NOVEMBER IN-PERSON GENERAL MEETING

Thursday, November 18, 2021
In-Person at the University Club of Pasadena
8:30 AM - 11:15 AM

The Los Angeles Council of Charitable Gift Planners holds four General Meetings each year. Our General Meetings are like attending a half-day conference on gift planning. Attendees benefit from hearing two different presentations at either the 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. Sessions may include facilitated breakouts so you can engage with your fellow attendees.

Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Members: $75 | Non-Members: $85


Morning Session

Planned Giving in the Current Investment Environment

Gift officers know well that any type of giving, whether an outright or planned gift, requires charitable intent, regardless of any current tax breaks. Why do some prefer to make a planned gift? Ken will break down the key motivators for donors when considering outright versus planned gifts. If someone decides they want to give to your organization, what is the role of expected future investment returns in their decision-making on how to structure a gift? George will explore this question and consider what giving vehicles will be more attractive to donors going forward.

Ken Dike, Esq., CPA CLPFAs
Executive Director of Planned Giving Services, Principal, Clifford Swan

As a leader of Clifford Swan's planned giving efforts, Ken brings legal, accounting, and tax expertise on a wide range of issues, including those affecting charitable trusts and nonprofit organizations, to the firm.

He joined the firm in 1997 after nearly 15 years in the nonprofit sector. His prior professional experience also includes independent consulting services in planned giving administration and public accounting audit work for a wide variety of nonprofit organizations.

George Hasbun
Principal, Investment Counselor, Clifford Swan

George joined Clifford Swan in 2017 as an investment counselor. Drawing upon 20 years of investment experience, he advises institutions, individuals and families. As a Certified Financial Planner™, George works closely with clients to develop a comprehensive structure for the stewardship of their assets, in addition to managing their investment portfolios within the context of their overall financial plan. George's prior experience includes 15 years at Round Hill Asset Management, where he served as a portfolio manager and research analyst.

George graduated from the University of California, Berkeley in 2000 with a Bachelor of Science in Environmental Economics and Policy and a minor in Classics. A Pasadena native and resident, George enjoys spending time with his wife and three boys. George serves on the Methodist Hospital Foundation's Planned Giving Committee and is a Board member and 2019-2020 President of Pasadena Southwest Little League. Additionally, George is a coach for both the American Youth Soccer Organization (AYSO) and Little League Baseball.


Advanced Case Study

“So You Want to Give Us Your Picasso?”
How to Recognize the Benefits and Pitfalls of Gifts of Art

Based on his professional experience as a charitable board member and as a qualified art expert, Joe Baratta will discuss how a charity should evaluate a gift of art or other tangible personal property and decide whether to accept the gift or gently decline it. He will discuss the delicate balance of handling a gift from a high net-worth donor and will explain what you need to know to accept such a gift including the correct appraisals and IRS forms.

Joe Baratta
Vice President of Business Development, Abell Auction Company
Joe Baratta joined Abell in 2001. After growing up in Pasadena and attending Loyola High School, Joe earned a B.A. in Art History from Boston College and a certification in Appraisal Studies from New York University. He is a USPAP-qualified appraiser and a member of the Appraisers Association of America, the Los Angeles Estate Planning Council, San Gabriel Valley Estate Planning Council, Beverly Hills Estate Planning Council, and the South Bay Estate Planning Council. He exhibits annually at the Professional Fiduciary Association of California (PFAC), the USC Trust and Estate and Tax Conferences, the Southern California Estate Planning Forum, and the Hawaii Tax Institute where he has twice been a presenter.


Mini Round Table

Wins and Losses in Asking for Bequests

Moderated by Jay Harvill

80-90% of most gift planners' work is helping to facilitate bequest gifts to institutions. In this mini round table, as a group, we will share examples of times these asks have gone well - and the processes and tools that helped lead to success - and the not-so-successful asks and what we learned from them. We will also cover how to transition committed planned giving donors into major gifts donors when they desire to have an immediate benefit to the charity in addition to their legacy gift.

Jay A. Harvill
Director of Gift Planning, Methodist Hospital
Jay is the Director of Gift Planning at Methodist Hospital Foundation and has been leading the organization’s gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his time in the charitable field for the past 25 years. Jay is an active member of the Los Angeles Council of Charitable Gift Planners and has been since 1996. Jay served on its board, later as president, hosted its Advanced Case Study and currently is its moderator for the chapter’s Mini Round Table. Over the years, Jay continued to participate in various committees with both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club and San Gabriel Valley Habitat for Humanity. At the hospital, Jay serves as a member of the No One Dies Alone (NODA) and Clinical Pastoral Education programs. Jay graduated from Pepperdine University Seaver College and through today, continues to study finance, charitable planning, and legislative trends in order to best serve his organization and donor relationships. Jay and his family enjoy serving the needy in his local area as well as through mission trips abroad. On the weekends, you can find Jay catching up on books on American history, woodworking, or hiking the local San Gabriels.


Details

When:
Thursday, November 18, 2021
8:30 AM - 11:15 AM 

Where:
University Club of Pasadena
175 North Oakland Avenue
Pasadena, CA 91101

In accordance with the Pasadena Public Health Department, masks are required for all individuals inside of the Club, regardless of vaccination status. Attendees without masks will be provided a mask. Masks can be removed when actively eating and drinking. Exemptions to mask requirements can be made in certain instances in accordance with California Department of Public Health. Thank you for your support and adherence to these guidelines which will help make LACGP's transition back to in-person gatherings both smoother and more safe!

Complimentary parking. Click here for current safety protocols. Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Schedule:
8:30 AM - 9:00 AM, Breakfast
9:00 AM - 10:00 AM, Morning Session

10:00 AM - 10:15 AM, Break
10:15 AM - 11:15 AM, Advanced Case Study OR Mini-Roundtable
11:15 AM, Adjournment

Fees:
Members: $75
Non-Members: $85


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.

Consent Clause

Photo Release
Registration and attendance at, or participation in, LACGP meetings and other activities constitutes 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 LACGP 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
LACGP will provide attendee contact information and email addresses to program partners and exhibitors of certain LACGP 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. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.

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. The session Planned Giving in the Current Investment Environment has been accepted by the Certified Financial Planner (CFP®) Board for 1.00 hour of credit, program ID 297218.

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.