General Meetings

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

 

Thursday, January 17, 2019


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: Jay Harvill, Director of Gift Planning, Methodist Hospital
Session Description:  
For January, we'll be focusing on (1) strategies for working with outside advisors, sharing both successes and failures, and (2) how we can each build our circles of influence to increase our effectiveness both within and beyond our organizations. Participants will walk away with great tips and new networking colleagues.



ADVANCED CASE STUDY

Presenter: Joshua C. Karlin, MajorGiftsNow
Session Title: TBD

Session Description: TBD

MajorGiftsNow™ is the culmination of 25 years of fundraising and development work, with a special focus on major gifts and planned giving and endowment by Joshua C. Karlin. Before launching MajorGiftsNow™, Karlin was head of the Endowment field for the Jewish Federations of North American, identifying and disseminating best practices to more than 100 Foundations with $20 billion in assets under management, and raising $1.8 billion per year.As V.P. of Endowment for the Jewish Federation of Greater Los Angeles, he took a program that was raising just $2.5 million per year to $15 million the first year and another $39 million in the second. He achieved that dramatic success in part by deploying an online donor survey and has since developed and refined his own systems making the use of online surveys and automated follow up a central part of many of his consultations.Starting as an entrepreneur before he completed his studies at Tufts University, Karlin has always been known for bringing his entrepreneurial and business perspective to the not-for-profit world.In addition to expertise in major gifts development, Karlin has offered digital marketing services to small businesses and not-for-profits through Aliya Marketing Group for more than 15 years.

Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MORNING PRESENTATION

Presenter: Lisa Rehburg, Helping People Benefit from Unwanted/Unneeded Life Insurance Policies
Session Title: 
Life Insurance Settlements - An Additional Fundraising Opportunity
Session Description: TBD 

Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker.  Ms. Rehburg is energized by helping non-profit organizations and their donors benefit from unwanted or unneeded life insurance policies.  By having access to many investor groups, Rehburg Life Insurance Settlements can place more policies and realize a better return for clients.    Lisa has been in the health and life insurance industries for over 30 years.  She has held executive roles at carriers, general agencies and TPAs.   She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development.  She can be reached at (714) 349-7981, [email protected] or www.rehburglifesettlements.com.


AFTERNOON PRESENTATION

Presenter:  Joshua Driskell, Esq. Partner, Primuth Driskell & Terzian LLP and Vanessa Terzian, Esq. Partner, Primuth Driskell & Terzian LLP
Session Title: IRA Trust Strategies: Ensuring the Stretch

Session Description: Make the best use of IRA trusts by understanding their unique advantages and features. This strategic legal briefing will provide you with a practical overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process.
• Determine the pros and cons of establishing an IRA trust over other retirement planning options.
• Maximize the stretch with the most advantageous beneficiary selection.
• Comply with IRA minimum distribution rules.
• Examine tax issues associated with an IRA trust, including income and estate tax


Mr. Driskell focuses his practice on business, tax, estate, bankruptcy, and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association. Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses.  Mr. Driskell earned his Juris Doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer, and coach for the University of Toledo’s Moot Court Team. He coordinated the school’s annual Fornoff Competition where more than 100 students compete for a chance to argue their case before national judges. For his dedication and involvement in the Moot Court program, Joshua was honored with membership in the National Order of Barristers, a national legal honor society celebrating Moot Court programs.  Mr. Driskell is admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan.  In addition to his activities as an attorney, Mr. Driskell is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation.

Vanessa Terzian, is an adjunct professor of Wills and Trusts at Southwestern Law School.  She was recently named a top attorney of 2018 in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®.  She began her legal career as a trust officer for Wells Fargo, N.A. Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.  After witnessing firsthand the importance of proper planning, Vanessa pursued her own practice, helping countless families through her expertise in estate and tax planning, probate, and trust administration. What sets Vanessa apart is her understanding of the needs of growing families, her ability to relate to working parents who desire a better life for themselves and their families, and her know-how in implementing strategic estate-planning tools in the most cost-efficient and seamless manner. Vanessa also draws on her real estate and business background in crafting comprehensive plans for her clients.  Vanessa is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Vanessa is a faculty member at the Institute for Preparing Heirs®.  Vanessa is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. She is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. Vanessa has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. She believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success.  In May 2018, Vanessa merged her practice with a Pasadena-based estate-planning firm, Primuth and Driskell, LLP, now known as Primuth, Driskell, and Terzian, LLP.  As a family woman, Vanessa understands the importance of protecting assets, planning for the future, and building your own legacy. She takes pride in providing her clients with the sense of comfort and security that comes along with having an effective and comprehensive estate plan in place.

January General Meeting Sponsor

 

 

 
 
 
Format Location

8:00 a.m.
8:30 a.m.

10:00 a.m.
11:15 a.m.
11:45 a.m.
12:15 p.m.
1:15 p.m.

 

Registration
Advanced Case Study & Mini-Round Table (Held Concurrently)
Morning Session
Coffee and Networking
Lunch
Afternoon Session
Adjournment

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Directions:  Click here

Cost

$75.00

 

Members with advance registration

$99.00

 

Nonmembers with advance registration

$105.00

 

Walk-in Registration

 
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; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event.  A $25 administrative fee will be imposed.  Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Patience Boudreaux at [email protected] to discuss their presentation material. To discuss General Meeting sponsorship opportunities, please contact Grace Russak at [email protected]

To discuss General Meeting sponsorship opportunities, please contact Allyson Simpson, LACGP President at [email protected].

General Membership Meeting Sponsorship Opportunities:

The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled in 2018 (January, March, April, September & November).  The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on LACGP web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting