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WISDOM WEDNESDAYS

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May 4, 2022 | The Benefits and Pitfalls of Gifts of Art

 
 

May 11, 2022 | Maximizing the Value of Matured Bequests and Using Existing Gifts to Create a Legacy of Giving

CONFERENCE SPEAKERS

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Nancy Baxter, LA Philharmonic
The Planned Giving Primer: A Window into the World of Gift Planning

Brantley Boyett, Giving Docs
The Value of a Handraiser

Reynolds Cafferata, RHCC
What if They Pass a Bill? How Future Tax Policy Might Impact Charitable Giving

Sean Carter, Mesa CLE
It's Not the Fruit, It's the Root: Getting to the Heart of Our Ethical Ills

Helen Cheng, Withers Bergman
Gifts of Complicated Assets

Jeffrey Davine, Mitchell, Silberberg & Knupp
Analyzing Gifts of Non-Liquid Assets

Michael Davis, US Bank
Every Rose Has Its Thorn - Reframing Common Gift Acceptance Policies

William Finestone, Blank Rome
Charitable Pledges: How to Make them Work for Your Donors and Your Organization

Chris Heldman, Legacy Leaders
The Great Wealth Loss: Learn How to Protect and Prepare

Jean Y Kim, Merrill Private Wealth Management
Deciphering the Language of Charitable Remainder Trusts

John Kobara, Random Acts of Progress
The Philanthropy Apocalypse

Hali Lee, Radiant Strategies
Giving in Diverse Communities: Case Studies and Shared Learnings

 

Cari Jackson Lewis, California Philanthropic Consulting
The Planned Giving Primer: A Window into the World of Gift Planning

William Littlejohn, The Foundations of Sharp HealthCare
Perspectives on a Career in Philanthropy

Charles McLucas, Charitable Trust Administrators, Inc.
What is New and Coming in the Charitable Trust World

David Wheeler Newman, Mitchell, Silberberg & Knupp
Effective Gift Acceptance Policies and Procedures

Jane Peebles, Karlin & Peebles, LLP
An Often Overlooked Source of Support: Mission-Related and Program-Related Investments from Private Foundations

Katrina Pipasts, Northern Trust Company
A Win-Win Situation: Charitable Beneficiaries Partnering With Fiduciaries

Andy Ragone, Crescendo Interactive
Marketing Funnels, KLT, and Fully Devoted Fans

Lisa Rehburg, Rehburg Life Insurance Settlements
From Major Gifts to Principal Gifts - Career Pipeline Strategies

Jill Rode, Music Academy of the West
Marketing Funnels, KLT, and Fully Devoted Fans

Daniel Sims, Daniel Sims Consulting Group
The Role of JEDI Values in Transformational Giving

Christopher Smith, CCS Fundraising
A Practical Look at Assessing Your Gift Planning Program

Linda Spuck, Linda Spuck Consulting
Gifts of Complicated Assets

Nathan Stelter, The Stelter Company
The Value of a Handraiser

Anne Thomas, CCS Fundraising
A Practical Look at Assessing Your Gift Planning Program

Crystal Thompkins, BNY Mellon Wealth Management
Driving Diversity in the Gift Planning Profession

Fred Weber, Northern Trust Company
A Win-Win Situation: Charitable Beneficiaries Partnering With Fiduciaries

Michael Wegge, Independent Capital Management
Many Will Start Fast, Few Will Finish Strong

Lloyd Wong, Clifford Swan Investment Counselors
Best Practices for a Successful Charitable Gift Annuity Program

Carol Bradford Worley, California Community Foundation
Charitable Pledges: How to Make them Work for Your Donors and Your Organization

Dien Yuen, American College of Financial Services
Giving in Diverse Communities: Case Studies and Shared Learnings

 

Additional Details

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 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 LACGP and other third parties (for example, sponsors). 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. 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.

Mobile App Policy
As a knowledge-sharing community, the LACGP Mobile App has features that allow fellow meeting attendees to know and contact each other. By participating in certain LACGP events you grant LACGP the right to upload your name, company and company's primary address & phone number in your profile to the LACGP meeting App, which will be available to registered attendees only. 

Continuing Education
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 designates this activity for a maximum of 12.25 hours of credit. LACGP is also an approved provider of 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 the 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.