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.

Date Thursday, November 21, 2019
Time 8:00 am - 1:15 pm
Location

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.

Click here for directions

General Meeting Agenda

8:00 a.m.     Registration

8:30 a.m.     Advanced Case Study & Mini-Round Table
                  (Held Concurrently)

10:00 a.m.   Morning Session

11:15 a.m.   Coffee and Networking

11:45 a.m.   Lunch

12:15 p.m.   Afternoon Session

1:15 p.m.    Adjournment


Advanced Case Study

Presenter: 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.

Barbara Bushnell, CFRE
As a “second career” fundraising professional, Barbara Bushnell, CFRE has spent the last 23 years as a professional in the nonprofit sector.  She has had extensive experience in managing non-profit organizations, working with programmatic staff, developing successful fundraising programs and creating and implementing strategic plans. 

Barbara is currently the Chief Strategist at RBI Fundraising Campaign Consulting, serving small to mid-sized nonprofits in Southern California.

Barbara has served as CDO of Planned Parenthood LA, VP of Development for LA's BEST, After School Enrichment Program; President and CDO of the Literacy Network of Greater LA, AVP of Development at the Music Center, Development Director for the Pacific Southwest Region of the Anti-Defamation League and CDO for the San Gabriel Valley Chapter of the American Red Cross.  In that capacity, Barbara spent 4 weeks on assignment in New York following the attacks on September 11, 2001 securing In Kind donations in the relief effort.  

As a volunteer, Barbara has held numerous board positions for the Association of Fundraising Professionals of Greater Los Angeles Chapter (AFP/GLAC) including President in 2013, NPD Chair, RPC Chair, VP Education and Treasurer.    Barbara also served as a member on the Strategic Planning Committee for CFRE International and then was elected for a three year term on the 11 member board of Certified Fund Raising Executives (CFRE) International as a representative from the Western United States. 

In 2017, Barbara served on a 9-member committee of volunteers to interview and select the new AFP International President.  Barbara is currently serving on the AFP International Foundation for Philanthropy Board of Directors. 

Barbara is committed to upholding the ethical practice, integrity and transparency of the fundraising profession.

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.

Moderator: Jay Harvill, Methodist Hospital
Session Description: Wisdom comes to us through our own personal experiences. But isn’t it great to learn from someone else’s experiences? Join us to learn and enjoy an informal conversation about the good, the bad and the “could be betters” we’ve all encountered.

Jay A. Harvill
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 service in the charitable field for the past 20 years. Prior to his current role, Jay was director of gift planning at Braille Institute, where he served for seven years. Jay has been an active member with PPP-LA since 1996. Jay has served on the board, and later as president. Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club, San Gabriel Valley Habitat for Humanity, and as a member of the Fiduciary Round Table and the San Gabriel Valley Estate Planning Council. He particularly enjoyed joining Habitat on a mission trip to Nepal to build homes for the underprivileged in Pokhara. When not working, Jay enjoys peak bagging in the California mountains and woodworking in his man cave with his son, but his greatest joy is his faith and family.

Morning Session

Presenter: Avery Tucker Fontaine
Session Title:
From Philanthropy to Social Investment: A New Way of Giving
Session Description: 
In recent years, philanthropic giving has exceed $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 the increase in generosity and how this new way of giving fits into social investment.

Avery Tucker Fontaine
Avery is Head of Strategic Philanthropy for BNY Mellon Wealth Management as a component of Fiduciary Services.  Avery supports the US Markets, Family Office, Endowment & Foundation and Planned Giving Groups to develop a holistic platform  focused on exceeding client needs and expectations related to strategic philanthropy. Avery is the lead subject matter expert in the review and analysis of client philanthropic interests. She drives the effort for philanthropic thought leadership, education and training, tools and solutions, cross-functional teamwork, marketing support and national association relationships. Avery works with partners across the US Markets to deepen the effectiveness of our philanthropic solutions. 

Avery joined the firm in July 2014 and has almost 20 years of experience in the investment and financial services industry. Previously, she was Senior Vice President, Philanthropic Consultant and Senior Vice President, Business Banking with Wachovia, then with Wells Fargo. As a Philanthropic Consultant, Avery worked with families and successful nonprofit institutions to improve grant-making efficacy, foundation & endowment management, use of planned giving, and long term strategic planning. In Business Banking, Avery worked with C-level executives for both nonprofits and for-profits to create more efficient capitalization and cash flow via debt allocation, streamlining payables, payroll and analyzing working capital.

Afternoon Session

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’s 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 can’t 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’ll hear about what it takes to become a storytelling gourmet and refine your own storytelling recipes.

Lynn Malzone Ierardi, JD 
Lynn has been in the estate and gift planning field for more than 30 years. She is a leader in the charitable planning community, currently serving as Board Chair of the National Association of Charitable Gift Planners (CGP). Her recently published book, Storytelling: The Secret Sauce of Fundraising Success (Charity Channel Press), includes a foreword written by Professor Russell James. As a dynamic and highly rated speaker, Lynn has presented at conferences, meetings, and webinars throughout the country on a variety of charitable planning topics. 

Lynn has served as Director of Gift Planning for the University of Pennsylvania since 2005 and as an independent gift planning consultant (www.GiftPlanningAdvisor.com) since 2002. She’s also held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy, and practiced estate planning and real estate law. 


Registration

$75.00     Members with advance registration
$99.00     Nonmembers with advance registration
$105.00   Walk-in Registration

Continuing Education Credits

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 Michele Bignardi at [email protected] or Barbara Gunning at [email protected] to discuss their presentation material.

General Membership Meeting Sponsorship Opportunities:
The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled during the year (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 for the year
  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

To discuss General Meeting sponsorship opportunities, please contact Barbara Bushnell at [email protected]