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SEPTEMBER GENERAL MEETING

September 19, 2024, 8:30 am - 11:15 am

Braille Institute of America, Weingart Center
741 N. Vermont Avenue, Los Angeles, CA 90029

The Southern California Council of Charitable Gift Planners holds four General Meetings each year which are like attending a half-day conference on gift planning. Attendees benefit from hearing two different presentations. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals. Sessions may include facilitated breakouts so you can engage with your fellow attendees.

Members: $75 | Non-Members: $90

MEMBERS - Register up to THREE guests to accompany you for an additional $25 each!

Contact us at [email protected] for details.

 

 

Thank you to the Braille Institute for hosting this event. We appreciate your generosity!

 

 Session Details

9 AM - 10 AM: 

Leveraging Artificial Intelligence and Analytics to Revolutionize Your Planned Giving Program

Join us to discover how City of Hope leveraged AI to unearth actionable insights from years of survey data, revolutionizing their approach to planned giving. By attending, you'll learn firsthand how a unique team (Data & Analytics specializing in only Planned Giving) was assembled to harness these advanced technologies, ultimately enhancing donor engagement and strategy to raise millions of dollars. This presentation will provide valuable lessons on integrating AI into your practices, offering a glimpse into the future of data-driven philanthropy.

10:15 AM - 11:15 AM: 

Details coming soon

 

 Meet the Speakers

Leveraging Artificial Intelligence and Analytics to Revolutionize Your Planned Giving Program

Shelley DeLeon, Senior Vice President, Private Wealth Advisor, Capital Group Private Client Services                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          

Session 2

Details coming soon

 

When & Where

When:
Thursday, September 19, 2024
8:30 AM - 11:15 AM 

Where:
Braille Institute of America
Weingart Center
741 N. Vermont Avenue
Los Angeles, CA 90029

 

IMPORTANT:
If you are driving, the entrance to the Institute is located on North New Hampshire. Take the public elevator to the first floor, check-in at the front desk and the person at the desk will direct you to a second building where the Weingart Center is located (cross the courtyard to the lobby). Free parking.

If you are taking public transportation or walking, please use the Institute’s entrance on North Vermont Ave. This entrance opens at 8 am.

Schedule:

8:30 am – 9:00 am Breakfast
9:00 am – 10:00 am, Leveraging Artificial Intelligence and Analytics to Revolutionize Your Planned Giving Program
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Session 2
11:15 pm - Adjournment

Fees:
Members: $75
Non-Members: $90

 

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

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

Consent Clause

Photo Release
Registration and attendance at, or participation in, SoCalCGP meetings and other activities constitute an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by SoCalCGP and other third parties, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release
SoCalCGP will provide attendee contact information and email addresses to program partners and exhibitors of certain SoCalCGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors via email or mail.

Continuing Education

SoCalCGP is approved as continuing education provider #3889 of MCLE credit by the State Bar of California and designated this activity for a maximum of 2.0 hours of credit. SoCalGP is also approved for CFRE continuing education credits. Full participation in the General Meeting is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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.