NOVEMBER GENERAL MEETING

November 17, 2022
In-Person at the University Club of Pasadena
8:30 AM - 11:15 AM

The Los Angeles Council of Charitable Gift Planners holds four General Meetings each year. Our General Meetings are like attending a half-day conference on gift planning. Attendees benefit from hearing two different presentations at either the 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. Sessions may include facilitated breakouts so you can engage with your fellow attendees.

Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Members: $75 | Non-Members: $85


Morning Session

Investing Donor Assets in 2022 and Beyond: Values Over Returns

Escalating geopolitical unrest, interest rate hikes and inflation at a 40-year high in the U.S. have descended on financial markets simultaneously in 2022, causing a significant increase in the volatility of equity, fixed income, and commodities prices. While our attention is drawn to the sensational headlines of the daily news cycle, as investors it is important that the focus remain on the events that impact the economy, inflation, and earnings – the fundamental factors that matter most to markets. For not for profits with planned giving programs, it is important to understand the implications of lower expected returns and higher inflation. In this environment, determining appropriate long-term investment objectives and asset allocation can increase the probability of meeting both philanthropic and financial goals. By setting reasonable expectations, organizations can better inform stakeholders and donors about the potential outcomes of a planned gift. At the same time, the pandemic has heightened the awareness of environmental, social, and justice causes and inspired not-for-profits and their donors, especially younger donors, to take action. With this awareness has come a realization of the power of aligning an organization’s investments with its values. In this program, we will review the investment risks present in today’s financial markets, the challenges investors will face in the coming decade, the implications for Planned Giving programs, and best practices for building portfolios that serve financial and values-based goals.

David Hohler, CFA is the Director of Investments for BNY Mellon Wealth Management’s Planned Giving Group. In this role, he is responsible for overseeing the team of investment professionals that manage planned giving assets. David has over 15 years of experience working directly with nonprofits to design, implement, and actively-manage their planned giving portfolios. His clients include secondary schools, healthcare groups, colleges and universities, religious and cultural organizations, and community foundations. David received a bachelor’s degree with a major in economics from the University of Delaware and a master’s degree of business administration from Seattle University. David is a CFA Charter holder and a member of the CFA Society Boston.


Advanced Case Study

DEI IDEA: Making Organizational Goals a Departmental Reality

Your organization has made DEIA (diversity, equity, inclusion, accessibility) declarations, now what? For organizations past the “what is DEIA" phase and wanting to engage further on the departmental, team and individual levels in a practical, operationalizable way, this session is for you! We'll talk through case studies at the departmental and individual levels and workshop various DEIA approaches together to equip you with ideas on how to move ideas into action.

Abigail Oduol, CFRE is a Planned Gifts Officer at Earthjustice. She received her undergraduate degree from the University of California Irvine in 2010 in Political Science followed by a Master’s in Transformational Urban Leadership in 2013 from Azusa Pacific University. From an early age, Abigail has been drawn to the nonprofit world — from attending a humanitarian mission in Ecuador at 13, to work as an autism behavior therapist and fundraising with Akiba Mashinani Trust on land rights and advocacy for clean water and sanitation facilities for urban slums. Abigail worked for several years as a refugee resettlement caseworker across Kenya, Ethiopia, and Chad before moving into fundraising in 2015. Abigail joined Earthjustice in 2019 and has lead initiatives such as beginning a Black employee affinity group, a parenting support group, and launching an organization wide initiative to retain Black staff.


Mini Round Table

TOPIC TBD

Moderated by Jay Harvill

The mini round table is intended as a space for those with less than 3 years of experience to be able to engage actively with gift planning topics, ask questions, and share challenges they've been facing so they can gain insight from others facing similar issues.

Jay A. Harvill
Director of Gift Planning, Methodist Hospital
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.


Details

When:
Thursday, November 17, 2022
8:30 AM - 11:15 AM 

Where:
University Club of Pasadena
175 North Oakland Avenue
Pasadena, CA 91101

In accordance with the Pasadena Public Health Department, masks are required for all individuals inside of the Club, regardless of vaccination status. Attendees without masks will be provided a mask. Masks can be removed when actively eating and drinking. Exemptions to mask requirements can be made in certain instances in accordance with California Department of Public Health. Thank you for your support and adherence to these guidelines which will help make LACGP's transition back to in-person gatherings both smoother and safer!

Complimentary parking. Click here for current safety protocols. Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Schedule:
8:30 AM - 9:00 AM, Breakfast
9:00 AM - 10:00 AM, Morning Session

10:00 AM - 10:15 AM, Break
10:15 AM - 11:15 AM, Advanced Case Study OR Mini-Roundtable
11:15 AM, Adjournment

Fees:
Members: $75
Non-Members: $85

 


Cancellation Policy
LACGP 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].

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release
Registration and attendance at, or participation in, LACGP meetings and other activities constitutes 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 LACGP 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
LACGP will provide attendee contact information and email addresses to program partners and exhibitors of certain LACGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.

Continuing Education
The Los Angeles Council of Charitable Gift Planners is approved as continuing education provider #3889 of MCLE credit by the State Bar of California and designated this activity for a maximum of 2.0 hours of credit. LACGP is also approved for CFRE continuing education credits. Full participation in the General Meeting is applicable for 2.0 points 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.