May 28, 2020
10:00 a.m. - 11:00 a.m.

At our General Meetings of the Los Angeles Council of Charitable Gift Planners, the Mini Roundtable session provides an opportunity for newer members of our field to brainstorm, network, and learn together with LACGP mentors and peers who seek a deeper understanding of gift planning. Participants are encouraged to bring a question so that the group, together, can generate an array of helpful answers. In this period of uncertainty, it seems this type of opportunity is more valuable than ever, so LACGP in partnership with the Mini Roundtable moderator, Jay Harvill, are hosting a series of Virtual Mini Roundtable sessions kicking off Thursdays, May 28, from 10:00 - 11:00 a.m.

Virtual Mini Roundtable Topic for May 28:
In this session, we'll be focusing on some of the details around accepting gifts. What's acceptable and not? How does institutional culture impact what you will accept? How does the relationship between the donor and the institution influence our decisions? What should you look for in good gift acceptance policies? What should you do if your institution has no or outdated gift acceptance policies? As always, should participants have any questions not related to the designated topic, we will allow time to help consult and discuss your question.

$15 for members
$20 for guests

It is our hope that the Virtual Mini Roundtable can become a weekly engagement point for members of LACGP while this country adapts to responding to COVID-19 and the changes to the way we work with donors. We hope you'll join us for this session and look forward to future topics.

Note, we will limit participation to the first 15 people to allow for a conversation to take place; in the event we have more registrants, we will open a second session for additional participants.

Continuing Education:
One continuing education point has been granted by CFRE (Certified Fund Raising Executive) International. LACGP is accredited by the State Bar of California to provide Minimum California Legal Education (MCLE). Credit hours may be self-reported to the Californa Board of Accountancy (CBA) for Continuing Professional Education (CPE) credits. Certified Specialist in Planned Giving (CSPG) credit hours may be granted on a self-reporting basis.

Future Virtual Mini Roundtable Topics:
June 11: The donor loves you. They now ask you to be their trustee/executor? What to do?

July 2: Navigating the social, ethnic, political belief differences between donor and PGO.

July 16: Connecting with a donor's family. When, why, and how do you do it, or not.

July 30: When a donor or donor rep says, "We'll include you in our trust/CRT as long as you pay to have it written." What makes this feasible? Pros and cons.

August 13: Access to board members and executive staff. How and when do you work within the system/company culture to establish those relationships?

August 27: When do you ask for a gift? The first date, or when you really know them better? What makes a gift happen? Just your personal magic or the touch of many, many others?

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 service in the charitable field for the past 20 years. Prior to his current role, Jay was director of gift planning at Braille Institute, where he served for seven years. Jay has been an active member with PPP-LA since 1996. Jay has served on the board, and later as president.

Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has served in various countries to build homes and playgrounds for the disenfranchised and their children through Habitat and Kids Around the World. When not working, Jay enjoys woodworking and spending time with his family, Joshua and Robin.