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, September 20, 2018 


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 September, we'll be focusing on (1) how we can help executive staff see the light on gift planning and (2) how identifying mentors can help each of us in our development as gift planners. Great session for people who are relatively new to gift planning, do not work in an environment with gift planning colleagues, or have a specific gift planning challenge that the group can discuss. Participants will walk away with great tips and new networking colleagues.

ADVANCED CASE STUDY

Presenter: Ray Watts, CFRE, CSPG, Senior Associate VP for Advancement, Univ. of Redlands
Session Title: Life Insurance Gifts

Session Description: How partnership between financial advisers and gift officers can help donors achieve their desired impact. We'll discuss issues like options when someone is uninsurable, considerations in setting terms, and potential changes to gift acceptance policy.

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

MORNING PRESENTATION

Presenter: Elizabeth Bawden, Partner, Withersworldwide
Session Title: Navigating the Twists and Turns of Testamentary Gift Annuities
Session Description: Most charitable gift annuities (CGAs) are funded with lifetime gifts made by loyal donors. The processes and procedures associated with these lifetime CGAs are fairly straightforward and familiar to many gift officers. However, there are many opportunities for CGAs to be created upon the passing of a donor. Known as testamentary CGAs, these gifts are made through wills, trusts or IRA beneficiary designations. Using case studies, this session will explore common reasons testamentary CGAs are created and the practical and procedural challenges that accompany them. Among them: what is the date of the CGA, when do payments begin and who signs the CGA agreement? Finally, this session will explore advance planning opportunities with donors to ensure that testamentary CGAs work well for donors, charities and annuitants alike.


AFTERNOON PRESENTATION

Presenter:  Lindsey Jacobs, Manager, Legacy Planning, Chapman University
Session Title: Social Media for Planning Giving: Why We Shouldn't Write It Off

Session Description:  While it is easy to assume that planned giving donors are not active on social media, this is a mistake that could keep your operation from easy and effective outreach opportunities. This presentation addresses the benefits of including social media as another form of cultivation and stewardship. Learn about simple ways social media can be used to enhance your reach and even deepen relationships with donors and philanthropic clients.

SPONSOR
September 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]du 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