MARCH IN-PERSON GENERAL MEETING

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

Click here to see who's attending.

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

Closing a Real Estate-Funded Life Income Gift: Easier Said Than Done!

Life-income gifts of real estate can represent significant gifts for charitable organizations and provide donors with substantial tax, financial and philanthropic benefits. However, the process of closing such gifts can be complex and time-consuming because it is dependent upon the donor's needs, expectations, and personalities, as well as the needs of the charitable organizations.

Using a case study, this session will detail the various stages gift planning officers must effectively lead their prospects and donors through to close a life-income gift funded with real estate and further develop engaged donor relationships. In particular, this session will focus on the considerations and best practices associated with the: identification, cultivation, solicitation, negotiation, and closing phases of the gift acceptance process.

William D. Strickland, J.D., C.S.P.G, C.E.P.A
Senior Executive Director, Planned Giving, City of Hope

William D. Strickland, J.D., C.S.P.G, C.E.P.A., serves as a Senior Executive Director, Planned Giving with City of Hope. In that role, he cultivates, stewards and solicits planned giving donors and prospects. Bill has a proven donor-centric fundraising background in addition to his experience in philanthropic consulting, fiduciary services, and business litigation.

Before joining City of Hope, William served as the Planned Giving Officer for the California Community Foundation where he led Planned Giving and Sartori Circle (Legacy Society) programs and partnered with business managers, CPAs, entertainment industry advisors and nonprofit organizations. He also served as the Associate Director of Planned Giving at The Nature Conservancy for 8 years after leaving Bank of America's Trust Services Center, where he served as Vice President and Trust Officer. In that role, he administered 280 trust and investment management accounts, providing technical fiduciary expertise. Having obtained a JD from the University of California, Davis, William served as a litigation attorney for Bergman & Wedner for 3 years. Also, William served on the board of the National Association of Charitable Gift Planners and as a past president of the Partnership of Philanthropic Planning of Greater Los Angeles (now named the Los Angeles Council of Charitable Gift Planners).


Advanced Case Study

Planned Giving Surveys and Learning From Experience

Cherish Lo, Shelley De Leon and Cheryl Papsch will share their experiences with planned giving surveys which has been utilized as a lead generation tool at City of Hope for the last eight years. They will touch on the importance of infrastructure to implement a survey and share insights that can be helpful for those considering a planned giving survey or for those who have been using this as a lead generation tool for years.

Shelley De Leon has been with City of Hope since 2018, working in the Planned Giving Department. The Planned Giving team has 22 members, and its current goal is to raise approximately $30-40 million in realized bequest intentions and estate gifts annually. Last fiscal year, the team raised $41 million. Her role as Manager, Planned Giving Data and Analytics is to work on data management, audience selection for marketing pieces, and to build predictive models to find prospects for the planned giving frontline fundraisers

Prior to working at City of Hope, Shelley worked in planned giving at the Los Angeles Philharmonic and Caltech. Before working in planned giving, Shelley worked for two prominent law firms: Proskauer and Latham & Watkins in database management and doing statistics and market research at Nielsen. Shelley has her B.S. in Sociology with Honors from Brown University and her M.S. in Predictive Analytics from Northwestern University. When not working, she enjoys spending time knitting, reading, and playing board games with her husband.

Cheryl Papsch is a Customer Success Manager at MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. Cheryl has been with MarketSmart for over 11 years and has served the City of Hope account since 2015. When not working, she enjoys spending time with her husband and their dog and cat, and volunteering for a local horse rescue, where she helps with both horse care and fundraising efforts. 

 

Cherish Lo has been at City of Hope for eight years, growing their planned giving marketing program. She still gets excited about responses that come back from their planned giving marketing efforts. When not working, she enjoys spending time with her toddler, husband and two dogs.

 

 


Mini Round Table

Old School vs New School Marketing - Which wins or is it a draw?

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 as well as seasoned planned giving officers. In this session, we'll tackle prioritizing marketing efforts. Need more leads but not sure what will generate the most? Want to engage qualified leads around specific gifts? How do you market to multi-generational families? We'll explore what works and what doesn't, as well as what marketing really means now given the tension between available technologies and the undeniable impact of personal connection. Jay will guide the conversation on these topics and more at this mini round table session.

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:
Tuesday, March 15, 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


See Who's Going!

Patrick Abell, Abell Auction Co.
Steven Adamian, University of La Verne
Elizabeth Bawden, Withers Bergman, LLP
Nancy Baxter, Public Media Group of Southern California
Michele Bignardi, Netzel Grigsby Associates
Taylor Burrows, LA Philharmonic Association
Christopher Cole, NPR
Michael Davis, US Bank
Shelley De Leon, City of Hope
Genevieve Goetz, Los Angeles Philharmonic
Holly Hight, Downtown Women's Center
Rosalind Hilman, City of Hope
Kathleen Hurtt, Orange Catholic Foundation
James Jacobs, Claremont McKenna College
Kimberly Jetton, Orange Catholic Foundation
Susanna Kim, Withers Worldwide
Bob Knuth, Claremont McKenna College
Carí Lewis, California Philanthropic Consulting
Cherish Lo, City Of Hope
Jonathan Lorenzo, The Orange Catholic Foundation
Jennifer Maqueda, Clifford Swan Investment Counselors
Chuck Mayfield, University of California Irvine, University Advancement
Abigail Oduol, Earthjustice
Natalie Piega, California Institute of Technology
Cameron Pinckney, Harvard Westlake School
Mauri Ramirez, Orange County Rescue Mission
Jill Rode, Music Academy of the West
Ervin Rodriguez, UCLA
Hart Roussel, Cal State Fullerton
Grace Russak, Northern Trust
Allyson Simpson, Maryvale
William Strickland, City of Hope
Barbara Turman, Academy Museum of Motion Pictures
Sandy VandenBerge, Torrance Memorial Foundation
Joe Ward, City of Hope
Teresa Wilmott, Scripps College


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 an approved 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.