Jewish Nonprofit Management from Hebrew Union College and a Master’s Degree in Public Administration from the University of Southern California. He was bestowed an honorary doctorate in Jewish Nonprofit Management from Hebrew Union College in 2020. Aaron is a Certified Specialist in Planned Giving and is a past president of Los Angeles Council of Charitable Gift Planners.

Cynthia Hizami, JD
Director of Planned Giving, West Coast Jewish National Fund
Cynthia Hizami is the Director of Planned Giving for the West Coast for Jewish National Fund, a non-profit which raises money in America for programs, projects and infrastructure in Israel. Over the course of her career, she has practiced as an attorney in many areas, including: estate and tax planning, business litigation, and civil litigation. Cynthia received her B.A. at Tulane University and her J.D. from Tulane Law School.

Francine Lis
Development Director, American Jewish Committee
Francine is the Development Director at the American Jewish Committee. Prior to joining AJC in March 2020, she served as Director of Planned Giving, Legacy and Endowments for the Anti-Defamation League in the Pacific Southwest Region; the Director of Annual Giving for USC Law; and Director of Development for Jewish Big Brothers Big Sisters. She is currently pursuing a certified specialist in planned giving certificate through the American Institute for Philanthropic Studies at Cal State Long Beach. Francine received her Bachelor of Arts degree from UCLA and earned a certificate in Corporate Community Involvement from Boston College. Francine is a native Los Angelino, has a son and daughter and an adorable Pomeranian.


Cancellation Policy:
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected].

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Additional Virtual Event Provisions:
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If you are unable to attend the virtual event, information on how to access program recordings, where available, materials and features of the virtual event will be provided to all registered persons. Registrants who fail to attend the event, in part or in whole, are not eligible for a refund or credit and will be billed for any balance due.

Consent Clause

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Continuing Education:
The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California and for 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.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with CBA requirements.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.