PG 101: The Fundamentals of Gift Planning

October 25, 2019

8:00 AM Check-in and Continental Breakfast
8:30 AM - 3:30 PM Program


Braille Institute
741 North Vermont Avenue
Los Angeles, CA 90029
(323) 663-1111

 The Braille Institute offers free parking.



Registration Fees              

LACGP Member $85.00
Nonmember $100.00
On-Site $125.00


Invest in your professional development and value. Strengthen your practical knowledge and planned giving skill set at this “roll up your sleeves,” hands-on workshop. Join highly regarded instructors for a full day focused on providing you with valuable knowledge that can be immediately applied in your daily work. This session will increase your capacity to advise donors on basic and more complex gift planning topics and opportunities.

Program Description

  • Provides an understanding of planned giving fundamentals
  • Familiarity with the income, estate and gift tax structures that affect gift giving and the transfer of wealth
  • Explores outright and deferred methods of charitable giving
  • Provides an overview of charitable gift substantiation rules for maximum tax benefits
  • Suggestions for planned giving in economically challenging times


  • Anyone new to the field of planned giving who desires a solid, basic foundation in the planned giving fundamentals
  • Experienced planned giving professionals who want an up-to-date refresher on those important planned giving basics

Included Incentives

  • Continental breakfast and lunch included with registration
  • Take-away PowerPoint of presentation, plus materials
  • Free parking; however, carpooling & public transportation use are encouraged
  • Carpool & public transportation users eligible for drawing ($50.00 Starbucks gift card)
  • Networking Opportunities – expand your network of planned giving professionals

The Presenters

altSteven J. Chidester is a partner with Withers Worldwide in Rancho Santa Fe. Steve practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. He has represented exempt organizations in civil and probate court and before state Attorneys General. He also has considerable experience designing and using computer modeling to show the economic consequences of various estate planning and charitable giving techniques. He is a faculty member of the American Institute for Philanthropic Studies at California State University, Long Beach. Steve is a member of the California State Bar Association and the American Bar Association.

altClaudia B. Sangster is Senior Vice President and the Director of Family Education and Governance in Wealth Management at the Northern Trust Company.  In this role she designs the firm's advisory capabilities in financial education, family decision-making, and relationships around money and wealth.  Claudia collaborates with clients, their advisors and Wealth Planning partners in identifying and establishing appropriate educational programs and governance structures for multi-generational families in order to prepare family members to steward the wealth, to enhance family unity and to help sustain all aspects of the family’s capital—financial, intellectual, human and social.  She works with families to create their legacy of wisdom, wealth and giving through multiple generations.  Claudia has over 25 years of experience in advising individuals and families in financial education, family governance and philanthropy.  Prior to joining Northern Trust, Claudia was with CTC myCFO, where she served as the Director of Philanthropy, Estate and Trust Services. She was also instrumental in establishing the Harris myCFO Foundation, and its successor, the BMO Charitable Fund Program, a donor-advised fund sponsored by the National Philanthropic for clients seeking a simple, tax efficient vehicle for their philanthropic giving.  Claudia is a frequent speaker and author on topics including values, finance and family legacy, as well as trends in family education, governance and philanthropy.  Claudia earned a Bachelor’s degree, Summa Cum Laude, from Pepperdine University, and a JD, Magna Cum Laude, from the University of Houston, College of Law. She is a current member of the Board of the Associated Women for Pepperdine, as well as a Chairperson of the Board of Directors of Los Angeles Social Venture Partners and the Nicholas Endowment, which enables charitable organizations to build their programs and strengthen their infrastructure to more effectively deliver charitable services.

Continuing Education Credits

This event is presented by the Los Angeles Council of Charitable Gift Planners, which is approved as a continuing education provider for CFP®, CFRE, CPE, CSPG, and MCLE credit by the State of California.

Cancellation Policy

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 or transferable.