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PG 101: The Fundamentals of Gift Planning

October 20, October 27, and November 3
9:30 AM - 11:30 AM (PDT) via Zoom

As a part of our commitment to providing a solid introduction to gift planning for those new to the field, LACGP is offering “PG101: The Fundamentals of Gift Planning" as a virtual Zoom series this fall.

Our goals for the course are simple: 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 workshop focused on providing you with valuable knowledge that can be immediately applied in your daily work. Taught over three consecutive weeks to enable you to put what you learn into practice between sessions and share your experiences with your cohort, this course will increase your capacity to advise donors on basic and more complex gift planning topics and opportunities.

Cost: $99

COURSE OBJECTIVES:

  • Provides an understanding of planned giving fundamentals
  • Develop familiarity with the income, estate, and gift tax structures that affect gift-giving and the transfer of wealth
  • Explore 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

WHO SHOULD ATTEND?

  • Anyone new to the field of planned giving who desires a solid, basic foundation in the planned giving fundamentals.
  • Those who are in small fundraising shops who want to improve their ability to share planned giving options with their donors.

INSTRUCTORS:

Aaron Levinson
Planned Giving Director, Los Angeles Jewish Health
Aaron Levinson currently serves as Planned Giving Director of the Los Angeles Jewish Home. Previously, Aaron served five years as Executive Director of The Executives, a fund-raising support group of the Jewish Home. Prior to joining the Jewish Home, Aaron served as Executive Director of Shomrei Torah Synagogue, a conservative Jewish synagogue of more than 550 family members in West Hills. Aaron also spent seven years at the Anti-Defamation League in a variety of positions, including as Interim Regional Director. Aaron holds a Bachelor’s Degree in Judaic Studies from the University of California at San Diego as well as a Master’s Degree in Jewish Nonprofit Management from Hebrew Union College and a Master’s Degree in Public Administration from the University of Southern California. He was bestowed an honorary doctorate in Jewish Nonprofit Management from Hebrew Union College in 2020. Aaron is a Certified Specialist in Planned Giving and is a past president of Los Angeles Council of Charitable Gift Planners.

Cynthia Hizami, JD
Director of Planned Giving, West Coast Jewish National Fund
Cynthia Hizami is the Director of Planned Giving for the West Coast for Jewish National Fund, a non-profit which raises money in America for programs, projects, and infrastructure in Israel. Over the course of her career, she has practiced as an attorney in many areas, including estate and tax planning, business litigation, and civil litigation. Cynthia received her B.A. at Tulane University and her J.D. from Tulane Law School.


Francine Lis
Development Director, American Jewish Committee
Francine is the Development Director at the American Jewish Committee. Prior to joining AJC in March 2020, she served as Director of Planned Giving, Legacy, and Endowments for the Anti-Defamation League in the Pacific Southwest Region; the Director of Annual Giving for USC Law; and Director of Development for Jewish Big Brothers Big Sisters. She is currently pursuing a certified specialist in planned giving certificate through the American Institute for Philanthropic Studies at Cal State Long Beach. Francine received her Bachelor of Arts degree from UCLA and earned a certificate in Corporate Community Involvement from Boston College. Francine is a native Los Angelino, has a son and daughter, and an adorable Pomeranian.

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.

Additional Virtual Event Provisions:
If a technical failure at the attendee’s home or workplace prevents access to the virtual event, the attendee will not be given a refund. It is the responsibility of the attendee to confirm system requirements and test their computers prior to the start of the virtual event. However, if a technical failure is the fault of the service provider and the virtual event is canceled, a full refund will be provided.

If you are unable to attend the virtual event, information on how to access program recordings, where available, materials, and features of the virtual event will be provided to all registered persons. Registrants who fail to attend the event, in part or in whole, are not eligible for a refund or credit and will be billed for any balance due.

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 sponsors and exhibitors of certain LACGP events. The information provided to program sponsors and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program sponsors 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 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.

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider #3889 of MCLE credit by the State Bar of California and for 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.

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.