Virtual Mini Round Table with Jay Harvill

"Visiting a Donor… Your Office, Their Home, or Neutral Ground?"

Deciding on where to meet a donor can make all the difference in the success for your donor visits. In this session, we’ll discuss how to set the stage for your donor to feel comfortable and at ease as you build and deepen the relationship. We’ll discuss why and when we find these meeting grounds to be the best setting for meetings throughout the donor experience.

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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.

Cancellation Policy

SoCalCGP 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].

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 sponsors and exhibitors will only be used to inform the attendees of promotions and networking opportunities with the program sponsors 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/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors/exhibitors via email or mail. 

Continuing Education

SoCalCGP is also approved for CFRE continuing education credits. Full participation in the Mini Roundtable is applicable for 1.0 point 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.