Dear colleagues,

At our General Meetings of the Los Angeles Council of Charitable Gift Planners, the Mini Roundtable session provides an opportunity for newer members of our field to brainstorm, network, and learn together with LACGP mentors and peers who seek a deeper understanding of gift planning. Participants are encouraged to bring a question so that the group, together, can generate an array of helpful answers. In this period of uncertainty, it seems this type of opportunity is more valuable than ever, so LACGP in partnership with the Mini Roundtable moderator, Jay Harvill, will be hosting a series of Virtual Mini Roundtable sessions.

Our Mini Roundtables are designed to be a dialog between seasoned professionals and those who are new to the field of gift planning or who have particular issues they are working through which the insight of peers can help them work through.

Virtual Mini Roundtable Topic for July 30:

When a donor or donor rep says, "We'll include you in our trust/CRT as long as you pay to have it written." What makes this feasible? Pros and cons.

In this session, we’ll discuss what to do when a donor or donor rep says, “We’ll include you in our trust/CRT as long as you pay to have it written.” Is this feasible for your organization? What are the pros and cons of facilitating this process? What are the considerations you should keep in mind as you move through this process? When does it make sense to be a CRT’s trustee if asked by the donor? As always, should participants have any questions not related to the designated topic, we will allow time to help consult and discuss your question.

This session is a free resource to the gift planning community from LACGP.

It is our hope that the Virtual Mini Roundtable can become a weekly engagement point for members of LACGP while this country adapts to responding to COVID-19 and the changes to the way we work with donors. We hope you'll join us for this session and look forward to future topics.

Note, we will limit participation to the first 15 people to allow for a conversation to take place; in the event we have more registrants, we will open a second session for additional participants.

Please click here for more information and registration.